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信银理财获中国资产管理金贝奖“2023卓越至臻理财公司”奖
Xin Hua Wang· 2025-08-12 06:15
Core Insights - The "2023 China Asset Management Annual Conference" was held in Shanghai, focusing on the theme "Original Intention and Mission: Large Asset Management Supporting High-Quality Economic Development" [1] - Xinyin Wealth Management Co., Ltd. was awarded the "2023 Excellent and Ultimate Wealth Management Company" at the conference [1] Company Overview - Xinyin Wealth Management, fully initiated by CITIC Bank, officially opened in July 2020 and is the first national joint-stock bank wealth management subsidiary based in Shanghai [4] - Over the past three years, the company has adhered to the mission of "entrusted by others, managing wealth for clients," leveraging CITIC Financial Holdings' comprehensive financial license resources [4] - The company maintains a leading position in the industry, consistently ranking at the forefront in comprehensive wealth management capability evaluations by Puyi Standard and Zhongzheng Golden Bull [4] Product Development - Xinyin Wealth Management focuses on low-volatility core products and has developed "amortized cost method products" and "low-volatility stable products" [4] - The company has established a comprehensive product system covering six major product categories: currency, currency+, fixed income, fixed income+, mixed, and equity [4] - To meet diverse customer needs and enhance market competitiveness, the company emphasizes innovation in thematic products, creating several star products with social, economic, and brand benefits [5] Social Responsibility - In the area of common prosperity, Xinyin Wealth Management has innovatively explored the "charity + finance" model, launching the "Warm Childhood Journey" charitable wealth management brand [5] - The company has jointly launched public wealth management products that raised over 2 billion yuan, creating new pathways for social wealth appreciation and participation in charitable endeavors [5] Future Commitment - Xinyin Wealth Management aims to uphold the centralized and unified leadership of the Party, focusing on serving the real economy and contributing to common prosperity [5] - The company is committed to enhancing professionalism to better provide asset management services for various clients, contributing to high-quality social and economic development [5]
信银理财第二期“温暖童行”慈善理财产品推出
Xin Hua Wang· 2025-08-12 06:14
Core Viewpoint - The company is innovating in the "finance + charity" model to support common prosperity and contribute to China's modernization through charitable financial products [1][2][4]. Group 1: Product Launch and Fundraising - The second phase of the "Warm Childhood" charitable financial product, "An Ying Xiang Fixed Income Stable Profit Warm Childhood One-Year Closed 3," successfully raised over 2 billion yuan [1][2]. - The product is a fixed-income type, with a portion of the excess returns and subscription amounts donated to the China Rural Development Foundation for children's welfare in key areas [2][3]. - The initial products under the "Warm Childhood" brand received high customer recognition, raising over 2 billion yuan within just 10 days of the fundraising period [2]. Group 2: Commitment to Social Responsibility - The company has been actively involved in children's charity initiatives, having previously launched the "Jin Jing Xiang (Tong Fu) Series" charitable financial products, which generated 1.55 million yuan for children's welfare projects [3]. - The company aims to continue building a "charitable finance" platform, collaborating with more charitable foundations to enhance the impact of charitable financial products [3][5]. - The company's charitable efforts have been recognized by the government, receiving accolades for its contributions to building a common prosperity demonstration zone in Zhejiang [5]. Group 3: Strategic Vision and Market Position - The company emphasizes the importance of serving the real economy and promoting common prosperity, positioning itself as a new force in the financial industry [4][5]. - The company aims to meet the growing demand for charitable engagement among wealthy individuals, providing new avenues for wealth management while supporting social causes [4]. - The strategic partnership with the China Rural Development Foundation is expected to enhance the quality and integration of charitable financial resources [5].
信银理财“温暖童行”慈善理财获两项慈善大奖
Xin Hua Wang· 2025-08-12 06:14
日前,信银理财凭借"温暖童行"慈善理财助力共同富裕创新实践成果,获《智通财经》"臻善奖•年 度臻善企业"、《中国经营报》"卓越竞争力慈善理财子公司"两项慈善荣誉。 【纠错】 【责任编辑:闫惠卓】 慈善金融作为中信银行在资产管理领域的重要布局,自成立以来,信银理财始终秉持"服务实体经 济,促进共同富裕"的企业使命,将共同富裕作为公司重点业务发展方向之一全面规划落实,创新"慈善 +金融"模式,专项推出"温暖童行"慈善理财,产品将分别按照超额收益、申购资金的一定比例捐赠给合 作公益基金会,用于儿童医疗、教育、健康等下一代成长领域,目前累计成功发行3期5支慈善理财产 品,产品规模超50亿元,获得市场投资者踊跃认购,引领行业示范效应。 未来,信银理财将持续践行企业使命,携手更多合作伙伴、凝聚社会慈善力量,探索打造"慈善金 融"生态圈,为促进共同富裕建设、服务社会经济高质量发展贡献信银力量。 ...
