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长城资产班子落定:向党任职获批,魏世平任党委副书记
21世纪经济报道· 2026-03-04 14:14
魏世平调任长城资产,拥有AMC从业经验 记者丨郭聪聪 编辑丨杨希 曾芳 3月4日,21世纪经济报道记者独家获悉,中国长城资产管理股份有限公司(下称"长城资产") 领导班子再获充实。 继董事长向党的任职资格获国家金融监督管理总局正式批复后,魏世平于近日出任长城资产党 委副书记。 据记者了解,在走完必要的程序后,魏世平将成为长城资产的新一任总裁。 此外, 在监管核准后,长城资产还将正式补充两位副总裁,分别是姜姗和史剑 。目前,姜姗 和史剑都已出任长城资产党委委员。值得关注的是,姜姗还是一名AMC高管层中少有的"女 将"。 图片来源:长城资产官网 此次人事变动,是长城资产股权划转至中国投资有限责任公司(下称"中投公司")后的重要调 整,也标志着长城资产的新一届班子正式"落定",公司经营发展或将迎来崭新的一页。 图片来源:长城资产官网 来自中投公司的党委副书记魏世平,成为长城资产新一任总裁人选。 根据公开履历,魏世平拥有北方交通大学经济学硕士学位,其职业生涯始于1997年。1997年 至2008年,其先后在中国信达信托投资公司财务会计部、中国信达资产管理公司资金财务部任 职,历任副经理、经理、高级副经理、高级经理等职 ...
汕尾交投获AA+主体信用评级
Xin Lang Cai Jing· 2026-02-14 06:02
日前,经东方金诚国际信用评估有限公司(简称"东方金诚")综合评定,汕尾市交通投资集团有限公司(下称"汕尾交投")获得AA+主体信用评级,成为 汕尾市属第二家取得该评级的一级平台企业,提前四年实现信用评级目标。 据悉,东方金诚是国内头部评级机构之一,也是唯一一家经财政部批复、由中央金融企业中国东方资产管理股份有限公司控股的国有评级机构,在2025年 度信用评级机构两大市场权威评价中位居行业前列。这一权威认证是资本市场对汕尾交投多年来深耕港航主业、笃行实干,主动融入大湾区发展大局、深 耕临港经济业态、布局海洋产业的充分认可,也是汕尾市属国资国企高质量发展的重要成果,为全市践行"再造一个新汕尾"要求注入动力,体现了汕尾交 投高质量发展的成效与"交投速度"。 据悉,东方金诚是国内头部评级机构之一,也是唯一一家经财政部批复、由中央金融企业中国东方资产管理股份有限公司控股的国有评级机构,在2025年 度信用评级机构两大市场权威评价中位居行业前列。这一权威认证是资本市场对汕尾交投多年来深耕港航主业、笃行实干,主动融入大湾区发展大局、深 耕临港经济业态、布局海洋产业的充分认可,也是汕尾市属国资国企高质量发展的重要成果,为全市 ...
