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招行人事新变动 王小青任执行董事
王小青金融从业经历丰富,横跨银行、保险、证券、基金等多领域,业内享有很好口碑。 招商银行官网显示,目前王小青还担任招商银行副行长,并兼招商基金管理有限公司董事长、招商信诺 人寿保险有限公司董事长、招商信诺资产管理有限公司董事长。2023年2月-2024年10月曾兼任招行银行 特等行深圳分行行长。 在进入招商银行体系前,王小青曾在中国人保(601319)资产供职长达15年,长期分管投资业务,历任 中国人保资产风险管理部副总经理兼组合管理部副总经理、组合管理部副总经理、组合管理部总经理等 职。2007年8月获得提升,后历任人保资产总裁助理、副总裁,党委委员、党委副书记,投委会主任委 员等职,具有较为丰富的投资管理和风险管理的理论基础和实践经验。 5月23日,招商银行(600036)发布公告,招商银行副行长王小青出任招商银行执行董事。 对于王小青的本次任命,业内认为,这一方面可以应是招商银行董事会对王小青本人能力的认可,另一 方面,其多行业、多视角的从业经历可对招商银行综合化经营发挥作用。 王小青具有十多年资管行业从业经历,又履职素有"零售之王"之称的招商银行,对财富管理如何发展自 然有自己独到见解。 近日王小青出 ...
信德新材连跌7天,招商基金旗下2只基金位列前十大股东
Sou Hu Cai Jing· 2025-05-22 14:48
Core Viewpoint - Xinde New Materials has experienced a decline in stock price over the past seven trading days, with a cumulative drop of -5.65%. The company is a leading supplier of lithium battery anode coating materials and carbon-based new materials in the new energy materials sector [1]. Company Overview - Founded in November 2000, Xinde New Materials adheres to the corporate spirit of "Integrity and Virtue" and focuses on the new energy materials field [1]. - The company has established itself as a prominent player in the lithium battery anode coating materials market and is recognized for its carbon-based new materials [1]. Shareholder Activity - Two funds under China Merchants Fund have entered the top ten shareholders of Xinde New Materials. Specifically, China Merchants Industry Select Stock A increased its holdings in the first quarter of this year, while China Merchants Ruili Flexible Allocation Mixed (LOF) A made a new entry [1]. - China Merchants Industry Select Stock A has achieved a year-to-date return of 7.01%, ranking 278 out of 998 in its category, while China Merchants Ruili Flexible Allocation Mixed (LOF) A has a year-to-date return of 8.94%, ranking 268 out of 2303 [1]. Fund Manager Profile - The fund managers for China Merchants Industry Select Stock A and China Merchants Ruili Flexible Allocation Mixed (LOF) A are Lu Wenkai, who has extensive experience in the investment management field [4][5]. - Lu Wenkai holds a bachelor's degree in accounting from Tongji University and a master's degree in business administration from Shanghai University of Finance and Economics. His career includes roles at Deloitte, Shenyin Wanguo Securities, HSBC Jintrust Fund Management, and North Trust Fund Management [4][5].
年内公募近百亿元参与A股定增 逾八成机构账面呈现浮盈状态
Zheng Quan Ri Bao· 2025-05-21 16:44
今年以来,A股定向增发(以下简称"定增")市场活跃度显著提升,公募机构作为重要参与者,以近百亿 元资金规模深度布局,截至5月21日收盘,整体浮盈率超16%,逾八成公募机构实现正向收益。 财通基金管理有限公司(以下简称"财通基金")相关人士在接受《证券日报》记者采访时表示,在政策推 动下,保险资管、银行理财与公募基金同步参与定增,越来越多的机构参与也将为定增投资者带来多样 化、专业化投资策略,有利于投资者通过此类专业产品和策略,在政策与产业共振中捕捉结构性机会。 18家公募机构实现浮盈 2025年定增市场活跃度提升,与监管部门持续释放的政策红利密切相关。去年发布的"并购六条"明确鼓 励上市公司综合运用股份、定向可转债、现金等支付工具实施并购重组。与此同时,《关于推动中长期 资金入市工作的实施方案》进一步打通中长期资金入市卡点堵点,"允许公募基金、商业保险资金、基 本养老保险基金、企(职)业年金基金、银行理财等作为战略投资者参与上市公司定增"。在业内人士看 来,这使得公募机构与上述机构实现"同权参与",形成多元化资金供给格局。 "政策端对定增市场的支持体现在两个维度:一是通过并购重组规则优化,提升定增标的的战略价 ...
