当智算成为新质生产力的核心底座，融资租赁正从 "融物承新" 迈向 "智融赋产" 的全新阶段。算力需求从集中式训练走向分布式推理，从巨头专属走 向中小企业普惠，"算力 + 能源 + 服务 + 生态" 已成为行业方向。如何以融资租赁为桥，打通智算资源+能源资源，从而赋能实体产业？如何了解上市 公司真实需求，盘活算力资产、释放服务潜能？ 上海市融资租赁行业协会、第一财经、上海交易集团联合主办的《融资租赁产融讲坛丨算电协同与租赁业务拓展》，特邀头部租赁机构负责人、智算 企业负责人及金融基础设施负责人齐聚上海，聚合AI和智算协同产业链的多方力量，助力产业公司与租赁机构深度链接。 2026年3月27日 14:00 会议议程 14:00-14:10 主办方/指导单位致辞 14:10-14:40 主题分享1:《新阶段 智算业务发展前瞻》 韩雪斌 中科曙光 (603019) 智算业务负责人 资深工程师 14:40-15:10 主题分享2:《上市公司算力业务发展及财务规划》 林 明 优刻得(688158)财务总监 15:10-15:40 主题分享3:《"算电协同"实践与产业应用》 朗新科技(300682)集团股份有限公司 杜杰 ...

Note: Unless otherwise specified, all monetary amounts stated herein are denominated in RMB and the data herein is as of 31 December 2025 2 Contents 1 Results Overview Far East Horizon Limited 2025 Annual Results March 2026 Disclaimer This material is prepared by Far East Horizon Limited (the "Company") and has not been independently audited. This document contains confidential and proprietary information, and its contents have not been verified by an independent third party. The Company does not guarantee ...

天眼查App显示，近日，四川三江汇海融资租赁有限公司发生工商变更，新增四川省宜宾五粮液集团有 限公司为股东，同时，注册资本由约12.7亿人民币增至约20.4亿人民币，增幅约60%。该公司成立于 2021年2月，法定代表人为岳育洁，经营范围为融资租赁业务，现由宜宾发展控股集团有限公司及上述 新增股东共同持股。 ...

格隆汇2月4日丨中信银行(601998.SH)公布，2026年2月4日，本行以现场会议方式召开的第七届董事会 第二十一次会议审议通过了《关于中信金融租赁有限公司资本补充方案的议案》，该议案有效表决票9 票，表决结果：赞成9票、反对0票、弃权0票。根据董事会会议决议，董事会同意本行使用自有资金向 中信金租现金增资人民币20亿元。本次增资完成后，中信金租注册资本将由人民币100亿元增加至120亿 元，本行仍持有中信金租100%股权。 本次增资不存在损害本行及本行全体股东利益的情形，且对本行持续经营能力、损益及资产状况不构成 重要影响。中信金租是本行服务实体经济的重要战略布局，本次增资将助力中信金租把握发展机遇，加 快业务发展，提升市场竞争力和影响力，进一步为银行集团的持续发展创造价值。 ...

作为一家融资租赁公司的首席风险官，我每天面对的是成千上万的资产组合与持续发生的贷后风险。长期以来，我们团队在贷后管理上始终被两大痛点困 扰： 痛点一：内部协作耗时，信息孤岛严重 场景一：跨部门协同尽调，从"几天"压缩到"10分钟" 过去业务经理发起尽调，需分别协调财务查税、法务查诉讼、市场查舆情，流程冗长。现在，我们只需在犀牛卫风控合规管理系统内输入企业名称，一键添 加借款企业，无需对方授权，10分钟即可生成《企业基本面尽调报告（AI分析版）》。报告涵盖企业简介、竞争优势、风险分析、合作建议等完整模块， 并附有近三年基本面汇总、法律风险、经营风险、知识产权等结构化数据。各部门可在同一平台同步调阅，真正实现信息实时共享、协作无缝衔接。 场景二：权限清晰、移动协同，管理触手可及 犀牛卫风控合规管理系统支持灵活的人员权限管理，可针对不同角色（如风控员、法务顾问、业务主管）设置操作权限。更让我们惊喜的是，犀牛卫实现了 PC端、APP、小程序三端全面互通。我可以在机场用手机审核预警，团队可在办公室同步处理，所有操作实时同步。系统还支持私有化部署，每个机构拥 有独立安装包与专属二维码，数据完全自主控制，从根源上保障了信息 ...

