国泰海通资管最新公告显示，公司旗下的公开募集证券投资基金将自2025年9月29日起变更基金名称， 基金名称变更核心为将原"国泰君安"前缀统一调整为"国泰海通"，各基金的基金代码保持不变。此次更 名共涉及60只基金，包含56只非公募REITs基金和4只公募REITs基金。据悉，国泰海通资管已于2025年 7月25日办理完成工商变更登记，公司法定名称由"上海国泰君安证券资产管理有限公司"变更为"上海国 泰海通证券资产管理有限公司"。 ...

今年5月，证监会发布的《推动公募基金高质量发展行动方案》提出，强化业绩比较基准的约束作用。 日前，国泰海通资管在接受中国证券报记者采访时表示，这一变化的核心在于推动公募基金行业从追 求"贝塔收益"向"阿尔法收益"转变，从"规模导向"转向"投资者利益导向"。而指数增强基金因其明确的 基准约束和量化模型驱动的特性，在这一转型过程中占据了相对有利的位置。 "指数增强基金的业绩比较基准通常是其跟踪的特定指数，且多数设有指数跟踪误差要求，本身就具备 清晰明确的'锚'。"国泰海通资管表示，公司量化投资团队的目标正是通过选股模型、风控体系，追求 超越基准指数的收益，超额收益能力更能体现管理人的真实投资水平。 值得一提的是，指数增强基金也在被动化投资浪潮中迎来新的发展机遇。数据显示，截至9月初，2025 年以来新成立的增强型指数基金数量已超110只，接近过去三年总和，创下新纪录。 基于在量化投资领域的深厚积淀，国泰海通资管敏锐把握券商资管公募化转型机遇，自2021年12月公司 首只公募量化产品获批起，在不到24个月的时间内布齐沪深300、中证500、中证1000三大宽基指数增强 产品，并同步推出科创、红利、全市场选股等策略产 ...

Core Viewpoint - The recent leadership changes at Shanghai Yongxing Securities Asset Management Co., Ltd. reflect a strategic shift in management, with Wen Minggang appointed as the new chairman, indicating a focus on enhancing operational capabilities and product innovation in the asset management sector [1][2]. Group 1: Leadership Changes - Li Bao has transitioned from the chairman of Yongxing Securities Asset Management to focus solely on his role as chairman of the parent company, Yongxing Securities [1][2]. - Wen Minggang, with over 30 years of experience in the securities and futures industry, has taken over as chairman of Yongxing Securities Asset Management, having previously served in various leadership roles at other securities firms [2]. - The appointment of Wen Minggang comes less than a year after he became the president of Yongxing Securities, highlighting a rapid succession of leadership changes within the company [2]. Group 2: Company Performance - Yongxing Securities Asset Management was established in January 2020 and has since achieved significant financial milestones, reporting a net profit of over 30 million yuan in the previous year [3]. - For the year 2024, the company reported total revenue of 72.14 million yuan, with net income from asset management activities amounting to 45.12 million yuan and investment income of 11.65 million yuan [3]. - The company aims to enhance its operational capabilities and product offerings in alignment with Yongxing Securities' strategic development plan, which focuses on scaling products and increasing innovation [3]. Group 3: Industry Trends - The asset management sector has seen multiple leadership changes across various firms, including Dongzheng Asset Management and Everbright Asset Management, indicating a broader trend of executive turnover within the industry [4]. - Recent changes include the departure of key executives such as the chairman of Everbright Asset Management and the general manager of Dongzheng Asset Management, reflecting ongoing shifts in management across the sector [4].

Group 1 - The core point of the article is the recent management changes at Shanghai Everbright Securities Asset Management Co., Ltd. (Everbright Asset Management), including the appointment of Che Fei as the new deputy general manager effective September 8, 2025 [2][3] - Che Fei has a diverse career background in credit rating, insurance asset management, and securities asset management, having held various positions in reputable firms before joining Everbright Asset Management in 2017 [3] - The company has undergone significant personnel changes recently, including the change of its legal representative and chairman, with Qiao Zhen taking over as the legal representative from August 27, 2025 [3][4] Group 2 - As of September 9, 2023, Everbright Asset Management's total managed scale reached 31.653 billion yuan, operating 31 public fund products, with a research team of 8 fund managers [5] - The company's net asset scale has shown a steady increase from 24.449 billion yuan in early 2022 to over 31.859 billion yuan since the fourth quarter of 2024, indicating a stable phase of business development [5] - All 31 products managed by Everbright Asset Management have shown positive returns over the past year, with several equity funds achieving returns exceeding 50% [5] Group 3 - In the fixed income product category, the "Everbright Sunshine Add Profit Bond" has achieved over 7% return in the past year, outperforming pure bond products [6] - The unique advantages of brokerage asset management include strong resource integration capabilities, flexible product design, and excellent customized service capabilities [6] - However, brokerage asset management also faces challenges such as limited appeal for research talent, increased compliance costs, lack of tax policy advantages, and liquidity issues with certain products [7]

