金融五篇大文章
Search documents
“新时代 新基金 新价值”| 泰康基金走进服贸会 传播科学理财投资观
Xin Lang Ji Jin· 2025-09-15 06:42
在本次活动中,泰康基金还向观众们发放了宣传养老投资、防非反诈、公平交易、普惠金融等不同主题 的宣传页,帮助观众们了解金融"五篇大文章"的内容,并介绍公募基金的行业机构在落实金融"五篇大 文章"中的具体意义和行动,帮助投资者建立理性投资观念,更加坚定对我国金融投资市场的信心。 未来,泰康基金将持续通过多场景、多层次、多形式的线下活动和线上内容,持续做好投资陪伴工作和 金融服务宣传工作,发挥自身优势特色,在养老金融、普惠金融、科技金融、绿色金融、数字金融等方 面持续发力,与行业伙伴共同携手做好行业文化建设和投资陪伴工作,搭建金融知识普及与投资者互动 的桥梁,展现公募基金机构的专业担当,为公募基金行业高质量发展贡献力量。 MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 为积极落实"新时代·新基金·新价值——北京辖区公募基金高质量发展引领行动"号召,9月12日下午,泰 康基金管理有限公司走进"2025中国国际服务贸易交易会"的现场,在"北京金融服务局"展区向参观服贸 会的观众们举办了"传递科学理性投资观"主题分享交流活动。 在本次活动 ...
沪指突破前高,关注证券ETF(512880),规模近500亿元居同类规模第一!
Mei Ri Jing Ji Xin Wen· 2025-09-12 07:04
Group 1 - The securities industry is experiencing improved market sentiment and high trading activity, benefiting from both valuation and performance aspects [1] - The launch of a new round of reforms in the capital market is expected to provide significant growth opportunities for brokerage firms in the long term [1] - The Securities Association has released evaluation measures focusing on key financial sectors such as technology finance, green finance, inclusive finance, pension finance, and digital finance, which will enhance assessment and incentive mechanisms [1] Group 2 - The China Securities Regulatory Commission has revised regulations on the management of sales expenses for publicly raised securities investment funds, aiming to lower investor costs and promote high-quality development in the public fund industry [1] - The brokerage sector is characterized by strong beta attributes, with its main business performance closely linked to capital market performance, which is currently experiencing a resurgence [1] - The securities ETF (512880) with a scale of 49.96 billion, ranking first among 21 similar products, is recommended for investment opportunities [2]
中证协发布专项评价办法 综合考核券商做好金融“五篇大文章”质效
Jin Rong Shi Bao· 2025-09-12 01:52
在做好金融"五篇大文章"的政策框架引领下,中国证监会及行业自律组织系统性部署资本市场服务 实体经济高质量发展的改革举措。近期,证券公司又迎来一个以金融"五篇大文章"为核心的新评价维度 ——中国证券业协会(以下简称"中证协")在官网发布通知,发布了《证券公司做好金融"五篇大文 章"专项评价办法(试行)》(以下简称《评价办法》)。 《评价办法》共包括14项代表性评价指标,从不同维度综合考核证券公司做好金融"五篇大文章"的 质效。分析人士认为,《评价办法》是落实中央金融工作会议精神的重要举措,旨在通过专项考核机 制,引导证券公司切实将资源投入到国家战略重点领域,同时,强化风险防控与行业高质量发展。 确保评价工作的科学性与可操作性 自做好金融"五篇大文章"提出以来,关于资本市场如何做好金融"五篇大文章"的顶层设计逐渐清 晰,一系列政策文件和措施相继出台。 今年2月份,中国证监会发布了《关于资本市场做好金融"五篇大文章"的实施意见》,其中,着重 提出要加强行业机构金融"五篇大文章"服务能力,督促证券期货经营机构端正经营理念,加强组织管理 和资源投入,因地制宜做好金融"五篇大文章"。8月份,中国证监会发布《关于修改〈证券 ...
