面对行业变局，吴国威详细介绍了公司的破局路径，为中小券商提供了实践样本。他表示，渤海汇金确 立了专业化、特色化、精品化的发展定位，以固收业务为基础，重点布局"固收+"、可转债及ABS等特 色领域，形成一套可落地、可复制的转型实践方案。 在定位落地规划上，渤海汇金明确以固收为基础，以"固收+"和ABS业务为特色，以权益为突破的核心 方向，构建差异化的产品体系。"固收+"策略聚焦转债、衍生品、基金投资三大方向，结合公募和私募 客群的差异设计专属产品。ABS业务方面，紧扣"盘活存量资产"的政策导向，持续深耕不动产资产证券 化领域，助力企业实现存量资产价值变现。权益投资则避开传统主动选股的红海竞争，以"FOF+量化 +指数"为突破方向，自研平衡转债指数、红利低波指数等系列特色指数，依托"ETF-FOF"等券商优势品 类构建差异化竞争力。 随着资管新规全面落地，主动管理转型浪潮席卷行业，"马太效应"加剧下行业分化带来的阵痛愈发凸 显。头部机构凭借综合优势，强者恒强，中小机构却因传统路径失效、核心能力构建受阻而陷入转型困 局。 日前，渤海汇金总经理吴国威在接受中国证券报记者专访时表示，在此背景下，差异化定位成为中小机 构 ...

近日，财通证券资产管理发布高级管理人员公告，新任邹广航为副总经理兼财务负责人，任职日期2026 年1月1日。 财通证券资产管理有限公司（简称"财通证券资管"或"财通资管"）成立于2014年12月，系浙江唯一省直 属券商——财通证券（SH601108）的全资子公司，前身为成立于2009年的财通证券资产管理部。在上 海、北京、重庆设立分公司，业务范围遍布全国。截止2025年12月底，资产规模1，077.8亿元，非货资 产规模942.48亿，排名49/164位。 | 财通证券资产管理有限公司基金行业高级管理人员变更公 | | | --- | --- | | 1 公告基本信息 | 公告达H日期:2026年01月02日 | | 甚至营理人名称 | 财通叶券资产管理有限公司 | | 公告很易 | 《公开的制度等级及及各种情感思想的话》、《并没是多家们的很求。 蓝中、高级管理人员及从业人员监督管理办法》等 | | 出青春中单尺 | 新任其金管理公司副总经理 | | 2 新任高级管理人员的相关信息 | | | 新任高级管理人员用多 | 副总经理新时参加费人 | | 新任局级管理人员建名 | 部 前 | | 品查经中取計為突破 ...

格隆汇1月6日丨根据联交所最新权益披露资料显示，2025年12月30日，中广核电力(01816.HK)获中信证券资产管理有限公司在场内以每股均价2.9394港元增 持3049.4万股，涉资约8963.41万港元。 | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的 | | --- | --- | --- | --- | --- | --- | | | 份數目 | 開天 | | | (請參閱上述*註解)有投票權股 (日/月/年 | | | | | | | 份百分比 | | | | | | | 06 | | and and the property of the control of the control of the control of the control of the contribution of the control of the controlled | | | | | | | CS20251231E00004 | 中信证券资产管理有限公司 1101(L) | | 30,494,000 ...

