| 企业名称 | 苏州宽遇股权投资基金合伙企业(有限合伙) | | | | --- | --- | --- | --- | | 执行事务合伙人 | 高和丰德(北京)企业管理服务 高和 有限公司 丰德 委派代表:李慧忠 | 登记状态 2 | 在业 | | | 珠海横琴启新盟企业管理咨询有 | | | | | 珠海 横琴 限公司 | 成立日期 | 2025-08-25 | | | 委派代表:彭欣 | | | | 统一社会信用代码 2 | 91320505MAET2UDM4D | 出资额 | 2242939.3274万人民币 | | 工商注册号 | 320512001101688 | 纳税人识别号 2 | 91320505MAET2UDM4D | | 营业期限 | 2025-08-25 至 无固定期限 | 纳税人资质 | | | 企业类型 | 有限合伙企业 | 行业 | 资本市场服务 | | 参保人数 | | 英文名称 | | | 登记机关 | 苏州高新区(虎丘区) 数据局 | 主要经营场所 2 | 苏州高新区华佗路99号金融谷商务 | | 经营范围 2 | | 一般项目:以私募基金从事股权投资、投资管理、资产管理 ...

天眼查工商信息显示，近日，共青城国兴东临低空经济产业股权投资基金（有限合伙）成立，执行事务合伙人为江西金控投资管理中心（有限合伙），出资 额3.05亿人民币，经营范围为以私募基金从事股权投资、投资管理、资产管理等活动。合伙人信息显示，该基金由抚州市东临新区促进投资与人才发展有限 公司、江西金控投资管理中心（有限合伙）共同出资。 | 基本信息 999+ | 法律诉讼 | 经营风险 | 经营信息 2 | | --- | --- | --- | --- | | 执行事务合伙人 2 | 江西金控投资管理中心（有限合 江西 伙) | 登记状态 ② | 存续 | | | 金控 | | | | | 委派代表:陈飞(来源于中基协) | 成立日期 | 2025-08-21 | | 统一社会信用代码 2 | 91360405MAETNEYX9X | 出资额 | 30500万人民币 | | 工商注册号 | 360405310095651 | 纳税人识别号 2 | 91360405MAETNEYX9X | | 营业期限 | 2025-08-21 至 2045-08-20 | 纳税人资质 | | | 企业类型 | 有限合伙企业 | 行 ...

摘要 2017 年至 2022 年，居民存款快速增长，2022 年达 17.8 万亿元峰值， 增速从 1.1%升至 17.4%。2023 年起增速回落，预计 2025 年降至 10%左右。房地产市场下行和资管产品收益下降是存款增长的主要驱动 因素。 金融监管收紧和资管新规落地导致部分资金回流银行存款。央行推进存 款利率市场化改革，2022 年 9 月至 2025 年 5 月，五年期定存利率累 计下调 135 个基点，短端利率下调 60 个基点，促使资金流向理财产品 等。 随着存款利率下调和资本市场收益增强，居民投资偏好多元化，青睐理 财产品、货币基金等类货币金融产品。债券、股票等风险资产在 2024 年相对收益提升，也吸引部分资金流入。 2017/2018 年是居民金融资产配置的重要拐点，现金存款配置比例上 升，2022 年占比达 85%，表明财富回流存款端。2023 年以来，金融 产品和资管产品投资比例回升至 31%，但仍低于 2014-2017 年水平， 存款类配置比例维持在 70%左右。 Q&A 近年来我国居民存款的变化趋势如何？具体有哪些阶段性的特征？ 从 2018 年开始，我国居民存款进入了一个持续 ...