鼓励银保机构参与养老财富储备与保值增值,江苏发布金融“五篇大文章”专项行动方案
Yang Zi Wan Bao Wang· 2025-09-11 14:58
9月11日,人民银行江苏省分行召开《扎实做好金融五篇大文章 助力江苏经济高质量发展行动方案》 (以下简称《行动方案》)专题新闻发布会。记者从会上获悉,《行动方案》提出了五大专项行动、20 条具体举措。具体举措提到,支持保险机构以适当方式参与养老服务体系建设促进养老财富储备和保值 增值,支持法人金融机构申报企业年金、职业年金管理资格。 实施普惠金融增量扩面行动。建设民营企业金融服务中心,建立县域重点支持企业库。开展"万家民营 企业评银行"活动及企业汇率风险管理服务专项行动。用好小微企业融资协调工作机制,灵活采用展 期、无还本续贷、调整还款方式、延长还款期限等形式,切实降低贷款周转成本。开展明示企业贷款综 合融资成本试点。提高对农户、新型农业经营主体金融服务水平。 实施养老金融护航发展行动。加强银发经济重点领域金融支持,用好服务消费与养老再贷款,建立"银 发经济重点企业清单",引导融资精准对接。支持保险机构以适当方式参与养老服务体系建设促进养老 财富储备和保值增值,支持法人金融机构申报企业年金、职业年金管理资格。鼓励金融机构开发理财产 品、商业养老保险、公募基金等产品。鼓励金融机构对网点开展适老化、无障碍改造,完 ...
金融“五篇大文章”点亮服贸会展区
Zheng Quan Ri Bao· 2025-09-10 16:24
Group 1 - The 2025 China International Fair for Trade in Services (CIFTIS) opened with a theme of "Digital Intelligence Drives Open Win-Win" showcasing the innovation and practical achievements of China's financial industry [1][2] - Various financial institutions presented interactive exhibits that transformed financial services into engaging experiences, highlighting the sector's role in empowering the real economy [1][2] - The event featured a range of technologies, including AI and robotics, enhancing customer interaction and service delivery in the financial sector [2][4] Group 2 - China Bank showcased innovative products like the "Mifang Card" and "Laihua Tong" app, aimed at providing comprehensive services for foreign visitors in China [3] - Financial institutions focused on the "Five Major Financial Articles," breaking down concepts like technology finance, green finance, inclusive finance, pension finance, and digital finance into interactive experiences [4][5] - The event emphasized the importance of financial education and compliance, with exhibits like the "Anti-Money Laundering Maze" designed to engage and inform the public [4][5]
数智赋能五大赛道 浦发银行亮相服贸会勾勒高质量发展新图景
Jing Ji Guan Cha Bao· 2025-09-10 07:34
Core Insights - The article highlights the advancements of SPDB Beijing Branch in its "Digital Intelligence" strategy showcased at the 2025 China International Service Trade Fair, emphasizing its role in empowering the real economy and transforming financial services from traditional to innovative [1][2][8] Group 1: Digital Intelligence Strategy - SPDB has been participating in the service trade fair for five consecutive years, progressively enhancing its service highlights each year [1] - The bank's "Digital Intelligence" strategy encompasses five major sectors: Technology Finance, Supply Chain Finance, Inclusive Finance, Cross-border Finance, and Financial Asset Management, which are crucial for implementing financial policies [3] Group 2: Technology Finance - SPDB focuses on Technology Finance as its main strategic sector, providing comprehensive services for technology enterprises, having served over 240,000 tech firms by mid-2023 [3] - The bank has launched innovative financial products and services, including the first technology innovation bonds and pilot projects for technology enterprise acquisition loans [3] Group 3: Supply Chain and Inclusive Finance - In Supply Chain Finance, SPDB has served 27,600 upstream and downstream clients, marking a 46% increase since the beginning of the year [3] - The Inclusive Finance sector has seen a loan balance of CNY 496.1 billion, with over 420,000 clients benefiting from various financial support initiatives [3] Group 4: Cross-border and Financial Asset Management - The Cross-border Finance sector achieved a settlement volume of CNY 2.06 trillion in the first half of the year, reflecting a 33% year-on-year growth [3] - In Financial Asset Management, the bank's personal assets under management reached CNY 4.29 trillion, a 10.55% increase from the start of the year [4] Group 5: Ecosystem Collaboration - SPDB Beijing Branch has created an "Ecological Exhibition within the Exhibition" to enhance interactive experiences, showcasing innovative products and technologies in collaboration with tech firms [5][6] - The bank emphasizes integrating financial services into various ecological scenarios, promoting a collaborative ecosystem for financial innovation [6][8] Group 6: Social Responsibility and Sustainable Development - The bank's initiatives include the "Puyin Jinsheng" elderly service and green finance projects, demonstrating its commitment to social responsibility and sustainable development [7] - SPDB has actively participated in local government bond underwriting and social security card initiatives, supporting major projects and improving public services in Beijing [7]
