近日，国家金融监督管理总局正式批复同意西班牙桑坦德银行在深圳筹建分行，这意味着深圳即将迎来 又一家欧资银行，外资金融机构在深"朋友圈"持续扩容。 作为西班牙最大的商业银行，桑坦德银行自1857年成立以来，已发展成为全球系统重要性银行之一，业 务版图横跨欧洲、拉丁美洲、美国及亚太地区，核心市场覆盖西班牙、葡萄牙、英国、美国、墨西哥等 多个国家。截至2024年末，其总资产达1.8万亿欧元，全年总收入618.76亿欧元，净利润137.44亿欧元。 值得关注的是，此次在深设分行，是桑坦德银行继2008年上海分行、2014年北京分行后，时隔十年再次 布局中国。 西班牙桑坦德银行落子深圳，外资加码共享发展红利 桑坦德银行与中国的渊源可追溯至2008年上海分行的设立，2014年北京分行开业后，该行在华业务逐步 覆盖企业银行、环球市场及财富管理等领域。此次时隔十年，桑坦德银行再次在华设分行，恰逢中国金 融开放关键期。自2018年以来，金融管理部门先后出台50余项对外开放措施，从取消银行、证券、基金 管理等领域外资持股比例限制，到在企业征信、评级、支付等领域给予外资机构国民待遇，再到放宽资 产规模、经营年限等股东资质要求，一系 ...

Group 1 - Santander Bank has received approval to establish a branch in Shenzhen, marking the establishment of a new European-funded bank in the region [1] - Santander Bank, founded in 1857, is the largest commercial bank in Spain and a globally significant bank, with total assets of €1.8 trillion and a net profit of €13.744 billion as of the end of 2024 [1] - The establishment of the new branch signals foreign investors' confidence in the Chinese economy and the Guangdong-Hong Kong-Macao Greater Bay Area market [1] Group 2 - China has been actively expanding high-level financial openness, implementing over 50 measures since 2018 to attract foreign investment and improve the business environment [2] - Recent policies have removed foreign ownership limits in various financial sectors, allowing foreign institutions to enjoy national treatment and expand their business scope [2] Group 3 - Shenzhen is a key destination for foreign financial institutions, with over 35 foreign banks operating in the city, holding total assets exceeding 400 billion yuan [3][7] - The presence of foreign banks in Shenzhen has significantly contributed to the development of the local financial industry, enhancing management practices and technological innovation [7][10] Group 4 - Foreign banks in Shenzhen have been actively involved in cross-border financing and settlement, with nine banks participating in the "Cross-Border Wealth Management Connect" pilot program [8] - These banks have facilitated cross-border investment channels and improved efficiency in corporate account opening and credit approval processes [8][9] Group 5 - Foreign banks are supporting Chinese enterprises in their global expansion by providing a range of financial services, including credit, bond issuance, and risk management [9] - They are also assisting in building supply chains and connecting with local governments and service providers in foreign markets [9] Group 6 - Foreign banks are playing a significant role in promoting green finance in Shenzhen, participating in various sustainable finance initiatives and projects [10] - They are collaborating with local governments to issue offshore RMB bonds, including green bonds and social responsibility bonds, to support urban development and sustainability [10]

Core Viewpoint - The approval for Banco Santander to establish a branch in Shenzhen signals foreign investors' confidence in the Chinese economy and the Guangdong-Hong Kong-Macao Greater Bay Area market [1] Group 1: Banco Santander's Expansion - Banco Santander, established in 1857, is Spain's largest commercial bank and a globally significant bank, with total assets reaching €1.8 trillion and net profit of €13.744 billion by the end of 2024 [1] - The bank has been actively expanding in China, having previously established branches in Shanghai and Beijing in 2008 and 2014, respectively [1] Group 2: Foreign Investment in China's Financial Sector - Since 2018, over 50 measures have been introduced to enhance foreign investment in China's financial sector, including the removal of foreign ownership limits in various financial services [2] - The recent notification from the financial regulatory authority further expands the business scope for foreign banks, encouraging more foreign institutions to invest in China [2] Group 3: Foreign Banks in Shenzhen - Shenzhen is a key destination for foreign financial institutions, with 35 foreign banks operating 5 legal entities and 33 branches, totaling over ¥400 billion in assets by the end of 2024 [8] - The presence of foreign banks has significantly contributed to the advancement of Shenzhen's financial industry, enhancing management practices and technological innovation [8] Group 4: Cross-Border Financial Services - Nine foreign banks in Shenzhen are participating in the "Cross-Border Wealth Management Connect" pilot program, facilitating cross-border investment for residents in the Greater Bay Area [9] - These banks are also involved in cross-border data verification and credit information sharing, improving efficiency in corporate financing processes [9] Group 5: Support for Chinese Enterprises Going Global - Foreign banks leverage their global resources to provide comprehensive financial services for Chinese enterprises expanding overseas, including credit, bond issuance, and risk management [11] - Collaborations between foreign banks and Chinese companies are evident in various international markets, such as Southeast Asia [11] Group 6: Green Finance Initiatives - Foreign banks in Shenzhen are actively participating in the green finance sector, supporting low-carbon transitions and sustainable development projects [13] - Initiatives include issuing offshore RMB bonds and facilitating ESG-linked loans, showcasing the banks' commitment to environmental sustainability [13]

