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深圳 重要活动来了
Zhong Guo Ji Jin Bao· 2025-10-21 13:57
Core Insights - The "2025 Xiangmi Lake Wealth Management Week" has officially launched, highlighting a significant growth in national wealth management assets, which have increased by over 15% year-on-year [1][2]. Group 1: National Wealth Management Growth - The total asset management scale of trust, wealth management, and insurance institutions has surpassed one trillion yuan, with a year-to-date growth of nearly 6% and a year-on-year increase exceeding 15% [2]. - There are currently 135 institutions in the wealth management sector, including 67 trust companies, 32 wealth management companies, and 36 insurance asset management companies [2]. Group 2: Shenzhen Wealth Management Landscape - Shenzhen's wealth management ecosystem has developed robustly, with the total wealth management scale exceeding 31 trillion yuan, approaching levels seen in Hong Kong and Singapore [3]. - The city is focusing on enhancing its capital market functions and developing various wealth management products to support the growth of new productive forces [3]. Group 3: Local Government Initiatives - The Futian District, as Shenzhen's financial center, manages assets exceeding 18 trillion yuan, accounting for about 60% of the city's total wealth management scale [4]. - Futian aims to create a global financial resource hub and attract financial institutions to expand their wealth management footprint [4]. Group 4: Industry Collaboration and Innovation - The China Insurance Asset Management Association emphasizes the importance of asset allocation in a low-interest-rate environment, with banks and insurance asset management institutions playing a crucial role in supporting national strategies and local economic development [5]. - Various financial institutions are collaborating to enhance services for innovative enterprises, including signing a 7 billion yuan AIC mother fund to support tech innovation [6]. Group 5: Cross-Border Financial Services - The "Xiangmi Lake Wealth Management Week" features a series of activities aimed at enhancing cross-border financial services and supporting mainland enterprises in expanding overseas [7]. - Hong Kong's government is working on optimizing tax relief measures to attract more mainland enterprises to establish financial centers in Hong Kong [7].
深圳,重要活动来了
中国基金报· 2025-10-21 13:43
【导读】 "2025 香蜜湖财富管理周 " 正式启动,国家金融监管总局蒋则沈致辞时表示:全国财富管理资产规模同比增长超 15% 中国基金报记者 郭玟君 孙越 10 月 21 日, " 2025 香蜜湖财富管理周 " 正式启动。活动由 中共深圳市委金融委员会、福田区人民政府指导,中国保险资产管理业协 会特别支持,由深圳市财富管理协会主办。 国家金融监管总局蒋则沈: 全国财富管理资产规模同比增长超 15% 在 " 2025 香蜜湖财富管理周 " 首场活动 —— 湾区财富管理高质量发展交流会 上,国家金融监督管理总局资管司(以下简称国家金融监 管总局)副司长蒋则沈在致辞中介绍,截至目前,全国信托、理财、保险三类机构共计 135 家,包括信托公司 67 家、理财公司 32 家、 保险资管公司 36 家。从产品到服务合计受托管理资产规模超过百万亿元,较年初增长接近 6% ,同比增幅超过 15% ,保持着较快的增 长态势。 蒋则沈表示,金融机构面临着前所未有的发展机遇,也承担着重要的服务使命,更需要在深化改革、转型升级进程中主动作为 —— 坚持财 富管理和资产管理有机协同、坚持支持实体经济高质量发展、坚持提升自身专业化能 ...
浦银安盛曹治国:短债和中长债投资需要差异化定位
Sou Hu Cai Jing· 2025-08-19 04:32
Group 1 - The event "2025 Asset Management Annual Conference" was held in Shanghai, focusing on multi-asset allocation strategies in a low-interest-rate environment [1] - Confidence and capital are crucial for the long-term development of China's capital market, with significant inflows from state-owned entities and pension funds since the "9.24" event last year [3] - The central economic work conference in December introduced a moderately loose monetary policy, marking a shift in the monetary policy landscape, which has since been reinforced, providing additional long-term investment capital [3] Group 2 - The bond market has experienced unprecedented volatility, with the 10-year government bond yield dropping over 80 basis points to 1.67% and then rising to 1.745% in the first eight months of 2025 [3] - There is a need for clear differentiation and positioning between short-term and medium-to-long-term investments, with short-term strategies focusing on stable coupon income and credit spreads [4] - The introduction of AI quantitative models and derivatives like government bond futures and interest rate swaps is recommended to enhance traditional analysis frameworks in the medium-to-long-term segment [4] Group 3 - The "fixed income plus" strategy is suggested to expand yield opportunities, with early investments in primary and secondary bond funds to capitalize on potential equity market trends [4] - It is advised to allocate a portion of investments to gold and dividend assets to hedge against inflation and policy uncertainties [4]