券商“五篇大文章”评价办法出炉!科技金融占50分
Sou Hu Cai Jing· 2025-09-05 23:07
Core Viewpoint - The China Securities Association has released a trial evaluation method for securities companies to enhance their contributions to the financial "Five Major Articles" [1] Group 1: Evaluation Indicators - The evaluation method consists of 25 articles divided into four chapters: general principles, evaluation indicators and scoring methods, implementation and results application, and supplementary provisions [1] - Quantitative indicators include technology finance, green finance, inclusive finance, pension finance, and digital finance, reflecting the company's contributions and capabilities in these key areas [1][10] - Qualitative indicators assess the establishment of mechanisms and continuous investment in business resources, including whether the company integrates the financial "Five Major Articles" into its strategic development [5][10] Group 2: Scoring Method - The scoring system emphasizes the importance of technology finance, assigning it a higher score (50 points total) compared to other areas, which each receive 10 points [6] - Companies ranked in the top 50 for most indicators will receive additional points, with small score differences to encourage participation from various companies [6] - The evaluation considers both monetary amounts and quantities, ensuring a balanced assessment that avoids overemphasis on absolute scale [6] Group 3: Implementation and Results - The evaluation will be conducted annually, covering the previous year's performance from January 1 to December 31 [12] - Securities companies are responsible for accurately reporting their contributions to the financial "Five Major Articles" and ensuring the authenticity of the data submitted [12]
以高质量党建促进金融高质量发展
Zhong Guo Zheng Quan Bao· 2025-09-05 17:54
Core Viewpoint - The company emphasizes the importance of adhering to central government policies and enhancing party building to support high-quality development and improve operational performance [1][5]. Group 1: Party Building and Governance - The company has strengthened its party building efforts, focusing on the implementation of the Central Eight Regulations and promoting a culture of integrity and accountability among its employees [1][2]. - A comprehensive approach to education and feedback has been adopted, enhancing employee welfare and engagement while also fostering a strong sense of community and responsibility [2]. Group 2: Support for the Real Economy - The company has actively supported the real economy, achieving a financing scale of 495.3 billion yuan, a 30% increase year-on-year, with 41.7% of total financing directed towards the real economy [2][3]. - The company has enhanced its service capabilities for key clients, including state-owned enterprises and quality private enterprises, successfully completing significant projects such as IPOs and bond issuances [3]. Group 3: Financial Services and Innovations - The company has focused on providing comprehensive financial services across various sectors, including technology, green finance, and inclusive finance, with notable financing achievements in these areas [4]. - In the technology sector, the company facilitated 144 billion yuan in financing, while in green finance, it supported projects totaling 117.5 billion yuan [4]. Group 4: Future Strategic Directions - The company is committed to implementing the "Five Major Financial Articles" strategy, aiming to enhance its role in supporting technological innovation and new productive forces [3][4]. - The company plans to further strengthen its party leadership and governance to ensure high-quality development and effective service delivery in the financial sector [5].
