信托资金入市

Search documents
18家信托公司进入25家A股公司 前十大流通股股东
Zheng Quan Ri Bao· 2025-09-06 00:56
用益金融信托研究院研究员帅国让对记者表示:"金融股具有收益稳定性、高分红等特性,使其不仅与 信托资金的风险偏好、收益目标高度相契合,也符合相关合规要求及资产配置的底层逻辑。" 随着信托行业转型步入深水区,标品信托的发展成为重要抓手。南开大学金融学教授田利辉对记者表 示,未来,投向权益市场的信托资金有望逐步增加,且呈现出配置比例持续提升、投向行业进一步拓展 的趋势。 本报记者 方凌晨 证券市场是信托资金投向的重要领域,透过A股前十大流通股股东名单,可以窥见信托资金在证券市场 布局的最新落点。 据Wind资讯数据统计,截至今年6月底,18家信托公司现身25家A股上市公司的前十大流通股股东行 列,持股总市值达592.1亿元,银行、券商等金融行业获得青睐。数据同时显示,信托公司的持股总量 与今年一季度末基本持平,但持股总市值增长64.56亿元。 具体来看,信托公司持股数量居前的6只个股均来自金融行业。国信证券、江苏银行获信托公司持股数 量均为十亿级,分别达21.37亿股、12.81亿股;郑州银行、国元证券、国联民生、东北证券获持股也较 多,分别为7.05亿股、5.92亿股、3.90亿股和2.76亿股。 上述6只个股也 ...
入市步伐加快 七月标品信托成立显著回暖
Shang Hai Zheng Quan Bao· 2025-08-17 13:36
Group 1 - The trust fund market is experiencing a structural shift, with an increase in the number of trust products established, particularly in the "standard product" category, which saw a 17.55% month-on-month growth in July [2][3] - The total number of asset management trusts established in July reached 2,295, marking a 10.5% increase from the previous month, although the total disclosed scale decreased by 6.88% to 77.682 billion [2] - The bond and equity investment trust products also showed significant growth, with bond investment trusts increasing by 15.59% to 1,142 products and equity investment trusts rising by 19.57% to 55 products [2] Group 2 - The trend of shifting focus from traditional fixed income to "fixed income plus" products is becoming mainstream among trust institutions, driven by the decline in risk-free interest rates [3] - Trust companies are diversifying their portfolios by investing in REITs and convertible bonds, indicating a strategic shift to adapt to current market conditions [3] - The overall market risk appetite is expected to increase, with sectors like technology and innovative pharmaceuticals showing global competitiveness, making "fixed income plus" products attractive for investors seeking stable returns [3] Group 3 - There is a long-term trend of increasing trust fund participation in the capital market, supported by regulatory guidance encouraging banks and trust funds to engage more actively [4][5] - Trust companies are optimistic about the future of the Chinese capital market, planning to leverage their long-term investment advantages to increase their capital market allocations [4] - The shift of trust funds towards the securities market is anticipated to accelerate, driven by regulatory policies and the evident profitability of capital markets [5]