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申万宏源证券资产管理有限公司 关于以通讯方式召开申万宏源天添利货币型集合资产管理计划份额持有人大会的第二次提示性公告
Meeting Overview - The meeting will be held via communication method to discuss the proposal for changing the management of the Shenwan Hongyuan Tian Tian Li Money Market Fund and transforming it into the Shenwan Lingshin Tian Tian Li Money Market Fund [1][3][28] - Voting will take place from November 17, 2025, to December 12, 2025, with specific submission methods for ballots [1][6][9] Voting Procedures - Shareholders can submit votes via mail or SMS, with detailed requirements for both individual and institutional investors [5][7][8] - The voting process will be supervised by designated personnel and will be validated by a notary [11][12] Proposal Details - The proposal includes changing the fund manager from Shenwan Hongyuan Securities Asset Management Co., Ltd. to Shenwan Lingshin Fund Management Co., Ltd. and renaming the fund [20][29] - The fund's category will change from a money market collective asset management plan to a money market fund, with an indefinite duration post-December 31, 2025 [30][31] Legal and Technical Feasibility - The proposal requires a two-thirds majority approval from participating shareholders to be valid, in accordance with relevant laws [32][34] - The management has established a working group to ensure the smooth execution of the meeting and has communicated with investors to facilitate participation [33] Risk Management - The management has outlined measures to mitigate risks associated with the potential failure to convene the meeting or obtain the necessary approvals [35][36]
申万宏源证券资产管理有限公司 关于以通讯方式召开申万宏源天添利货币型集合资产管理计划份额持有人大会的公告
一、召开会议基本情况 根据《中华人民共和国证券投资基金法》(以下简称"《基金法》")、《公开募集证券投资基金运作管 理办法》(以下简称"《运作办法》")和《申万宏源天添利货币型集合资产管理计划资产管理合同》 (以下简称"《集合计划合同》")的有关规定,申万宏源天添利货币型集合资产管理计划(以下简 称"本集合计划")的管理人申万宏源证券资产管理有限公司(以下简称"集合计划管理人")经与本集合 计划托管人中国证券登记结算有限责任公司(以下简称"集合计划托管人")协商一致,决定以通讯方式 召开本集合计划的集合计划份额持有人大会,审议《关于申万宏源天添利货币型集合资产管理计划变更 管理人并转型变更为申万菱信天添利货币市场基金有关事项的议案》,会议的具体安排如下: 1、会议召开方式:通讯方式 2、会议投票表决起止时间:自2025年【11】月【17】日起至2025年【12】月【12】日17:00止(纸质投 票表决时间以本公告列明的表决票的寄送地点收到表决票的时间为准,短信投票以短信表决通道的记录 时间为准) 3、表决票的提交方式 (1)以邮寄方式提交表决票 纸质表决票寄送地点: 管理人:申万宏源证券资产管理有限公司 (2 ...
告别崔春时代!华泰资管十年掌舵者离任 江晓阳代任董事长直面三重考验
Xin Lang Ji Jin· 2025-10-27 02:10
Core Viewpoint - Huatai Securities (Shanghai) Asset Management Co., Ltd. announced a change in senior management, with Chairman Cui Chun resigning due to work changes, and General Manager Jiang Xiaoyang taking over as Chairman effective October 24, 2025 [1][5][11] Group 1: Management Changes - Cui Chun has been a founding member of Huatai Asset Management since its establishment in 2015, serving for eleven years and significantly contributing to the company's growth from a single business entity to a comprehensive platform with dual licenses in asset management and public offerings [7][9] - Jiang Xiaoyang, the new acting Chairman, has extensive experience within the Huatai system, having worked in various departments and serving as General Manager since January 2024 [12][4] Group 2: Company Performance and Challenges - Under Cui Chun's leadership, the company achieved an asset management scale of 165.12 billion yuan by the end of Q2 2025, with non-monetary assets amounting to 27.183 billion yuan [9] - The company faced a significant decline in net income from fees, which dropped by 59.8% to 893 million yuan in the first half of 2025 compared to 2.22 billion yuan in the same period of 2024 [12] - The company has been penalized for internal control issues, specifically related to a "mouse warehouse" incident, highlighting the need for improved risk management [12] Group 3: Future Outlook - Jiang Xiaoyang's appointment is seen as a critical observation window for the company, as he is expected to balance channel expansion and product innovation while continuing the "guarding innovation" strategy established by Cui Chun [12][13] - The company has not yet announced a timeline for selecting a permanent Chairman, making Jiang Xiaoyang's interim leadership pivotal for future developments [13]
华泰证券资管崔春卸任 总经理代行董事长职务
Zheng Quan Ri Bao Wang· 2025-10-24 11:08
Core Viewpoint - Huatai Securities Asset Management Co., Ltd. announced the resignation of Chairman Cui Chun due to work changes, with General Manager Jiang Xiaoyang taking over the chairman duties [1] Group 1: Leadership Changes - Cui Chun has been with Huatai Securities Asset Management since its establishment in 2015, significantly contributing to the company's growth and maintaining a leading position in the industry [1] - The company expressed gratitude for Cui Chun's leadership, which focused on innovation and practical development [1] Group 2: Business Development - Under Cui Chun's leadership, the company expanded into various investment areas, including equity investment, fixed income, multi-asset and FOF investment, asset securitization, REITs, capital market business, and cross-border business [1] - The company transitioned from a single business model to a dual-license model in asset management and public fund business, enhancing its investment and investment banking capabilities [1] Group 3: Performance Metrics - As of June 30, 2025, Huatai Securities Asset Management's asset management scale reached 627.032 billion yuan, a year-on-year increase of 23.92% [2] - The public fund scale exceeded 165.909 billion yuan, and the company ranked first in the industry with 77 asset-backed securities (ABS) issuances in the year [2] - Cumulatively, the investment banking asset management business has served the real economy with a scale exceeding 1 trillion yuan [2]
又见券商资管,批量变更管理人!