招商基金管理有限公司 关于招商科创孵化器封闭式基础设施证券投资基金收益分配的公告
Group 1 - The fund plans to distribute a cash dividend of RMB 21,534,000.00, which accounts for 99.0105% of the available distributable amount as of the distribution benchmark date [1] - The total available distributable amount as of the benchmark date is RMB 21,749,203.32, consisting of RMB 11,954,609.70 from the period of December 17, 2024, to December 31, 2024, and RMB 9,794,593.62 from January 1, 2025, to March 31, 2025 [2] Group 2 - Cash dividends for both on-market and off-market fund shares will be distributed on May 27, 2025, for off-market shares and on May 29, 2025, for on-market shares [3] - During the rights distribution period from May 21 to May 23, 2025, cross-system transfer business will be suspended [3] Group 3 - The fund will suspend subscription and redemption services from May 23 to May 26, 2025, due to holidays in major overseas investment markets, resuming on May 27, 2025 [7]
招商基金管理有限公司关于高级管理人员变更的公告
Group 1 - The announcement includes the appointment of new senior management personnel and acknowledges the contributions of the outgoing general manager, Mr. Xu Yong [1][6] - The infrastructure project under the fund is the Anhui Bo-Fu Expressway, which spans 101.3 kilometers and features a dual four-lane design with three toll stations [2][3] - The operational data for April 2025 indicates a year-on-year increase in average daily traffic and toll revenue, attributed to growth in passenger vehicle traffic and adjustments in differentiated toll policies for freight vehicles [3][4] Group 2 - The fund's management confirms that the investment operation is normal and that there are no undisclosed significant issues [4] - Investors are encouraged to consult the fund management's website or customer service for further inquiries regarding the fund [4]
招商中证全指软件ETF发起式联接A连续3个交易日下跌,区间累计跌幅3.26%
Sou Hu Cai Jing· 2025-05-19 16:23
来源:金融界 截止2025年3月31日,招商中证全指软件ETF发起式联接A前五持仓占比合计3.66%,分别为:24国债09 (1.12%)、25国债01(0.99%)、24国债15(0.89%)、24国债21(0.55%)、24国债10(0.11%)。 公开信息显示,现任基金经理房俊一先生:中国国籍,研究生、硕士。2019年7月至2021年4月在中证指数 有限公司工作,任研究开发部研究员;2021年4月至2024年8月在华宝基金管理有限公司工作,历任高级分析 师、基金经理助理等职位。2024年8月加入招商基金管理有限公司指数产品管理事业部,现任招商中证云 计算与大数据主题交易型开放式指数证券投资基金发起式联接基金、招商中证国新央企股东回报交易型 开放式指数证券投资基金、招商中证国新央企股东回报交易型开放式指数证券投资基金发起式联接基 金、招商中证半导体产业交易型开放式指数证券投资基金发起式联接基金、招商中证云计算与大数据主 题交易型开放式指数证券投资基金、招商中证科创创业50交易型开放式指数证券投资基金、招商沪深 300交易型开放式指数证券投资基金发起式联接基金、招商中证科创创业50交易型开放式指数证券投资 ...
招商沪深300ETF发起式联接C连续3个交易日下跌,区间累计跌幅1.52%
Sou Hu Cai Jing· 2025-05-19 16:23
5月19日,招商沪深300ETF发起式联接C(022505)下跌0.26%,最新净值0.99元,连续3个交易日下 跌,区间累计跌幅1.52%。 据了解,招商沪深300ETF发起式联接C成立于2024年11月,基金规模0.02亿元,成立来累计收益 率-1.28%。 截止2025年3月31日,招商沪深300ETF发起式联接C前二持仓占比合计4.07%,分别为:24国债21 (3.39%)、24国债15(0.68%)。 来源:金融界 公开信息显示,现任基金经理房俊一先生:中国国籍,研究生、硕士。2019年7月至2021年4月在中证指数 有限公司工作,任研究开发部研究员;2021年4月至2024年8月在华宝基金管理有限公司工作,历任高级分析 师、基金经理助理等职位。2024年8月加入招商基金管理有限公司指数产品管理事业部,现任招商中证云 计算与大数据主题交易型开放式指数证券投资基金发起式联接基金、招商中证国新央企股东回报交易型 开放式指数证券投资基金、招商中证国新央企股东回报交易型开放式指数证券投资基金发起式联接基 金、招商中证半导体产业交易型开放式指数证券投资基金发起式联接基金、招商中证云计算与大数据主 题交易型开 ...