【导读】券商资管2026年多资产展望：权益掘金牛市后半程，多元配置凸显价值 进入2026年，在年初投资布局关键期，券商资管聚焦权益、债市与FOF三大业务，为全年投资锚定清晰 方向。综合来看，受访机构认为权益市场仍处于"牛市后半程"，结构性机会丰富；债市预计维持宽幅震 荡；在波动与机遇并存的环境中，进行多资产、多策略配置仍是主流选择。 权益市场：锚定牛市后半程 对于2026年的A股市场，多家券商资管持积极看法，认为其仍处于"牛市后半程"，驱动因素包括流动性 充裕、盈利周期见底回升、政策持续支持以及居民资产配置转移等。 国金资管表示，当前流动性环境和政策监管环境持续完善，长期资金呈持续流入态势，科技持续突围与 经济结构性亮点有望为部分行业带来基本面景气向上的结构性机会。权益市场的投资机会或将更具广度 和深度。 财通资管指出，"春季躁动"行情可能会在岁末年初到来，且以TMT和中小市值风格为主。另外，从市净 率（PB）和净资产收益率（ROE）角度出发，当前电力设备、非银金融、有色金属、传媒性价比或占 优，PB和ROE双底的消费及顺周期行业等待布局。 国泰海通资管认为，本轮A股行情始于2024年9月24日的政策转向，2 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 邹广航，加拿大阿尔伯塔大学财务管理硕士，具有18年金融行业人力资源管理经验。 来源：金融人事mini 2025年末，又一得力干将加盟财通资管。基金人事获悉，原平安资管党委委员/组织部长/人事行政总经 理邹广航，已入职财通资管，拟担任公司副总经理兼财务负责人。 2007年加入中国平安从事人力资源规划、人才甄别、人才发展等工作；2013年加入东方红资产管理，曾 任综合管理部总助、副总经理，参与并见证了首家券商资产管理公司成长为国内领先的价值投资管理机 构。 2020年其重回平安资管，积极探索数字化生态资管之路，围绕"做价值创造者"的人才文化建设，与优秀 的人才共同造成国际顶尖的科技资管生态公司。作为中国保险资产管理行业的头部机构之一，截至2025 年6月末，平安资管资产受托管理资产规模达5.91万亿元。 如今，邹广航从头部保险资管加入头部券商资管，开启职业生涯新阶段。 财通证券资产管理有限公司成立于2014年，是浙江省属券商财通证券的全资子公司。Wind数据显示， 截至2025年三季度末，财通资管受托资产管理总规模突破3000亿元，公募管理 ...

中国经济网北京12月5日讯 今日，中泰证券（上海）资产管理有限公司发布关于旗下部分基金调整停牌 股票估值方法的公告。 公告称，根据《中国证监会关于证券投资基金估值业务的指导意见》（证监会公告〔2017〕13号）、中 国证券投资基金业协会《关于发布中基协（AMAC）基金行业股票估值指数的通知》（中基协发 [2013]13号）的有关规定，为更好地维护基金份额持有人利益，经与基金托管人协商一致，中泰证券 （上海）资产管理有限公司决定自2025年12月3日起对旗下部分基金所持有的停牌股票"思瑞浦"（股票 代码：688536）采用"指数收益法"进行估值。 在上述股票复牌且其交易体现了活跃市场交易特征后，公司将恢复为采用当日收盘价格进行估值，届时 不再另行公告。 ...

该基金拟任基金经理为李响，现任财通资管总经理助理、权益投资总监、权益研究部总经理，拥有17年 证券从业经验、12年证券投资经验，秉持质量价值风格，深度覆盖消费、制造业、周期、科技等领域， 以及港股互联网及大消费等领域。针对该基金后续布局，她表示将重点关注四大领域：一是把握科技创 新浪潮，聚焦国内算力产业链与AI应用等长期驱动领域；二是配置供给刚性凸显的工业金属资源，把 握价格中枢上移机遇；三是挖掘竞争格局优化、现金流改善的细分行业龙头，重点关注航空、化工等领 域的价值重估机会；四是布局处于历史估值底部的消费板块，捕捉基本面复苏带来的修复弹性。 财通资管作为券商资管公募管理人，其权益投研理念为"深度研究、价值投资、绝对收益、长线考核"， 多年来扎实推进投研一体化建设，已发行权益基金涵盖全市场投资、行业主题投资等品类，本次拟发行 的财通资管优质研选混合型发起式基金为全市场投资策略，而行业主题基金在科技、消费、医药、制造 等方向上都有多只口碑产品。 本报讯 （记者周尚伃）近日，财通资管公告显示，其首只浮动费率基金——财通资管优质研选混合型 发起式基金于12月3日至12月23日首发募集。该产品采用与持有期和业绩挂钩的 ...