齐鲁晚报·齐鲁壹点记者 蔡宇丹 跨境电商火爆，青岛企业把校园招聘会开到日韩！随着山东经济大步向绿色低碳转型，ESG 岗位人才招聘需求激增，成为山东2025年校招最瞩目的就业新 势力！近日出炉的齐鲁人才《山东2025届校招报告》显示，随着山东区域经济迈向更高水平的开放，中外合资/外资企业招聘需求增幅最快，已超过民营企 业，叠加青岛跨境校招引进日韩技术人才，国际化岗位成为山东人才市场的新增长极。 与此同时，省内碳中和、绿色金融相关岗位校招需求同比激增 120%，烟台万华化学、青岛海尔等本土龙头企业纷纷设立 ESG 专项管培生计划，预计未来三 年提供超过 8000 个绿色岗位。 1. "双一流"押注新工科，山东校招工科专业对口率超 80% 齐鲁人才2025届山东校园招聘数据显示，在需求量排名前十的专业大类中，理工科专业包揽了前八位，其中计算机类以2.15%的占比高居榜首，电子信息类 （1.87%）和电气类（1.23%）紧随其后。这种格局反映出山东省新旧动能转换下，数字经济、智能制造等新兴产业对专业技术人才的旺盛需求。 从专业对口率来说，工科专业在制造业与新兴技术领域驱动下表现亮眼。电气类（89.74%）、机械类（8 ...

Core Viewpoint - The global economic governance paradigm is undergoing profound evolution, characterized by the shift from a single power structure to a more collaborative and shared governance model, emphasizing multilateral participation and institutional restructuring [6][10]. Group 1: Global Economic Governance Changes - The current global economic governance is influenced by geopolitical conflicts, rising protectionism, and the acceleration of digital and green transformations, leading to a weakening of global growth momentum [6][12]. - The restructuring of financial order is a significant manifestation of adjustments in global governance, highlighting the need for a diversified sovereign currency coexistence and orderly competition [7][12]. - The role of the International Monetary Fund (IMF) and Special Drawing Rights (SDR) is evolving from crisis response to regular operation, enhancing their integration into trade, financing, and reserve systems [7][21]. Group 2: China's Role in Global Governance - China is transitioning from a rule-taker to a rule-maker in global economic governance, promoting high-level opening-up and aligning with international high-standard trade rules [8][12]. - The country is developing a comprehensive policy framework around digital payments, green finance, and data regulation, aiming to create replicable international governance solutions [8][12]. - China's commitment to multilateralism and shared development is evident in its efforts to enhance institutional compatibility and participation depth within the global governance system [7][8]. Group 3: Future Governance Paradigms - The future of global economic governance remains undefined, with key variables including the restructuring of multilateral mechanisms, the rule-based advancement of technological governance, and the diversification of the international monetary system [8][10]. - Balancing national sovereignty with global cooperation, efficiency with fairness, and risk prevention with innovation will be crucial for the effectiveness and sustainability of future governance frameworks [8][12].

2024年以来，中国资本市场的政策工具箱以前所未有的密度开启——从"新国九条"重塑市场基础制度， 到"两强两严"监管组合拳精准打击套利漏洞，证券行业作为金融资源配置的核心引擎，正式踏入存量裂变 与能力重估的大洗牌前夜。 二、从规模扩张走向价值创造 一流投行需具备满足企业、机构及居民一站式需求的核心能力——为企业提供定制化投融资解决方案、为 机构提供全链条主经纪商服务、为居民构建以账户为核心的资产配置体系。这要求券商在金融专业力之 外，同步提升体制机制与协同效能天花板，以全生命周期服务能力回应实体经济与居民财富的结构性需求 升级。 1. 以科技金融为引擎，重塑核心竞争力 此轮改革为中资券商标定两大历史坐标：其一是写好科技金融、绿色金融、普惠金融、养老金融、数字金 融的"五篇大文章"，将服务实体经济的口号转化为可量化的产业穿透力；其二是以2035年为限锻造2-3家具 备全球资产定价权与跨境规则话语权的"国际一流投行" 。 两大目标共同指向一场残酷的能力跃迁——当牌照红利在万分之2.4的平均佣金率面前持续褪色，未来十年 的竞争本质已从网点数量的"地表战争"，升维至专业化、特色化、全球化三维坐标下的"深海博弈"。 这 ...

