双轨模式

Search documents
曲鸿昊正式出任工银瑞信基金经理,搭档管理规模超三千亿的王朔,任职12年回报达38%
Xin Lang Zheng Quan· 2025-07-04 13:05
Core Viewpoint - The recent appointment of a new fund manager at ICBC Credit Suisse reflects a strategic shift within the company, emphasizing a balance between experienced leadership and fresh talent in its bond investment team [2][3]. Group 1: Management Changes - Wang Shuo, a veteran in bond investment, is now joined by Qu Honghao, who has been with the company since 2019, to co-manage three funds totaling 8.6 billion yuan [2]. - The recent management changes, including the transition of senior executives, signify a deliberate effort to pass on experience while allowing new talent to emerge [3]. Group 2: Performance and Strategy - Wang Shuo manages over 364.8 billion yuan in assets, with multiple funds achieving positive returns, including a 37.60% return for ICBC Money A since 2013 [3]. - The strategy of "suspending large subscriptions while allowing redemptions" has been effective in balancing scale and returns [3]. - The solid performance of the bond funds, such as the ICBC Ruiheng 3-month open-end bond fund, which has returned 14.98% since its inception, highlights the effectiveness of the company's platform-based research system [5]. Group 3: Structural Changes and Future Outlook - The company is undergoing significant changes in its shareholder structure, with UBS acquiring a 20% stake from Credit Suisse, while ICBC retains an 80% controlling interest [5]. - The bond funds constitute 55.5% of the public offering segment, amounting to 230.34 billion yuan, serving as a stabilizing force against market fluctuations [5]. - The dual-track approach of promoting experienced veterans while integrating new talent is seen as a long-term strategy for sustainable growth in the asset management industry [6].
海拍客冲刺港股 20亿负债下如何破局
Bei Jing Shang Bao· 2025-07-01 13:35
业内人士指出,海拍客"平台+自营"的双轨模式存在隐患,自营业务的拓展虽有助于提升市场份额,但也加重了库存管理与资金周转压力。同时,公司聚焦 的低线城市消费者,价格敏感度高且消费升级滞后,会影响海拍客高毛利产品的销售,而母婴垂直电商本身用户群体较小,获客成本高,也难以与综合电商 平台竞争。 母婴电商平台海拍客近日递交港股上市申请,以10.1%的市占率领跑下沉市场,却深陷增收不增利的困境。招股书显示,其2024年营收10.32亿元,净亏损却 扩大至7883万元,负债净额更是达到了20亿元。在蜜芽关停、可优比大幅裁员的行业洗牌期,面对京东、阿里等巨头的下沉攻势,海拍客的上市之路仍面临 挑战。 负债20亿元 冲刺港股 6月30日,母婴电商企业Yangtuo Technology Inc.海拍客向港交所主板递交上市申请,中信证券为其独家保荐人。招股书显示,公司通过轻资产运营的海拍客 平台,链接超4200家供应商与覆盖全国3000个县域的29万家采购商,构建家庭护理及营养品的供应链生态闭环,推动下沉市场消费升级。 2015年,天猫国际创始人赵晨创立海拍客。早期以"B2B2C"模式切入母婴海淘赛道,即上游对接品牌商、下游连 ...
地产经纬丨集中土拍与协议出让“双轨”并进 上海土地供应格局生变?
Xin Hua Cai Jing· 2025-06-26 05:28
| 地块 | 地块 | 四至 | | --- | --- | --- | | 公告号 | 名称 | 范围 | | 202505901 | 浦东新区PDP0-0405单元C-02C-01地块 | 东至:德耘路,西至:佑仁路,南至: | | | | C-02C-02地块,北至:唐龙路 | | 202505902 | 徐汇区XH-02(TPL)単元051-11地块 | 东至:天平路,西至:华山路,南至:广 | | | | 元路, 北至: 051-10地块 | | 202505903 | 静安区C050202单元053-b-1地块 | 东至:上海利园,西至:石门二路,南 | | | | 至:新闸路,北至:顺德路 | | 202505904 | 虹□区北外滩地区hk315-11地块 | 东至:现状丹徒路,西至:hk315-14地 块,南至:hk315-07地块和规划东余杭 | | | | 路, 北至: hk315-15地块和景泰大楼 | | 202505905 | 闵行区莘庄社区02单元06-05地块 | 东至:水清路,西至:杨水路,南至:疏 | | | | 影路,北至:用地红线 | | 202505906 | | 东 ...
Rime创投日报:宁德时代登陆港股,或成年内最大港股IPO-20250520
Lai Mi Yan Jiu Yuan· 2025-05-20 06:51
Rime 创投日报 | 宁德时代登陆港股,或成年内最大港股 IPO 2025-05-20 Rime 创投日报 | 宁德时代登陆港股,或成年内最 大港股 IPO 原创 来觅研究院 RimeData 来觅数据 2025-05-20 导读:据来觅数据统计,05 月 19 日国内外创投市场合计披露 29 起投融资事件,其中 23 家国内企业, 6 家国外企业,融资总额约 14.73 亿元。揭秘投资数据,尽在 Rime PEVC。立即登录,掌握独家融资案 例、精选项目情报,以及前沿数据分析。洞察市场,领先一步! 募资事件 拉萨市设立 15 亿元强市母基金 5 月 18 日,拉萨市旅行商大会暨文旅招商引资推介会在拉萨举行。会议表示,拉萨市设立了产业强市投 资母基金和文旅产业投资子基金,用于支持文旅项目的开发、建设和运营,助力企业做大做强。其中,拉 萨市产业强市母基金总规模达 15 亿元,由毅达资本负责管理。该基金是西藏自治区首支政府性产业基金, 也是拉萨市推动产业升级、引育新质生产力、促进区域协调发展的重要战略基金。 请务必阅读正文之后的免责声明 1 / 4 Rime 创投日报 | 宁德时代登陆港股,或成年内最大港股 I ...