Zhong Guo Ji Jin Bao· 2025-08-09 09:34
Core Viewpoint - Huazhong Securities Asset Management has announced a change in the management of several public collective funds to Huafu Fund to protect the interests of shareholders and ensure the long-term development of the collective plans [2][3]. Group 1: Management Change - Huazhong Securities Asset Management will change the management of multiple public collective funds, including five bond-type and one flexible allocation product, to Huafu Fund [3][4]. - The products will also undergo name changes, such as the "Huazhong Securities He Ying Nine-Month Holding Period Bond-Type Collective Asset Management Plan" changing to "Huafu An Yi Nine-Month Holding Period Bond Fund" [3][4]. Group 2: Fund Performance and Structure - As of June 2025, Huafu Fund's public offering scale reached 943.19 billion, with nearly 600 billion in non-cash scale and over 500 billion in bond-type funds [5]. - The period from 2020 to 2023 marked rapid growth for Huafu Fund, with its public offering scale increasing from over 600 billion to nearly 1,125 billion [5]. - In 2024, Huafu Fund's total assets were 8.56 billion, with net assets of 6.86 billion, and it reported a revenue of 3.14 billion, a decrease of 12.84% year-on-year [5][7]. Group 3: Company Background - Huazhong Securities Asset Management, a wholly-owned subsidiary of Huazhong Securities, was approved for establishment on September 1, 2023, and officially commenced operations on July 22, 2024 [6]. - As of the end of 2024, Huazhong Asset Management reported total assets of 164.69 million and net assets of 73.68 million, achieving a revenue of 24.86 million and a net profit of 9.75 million in its first operational year [7].
国元证券股份有限公司 关于以通讯方式召开国元元赢30天 持有期债券型集合资产管理计划份额持有人大会的公告
Group 1 - The core point of the news is the decision to hold a meeting for the holders of the Guoyuan Yuanying 30-day bond-type collective asset management plan to discuss the change of the management company to Changsheng Fund Management Co., Ltd. and the transformation of the product into Changsheng Yuanying 30-day bond-type securities investment fund [2][28][30] - The meeting will be conducted via communication methods, with voting starting from July 1, 2025, to July 30, 2025 [2][9][23] - The rights registration date for the meeting is set for June 30, 2025, allowing all registered holders to participate and vote [7][23] Group 2 - The management company of the plan will change from Guoyuan Securities Co., Ltd. to Changsheng Fund Management Co., Ltd. [34][35] - The investment managers will also change, with the new managers being from Changsheng Fund [36] - The product name will be updated from "Guoyuan Yuanying 30-day bond-type collective asset management plan" to "Changsheng Yuanying 30-day bond-type securities investment fund" [34] Group 3 - The valuation method will be adjusted according to relevant regulations from the China Securities Investment Fund Industry Association [37] - The minimum holding period calculation start date will be reset from the effective date of the new fund contract [38] - The performance benchmark will be revised from a specific index combination to the "China Bond Composite Index (full price) yield" [41]
中信证券资产管理有限公司 关于以通讯方式召开中信证券卓越成长两年持有期混合型集合资产管理计划集合计划份额持有人大会的公告
Core Viewpoint - The announcement details the change of management for the CITIC Securities Bond Optimization One-Year Holding Period Bond Collective Asset Management Plan to Huaxia Fund Management Co., Ltd, along with the corresponding registration change to Huaxia Bond Optimization One-Year Holding Period Bond Investment Fund [1][2][3]. Group 1: Management and Registration Changes - The management of the collective asset management plan will transition from CITIC Securities Asset Management Co., Ltd to Huaxia Fund Management Co., Ltd [2][3]. - The registration of the plan will change from "CITIC Securities Bond Optimization One-Year Holding Period Bond Collective Asset Management Plan" to "Huaxia Bond Optimization One-Year Holding Period Bond Investment Fund" [3][5]. - The investment manager will also change from CITIC Securities' managers to Huaxia Fund's manager [4]. Group 2: Plan Duration and Structure - The original plan was set to expire on May 29, 2025, but the new structure will allow for an indefinite duration [5][6]. - The investment scope will expand to include "publicly offered securities investment funds and credit derivatives," with corresponding investment restrictions [6][7]. - The investment strategy will be adjusted to incorporate new investment types and strategies [7][8]. Group 3: Fee Structure and Valuation - The management fee will be reduced from 0.7% to 0.6% annually [9]. - The valuation methods will be updated in accordance with the latest regulations from the China Securities Investment Fund Industry Association [8][10]. Group 4: Shareholder Meeting and Voting - A shareholder meeting will be held to vote on the management change, requiring a two-thirds majority for approval [3][11]. - A redemption period of at least five trading days will be provided for shareholders to make decisions regarding their holdings [11][12]. - The decision from the shareholder meeting will take effect immediately upon approval and must be reported to the China Securities Regulatory Commission within five days [3][11].