券商做好金融“五篇大文章”评价办法来了,科技金融赋分最高
Bei Jing Shang Bao· 2025-09-05 13:29
Core Viewpoint - The China Securities Association has released a new evaluation method for securities companies to enhance their contributions to the financial sector, focusing on five key areas of finance [2][3] Group 1: Evaluation Framework - The evaluation method consists of 25 articles divided into four chapters: general principles, evaluation indicators and scoring methods, implementation and results application, and appendices [2] - The evaluation indicators include both quantitative and qualitative measures, reflecting the company's contributions and capabilities in key financial areas [2] Group 2: Quantitative Indicators - Quantitative indicators cover various aspects such as technology finance, green finance, inclusive finance, pension finance, and digital finance, with specific metrics for each category [2][3] - For technology finance, metrics include the amount and number of technology innovation bond underwriting, equity financing for tech companies, and direct investments in non-listed tech firms [2] - Green finance metrics focus on the underwriting amounts and numbers of green bonds and low-carbon transition bonds [2] - Inclusive finance metrics include amounts and numbers related to bonds supporting small and micro enterprises and private enterprise bonds [2] - Pension finance metrics involve the scale of personal pension product sales, while digital finance metrics assess the maturity of digital capabilities and awards in securities technology [2] Group 3: Qualitative Indicators - Qualitative indicators assess the establishment of mechanisms, including whether the financial "five articles" are integrated into the company's strategic development and the existence of a specialized organizational structure [3] - Continuous investment in business resources is evaluated through the comprehensive growth rate of investments supporting the financial "five articles" [3] - Additional indicators reflect the company's functional roles and adherence to annual policy priorities [3] Group 4: Scoring Methodology - The scoring system emphasizes practical relevance, with a higher score allocation for technology finance (50 points) and lower for other areas (10 points each for green, inclusive, pension, and digital finance) [3] - The scoring method includes both monetary and numerical standards to balance the impact of absolute scale on evaluation results [3] - A basic score is set to encourage differentiated development among companies, considering the high concentration of business in the securities industry [3]
直击中信金融资产中期业绩会:盈利超61亿,向行业标杆目标迈进
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-02 11:49
Core Viewpoint - The performance report of CITIC Financial Asset Management Co., Ltd. for the first half of 2025 shows significant growth in key financial indicators, with total revenue exceeding 40 billion yuan and net profit increasing by 15.7% year-on-year, indicating a strong competitive position in the industry [1][2]. Financial Performance - In the first half of 2025, CITIC Financial Asset achieved a total revenue of 40.22 billion yuan, a year-on-year increase of 21.1%, and a net profit of 6.168 billion yuan, up 15.7% [2]. - The company’s annualized return on equity (ROE) reached 21.1%, reflecting its strong profitability [1]. - The total assets of the company amounted to 1,010.93 billion yuan as of June 30, 2025 [2]. Cost Control and Efficiency - The company has effectively controlled costs, with business and management expenses decreasing by 24.6% and commission and fee expenses down by 13.2% year-on-year, despite significant business expansion [2]. - The provision coverage ratio improved to 270%, an increase of 44 percentage points from the previous year, indicating enhanced asset quality and risk resilience [2]. Core Business Strength - The core business of non-performing asset management showed remarkable performance, with new acquisitions of non-performing assets totaling 125.2 billion yuan and a significant increase in disposal of non-performing asset packages [4]. - The company’s efforts in distressed asset management have led to a 180.8% year-on-year increase in realized gains from disposed non-performing assets [4]. Strategic Focus - CITIC Financial Asset is committed to integrating its business development with national strategies, particularly in real estate risk mitigation and supporting the real economy [7][8]. - The company has actively participated in various sectors, including green finance and technology finance, with significant investments in strategic emerging industries [5][6]. Future Goals - The company aims to become an industry benchmark by 2024, focusing on enhancing its core business capabilities and recognizing the unique role of financial asset management companies in economic cycles [9][10]. - The strategic plan emphasizes understanding macroeconomic trends, regulatory policies, and market demands to capture new profit models and maintain a competitive edge [9][10].