国泰海通资管，来了！
中国基金报·2025-07-25 13:23

Core Viewpoint - The merger of the asset management subsidiaries of Guotai Junan and Haitong Securities marks a significant step towards comprehensive integration within Guotai Haitong Securities and represents the first instance of such a merger in the domestic securities industry [1][3]. Group 1: Merger Announcement - Guotai Haitong Securities announced the absorption merger of Guotai Junan Asset Management and Haitong Asset Management, with the new name being "Shanghai Guotai Haitong Securities Asset Management Co., Ltd." [1][3]. - The merger will involve key steps such as product migration and legal entity consolidation, with the company planning to implement the legal merger based on the progress of product migration [1][3]. Group 2: Historical Context - Both Guotai Junan and Haitong Securities have a long history, having received pilot qualifications for collective asset management in 2005, and have been operating for 20 years [3]. - Guotai Junan Asset Management was established in 2010 and has an asset management scale of 588.43 billion yuan as of the end of 2024, while Haitong Asset Management, founded in 2012, has an asset management scale of 106.98 billion yuan [3]. Group 3: Product Migration and Strategy - The product migration and renaming have been planned, with the management name of the products changing to reflect the new company name, and some public funds will apply for management changes [5]. - The merger aims to resolve intra-industry competition and enhance the core competitiveness of wealth management for Guotai Haitong Securities, aligning with the financial service goals for the Shanghai global asset management center [5][6]. Group 4: Future Outlook - Post-merger, the two asset management companies will unify their business direction, develop innovative strategies, and optimize their service systems to provide better personalized and diversified services [5][6]. - The integration will focus on resource sharing and enhancing core capabilities to meet the growing wealth management needs of residents [6].