Core Viewpoint - The article highlights the innovative financial strategies employed by Everbright Wealth Management, focusing on its investments in specialized and innovative enterprises, as well as its commitment to green finance, showcasing its role in supporting the national economic strategy and ecological improvement [1][2][6]. Group 1: Investment in Specialized and Innovative Enterprises - Everbright Wealth Management has completed the first equity option exercise investment for specialized and innovative enterprises in China, marking a significant shift from debt financing to equity investment [2]. - The company has signed equity option cooperation agreements with over 270 technology innovation enterprises, with a focus on those recognized as national-level specialized and innovative "little giants" [3]. - The investment model combines credit financing with equity options, alleviating concerns of early-stage equity dilution for startups while allowing the firm to share in the growth and value appreciation of these enterprises [2][3]. Group 2: Green Finance Initiatives - As of August 2025, Everbright Wealth Management's investment balance in green finance has exceeded 700 billion yuan, actively promoting ecological improvement and corporate green transformation [1][5]. - The company has launched over 20 ESG and carbon neutrality-themed products since 2020, providing diverse tools for investors to engage in green investments [5]. - Investments are focused on traditional energy companies' green upgrades and clean energy enterprises' production line expansions, utilizing various financial instruments like green bonds and public REITs [5][6]. Group 3: Financial Performance and Client Service - Everbright Wealth Management has managed to grow its asset management scale to 1.79 trillion yuan by June 2025, serving over 25 million clients in six years and generating nearly 200 billion yuan in returns for investors [7]. - The company has issued over 21 trillion yuan in wealth management products, reflecting its strong asset management capabilities and brand influence [7]. - Looking ahead, Everbright Wealth Management aims to expand its services to the real economy and enhance its wealth management offerings for a broader range of investors [7].
从光刻软件到绿色水电!光大理财筑基六年,多点开花为投资者累创收益2000亿元
21世纪经济报道·2025-09-25 00:29