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中国中信金融资产:主业转型驱动业绩增长 打造不良资产管理行业标杆
Zheng Quan Shi Bao· 2025-08-19 22:17
8月18日,中国中信金融资产(02799.HK)在港交所发布正面盈利预告,2025年上半年归属于公司股东 净利润预计约为60亿至62亿元人民币,较上年同期增长约12.5%至16.3%,剔除金租公司出表影响,较上 年同期增长约23.9%至28.2%。该公司表示,今年上半年经营业绩持续增长,纾困盘活业务、股权投资 业务等主业收入增长明显,资产回报稳步提升。就在前几日,国际权威指数编制公司MSCI(明晟)宣 布最新指数调整结果,中国中信金融资产H股被纳入MSCI中国指数,标志着该公司在国际资本市场的 影响力与投资价值获得进一步认可。 2025年以来,中国中信金融资产股价表现尤为强劲。截至8月18日收盘,中信金融资产H股股价年内累 计涨幅已超87%,涨幅位居中资金融股前列,总市值年内一度重回1000亿港元大关。实际上,该公司在 资本市场价值迎来重估的背后,有着清晰的股价增长逻辑和市场推动力。资本市场的逐步认可,反映出 该公司通过近年来"刮骨疗毒式"的改革化险和战略转型,聚焦打造主业核心竞争力,全面重回健康可持 续发展的轨道。 值得关注的是,作为中信集团重要金融板块,中信金融资产通过与中信集团内部资源禀赋的深度协同, ...
中国中信金融资产管理股份有限公司山东分公司人才引进及社会招聘启事
Qi Lu Wan Bao· 2025-08-04 04:41
Group 1 - The company is seeking candidates for various positions, including business department head and business development roles, focusing on non-performing asset management and financial services [1][3] - The business department head is responsible for achieving operational targets, managing non-performing assets, and overseeing financial services and investment operations [1] - The business development role involves marketing and developing non-performing asset management, conducting due diligence, and managing projects [3] Group 2 - Candidates for the business department head position should be under 45 years old, hold a bachelor's degree or higher, and have over 8 years of relevant experience in asset management or investment banking [2] - The business development role requires candidates to be under 35 years old, possess a bachelor's degree or higher, and have at least 3 years of experience in financial marketing or bankruptcy management [4] - Familiarity with the non-performing asset market in Qingdao is preferred for both positions, along with relevant professional certifications [5] Group 3 - Applications can be submitted online through a specified website, with a restriction that candidates can only apply for one position within the same company [6] - The company ensures confidentiality of applicants' information and advises on personal information protection [7] - Communication with applicants will be conducted via SMS or email during the recruitment process, and candidates are responsible for the accuracy of their application materials [8]
中信金融资产(02799)年报解读: 盈利百亿远超市场预期 长期价值中枢有望逐步上移
智通财经网· 2025-03-28 14:32
Core Viewpoint - The financial performance of CITIC Financial Asset Management Co., Ltd. for the fiscal year 2024 has significantly exceeded market expectations, indicating a successful transformation and a return to high-quality development [1][2]. Financial Performance - For the year ending December 31, 2024, CITIC Financial Asset reported total revenue of 112.766 billion yuan, a 60% increase year-on-year, and a net profit attributable to shareholders of 9.618 billion yuan, which is 5.4 times that of the previous year [1]. - The total assets at year-end reached 984.329 billion yuan, an increase of 16.225 billion yuan from the previous year, with an average return on equity rising by 14.8 percentage points to 18.4% [1]. - The company achieved a 53.5% growth in revenue from continuing operations, with core financial indicators surpassing capital market expectations [1]. Business Strategy and Structure - CITIC Financial Asset has fully divested from financial services, focusing on non-performing asset management and asset management and investment divisions, which now drive its operations [3]. - The non-performing asset management business generated 90.671 billion yuan in revenue, accounting for 84.4% of total revenue, with assets in this division totaling 833.185 billion yuan, representing 86.7% of total assets [3]. Market Position and Growth - The company maintains a leading market position in the non-performing asset sector, with a debt balance of approximately 180 billion yuan in non-performing asset claims and a market share that remains among the top in the industry [4]. - CITIC Financial Asset has improved its asset quality and risk resistance, with a 30% reduction in non-performing asset balance and a doubling of the provision coverage ratio to 226% [4]. Social Responsibility and Strategic Support - The company plays a crucial role in supporting national policies, contributing to financial risk prevention and economic stability, while also achieving economic and social value [5]. - CITIC Financial Asset has actively participated in initiatives to alleviate financial distress in the real estate sector, ensuring the delivery of 66,000 housing units and addressing wage arrears for migrant workers [5]. Industry Outlook - The current economic environment presents significant opportunities for asset management companies (AMCs) to expand their non-performing asset acquisition business, driven by ongoing risks in various sectors [7]. - Regulatory policies are encouraging AMCs to broaden their scope, enhancing their capabilities in acquiring, managing, and disposing of non-performing assets [7]. Market Response - The capital market has responded positively to CITIC Financial Asset's new brand image, with a 62.5% increase in stock price and active trading volume exceeding 100 million shares over ten consecutive trading days [8]. - The inclusion of CITIC Financial Asset in multiple Hang Seng indices is expected to diversify fund allocations and attract more capital, particularly from southbound funds [8].