信托业三分类转型
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华宝信托连续四年蝉联信托业金牛奖
Zhong Zheng Wang· 2025-10-16 11:51
在行业加速三分类转型的大趋势下,华宝信托表示,公司加快回归信托本源的步伐,以市场需求为导 向,以客户为中心,坚持"产品+服务"双轮驱动,提升主动投资管理水平,大力发展标品信托,加快完 善有梯度的产品体系,为投资者打造具有市场竞争力的金融产品和服务。 四年来,华宝信托累计荣获8项信托业金牛奖,公司在资产管理领域的多年深耕获得市场和客户认可。 公司一方面持续做强投研,建立健全应用型的"众研"投研体系,推动研究成果有效转化为支持产业升 级、科技创新、绿色低碳、民生改善与安全保障的"金融活水";另一方面,公司全力打造"固收/固收 +"全系列产品,旗下包含"招财进宝""华盈""盈泰""ESG"等特色产品,今年又新增"鼎泰"系列,增加消 费主题等投资领域,兼顾价值与成长。公司表示未来将进一步提升产品研发能力和资产管理能力,为客 户提供具有吸引力的优质特色产品。 中证报中证网讯(记者 李梦扬)近日,由中国证券报主办的第四届信托业金牛奖评选结果揭晓。华宝 信托凭借过硬的投研实力和优秀的产品中长期业绩,荣获"三年期混合类产品金牛奖",连续四年摘得信 托业金牛奖殊荣。 ...
信托业2024年成绩出炉
券商中国· 2025-06-05 07:09
Core Viewpoint - The trust industry in China is undergoing significant transformation, with a projected asset scale of 29.56 trillion yuan by the end of 2024, reflecting a year-on-year growth of 23.58% due to the implementation of the "three classifications" business model [1] Group 1: Asset Scale and Growth - By the end of 2024, the trust asset scale is expected to reach 29.56 trillion yuan, an increase of 5.64 trillion yuan from the end of 2023 [1] - The growth is attributed to the shift from traditional non-standard financing to a more diversified and professional asset service trust model [1] Group 2: New Product Formation - Over 70% of newly established products in 2024 are asset service trusts, with 4.73 million products totaling 4.48 trillion yuan, accounting for 70.17% and 53.84% of new products by number and scale, respectively [2] - Wealth management service trusts alone have a scale exceeding 1 trillion yuan, with family trusts at 6435.79 billion yuan and insurance trusts at 2703.97 billion yuan [2] Group 3: Wealth Management Demand - The demand for wealth management services is increasing as both high-net-worth individuals and the general public seek to enhance their income through asset allocation [3] - The "three classifications" regulation is seen as a driving force for sustainable development in the trust industry, encouraging a return to core competencies [3] Group 4: Risk Disposal Services - By the end of 2024, risk disposal service trusts have become the largest segment within asset service trusts, with a scale of 24099.78 billion yuan [4] Group 5: Securities Investment Trusts - The scale of securities investment trusts has surpassed 10 trillion yuan, with a total of 10.99 trillion yuan by the end of 2024, primarily invested in bonds [5] - Funds directed towards the securities market from trust funds have increased significantly, with over 40% of funds now allocated to this area [5] Group 6: Revenue and Profit Trends - In 2024, the trust industry's operating income rose to 940.36 billion yuan, an increase of 8.89% from 2023, while profits fell by 45.52% to 230.87 billion yuan [7] - The shift towards asset service trusts, which typically have lower fees, is impacting overall profit margins [7] Group 7: Regulatory Developments - The trust industry is experiencing new opportunities with the implementation of regulatory measures aimed at promoting high-quality development [8] - Pilot programs for trust property registration are being launched in various cities, supporting the industry's standardization and transformation [8]