金融资产管理
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中国信达(01359.HK):提名王坤辉为非执行董事
Ge Long Hui· 2025-12-04 10:11
Core Viewpoint - China Cinda Asset Management Co., Ltd. announced the nomination of Wang Kunhui as a non-executive director, pending approval from the shareholders' meeting and the National Financial Regulatory Administration [1] Group 1 - The board of directors of China Cinda held its ninth meeting in 2025 on December 4 to discuss the nomination [1] - Wang Kunhui's qualifications meet the relevant laws, regulations, and the company's articles of association [1] - Upon approval, Wang Kunhui will serve a term of three years [1]
中信金融资产推动转型两年半赚175亿 持续优化业务增持光大银行或耗资39亿
Chang Jiang Shang Bao· 2025-12-01 01:08
长江商报消息 ●长江商报记者 徐佳 AMC(金融资产管理公司)巨头中信金融资产(02799.HK)再次出手增持银行股。 日前,光大银行披露,中信金融资产再次增持该行A股及H股,持股比例已达到9%。 长江商报记者注意到,自一年前宣布将以不超过40亿元购买光大银行股份以来,中信金融资产快速实施 增持。按光大银行年内A股、H股均价粗略计算,中信金融资产或已耗资人民币约39亿元,基本足额完 成上述增持计划。 在不良资产主业稳健的基础上扩大对银行股的增持,中信金融资产意在进一步丰富业务渠道、优化业务 结构。事实上,全面被纳入中信集团体系之后,中信金融资产基本面不断向好,经营业绩稳步提升。 数据显示,2023年至2025年上半年,中信金融资产合计实现归属于公司股东的净利润(以下简称"归母 净利润")为175.52亿元。 特别是2025年以来,中信金融资产主动调整业务结构,大力拓展纾困盘活业务,压缩传统收购重组业 务,主业转型持续推进。 2025年上半年,中信金融资产的不良资产经营分部实现收入305.98亿元、税前利润121.41亿元,同比增 长58.3%、522.4%,占比分别为98.3%、240.7%。 已在五家A股公 ...
持股超3%+提名董事,长城资产入股建行将提巨额“纸面盈利”
Xin Lang Cai Jing· 2025-11-28 09:27
作为1999年为处置国有银行不良资产设立的机构,长城资产初始职责是接收中国农业银行剥离的不良资 产,此次通过临时提案推动其总裁助理史剑出任建行非执行董事,是其市场化战略投资的重要落子。 智通财经记者 | 张晓云 国有AMC(资产管理公司)布局银行再添样本。 11月28日,建设银行(601939.SH)披露2025年第二次临时股东大会的决议公告,将长城资产管理股份 有限公司(下称"长城资产")的战略布局推向台前。 值得注意的是,长城资产的布局已呈现多元化态势。除建行外,其持有的民生银行股份超过3%,并已 获得民生银行董事席位提名。近期,长城资产提名的郑海阳民生银行董事任职已获得监管批复通过。因 此,长城资产已双线卡位建行、民生银行董事席位。 业内人士向智通财经表示,目前史剑提名已获股东大会投票通过,尚待监管核准,如果监管通过,不仅 标志着长城资产完成对建行的"董事席位"突破,更意味着长城资产可能通过权益法核算,迎来第二笔大 额损益确认,为自身业绩注入强心剂。 与此同时,这也延续了国有AMC通过股权绑定深度参与银行治理的行业趋势。从市场化增持达线到推 动人事落地,既有对财务收益与业务协同的双重考量,也成为观察AM ...