中国信达近期高管招聘与违规受罚,股价窄幅震荡机构评级谨慎
Jing Ji Guan Cha Wang· 2026-02-12 01:49
Group 1 - China Cinda has made two significant moves recently, including the recruitment of a vice president for its wholly-owned subsidiary, Nanshan Bank, located in Hong Kong, aimed at optimizing its management team [1] - The Beijing branch of China Cinda was fined 1.1 million yuan due to inadequate business due diligence and imprudent risk assessment, with related responsible personnel being warned [1] Group 2 - The stock performance of China Cinda (Hong Kong stock code: 01359) showed narrow fluctuations from February 6 to February 11, with the closing price moving from 1.27 HKD to 1.28 HKD, reflecting a decline of 0.78% and a fluctuation range of 3.88% [2] - The average daily trading volume was approximately 74 million HKD, with a turnover rate maintained at around 0.4% [2] - Technically, the stock price has been operating near the middle band of the Bollinger Bands, and the MACD indicator shows a slight improvement in short-term momentum [2] Group 3 - Recent institutional views on China Cinda have been cautious, with one institution issuing a downgrade or sell rating in February 2026, continuing a trend from previous months [3] - The current average target price from institutions is 1.44 HKD, indicating some potential upside compared to the latest stock price [3]
中金 • 联合研究 | 助力房地产风险化解的AMC作用初探
中金点睛· 2026-02-10 23:37
Core Viewpoint - The effectiveness of real estate debt reduction in China is beginning to show, but significant challenges remain. A systematic approach to asset revitalization is needed, with financial asset management companies (AMCs) potentially playing a unique role in managing non-performing assets [1][2]. Group 1: Real Estate Debt Situation - Since 2022, the scale of real estate debt in China has been reduced, but it has not yet reached acceptable levels. The process of destocking and deleveraging in the industry will be long-term [2]. - By the end of 2025, the total asset scale of Chinese real estate companies is expected to be approximately 103 trillion yuan, with total liabilities around 79 trillion yuan, reflecting a cumulative decrease of about 10.7 trillion yuan and 12.3 trillion yuan from the end of 2021 [5]. - The structure of liabilities remains a concern, with interest-bearing liabilities expected to be around 21.4 trillion yuan (27.3% of total liabilities) and non-interest-bearing liabilities around 57.3 trillion yuan [5]. Group 2: AMC's Role in Debt Reduction - AMCs are positioned to play a crucial role in the revitalization of real estate assets, focusing on risk resolution and participating in real estate restructuring as a primary business direction [2][31]. - The estimated annual asset scale that AMCs can invest in the real estate sector is in the hundreds of billions yuan, with the potential to leverage even larger asset scales [2]. - AMCs have been supporting real estate restructuring through self-funding, external funding leverage, and resource integration, emphasizing both the "blood transfusion" function of capital injection and the "blood production" capability of resource coordination [2]. Group 3: Challenges and Future Directions - The debt reduction process has shown structural characteristics, with the most significant reductions in contract liabilities, reflecting a policy focus on ensuring housing delivery [6][8]. - The future focus of debt reduction efforts may need to adjust, particularly as the task of ensuring housing delivery is largely complete, and the quality risk of commercial bank loans remains a concern [8][9]. - The overall financial health of the industry is still suboptimal, with the ratio of annual sales to outstanding debt indicating significant room for improvement [9][10]. Group 4: AMC Transformation and Capability Building - Upgrading the capability to manage non-performing assets is critical for AMCs, requiring the establishment of expert teams and a supportive external policy environment [3]. - Collaboration with external resources, particularly with investment banks, banks, and operational institutions, can enhance efficiency [3]. - Transitioning from a "heavy" to a "light" operational model is a long-term goal, relying on differentiated active management capabilities of alternative assets [3]. Group 5: Systematic Asset Revitalization - A systematic asset revitalization framework is essential for addressing the challenges in the real estate sector, with AMCs potentially serving as a bridge among various stakeholders [18][20]. - The development of a multi-layered financial market is crucial for facilitating asset circulation and revitalization, with AMCs playing a pivotal role in this process [19][24]. - The establishment of a robust securitization market, particularly through REITs, is seen as a key factor in enhancing asset pricing and liquidity [23].
中国东方资产管理股份有限公司党委书记、董事长梁强发表新春畅想
Xin Lang Cai Jing· 2026-02-10 07:34
Core Viewpoint - The company expresses gratitude for support received in 2025 and outlines its commitment to enhancing financial services and risk management in alignment with national strategies as it enters the new "15th Five-Year Plan" period [4][11]. Group 1: Achievements in 2025 - The company has strengthened its core responsibilities, with a steady increase in the proportion of non-performing asset business from banks, leading to a more reasonable business structure and enhanced professional disposal capabilities [5][12]. - It has improved the quality and efficiency of services to the real economy by supporting strategic emerging industries and establishing a comprehensive service system for distressed enterprises, successfully implementing several exemplary projects [5][12]. - The effectiveness of risk resolution has been enhanced, completing entrusted tasks related to the reform of small and medium financial institutions and advancing the resolution of local government financing platform debt risks [5][12]. - The company has made significant progress in reform and innovation, transforming its governance structure and management systems, and enhancing its internal motivation through digital transformation and refined management [5][12]. Group 2: Goals for 2026 - The company aims to solidify its risk prevention measures by increasing the acquisition and disposal of non-performing assets, focusing on key areas such as real estate and local government debt, to prevent systemic risks [6][13]. - It plans to enhance service quality for the real economy by researching key industry trends and facilitating the transformation of high-carbon, low-efficiency assets, while also supporting small and micro enterprises [6][13]. - The company intends to deepen reform and innovation to stimulate high-quality development, ensuring alignment between party leadership and business operations, and optimizing incentive mechanisms [6][13]. - It seeks to expand cooperation and collaboration, building a high-quality professional talent pool and enhancing business synergy to drive high-quality development [6][13]. Group 3: Commitment to Future Development - The company is determined to fulfill its mission as a financial asset management entity, contributing to the construction of a strong financial nation and supporting the modernization of China [7][14].