Core Viewpoint - Ping An Bank's board approved increased credit limits for related parties, indicating a strategic move to enhance collaboration and liquidity management within its financial ecosystem [1] Group 1: Credit Limits - The bank approved a comprehensive credit limit of 4.9 billion for Ping An Securities, 3 billion for Founder Securities, and 7.2 billion for China Ping An, all with a one-year term [1] - Additionally, a comprehensive credit limit of 9.5 billion was approved for cooperation with Ping An Leasing, also with a one-year term [1] Group 2: Deposit Business - The bank agreed to a cooperative deposit business with Ping An Leasing, with a principal amount not exceeding 15 billion to be deposited from 2026 to 2028 [1] Group 3: Related Party Transactions - From the beginning of the year to the disclosure date, the total amount of related party transactions with the mentioned entities was 0.35 billion, 0.60 billion, 849.96 million, and 0.15 billion respectively [1]

Core Viewpoint - The establishment of a total of 17 strategic partnerships between Hainan Holdings and major banks marks a significant step in the financial support for the Hainan Free Trade Port, enhancing credit capacity and optimizing financial resources for key projects and new industries [5][6]. Financial Institutions' Involvement - Hainan Holdings has achieved a financial credit limit exceeding 200 billion yuan, partnering with 17 banks, including major state-owned banks and joint-stock banks, to support various sectors such as infrastructure and new productivity [2][3]. - The total assets of the banking sector in Hainan Free Trade Port reached 1,959.8 billion yuan by October 2025, reflecting a 39.68% increase since the end of 2020, while the insurance sector's total assets grew by 47.99% to 70.5 billion yuan [3]. Strategic Cooperation Significance - The strategic cooperation with banks aims to enhance funding security, increase credit flexibility, and lower financing costs, thereby supporting Hainan Holdings' core and emerging business sectors [5][6]. - Hainan Holdings is recognized as a key strategic partner for several banks, indicating its significant role in the regional economic landscape [5]. Diverse Financial Support System - The 17 banks provide a diversified financial support system, leveraging their unique strengths to meet the specific needs of Hainan's economic development [8][9]. - Major banks like the Industrial and Commercial Bank of China and China Construction Bank focus on project financing and supply chain finance, while others like the Agricultural Development Bank emphasize policy-driven financial support [9][10]. Non-Banking Financial Institutions - Non-banking financial institutions, including insurance companies and venture capital funds, are also increasing their investments in Hainan, with notable entries from HSBC and Allianz [12][13]. - The Hainan Free Trade Port Construction Fund has doubled its registered capital to 20 billion yuan, reflecting a strong commitment to long-term development and support for enterprises [13][14]. Future Industry Focus - The Hainan Free Trade Port Construction Fund plans to focus on advanced sectors such as biomanufacturing and hydrogen energy, aiming to create a collaborative ecosystem for technology transfer and market expansion [14]. - The establishment of a gold storage facility in Hainan marks a significant development in the local financial infrastructure, facilitating efficient and secure operations for the gold industry [14].