对收购债权的真实性尽调不审慎,中信金融资产山东分公司被罚110万
Xin Lang Cai Jing· 2025-11-27 10:05
Core Viewpoint - The Shandong Regulatory Bureau of the National Financial Supervision Administration has issued a fine to China CITIC Financial Asset Management Co., Ltd. Shandong Branch for various violations related to the authenticity of due diligence on acquired debts and inaccurate asset risk classification [1] Summary by Relevant Sections Violations - The main violations identified include lack of prudence in due diligence on the authenticity of acquired debts and inaccurate classification of asset risks [1] Penalties - A fine of 1.1 million yuan (approximately 0.16 million USD) was imposed on China CITIC Financial Asset Management Shandong Branch [1] - Individual penalties include warnings for Shi Yuelin and Yu Haisheng, and a warning plus a fine of 50,000 yuan (approximately 7,000 USD) for Zhang Yonghu [1]
陕西增信“打造债券市场全生命周期服务模式”入选“十四五”金融创新优秀案例
Zheng Quan Shi Bao Wang· 2025-11-21 09:19
期服务模式,在债券市场风险管理领域开创了可复制推广的创新模式。 数据显示,"十四五"时期,公司累计债券增信规模超过600亿元,投资各类债券近300亿元,债券交易规 模超7000亿元,助力企业发行各类债券超2000亿元,为企业节约融资成本超10亿元。此次入选金融创新 优秀案例,是对公司长期以来扩大债券融资规模、防范化解区域信用风险、服务实体经济发展的认可和 肯定。 陕西增信方面表示,接下来公司还将继续立足使命定位,发挥债券市场基础设施功能作用,做好金 融"五篇大文章",在扩大直接融资、降低融资成本、维护市场稳定、化解金融风险等方面展现新作为, 为债券市场高质量发展贡献更大力量。(秦声) 11月18日,由证券时报社主办的第二十届中国经济论坛暨2025大湾区科技与金融创新发展大会在广州举 行。会上,"十四五"金融创新优秀案例报告正式发布,该报告汇聚"十四五"时期具有示范效应的金融科 技创新成果,旨在推动金融支持实体经济与科技创新,为"十五五"规划提供来自一线的实践参考和决策 依据。其中"陕西增信打造债券市场全生命周期服务模式"成功入选生态创新案例。 作为陕西金融资产管理股份有限公司"一体两翼"中致力于债券市场风险管 ...
转让价超52亿元,中原资产接盘河南省三家农商行不良资产 地方AMC积极参与风险化解
Mei Ri Jing Ji Xin Wen· 2025-11-20 15:00
中原资产表示,本次业务有利于优化河南区域金融生态环境,对公司经营发展、财务状况和偿债能力产生积极影响。 今年8月7日,中原资产与平顶山鹰城农商银行签署《不良资产转让协议》,后者向中原资产转让不良资产,转让价款为19.47亿元。今年6月29日,中原 资产还与中原信托达成协议,受让后者转让价款17.2亿元的债权。去年9月4日,中原资产与郑州银行达成协议,后者向中原资产出售信贷资产及其他资 产,转让价款为100亿元,将以50亿元的现金及合计价值为50亿元的信托受益权方式支付。 近日,河南省的地方资产管理公司(以下简称AMC)接盘了省内三家农商行出让的不良资产,合计转让价款超52亿元。 2024年以来,监管政策着力引导AMC参与中小金融机构等重点领域的风险化解工作,地方AMC的重要性愈发凸显,且业务空间较大。据国家金融监督 管理总局披露,2024年我国银行业全年处置不良资产超3万亿元。 《每日经济新闻》记者注意到,截至2025年三季度末,我国商业银行不良贷款余额为35224.78亿元,较年初增加2432.85亿元;商业银行不良贷款率为 1.52%,较年初上涨0.02个百分点。 河南地方AMC今年出手频繁 近日,中原资 ...
海德股份股价涨5.24%,华夏基金旗下1只基金位居十大流通股东,持有318.72万股浮盈赚取124.3万元
Xin Lang Cai Jing· 2025-11-20 05:35
Core Viewpoint - Haide Co., Ltd. experienced a stock price increase of 5.24% on November 20, reaching 7.83 CNY per share, with a trading volume of 185 million CNY and a turnover rate of 1.26%, resulting in a total market capitalization of 15.304 billion CNY [1] Group 1: Company Overview - Haide Capital Management Co., Ltd. was established on March 2, 1987, and listed on May 25, 1994. The company is primarily engaged in the management of non-performing assets [1] - The revenue composition of Haide Co. includes 86.95% from asset management, 10.89% from other services, and 2.17% from financial technology services [1] Group 2: Shareholder Information - Among the top ten circulating shareholders of Haide Co., Huaxia Fund holds a position through the Huaxia CSI 1000 ETF (159845), which reduced its holdings by 8,300 shares in the third quarter, now holding 3.1872 million shares, representing 0.16% of circulating shares [2] - The Huaxia CSI 1000 ETF has a current scale of 45.469 billion CNY and has achieved a year-to-date return of 25.4%, ranking 1921 out of 4208 in its category [2] Group 3: Fund Manager Performance - The fund manager of Huaxia CSI 1000 ETF is Zhao Zongting, who has been in the position for 8 years and 220 days. The total asset scale under his management is 355.865 billion CNY [3] - During his tenure, the best fund return achieved was 121.58%, while the worst return was -32.63% [3]
湖南白银股东长城资管拟减持不超1.95%股份
Zhi Tong Cai Jing· 2025-11-19 12:51