近日，上证指数迭创新高，单日成交额持续站在2万亿元以上。市场交投的火热，也正迅速传导至券商一线。 营业部的活儿多了起来 近日，上证指数向上连破3600点、3700点整数关口，创下十年新高。8月13日以来，A股单日成交额维持在2万亿元以上。 "最近来开户的投资者多了！"8月20日，证券时报记者走访了北京、上海、深圳的多个券商营业部，受访的营业部员工不约而同地表示。 华东某券商在京营业部的一位客户经理告诉证券时报记者，市场行情起来以后，来咨询、激活空户、调节费率的投资者都多了起来，工作强度随之增加。 "8月新开户较去年同期增长20%左右，且环比增长态势明显。新增开户数的激增，反映出投资者对于当前的市场行情很有信心，大量新资金的入场也为市 场注入了活力。"华金证券上海分公司总经理他远哲对证券时报记者表示。 "80后""90后"成为驰援市场的主力军。他远哲还告诉证券时报记者，在新入市的这些客户中，年轻投资者占比颇为可观，特别是"80后""90后"的年轻群体 占比突出。"这类群体的信息获取能力普遍比较强，对新兴事物接受度高。在投资偏好方面，年轻投资者对新兴科技和创新产业板块的关注度较高。"他远 哲说。 华中某券商在京营 ...

| 序号 | | 合伙人名称 | 出资比例 ⇒ | 认缴出资额 ÷ | | --- | --- | --- | --- | --- | | 1 | | 西投资引导基金有限责任公司 | 90.9091% | 300000万元 | | | | 省属国企 | | | | | | 中信投资控股有限公司 | 9.0606% | 29900万元 | | | | 国有企业 | | | | | | 中国中信有限公司 | 100% | 172800万元 | | | 级 | | | | | | 级 东 | 中国中信股份有限公司 | 100% | 13900000万元 | | 2 | | | | | | | 股 | | | | | | 服 | | | | | | 年 | | | | <1 / 中信私募基金管理有限公司 中信 国有企业 执行事务合伙人 0.0303% 100万元 企查查APP显示，近日，广西人工智能产业投资基金合伙企业（有限合伙）成立，出资额33亿元，经营范围包含：以私募基金从事股权投资、投资管理、资 产管理等活动。企查查股权穿透显示，该企业由中信股份（00267.HK）旗下中信投资控股有限公司、中信私募基金管理有限 ...

● 本报记者 陈露 中国保险资产管理业协会8月20日披露信息显示，中意资产、长江养老合计登记3只债权投资计划。不 过，从行业整体新增登记情况来看，债权投资计划正经历调整周期。行业数据显示，2025年上半年债权 投资计划登记规模同比降幅超20%，登记规模近年来持续萎缩。其收益率也逐步走低，已降至2%-3%的 水平。 受融资需求减弱、利率持续下行等因素影响，保险资管的另类投资业务结构正经历转变。在收缩债权投 资计划的同时，股权投资、资产证券化等业务迅速增长，成为险资应对"资产荒"和获取更高收益率的新 方向。业内人士认为，在另类投资转型过程中，保险资管公司的投研能力、项目筛选能力、风控能力均 有待提升。 登记规模连续多年下降 债权投资计划，也被称为"保债计划"，作为保险资管另类投资中开展最早、占比最大的业务，该类业务 正持续收缩。2021年，债权投资计划登记规模达到高峰，为9600多亿元。2022年至今，该类业务登记规 模持续萎缩。 行业数据显示，2025年上半年，债权投资计划登记规模及数量分别为2121.59亿元和137只，同比分别下 降24.50%和23.03%。此外，债权投资计划收益率也逐步走低，目前已降至2 ...

Group 1 - In July 2025, the China Securities Investment Fund Industry Association reported that 22 institutions were approved for asset management business, including 6 private securities investment fund managers and 16 private equity and venture capital fund managers, while 78 private fund managers were deregistered [1] - A total of 1,689 new private funds were registered in July 2025, with a total scale of 107.43 billion yuan, including 1,313 private securities investment funds (79.28 billion yuan), 131 private equity investment funds (11.36 billion yuan), and 245 venture capital funds (16.79 billion yuan) [1] - As of the end of July 2025, there were 19,700 active private fund managers managing 139,430 funds with a total scale of 20.68 trillion yuan, including 7,722 private securities investment fund managers, 11,785 private equity and venture capital fund managers, and 6 private asset allocation fund managers [1] Group 2 - By the end of July 2025, the number of registered private fund managers was concentrated in Shanghai, Beijing, Shenzhen, Zhejiang (excluding Ningbo), Guangdong (excluding Shenzhen), and Jiangsu, accounting for 72.20% of the total, slightly higher than 72.19% in June [2] - The top six regions by fund management scale were Shanghai, Beijing, Shenzhen, Guangdong (excluding Shenzhen), Jiangsu, and Zhejiang (excluding Ningbo), which together accounted for 75.31%, slightly up from 75.11% in June [2]