投入近72亿元,安徽国资拟入主杉杉股份!去年80后遗孀掌权不满三个月卸任,进入破产重整
新浪财经· 2026-02-09 11:21
备受市场关注的 杉杉集团 第二轮重整迎来关键进展,一家由安徽国资和宁波国资组成的国 资联合体最终入局。 若重整投资方案顺利实施,杉杉股份(600884.SH)的实际控制权将 从民营资本正式转归国有。 杉杉股份2月8日晚间发布公告,公司收到杉杉集团管理人通知,经遴选,确定安徽皖维集 团有限责任公司(简称"皖维集团")、安徽海螺集团有限责任公司(简称"海螺集团")和宁波 金融资产管理股份有限公司(简称"宁波金资")组成的联合体中选;皖维集团和宁波金资 为杉杉集团和朋泽贸易的重整投资人。 据公告,杉杉集团及其全资子公司宁波朋泽贸易有限公司(简称"朋泽贸易")、管理人与 重整投资人皖维集团、宁波金资已于2026年2月6日签署了《重整投资协议》。 值得关注的 是,同日杉杉股份股价涨停。 杉杉股份表示,如此次重整成功,公司的控制权将发生变更,其控控股股东将变更为皖维集 团, 公司实际控制人将变更为安徽省国资委。 皖维集团与宁波金资组成的联合体,是在杉杉集团于2025年11月因第一轮重整失败后,重 新公开招募意向投资人背景下,经遴选最终确定的重整投资人。联合体中另一重要主体安徽 海螺集团有限责任公司目前正在推进与皖维集团的 ...
两连板!杉杉股份公布重磅重组进展,安徽国资拟71.56亿接盘
Jin Rong Jie· 2026-02-09 03:09
2月9日,杉杉股份涨停开盘,最高封单额达17.76亿元,实现两连板。消息面上,公司于前一日晚间发布重组重要公告,公司控股股东杉杉集团有限公司 (下称"杉杉集团")及其全资子公司宁波朋泽贸易有限公司(下称"朋泽贸易"),与杉杉集团管理人、重整投资人安徽皖维集团有限责任公司(下称"皖维 集团")、宁波金融资产管理股份有限公司(下称"宁波金资")签署《重整投资协议》。若本次重整成功,杉杉股份控股股东将变更为皖维集团,实际控制 人将变更为安徽省人民政府国有资产监督管理委员会(下称"安徽省国资委")。 图源:金融界APP 杉杉股份控股股东变更敲定,安徽国资拟接盘 公告显示,杉杉集团与朋泽贸易于2025年3月20日被浙江省宁波市鄞州区人民法院裁定进行实质合并重整,后于2025年11月7日发布重整投资协议解除暨继续 招募意向投资人的公告。经遴选,皖维集团、安徽海螺集团有限责任公司(下称"海螺集团")和宁波金资组成的联合体中选,最终确定皖维集团与宁波金资 为正式重整投资人。 两位重整投资人均与杉杉股份无关联关系。其中皖维集团为安徽省人民政府100%持股的国有独资企业,主营化工产品、化学纤维、建材制品生产销售等, 2024年末 ...