Core Viewpoint - Hunan Silver (002716.SZ) announced that its shareholder, China Great Wall Asset Management Co., Ltd. (referred to as "Great Wall Asset Management"), plans to reduce its holdings in the company by up to 55 million shares, representing 1.95% of the total share capital, within a three-month period from December 11, 2025, to March 10, 2026 [1] Summary by Category - **Shareholder Action** - Great Wall Asset Management intends to reduce its stake in Hunan Silver through centralized bidding and block trading methods [1] - The planned reduction will not exceed 55 million shares [1] - **Impact on Company** - The reduction represents 1.95% of Hunan Silver's total share capital [1] - **Timeline** - The reduction period is set from December 11, 2025, to March 10, 2026 [1]
送上“青春邀请函”,北京丰台企业组团走进北大揽才
Bei Jing Ri Bao Ke Hu Duan· 2025-11-15 13:09
招聘会现场,中国长城资产、通用技术集团、瑞众人寿保险、公安部大数据中心、天兵科技等企业的展 位前吸引了大量学子驻足咨询。"北大学子的专业素养令人印象深刻,与金融资产管理行业对复合型、 高素质人才的需求高度契合。本次招聘中,我们收到了多份来自经济、法律、信息技术等专业的高质量 简历,为公司人才储备注入了新鲜血液。"中国长城资产招聘负责人说。天兵科技招聘负责人介绍:"这 场专场招聘会,极大提升了引才效率,我们不仅与多名北大工学、理学背景的毕业生达成初步意向,还 通过面对面交流,让学子深入了解丰台在航天产业链中的平台优势。"此次招聘活动精准对接丰台区现 代产业体系,释放的岗位聚焦数字经济、人工智能、高端商务等前沿方向,实现了人才供给与区域发展 需求的高效匹配。多位应聘学子表示,招聘会不仅提供了与企业直接对话的机会,更让他们对丰台的产 业生态有了系统性认知,希望能够在丰台发展。 活动现场,丰台区还精心布置了文旅展台,通过非遗展示、戏曲表演、传统服饰体验和"丰台礼物"文创 互动,生动呈现了区域文化魅力,增强了学子对丰台的情感认同,展现了"青年友好生态城区"的软实 力。 转自:北京日报客户端 11月14日,2025年"慧 ...
经营业绩“三连增” 展现良好发展势头
Jin Rong Shi Bao· 2025-11-13 02:09
Core Viewpoint - The article highlights the significant achievements of China CITIC Financial Asset Management Co., Ltd. during the "14th Five-Year Plan" period, emphasizing its commitment to serving the real economy, managing financial risks, and deepening financial reforms, while aiming to become an industry benchmark within five years [1][2]. Group 1: Financial Performance - In 2024, the company's net profit attributable to shareholders is projected to reach 9.618 billion yuan, marking its best performance in six years [2]. - The first half of 2023 saw a net profit of 6.168 billion yuan, with an annualized return on equity (ROE) of 21.1%, indicating a positive growth trend [2]. - The company has achieved a "triple increase" in operational performance, showcasing strong development momentum and operational quality [2]. Group 2: Asset Management and Risk Control - The company has optimized its asset structure, with nearly 90% of its assets in non-performing asset management, contributing to 98.3% of its revenue, a nearly 40% increase since early 2022 [2]. - Continuous improvement in asset quality is evident, with reductions in non-performing balances and rates, and a capital adequacy ratio of 15.97%, significantly above regulatory requirements [2]. - The provision coverage ratio for the parent company has risen to 270%, providing a solid foundation for high-quality development [2]. Group 3: Market Position and Growth - The company's stock price increased from a low of 0.22 HKD to a high of 1.41 HKD, with a peak market value growth of 554% [3]. - In 2023, the company was included in seven indices, including the Hang Seng Composite Index and the MSCI China Index, reflecting its growing market presence [3]. - The company successfully issued three phases of the "Yunfan" asset-backed securities (ABS) totaling 20 billion yuan, achieving record low costs and spreads in its category [3]. Group 4: Strategic Initiatives - The company has expanded its capabilities in acquiring and managing non-performing assets, having purchased approximately 220 billion yuan in non-performing asset packages since 2022 [4]. - It has launched 93 relief projects totaling 55.9 billion yuan, ensuring the delivery of 75,900 housing units and supporting the resumption of production projects valued at approximately 263 billion yuan [4]. - The company is actively involved in green finance, investing 2.6 billion yuan in pumped storage power station construction and over 25 billion yuan in strategic emerging industries and ecological protection [5]. Group 5: Future Outlook - The company aims to align with the "15th Five-Year Plan" for high-quality financial development, focusing on risk management and establishing a robust risk prevention and resolution system [6]. - It plans to enhance its operational performance, compliance, innovation, and talent development to become a benchmark in the non-performing asset industry [6].