信银理财第三期“温暖童行”慈善理财产品正式上线
Xin Hua Wang· 2025-08-12 06:14
Core Viewpoint - The company has launched the third phase of its "Warm Journey for Children" charitable financial product, aiming to integrate finance and charity to meet investors' dual needs for wealth appreciation and charitable contributions [1][2]. Group 1: Product Overview - The "An Ying Xiang Fixed Income Stable Profit Warm Journey for Children Yearly Closed 4" is a fixed-income product that represents a further implementation of the company's charitable financial model [2]. - Since its establishment, the company has actively engaged in charitable finance, launching the "Warm Journey for Children" brand to promote the deep integration of finance and charity [2][3]. - The product has raised over 4 billion yuan during its fundraising period, with donations allocated to children's medical care, education, and health [2]. Group 2: Strategic Initiatives - In 2021, the company initiated the "Lighthouse Plan," focusing on common prosperity and various strategic topics, making common prosperity a key business development direction [3]. - The company has established a long-term mechanism to promote the "charity + finance" business model, which not only aids charitable organizations but also ensures investors' wealth preservation and appreciation [3]. - The company has conducted on-site research for charitable projects, ensuring that donations are effectively utilized in educational infrastructure [3]. Group 3: Future Plans - The company plans to continue its mission of serving the real economy and promoting common prosperity by building a "charity + finance" platform and exploring the creation of a "charity finance" ecosystem [4].
信银理财第三期“温暖童行”慈善理财产品成功募资近12亿元
Xin Hua Wang· 2025-08-12 06:13
据悉,"安盈象固收稳利温暖童行一年封闭式4号"为固定收益类产品,产品将按照超额收益和申购 金额的一定比例捐赠给上海市黄浦区教育基金会,专项用于教育公益事业,包括改善办学条件,提高教 师素质,奖励教育工作者和优秀学生等。 日前,信银理财第三期"温暖童行"慈善理财产品"安盈象固收稳利温暖童行一年封闭式4号"完成募 集,累计募集资金近12亿元,受市场投资者踊跃认购。 截至目前,信银理财"温暖童行"慈善理财累计发行6支产品,募集资金超60亿元,预计公益捐赠资 金逾600万元,深入促进财富向善、践行金融为民,服务国家共同富裕战略建设。其中,信银理财于 2021年推出的"金睛象(同富)系列"慈善理财产品,累计发行4期,募集资金11.7亿元,产生的超额收益已 全部实现捐赠,专项用于"滴水微公益·圆梦微心愿"留守儿童关爱活动项目。目前,该项目覆盖浙江永 嘉、泰顺、文成、苍南、平阳等县(市、区)217所学校,已累计帮助5312名孩子圆梦"微心愿"。 未来,信银理财将继续践行"服务实体经济,促进共同富裕"的企业使命,持续打造"慈善+金融"平 台,加速释放"温暖童行"慈善理财产品示范效应,携手更多合作伙伴、凝聚社会慈善力量,探索打 ...
24小时不打烊 从容申购更舒心——中邮理财“理财夜市”再扩容
Xin Hua Wang· 2025-08-12 06:13
洞察理财客户需求 持续提升投资体验 "理财夜市"满足了广大客户的灵活理财交易时间需求,是中邮理财坚持"以客户为中心"的代表举措 之一,也是更好践行金融工作政治性、人民性的体现。中邮理财始终聚焦客群需求,致力于为投资者提 供多选择、全覆盖的理财投资解决方案,不断提升客户全流程的产品服务和场景体验水平。 中邮理财精准定位客群需求,根据细分客群针对性研发供求适配的产品,过去一年累计发行61只区 域定制产品,销售规模超250亿元,积极布局养老、教师、代发、新市民等细分理财产品领域。此外, 中邮理财以精细化客户服务为牵引,不断深化金融科技赋能,以体验创新驱动服务升级,协同母行在邮 储银行手机银行App先后上线了理财产品业绩比较基准测算依据、产品特色、理财到账日、同系列产品 历史业绩、产品热销榜单等功能,帮助客户降低决策难度,持续优化客户理财购买体验。 2024年以来,中邮理财产品规模快速稳健增长,截至3月末产品总规模超8660亿元,较年初增长近 12%。 上班太忙下班晚,没空打理钱袋子;工资入账有点晚,资金只能闲一天;产品赎回到账晚,次日收 益已下线资金要再"躺平"一天……有没有更灵活、更便捷的投资理财方式呢?针对理财 ...