Core Viewpoint - The once-booming competition among brokerage asset management firms for public fund licenses is clearly retreating, with several firms withdrawing their applications, indicating a shift in strategy and market conditions [1][2][5]. Group 1: Withdrawal of Applications - The recent trend shows a significant number of brokerage asset management firms, including Guotai Junan Asset Management, Guangfa Asset Management, and Guosen Asset Management, have suspended their applications for public fund licenses, leaving only Guojin Asset Management in the queue [1][2]. - Guosen Asset Management submitted its application in October 2023 but has not received any feedback, highlighting the uncertainty in the approval process [3]. Group 2: Market Environment and Strategic Choices - The collective withdrawal from public fund license applications reflects a more cautious strategic choice by brokerage asset management firms in the current market environment, rather than a fundamental devaluation of public fund licenses [5]. - The tightening of regulations and intense competition in the public fund industry has led some asset management firms to reassess their cost-benefit ratios, opting to withdraw if they lack sufficient resources or competitive advantages [5][6]. Group 3: Regulatory Context and Future Implications - The approval process for public fund licenses has slowed significantly since the initial surge in applications in 2023, with only a few firms receiving approvals, indicating a potential "zero release" situation in 2024 [3][4]. - The impending deadline for brokerage firms to complete the transformation of their collective asset management products by the end of 2025 adds pressure, prompting some firms to seek alternative solutions to alleviate transformation stress [6][7].

Group 1 - The trend of brokerage asset management firms withdrawing applications for public fund licenses is evident, with several firms like Guotai Junan Asset Management and Guangfa Asset Management halting their applications, leaving only Guojin Asset Management in the queue [1][2][4] - The approval process for public fund licenses has significantly slowed down after a surge in applications in 2023, with only a few firms receiving approvals, indicating a stark contrast to the previous year's enthusiasm [4][5] - The collective withdrawal from public fund license applications reflects a more cautious strategic choice by brokerage asset management firms in the current market environment, rather than a fundamental devaluation of public fund licenses [6][7] Group 2 - The tightening of regulations and intense competition in the public fund industry have led some asset management firms to reassess their cost-benefit ratios, resulting in a more rational decision to withdraw from applications [6][7] - The impending deadline for the transformation of brokerage collective asset management products into public offerings by the end of 2025 adds pressure on firms, prompting them to seek alternative solutions to alleviate transformation stress [7][8] - Some firms have begun transferring their collective asset management products to affiliated fund management companies as a strategy to comply with regulatory requirements while awaiting public fund license approvals [8]

Core Viewpoint - The application for public fund licenses by securities asset management companies has significantly cooled down after a two-year policy relaxation, shifting from a rush to apply to a more rational withdrawal of applications [1][2]. Group 1: License Application Trends - Initially, four securities asset management subsidiaries, including GF Asset Management, Guangfa Asset Management, and Guozheng Asset Management, applied for public fund licenses, but by November, three of them had withdrawn their applications, leaving only Guojin Asset Management still in the queue [1][2]. - In 2023, six securities asset management companies submitted applications for public fund licenses, but only two, China Merchants Asset Management and Xingsheng Asset Management, were granted licenses. The approval of new licenses has nearly stagnated in 2024 [2][4]. Group 2: Regulatory Environment - The "One Participation, One Control" policy, which relaxed the restrictions on the number of public fund licenses, was implemented in May 2022, prompting many securities firms to seek additional licenses [2]. - Recent regulatory signals indicate that no new public fund licenses will be issued to securities asset management companies, leading to speculation that Guojin Asset Management may also withdraw its application [4]. Group 3: Transition to Public Fund Management - According to the asset management regulations established in 2018, securities firms must complete the public transformation of their "participating public collective" products by the end of 2025. Firms without public fund licenses must choose to liquidate, extend, or change management for their related products upon expiration [5][6]. - As the deadline approaches, the industry is entering a critical transition phase, with many firms opting to transfer management of their public collective products to affiliated public fund companies or to shift towards private asset management [6][7].