中国经济网北京9月10日讯 今日，上海光大证券资产管理有限公司公告，任命车飞为副总经理。 | 新任高级管理人员职务 | 副总经理 | | --- | --- | | 新任高级管理人员姓名 | 车_k | | 任职日期 | 2025年09月08日 | | 过往从业经历 | 车飞先生,硕士学历,毕业于英国雷丁大 | | | 学,曾就职于联合资信评估有限公司、阳 | | | 光人寿保险股份有限公司财富管理中心、 | | | 中国国际金融股份有限公司资产管理部。 | | | 2017年加入上海光大证券资产管理有限 | | | 公司,曾任公司总经理助理,现任公司副 | | | 总经理兼固定收益研究部总经理。 | | 取得的相关从业资格 | 证券公司高级管理人员资格、基金从业资 | | | 格 | | 国籍 | 中国 | | 学历、学位 | 硕士 | （责任编辑：康博） 车飞曾就职于联合资信评估有限公司、阳光人寿保险股份有限公司财富管理中心、中国国际金融股 份有限公司资产管理部。2017年加入上海光大证券资产管理有限公司，曾任公司总经理助理，现任公司 副总经理兼固定收益研究部总经理。 | Controller Contr ...

Core Viewpoint - Asset securitization has become a crucial battleground for financial institutions to serve the real economy, with companies like Caitong Asset Management leveraging their dual licenses in brokerage and asset management to enhance their capabilities in this area [1][2]. Group 1: Asset Securitization Growth - Caitong Asset Management achieved a historical high in both the issuance scale and ranking of Asset-Backed Securities (ABS) in 2024, with a new issuance scale of 42.842 billion yuan, ranking eighth in the industry, and maintaining over 30% growth for three consecutive years [2]. - As of June 30, 2024, Caitong Asset Management has issued a total of 206 ABS products, with a cumulative issuance scale of 165.09 billion yuan [2]. Group 2: Support for Sci-Tech Enterprises - The company is focusing on supporting sci-tech enterprises through innovative financing methods, particularly by integrating intangible assets like intellectual property into ABS structures, which can provide a more sustainable financing route for these companies [3][4]. - Caitong Asset Management has developed a comprehensive product matrix covering ABS, Pre-ABS, private REITs, and public REITs, offering full-chain services from asset selection to financing design and subsequent operations [4]. Group 3: Innovative Projects - A notable project is the "Caitong-Hangzhou Binjiang Intellectual Property Phase 1 Asset-Backed Special Plan (Technology Innovation)," which raised 10.4 million yuan and involved 13 specialized enterprises, marking a significant step in intellectual property securitization [5][9]. - The project faced challenges due to the complexity of valuing diverse intellectual properties, but it successfully garnered support from local government and financial institutions, resulting in a favorable financing rate of 1.43% [8][9]. Group 4: Digital Asset Opportunities - The market for digital assets is emerging, with expectations for improved valuation and monetization as infrastructure develops, although challenges remain in integrating various digital assets across platforms [10][11]. - The recent approval of the first two data center REITs in China indicates a growing recognition of the potential for securitizing new asset classes, including data and digital assets [11]. Group 5: REITs Market Potential - The public REITs market is gaining momentum, with Caitong Asset Management focusing on expanding its involvement in this area, aiming to cover a wide range of economic entities from state-owned to large private companies [12][14]. - The current global REITs market is valued at approximately $1.8 trillion, while China's public REITs market is still in its infancy, valued at around 220 billion yuan, presenting significant growth opportunities [13].

