证券之星消息，12月5日南向资金增持1297.9万股中信金融资产（02799.HK）。近5个交易日中，获南向 资金增持的有3天，累计净增持1750.8万股。近20个交易日中，获南向资金增持的有10天，累计净增持 4356.4万股。截至目前，南向资金持有中信金融资产（02799.HK）35.67亿股，占公司已发行普通股的 10.07%。 中国中信金融资产管理股份有限公司（原名：中国华融资产管理股份有限公司）是一家主要从事资产管 理业务的中国公司。该公司通过三大分部运营。不良资产经营分部从事不良债权资产经营业务、债转股 资产经营业务、子公司开展的不良资产经营业务、基于不良资产的特殊机遇投资业务以及基于不良资产 的房地产开发业务。金融服务分部主要从事金融租赁业务。资产管理及投资分部主要从事私募基金业 务、财务性投资、国际业务及其他业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2025-12-05 | 35 ...

对此，多位金租行业人士认为，金租投向新能源领域，有利于推动金租公司创新业务模式。但是，金租 公司也要注意避免同质化竞争，打价格战，金租公司应聚焦本源业务，提升自身的核心竞争力，做好差 异化发展。 扎堆新能源 随着金租公司将业务瞄准新能源领域，相关业务年化利率也出现下行趋势。 《中国经营报》记者注意到，近期，多家金租公司披露与新能源企业签订金融租赁合同显示，业务利率 普遍逼近2%。 另一家头部金租也与黑龙江一家风电新能源公司签订金融租赁合同，合同规模超过15亿元，年化率为 2.3%，租赁期为18年。 值得注意的是，上述金租公司展业合同中，不仅年化利率趋于下行，且租赁时间周期长，普遍在15年以 上。 记者注意到，近期，国家发展改革委和能源局印发《新型储能规模化建设专项行动方案（2025—2027 年）》（以下简称"方案"），方案要求在2024年全国已建成的新型储能7376万千瓦的基础上，到2027年 全国新型储能装机超1.8亿千瓦，为储能发展指明了更加广阔的市场空间。 上述头部金租公司负责人对记者表示，储能电站未来不仅可以通过提供调峰、调频等辅助服务获取稳定 收入，还能作为独立主体参与电力现货市场交易获得多元化的 ...

Core Viewpoint - Jiangnan Rural Commercial Bank is facing cyclical challenges in the banking industry but is strategically optimizing its structure and operations to ensure sustainable growth despite external pressures [1][2]. Financial Performance - As of September 2025, Jiangnan Rural Commercial Bank reported total assets of 616.51 billion yuan, total liabilities of 565.82 billion yuan, and total equity of 50.69 billion yuan, with a profit of 4.92 billion yuan [1]. - The bank anticipates a revenue reduction of approximately 300 million yuan due to tightening VAT policies and a further 500 million yuan from the proactive reduction of non-standard asset scale [1]. Interest Rate Dynamics - The bank is experiencing a significant "scissors difference" where the loan interest rate has decreased by 0.61 percentage points year-on-year, while the deposit interest rate has only decreased by 0.35 percentage points, leading to a narrowing interest margin [1]. - Loan interest income has decreased by 11.38% year-on-year, while deposit interest expenses have decreased by 7.96%, resulting in a revenue reduction of approximately 700 million yuan from loans [1]. Strategic Initiatives - Jiangnan Rural Commercial Bank is focusing on small and micro finance and optimizing its deposit structure as part of a dual strategy for growth [2]. - The bank has established a dedicated small micro-loan division, with over 2.5 billion yuan in loans issued and interest income exceeding 60 million yuan [2]. Deposit Management - The bank is implementing a "limited + pricing" strategy to manage deposit costs, controlling the issuance of long-term deposits and reducing interest rates for various deposit products [3]. - As of the third quarter, the conversion rate of savings deposits has reached 42%, with a significant decrease in the proportion of long-term deposits [3]. Non-Interest Income Growth - Jiangnan Rural Commercial Bank is expanding its non-interest income through bond asset allocation and derivative products, achieving a 35% year-on-year increase in trading gains [3]. - The bank's derivative business has seen a remarkable growth of 78% year-on-year, particularly in interest rate and foreign exchange derivatives [3]. Financial Leasing Business - The bank's subsidiary, Jiangnan Financial Leasing Co., has a leasing asset scale of 35.9 billion yuan, with a year-to-date increase of 2.1 billion yuan, and has achieved over 18% growth in both revenue and net profit [4]. - This leasing business is becoming a stable anchor and growth engine for the group's overall performance [4]. Future Outlook - The bank is gradually building a diversified income system through small micro finance, liability management, innovative funding operations, and subsidiary collaboration, positioning itself for a robust future [4].

Core Viewpoint - Southbound funds have increased their holdings in CITIC Financial Assets (02799.HK) by 1.279 million shares on November 5, 2025, marking a positive trend in investment interest over recent trading days [1] Group 1: Shareholding Changes - In the last 5 trading days, southbound funds have increased their holdings on 4 days, with a total net increase of 46.066 million shares [1] - Over the past 20 trading days, there have been 13 days of net increases, totaling 92.597 million shares [1] - As of now, southbound funds hold 3.503 billion shares of CITIC Financial Assets, accounting for 9.9% of the company's total issued ordinary shares [1] Group 2: Daily Shareholding Data - On November 5, 2025, the total shareholding was 3.503 billion shares, with a change of 1.279 million shares, reflecting a 0.04% increase [2] - On November 4, 2025, the total shareholding was 3.502 billion shares, with a change of 18.336 million shares, reflecting a 0.53% increase [2] - On November 3, 2025, the total shareholding was 3.484 billion shares, with a change of 27.970 million shares, reflecting a 0.81% increase [2] - On October 31, 2025, the total shareholding was 3.456 billion shares, with a change of 2.949 million shares, reflecting a 0.09% increase [2] - On October 30, 2025, the total shareholding was 3.453 billion shares, with a change of -4.468 million shares, reflecting a -0.13% decrease [2] Group 3: Company Overview - CITIC Financial Assets Management Co., Ltd. primarily engages in asset management, operating through three main divisions: non-performing asset management, financial services, and asset management and investment [2]