“金融+慈善”深度融合 共筑儿童成长未来
Xin Hua Wang· 2025-08-12 06:13
Core Viewpoint - The charity sector in China is experiencing significant growth and innovation, integrating with various industries to enhance social welfare and promote common prosperity [2][8]. Group 1: Charity Development - The charity sector in China has evolved from a recovery phase to a period of innovation, with a focus on integrating charity with various sectors such as finance and technology [2][3]. - The "Charity+" ecosystem has emerged, promoting high-quality development of charity through deep integration with internet, projects, culture, and brands [2][3]. Group 2: Financial Institutions' Role - Financial institutions are taking on the responsibility of promoting social equity and justice, aligning with the goal of common prosperity [2][3]. - The introduction of charity financial products, such as charity trusts and public welfare funds, has broadened public participation in charity and strengthened the financial foundation of charitable activities [2][3]. Group 3: Company Initiatives - Xinyin Wealth Management has integrated charity into its strategic planning, launching the "Lighthouse Plan" and focusing on areas closely related to national interests [3][4]. - The "Jinqingxiang (Tongfu) Series" charity financial products raised 1.17 billion yuan, generating 1.55 million yuan for projects supporting left-behind children [3][4]. Group 4: Children's Welfare Focus - Xinyin Wealth Management is actively responding to national population strategies by focusing on children's growth, directing charity donations towards medical, educational, and health initiatives [4][5]. - The "Warm Children's Journey" charity financial brand has raised over 10.5 billion yuan, with expected charity funds exceeding 10 million yuan, benefiting various children's welfare organizations [5][6]. Group 5: Impact and Future Outlook - The successful implementation of charity financial projects demonstrates the potential for deep integration between finance and charity, contributing to common prosperity and modernizing China's economy [7][8]. - The "Warm Children's Journey" project aims to continue its mission of serving the real economy and promoting common prosperity, using financial resources to support children's welfare [8][9].
老“邮”所养 解锁个人养老金理财产品“成绩单”
Xin Hua Wang· 2025-08-12 06:13
中邮理财 理财非存款 产品有风险 投资须谨慎 广告 PSBC WEALTH MANAGEMENT I ■ 成为全民热议话题, 养老金账户 截至2024年3月22日,产品合计规模为2.89亿份 真主体育 0 44 4 2 1 2 累计服务客户0.94万户, 其中心额 0.56元间 代销机构 邮储银行、招商银行、兴业银行、 平安银行、宁波银行、光大银行 数据来源: 理财产品净值公告: 成立以来年化收益率:用本期单位净值与产品成立 时的净值比较,而非最终持有期到期收益率;成立以来年化收益率=(本期产品单 位净值-1)/(本期估值日期-产品成立日前一日)*365;最大回撤指的是在考察时间 范围内任一历史时点往后推,产品净值走到最低点时的收益率回撤幅度的最大值。 理财产品过往业绩不代表其未来表现,不构成对任何新发理财产品业绩表现的保 证,不等于理财产品实际收益,投资须谨慎。 添颐・波锦霞短時1825天 高(6253) 个人养老金理财产品不断上新, 「香」在哪 中邮理财旗下3只 个人养老金理财产品的"成绩单"! 点击 为你的"养老小金库" 挑选最合适的"理财小伙伴"! 2023年. 中邮理财积极响应国家个人养老 金政策的 ...
这场与“糖”的人生持久战 何以一路“童”行?
Xin Hua Wang· 2025-08-12 06:12
Core Points - The article highlights the increasing prevalence of Type 1 diabetes among children in China, with a significant rise in cases and the need for better support and awareness for affected families [6][7][15] - The "Warm Child" charity initiative by Xinyin Wealth Management aims to provide financial support and resources for children with Type 1 diabetes, addressing both medical and emotional needs [10][14] Group 1: Type 1 Diabetes in Children - Type 1 diabetes is becoming more common among younger children, with hospitals seeing a 10% annual increase in cases [6] - Children diagnosed with Type 1 diabetes require daily insulin injections and frequent blood sugar monitoring, leading to significant emotional and financial burdens on families [7][8] - The "Hope Package" initiative has supported nearly 4,400 newly diagnosed children since its launch in 2019, providing essential management tools and educational resources [13] Group 2: Charity Initiatives and Support - Xinyin Wealth Management has launched the "Warm Child" charity financial product, which allocates funds to support Type 1 diabetes initiatives and other children's health programs [10][14] - The charity has successfully raised over 140 million yuan for various children's welfare projects, including direct support for families in need [15] - The initiative aims to create a sustainable support network for children with Type 1 diabetes and other birth defects, enhancing public awareness and participation in charitable activities [11][15]