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国寿资产助沪盘活存量资产:累计带动超百亿元优质资产高效运转
Zhong Zheng Wang· 2025-11-21 10:53
中证报中证网讯(记者 吴杨)记者11月21日从中国人寿(601628)资产管理有限公司获悉,今年以 来,国寿资产支持长三角系列资产支持专项计划密集落地,投资规模超过50亿元,以金融创新为上海企 业盘活存量资产注入强劲动力。 在上海金融中心的核心承载区,国寿资产的实践则为商业物业存量盘活提供了可复制的"国寿方案"。其 投资的陆家嘴世纪金融广场3期ABS项目,将位于陆家嘴核心区、7万平方米甲级写字楼纳入资产证券化 运作,该物业估值达47.81亿元,不仅响应了国务院盘活存量资产政策,更强化了上海国际金融中心的 资产配置功能。 系列项目的成功落地,离不开国寿资产"稳、长、专"的资金优势与严谨风控体系。数据显示,截至2025 年三季度末,国寿资产合并管理资产规模近7万亿元,其中合并管理第三方业务规模超9100亿元,服务 实体经济投资规模超4万亿元,科技金融、绿色金融、普惠金融等投资规模稳步增长。在2025年IPE全球 资管机构排名中,国寿资产位列全球第29位、中国第1位。 在消费升级领域,为进一步支持上海消费基础设施建设,国寿资产通过投资百联股份(600827)ABS项 目优先级份额,盘活金山、川沙两大购物中心存量资产 ...
【立方债市通】债市修复迹象出现/河南AAA主体拟发债3亿,明日申购/焦作建投换帅
Sou Hu Cai Jing· 2025-08-25 12:52
Group 1 - The central bank has conducted a significant liquidity injection, leading to a recovery in the bond market, with the yield on the 30-year special government bond falling by 4 basis points to 1.9975%, dipping below 2% for the first time in several days [1] - The central bank executed a 288.4 billion yuan reverse repurchase operation, with a net injection of 21.9 billion yuan for the day, alongside a 600 billion yuan one-year MLF operation, resulting in a total net injection of 621.9 billion yuan [1] - The stock market remains strong, with A-shares trading volume surpassing 3 trillion yuan for the second time in history, indicating a notable "see-saw" effect between stocks and bonds [1] Group 2 - Ten science and technology innovation bond ETFs will be included in the pledge library starting August 27, with a total scale reaching 120.384 billion yuan, allowing for general pledge-style repurchase business [2] - The joint notice from three departments encourages the expansion of direct financing channels for forestry enterprises, promoting bond issuance for eligible companies while ensuring no new hidden local government debt is created [3][4] Group 3 - Shanxi Province has issued guidelines to optimize the management of special bonds, stating that financing platforms with unresolved hidden debts cannot serve as project units [5][6] - Multiple provinces have reported significant progress in resolving hidden debts through bond replacement and negotiations, with some regions achieving a reduction in hidden debt to below 100 billion yuan [6] Group 4 - The Henan Agricultural Investment Group plans to issue 300 million yuan in medium-term notes, with the entire proceeds aimed at repaying existing debts [7] - The Xinxiang Shentou Operation Management Company has received approval for a 300 million yuan asset-backed securities project from the Shanghai Stock Exchange [9] Group 5 - Zhengzhou Economic Development Investment plans to conduct a cash tender offer for "21 Zhengzhou Economic Development MTN001," with a total face value of 230 million yuan [10] - The Sichuan provincial government has initiated the establishment of several new state-owned enterprises to address structural issues and enhance innovation capabilities [14] Group 6 - The bond market sentiment is currently influenced by various factors, with analysts suggesting that bonds can still provide returns even during a slow bull market in stocks [17] - Short-term bond market conditions remain challenging, but interest rates are expected to stabilize, with recommendations for specific bond types to mitigate risks [17]