Group 1 - Huatai Securities Asset Management announced plans to invest up to 32 million yuan of its own funds into its equity public funds, with a holding period of no less than one year [1] - As of June 30, 2025, the total scale of Huatai Securities Asset Management's public funds reached 165.111 billion yuan, with non-monetary funds amounting to 27.263 billion yuan, representing growth of 20.16% and 12.05% respectively compared to the end of 2024 [1]

Group 1 - The core point of the article is the announcement of personnel changes at Guotou Securities Asset Management Co., Ltd., including the appointment of Liang Dehan as Chief Information Officer and the departure of Xu Yanbing and Zhang Nansen due to work adjustments [1][5][6] Group 2 - Liang Dehan is currently the Chief Information Officer and also serves as the Director of the Information Technology Committee and General Manager of the System Operation Department at Guotou Securities [1][3] - Xu Yanbing has held various positions in the securities industry, including Senior Manager of the Information Technology Department at Zhongguancun Securities and Chief Information Officer at Guotou Securities Asset Management [4][5] - Zhang Nansen has experience as the Assistant General Manager of the Sales Department at Xiangcai Securities and has held multiple roles at Guotou Ruibin Fund [4][5] Group 3 - Guotou Securities Asset Management has experienced frequent executive changes this year, with a notable change in the Chief Risk Officer position in May [5][6] - The company reported a net income of 317 million yuan from asset management business in 2024, a decrease of 2.46% year-on-year, and the total market value of entrusted products decreased by 25.5% to 113.11 billion yuan [5] - The company is currently in the process of applying for a public offering license, with a deadline for the transformation of collective public products set for the end of 2025 [5][6] Group 4 - The changes in personnel are largely attributed to organizational factors such as work arrangements and normal personnel adjustments, reflecting the proactive adjustments made by securities asset management subsidiaries based on strategic planning [6] - The industry is undergoing a transformation from "scale-driven" to "capability-driven," with a focus on active management capabilities and comprehensive financial service capabilities becoming the core of competition among institutions [6]

Core Viewpoint - The article discusses recent personnel changes at Guotou Securities Asset Management Co., Ltd. (Guozheng Zican), highlighting the appointment of Liang Dehan as the new Chief Information Officer and the departure of Xu Yanbing and Zhang Nansen due to work adjustments [2][5]. Group 1: Personnel Changes - Guozheng Zican announced three personnel changes, including the departure of Xu Yanbing as Chief Information Officer and Zhang Nansen as Deputy General Manager, effective August 11, 2025 [2][5]. - Liang Dehan has been appointed as the new Chief Information Officer, while also serving as the Chairman of the Information Technology Committee and General Manager of the System Operation Department at Guotou Securities [2][4]. Group 2: Background of Personnel - Xu Yanbing has held various positions in the securities industry, including roles at Zhongguancun Securities and Anxin Securities, before becoming the Chief Information Officer at Guozheng Zican [5]. - Zhang Nansen has experience in multiple roles within the financial sector, including positions at Xiong Financial Securities and Guotou Ruibin Fund, prior to his role as Deputy General Manager at Guozheng Zican [5]. Group 3: Industry Context - The article notes that Guozheng Zican has experienced frequent executive changes this year, with a previous announcement in May regarding the appointment of Zheng Maolin as Chief Risk Officer [6]. - The asset management industry is undergoing a transformation, with a shift from "scale-driven" to "capability-driven" strategies, emphasizing the importance of active management and comprehensive financial services [7].

Group 1 - The core viewpoint of the articles highlights the strong performance of Caitong Asset Management in the public fund sector, particularly in non-cash management scale, with three brokerages exceeding 100 billion yuan in this area as of June 30 [1][2] - Caitong Asset Management ranks third with a non-cash management scale of 100.907 billion yuan, showcasing its competitive position in the market [1] - The company has achieved impressive performance in various funds, with its technology innovation fund ranking in the top 2% for the past year and receiving a three-year five-star rating [1][2] Group 2 - Caitong Asset Management is recognized as a leader in the transformation of brokerage asset management into public business, emphasizing active management as its core competitive advantage [2] - The company has expanded its capabilities into areas such as FOF, quantitative, and overseas investments, recently obtaining QDII business qualifications to enhance its global diversification [2] - In the first half of 2025, Caitong Asset Management issued 33 ABS products with a total issuance scale of 25.98 billion yuan, ranking eighth in the industry, and has cumulatively issued 206 ABS products totaling 165.09 billion yuan [2]