Core Insights - The total investment balance of insurance companies reached 36.23 trillion yuan by the end of Q2 2025, marking a year-on-year increase of 17.39% [1][3] - The proportion of bonds in the investment portfolio exceeded 51%, reaching a historical high, while stock investments surged significantly [1][4] - Insurance companies have actively engaged in equity investments, with a net increase of 640.6 billion yuan in stock investments in the first half of 2025 [3][4] Investment Trends - The trend of increasing equity asset allocation, particularly in stocks and funds, is expected to continue, focusing on new productivity, consumption, and high-dividend sectors [2][5] - Insurance companies are also increasing their bond investments, with a total bond investment balance of 17.87 trillion yuan, the highest in a decade [4][6] Regulatory Environment - Recent regulatory changes have encouraged long-term investments by insurance funds, including adjustments to the equity asset regulatory ratios and risk factors [7][8] - The total approved amount for long-term investment pilot projects reached 222 billion yuan by mid-2025, indicating a strong push for stable, long-term capital deployment [7] Market Activity - Insurance companies have made 30 equity stakes in listed companies in 2025, significantly surpassing the total of 20 in 2024 [7][8] - The focus of these investments has been on low-volatility, high-dividend stocks, particularly in the banking sector, reflecting a strategic shift towards stable cash flows [8]

Group 1 - The Sichuan Xingmei Gongrong Equity Investment Fund Partnership has been established with a total investment of 1 billion yuan, focusing on private equity investment, investment management, and asset management activities [1][2] - The fund is co-funded by Industrial Bank's wholly-owned subsidiary, Industrial Bank Financial Asset Investment Co., Ltd., among other partners [1][2] - The fund's operational period is set from August 13, 2025, to August 13, 2045, and it is registered in the Tianfu New Area of Chengdu, Sichuan Province [2] Group 2 - The main partners of the fund include Meishan Dongpo State-owned Capital Investment Operation Group Co., Ltd. (40%), Meishan Industrial Development Investment Guidance Fund Center (39.9%), and Industrial Bank Financial Asset Investment Co., Ltd. (19.9%) [3][4] - The fund is classified under the national standard industry of capital investment services [2]

Investment Rating - The industry investment rating is not explicitly stated in the provided content, but it implies a cautious approach towards the wealth management sector, focusing on evolving business models and customer needs [54]. Core Insights - Wealth management is defined as a service that meets individuals' financial and non-financial planning needs throughout their life cycle, aiming to create, protect, and transfer wealth [5][11]. - The evolution of wealth management in China is transitioning from a single value-added phase to a more diversified approach that emphasizes value guidance and open platforms [15][26]. - The financial results are shifting from revenue driven by transaction fees to income based on asset retention, highlighting the importance of scale in wealth management [45][50]. Summary by Sections Wealth Management Definition - Wealth management encompasses financial and non-financial services aimed at fulfilling individuals' aspirations for a better life, focusing on a holistic approach to wealth creation, preservation, and transfer [5][11]. Stages of Wealth Management - The industry has evolved through three stages: 1. Product distribution, focusing on basic financial tools for wealth enhancement 2. Value guidance, which addresses diverse lifestyle needs 3. Open platforms, enabling direct provision of comprehensive wealth management services [2][10][15]. Current State of Wealth Management in China - The current demand for wealth management in China remains largely focused on single value-added services, with a strong emphasis on wealth preservation and growth [11][12]. - The historical development of wealth management in China has seen significant milestones, including the establishment of public funds and the rise of third-party wealth management firms [12][13]. Securities Firms' Strategies - Securities firms are adapting to the changing landscape by transitioning from traditional brokerage models to wealth management, focusing on customer-centric services and diversified product offerings [19][21]. - The competitive advantage of traditional product distribution models is diminishing, necessitating a shift towards value-driven business models that cater to clients' broader lifestyle aspirations [22][26]. Financial Results and Revenue Models - The financial performance of wealth management firms is increasingly reliant on recurring revenue from asset management fees rather than one-time commissions, indicating a shift towards sustainable income models [47][50].