Core Viewpoint - China Petroleum Capital Co., Ltd. has experienced fluctuations in stock performance, with a year-to-date increase of 55.91% and recent trading activity indicating a net outflow of funds [1][2]. Financial Performance - For the first half of 2025, China Petroleum Capital reported operating revenue of 17.73 billion yuan, a year-on-year decrease of 8.93%, and a net profit attributable to shareholders of 2.596 billion yuan, down 14.74% year-on-year [2]. - The company has cumulatively distributed 15.115 billion yuan in dividends since its A-share listing, with 4.437 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 209,000, up 16.64% from the previous period, while the average circulating shares per person decreased by 14.27% to 60,487 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3]. Stock Market Activity - On October 28, the stock price of China Petroleum Capital fell by 2.04% to 10.56 yuan per share, with a trading volume of 268 million yuan and a turnover rate of 0.20% [1]. - The company has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on September 2, where it recorded a net buy of -184 million yuan [1].

Core Insights - Southbound funds reduced their holdings in CITIC Financial Assets (02799.HK) by 10.847 million shares on October 22, 2025, marking a decrease of 0.31% [1][2] - Over the past five trading days, there were two days of net increases in holdings by southbound funds, totaling an increase of 13.375 million shares [1] - In the last twenty trading days, southbound funds increased their holdings on twelve occasions, with a total net increase of 102 million shares [1] Summary by Sections Shareholding Changes - As of October 22, 2025, total shares held by southbound funds in CITIC Financial Assets amounted to 3.463 billion shares, representing 9.79% of the company's issued ordinary shares [1] - The shareholding changes over the last five trading days are as follows: - October 22: 3.463 billion shares, -10.847 million shares, -0.31% [2] - October 21: 3.474 billion shares, +27.254 million shares, +0.79% [2] - October 20: 3.447 billion shares, -20.019 million shares, -0.58% [2] - October 17: 3.467 billion shares, -0.649 million shares, -0.02% [2] - October 16: 3.467 billion shares, +17.636 million shares, +0.51% [2] Company Overview - CITIC Financial Assets Management Co., Ltd. (formerly known as China Huarong Asset Management Co., Ltd.) primarily engages in asset management [2] - The company operates through three main divisions: - Non-performing asset management division, focusing on the management of non-performing debt assets, debt-to-equity swap assets, and related investment opportunities [2] - Financial services division, mainly involved in financial leasing [2] - Asset management and investment division, which includes private equity fund operations, financial investments, international business, and other activities [2]

Group 1 - The stock price of China Petroleum Capital increased by 2.07% on September 12, reaching 11.36 CNY per share, with a trading volume of 1.638 billion CNY and a turnover rate of 1.16%, resulting in a total market capitalization of 143.614 billion CNY [1] - Year-to-date, the stock price has risen by 67.72%, with a 5-day increase of 5.19%, a 20-day increase of 27.64%, and a 60-day increase of 62.45% [1] - The company has appeared on the "Dragon and Tiger List" 8 times this year, with the most recent appearance on September 2, where it recorded a net buy of -184 million CNY [1] Group 2 - China Petroleum Capital, established on October 11, 1996, operates a comprehensive range of financial services, including finance companies, banks, financial leasing, trusts, insurance, and securities [2] - The main revenue sources are interest income (87.91%), earned premiums (5.90%), commission income (4.13%), and other businesses (2.06%) [2] - As of June 30, 2025, the company reported a revenue of 17.73 billion CNY, a year-on-year decrease of 8.93%, and a net profit attributable to shareholders of 2.596 billion CNY, a year-on-year decrease of 14.74% [2] Group 3 - Since its A-share listing, China Petroleum Capital has distributed a total of 15.115 billion CNY in dividends, with 4.437 billion CNY distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 95.5992 million shares, a decrease of 19.1016 million shares from the previous period [3] - Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF have increased their holdings, with 45.3805 million shares and 32.1205 million shares respectively [3]

证券代码：601998 证券简称：中信银行 公告编号：临 2025-068 中信银行股份有限公司 关于签署《授权管理协议》暨关联交易的公告 本行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： ? 中信银行股份有限公司（以下简称本行）拟与本行实际控制人中国中信集 团有限公司（以下简称中信集团）签署《授权管理协议》，经中信集团授权管理 其持有的华融金融租赁股份有限公司（以下简称华融金租）7,538,222,567 股股份， 占其总股份数的 60%（以下简称目标股权），授权管理期间为自协议生效之日起 ? 本次授权管理事项构成关联交易，不构成《上市公司重大资产重组管理办 法》规定的重大资产重组。 ? 本次授权管理事项暨关联交易（以下简称本次交易）已经本行第七届董事 会第十五次会议审议通过，无需提交股东大会审议。 ? 至本次关联交易为止（不含本次关联交易），过去 12 个月内，本行与中 信集团及其相关方除已经履行相关审议程序的日常关联交易外，未发生其他关联 交易；本行未与其他关联人发生与本次交易类别相关的交易。 一、本次交易概 ...