四大AMC绘就2026年工作发展图景
Zheng Quan Ri Bao· 2026-02-08 22:56
值得一提的是,几家AMC均将内部改革作为提升竞争力的关键举措,激发组织活力。其中,组织架构 的优化与调整是改革的重要抓手,例如,中国信达提出,要推动总部部门机构优化,加快子公司瘦身健 体、差异化发展,提高整体管理水平和运转效率;中国东方则要"优化机构布局,释放协同效能";中国 长城资产要求,深化人事制度、激励机制、管理体制改革,树立能者上庸者下的鲜明导向,激发内生活 力,提升治理效能。 在服务金融强国建设、防范化解金融风险的共同使命下,各家机构展现出聚焦主责主业、筑牢风险底 线、促进高质量发展的鲜明共识,共同勾勒出行业高质量发展的新蓝图。 本报记者 杨 洁 在追求高质量发展的同时,风险防控也被提到一定战略高度。几家AMC也认识到,作为风险处置的专 业机构,自身的安全稳健是履行职责的前提。 2026年,我国金融资产管理行业迈入了关键的发展阶段。近期,中国信达资产管理股份有限公司(以下 简称"中国信达")、中国东方资产管理股份有限公司(以下简称"中国东方")、中国长城资产管理股份 有限公司(以下简称"中国长城资产")以及中国中信金融资产管理股份有限公司(以下简称"中国中信 金融资产")等四家金融资产管理公司(AM ...
宁波杉杉股份有限公司 关于控股股东及其子公司签署重整投资协议的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-02-08 22:37
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 近日,宁波杉杉股份有限公司(下称"公司"或"杉杉股份")控股股东杉杉集团有限公司(下称"杉杉 集团")及其全资子公司宁波朋泽贸易有限公司(下称"朋泽贸易",与杉杉集团合称"债务人")、杉杉 集团管理人(系浙江省宁波市鄞州区人民法院(下称"鄞州法院")指定的杉杉集团和朋泽贸易合并重整 案管理人,下称"管理人")与重整投资人安徽皖维集团有限责任公司(下称"皖维集团")和宁波金融资 产管理股份有限公司(下称"宁波金资")签署了《杉杉集团有限公司、宁波朋泽贸易有限公司和杉杉集 团有限公司管理人与安徽皖维集团有限责任公司和宁波金融资产管理股份有限公司之重整投资协议》 (下称"《重整投资协议》")。 ● 如本次重整成功,公司的控制权将发生变更,公司控股股东将变更为皖维集团,公司实际控制人将变 更为安徽省人民政府国有资产监督管理委员会(下称"安徽省国资委")。 ● 《重整投资协议》签署后,相关《重整计划(草案)》尚需提交债权 ...
聚焦主责主业 四大AMC绘就2026年工作发展图景
Zheng Quan Ri Bao Zhi Sheng· 2026-02-08 17:08
Core Viewpoint - The financial asset management industry in China is entering a critical development phase in 2026, with major asset management companies (AMCs) outlining their key work for the year, focusing on high-quality development and risk prevention [1][2]. Group 1: Strategic Focus - Four major AMCs, including China Cinda, China Orient, China Great Wall, and China CITIC, are committed to enhancing their core competitiveness in managing non-performing assets while exploring differentiated paths [2]. - China Cinda aims to solidify its core competitiveness in non-performing asset management and explore new models for assisting troubled enterprises [2]. - China Orient emphasizes accelerating the disposal of existing assets and expanding development space through a strategy focused on solidifying foundations, improving quality, and enabling growth [2]. Group 2: Risk Management - A consensus has emerged among the AMCs regarding the construction and upgrading of comprehensive risk management systems [3]. - China Cinda highlights the importance of establishing a bottom-line mindset and enhancing operational resilience through a robust risk management framework [3]. - China Orient proposes strengthening the proactive defense system through a three-line risk prevention strategy [3]. Group 3: Internal Reform - Internal reform is recognized as a key measure to enhance competitiveness and stimulate organizational vitality among the AMCs [3]. - China Cinda plans to optimize its headquarters' structure and streamline subsidiaries to improve management efficiency [3]. - China Great Wall emphasizes deepening reforms in personnel systems and management mechanisms to foster a meritocratic environment [3]. Group 4: Overall Development Outlook - The work development landscape for the four AMCs in 2026 is characterized by a commitment to national strategic service, a focus on core responsibilities, a solid risk prevention foundation, and a drive for internal reform [3].