Core Insights - The financing leasing industry in China is undergoing significant structural adjustments due to tightening regulations, local government debt resolution, and declining market interest rates, leading to a reduction in the number of companies from over 12,000 in 2020 to approximately 7,000 by mid-2025 [1][7][12] - The industry is shifting towards a model that emphasizes "financing + asset utilization" to better serve the real economy, as traditional reliance on local government financing platforms and "quasi-credit" business models is no longer sustainable [1][2][12] External Environment - Regulatory policies are guiding the industry back to its core functions, emphasizing compliance and the need to support the real economy [8][12] - The introduction of policies such as the prohibition of new non-equipment sale-leaseback transactions and the goal of increasing direct leasing business to at least 50% by 2026 are significant regulatory shifts [9][10] - The impact of local government debt resolution policies is constraining traditional financing avenues for leasing companies, particularly in the local government financing sector [13][17] Opportunities for Transformation - National policies promoting large-scale equipment updates and consumer product exchanges align well with the financing leasing model, creating new market opportunities [2][25] - The "dual carbon" strategy and the 14th Five-Year Plan are generating substantial demand in green energy, high-end equipment, and industrial upgrades, further opening avenues for financing leasing companies [2][26] - The transformation of local government financing platforms into market-oriented operations is creating new collaboration opportunities in areas like new infrastructure and urban operations [2][27] Transformation Challenges - Financial leasing companies are experiencing a faster transformation with significant improvements in direct leasing business, while commercial leasing companies face more challenges and slower growth [2][3] - Companies undergoing transformation are facing pressures such as slowing business growth and declining profitability, highlighting the need for time to cultivate new industrial sectors amidst intense competition [2][3] - Popular transformation directions include aviation, green energy, high-end equipment, and small microfinance, but these sectors are becoming increasingly crowded, leading to intensified competition [2][3] Future Outlook - The success of financing leasing companies' transformations will depend on their ability to avoid following trends blindly and instead carve out unique paths that align with their resource endowments [3] - Companies with industrial backgrounds should integrate deeply into the industrial chain, while smaller firms need to specialize in niche areas to enhance their professional capabilities and customer loyalty [3] - Although transformation may lead to short-term growth challenges and profitability fluctuations, adapting to regulations and focusing on industry depth will be crucial for long-term sustainability and competitiveness [3]

Core Viewpoint - The article highlights the efforts of Xu Lei, General Manager of Jiangsu Yuexiu Financing Leasing Co., Ltd., in promoting green finance innovation and low-carbon industrial transformation, emphasizing the company's commitment to supporting the "dual carbon" strategy and contributing to regional economic development [1] Group 1: Green Finance Initiatives - The company focuses on green leasing, particularly in the renewable energy sectors such as photovoltaic and wind power, aligning with national strategies for sustainable development [1] - Xu Lei has led the company to achieve a cumulative investment scale of approximately 1.5 billion yuan in the province, supporting rural revitalization and inclusive transportation development [1] Group 2: Corporate Contributions - The company has completed a capital increase of 1 billion yuan, demonstrating its commitment to supporting green industries and fulfilling its responsibilities as a state-owned enterprise [1] - The company was awarded the "Outstanding Contribution to Economic Development" by the Gulou High-tech Zone, and it is projected to contribute nearly 30 million yuan in tax revenue to the region by 2025 [1]

Group 1 - The rapid development of the green finance market has led to an increase in relevant information and data, with the Green Finance Weekly focusing on the latest trends and providing decision-making references for stakeholders [1] Group 2 - The Ministry of Finance and other departments released the "Corporate Sustainability Disclosure Guidelines No. 1 - Climate (Trial)", marking a significant step in the practical implementation of China's corporate sustainability information disclosure system [2] - The core value of the "Climate Guidelines" is to standardize and normalize information disclosure, helping enterprises identify transition risks and opportunities, and providing essential data for financial institutions to assess climate risks [2][3] - The guidelines signal China's commitment to climate governance and its proactive attitude towards aligning with international standards [2] Group 3 - The national carbon market saw a highest price of 76.34 yuan/ton last week, with a closing price increase of 15.95% compared to the previous week [5] - The total transaction volume of carbon emission allowances reached 15,655,615 tons last week, with a total transaction value of approximately 1.12 billion yuan [5] Group 4 - The first carbon finance alliance in China was established in Hubei, focusing on innovation in carbon finance, financial empowerment for industry breakthroughs, and talent cultivation [7] - Guangzhou's "14th Five-Year Plan" suggests establishing a three-in-one green finance support system, enhancing the ecological product market transaction mechanism [8] Group 5 - The first cross-border photovoltaic leasing business in the financial leasing industry was successfully completed by Puyin Financial Leasing, marking a significant step in cross-border leasing services for green projects [9] - The successful fundraising of the China Nuclear Clean Energy REIT, with a subscription amount of 161.69 billion yuan and a public investor subscription multiple of approximately 392 times, indicates strong market recognition for quality green energy projects [10][11]