2025年07月08日 国泰君安期货商品研究晨报-绿色金融与新能源 商 品 研 究 2025 年 7 月 8 日 镍：上方弹性受限，镍价低位承压 | 观点与策略 | | --- | | 镍：上方弹性受限，镍价低位承压 | 2 | | --- | --- | | 不锈钢：库存轻微消化，钢价修复但弹性有限 | 2 | | 碳酸锂：仓单大幅减少，关注后续注册情况 | 4 | | 工业硅：市场波动放大 | 6 | | 多晶硅：关注政策变动情况 | 6 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 不锈钢：库存轻微消化，钢价修复但弹性有限 张再宇 投资咨询从业资格号：Z0021479 zhangzaiyu@gtht.com 【基本面跟踪】 镍基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 沪镍主力（收盘价） | 120,540 | -1,730 | -290 | 3,100 | -1,030 ...

今年是"绿水青山就是金山银山"理念提出20周年，为认真贯彻党中央、国务院关于做好金融"五篇大文 章"的决策部署，交流绿色金融工作经验，推动绿色金融改革创新再深化，7月4日，由中国金融学会绿 色金融专业委员会、湖州市人民政府、浙江省金融学会主办的绿色金融改革创新交流会在浙江湖州召 开。 马骏在题为《转型金融的国内外进展与前景》的主旨演讲中表示，转型产业占经济的比重远大于纯绿产 业。在政策、标准和能力到位之后，转型金融业务有望呈爆发式增长。在政策支持方面，国际上， 《G20转型金融框架》包括了五大支柱、二十二条原则。在国内，中国人民银行已经编制了四个行业的 转型金融目录，我国已有多地出台了地方性转型金融标准。其中湖州启动了一批转型项目，并提供了激 励政策、转型规划模板和"碳账户"等服务。马骏表示，银行的转型规划包括该机构在短期(如五年)、中 期(如十年)、长期(2060年前)内降低其碳排放(包括自身运营碳排放和投融资碳排放)的路径、目标和具体 措施。建立转型规划之后，银行需要通过采取三大举措来落实：一是为客户提供绿色与转型融资，推动 高碳客户减碳；二是降低对不可转型客户的贷款敞口；三是提高对低碳客户的敞口。 连坤 ...

本报记者 冷翠华 支持经济高质量发展，做好金融"五篇大文章"，既是国家顶层设计的战略指引，更是保险行业服务实体经济的必由之路。 在服务实体经济的过程中，如何将"长钱"输送到经济发展的重点领域和关键环节，如何实现经济效益与社会效益的平衡，向来 是保险业关注的焦点。为此，记者前往青海多地调研，希望通过剖析中国人寿服务区域经济发展的"样本"，为其他保险机构服 务实体经济提供些许借鉴。 荒漠变绿洲的金融密码 在海拔约3000米的青海共和光伏产业园内，青海黄河上游水电开发有限责任公司（以下简称"青海黄河公司"）建造的21座 光伏电站一眼望不到边际，犹如湛蓝的海洋，蓝色的光伏板在阳光下熠熠生辉，板下绿草如茵，羊群悠然觅食。这幅生机盎然 的画面，与十年前"风吹石头跑"的塔拉滩荒漠形成鲜明对比。 这一转变的背后，一方面得益于保险资金的长期赋能，另一方面是青海黄河公司与保险资金长达数年的耐心耕耘。 早在2017年，中国人寿系统便出资80亿元投资电投黄河（嘉兴）能源投资合伙企业（有限合伙）债转股基金，用于向青海 黄河公司增资。2019年，中国人寿资产管理有限公司（以下简称"国寿资产"）再次受托实施90亿元青海黄河公司股权投资项 ...

南方财经全媒体记者郭晓洁 见习记者王达毓 21世纪经济报道记者李德尚玉 广州报道 随着绿色金融市场的快速发展，相关的资讯和数据变得越来越丰富。绿色金融周报从宏观视角和机构绿 色金融实践等角度，关注绿色金融领域的最新前沿动态，追踪绿色金融市场的最新趋势，为绿色金融相 关参与方提供决策依据和参考。 浙江以绿色金融改革创新试验区建设为引领，在立法实践、标准探索、可持续信息披露、政策激励、产 品创新及数字化平台建设等方面，形成了以"湖州经验"为代表的一系列可复制可推广经验，相当一部分 成功实践传播和复制到我国多个地方，乃至其他国家和地区。 一、重点关注 1、央行副行长陆磊：推动绿色金融与转型金融有效衔接 7月4日上午，由中国金融学会绿色金融专业委员会、湖州市人民政府、浙江省金融学会主办的绿色金融 改革创新交流会在浙江湖州召开。 "下一阶段，中国人民银行将汇聚各方力量，着力推进绿色金融发展。"会上，中国人民银行副行长陆磊 表示，一是推动绿色金融与转型金融有效衔接；二是积极引导金融支持自然和生物多样性保护；三是继 续深化绿色金融国际合作；四是继续支持和指导绿色金融区域改革创新工作，支持浙江湖州能力建设基 地等宝贵探索。浙 ...