中国基金报·2026-01-16 15:44Core Viewpoint - Yuexiu Capital plans to reduce its stake in CITIC Securities by 1% while increasing its investment in Beijing Enterprises Holdings by no more than 1 billion yuan [2][3] Group 1: Stake Reduction in CITIC Securities - Yuexiu Capital will sell up to 1% of CITIC Securities' total shares, with an authorization period until December 31, 2026 [4] - Currently, Yuexiu Capital holds 12.66 billion shares of CITIC Securities, accounting for 8.54% of its total shares, making it the second-largest shareholder [4][6] - The market value of the 1% stake is approximately 4.161 billion yuan or 4.182 billion HKD based on the latest stock prices [5] Group 2: Increase in Investment in Beijing Enterprises Holdings - Yuexiu Capital intends to use up to 1 billion yuan of its own funds to increase its stake in Beijing Enterprises Holdings through the Hong Kong Stock Connect [5] - As of January 16, Yuexiu Capital holds 55.913 million shares of Beijing Enterprises Holdings, representing 4.44% of its total shares [6] Group 3: Strategic Objectives - The reduction in CITIC Securities is aimed at optimizing asset structure and enhancing investment returns, aligning with the company's development strategy [8] - The increase in Beijing Enterprises Holdings is part of a strategy to further optimize asset allocation and enhance long-term asset value [8] Group 4: Leadership Changes - On January 12, Yuexiu Capital announced the resignation of Chairman Wang Shuhui and the election of Li Feng as the new chairman [9] - Li Feng has extensive experience within the Yuexiu system, having held various senior positions [9]