招商中证A500指数增强发起式C连续3个交易日下跌,区间累计跌幅1.24%
Sou Hu Cai Jing· 2025-05-19 16:23
Group 1 - The core point of the news is the performance of the招商中证A500指数增强发起式C fund, which has seen a decline of 0.27% on May 19, with a cumulative drop of 1.24% over three consecutive trading days [1] - The fund was established in December 2024, with a total size of 165 million yuan and a cumulative return of 3.00% since inception [1] Group 2 - The current fund manager, 邓童, has extensive experience in risk management and quantitative investment, having joined 招商基金 in March 2011 and managing multiple funds since then [2] - As of March 31, 2025, the top ten holdings of the fund account for a total of 21.38%, with significant positions in companies such as 贵州茅台 (4.85%), 宁德时代 (2.32%), and 中国平安 (2.28%) [3]
大消息!刚刚 万亿巨头宣布
Zhong Guo Ji Jin Bao· 2025-05-19 15:12
又一家万亿级基金公司官宣重磅人事变动。 5月19日晚间,招商基金发布公告称,徐勇因个人原因离任,钟文岳任招商基金总经理。此前市场曾出现关于这一人事变动的传言,如今终于尘埃落 定。 实际上,钟文岳此前在招商基金任职多年,曾担任过公司党委副书记、常务副总经理、财务负责人等职务,对行业和公司的发展有着深刻的理解和洞 察。此次回归招商基金并担任党委副书记、董事、总经理,有望为招商基金的高质量发展带来新动力。 徐勇因个人原因离任 钟文岳任招商基金总经理 5月19日晚,招商基金发布一则高级管理人员变更公告,引发市场关注。 | 基金管理人名称 | 招商基金管理有限公司 | | --- | --- | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、 | | | 《证券基金经营机构董事、监事、高级管理人员 | | | 及从业人员监督管理办法》 | | 高管变更类型 | 新任基金管理人总经理、离任基金管理人总经理 | | 新任高级管理人员职务 | 总经理 | | --- | --- | | 新任高级管理人员姓名 | 钟文岳 | | 是否经中国证监会核准取得高管任职资格 | | | 中国证监会核准高管任职资格的日期 ...
万亿基金公司换帅,钟文岳回归招商基金接棒总经理
Core Viewpoint - The appointment of Zhong Wenyue as the new General Manager of China Merchants Fund marks a significant leadership change, with a focus on maintaining stability and enhancing the company's strategic direction in the asset management industry [1][2]. Group 1: Leadership Change - Xu Yong has resigned as General Manager of China Merchants Fund for personal reasons after completing a three-year term, and Zhong Wenyue has been appointed as his successor [1]. - Zhong Wenyue has extensive experience within the company and the financial sector, having held various key positions over the years, which positions him well to lead the company [2]. Group 2: Strategic Focus - The company aims to maintain stability in its strategic goals and management, supported by its shareholders and a commitment to long-term planning [1]. - Zhong Wenyue emphasized the importance of adhering to the "Action Plan for Promoting High-Quality Development of Public Funds," focusing on risk prevention and enhancing capabilities in investment research, asset organization, risk management, technology support, business innovation, and talent development [2][3]. Group 3: Operational Development - The company plans to strengthen its investment research capabilities and enhance its core investment performance, aiming for "long-term, stable, and good" investment results [3]. - There is a commitment to diversify business capabilities, particularly in pension finance and passive index funds, while also improving customer experience through innovative product offerings [3]. Group 4: Collaboration with Shareholders - As a leading fund company, China Merchants Fund has made significant progress in various asset management sectors, achieving a total asset management scale of 1.56 trillion yuan, with public funds nearing 922.3 billion yuan [1][4]. - The company will leverage the strong support from its parent company, China Merchants Bank, and other stakeholders to enhance its professional capabilities and create greater synergy [5].