中泰证券股份有限公司 "提质增效重回报"行动方案落实情况 半年度评估报告 为深入贯彻落实党的二十大、二十届二中、三中全会和中央金融工作会议精 神，积极践行金融报国、金融为民的发展理念，推动公司高质量发展和投资价值 提升，中泰证券股份有限公司（以下简称"公司"）于 2025 年 3 月发布了"提 质增效重回报"行动方案。上半年，公司根据行动方案内容积极推动落实相关工 作，现将有关情况报告如下： 一、聚焦主责主业，经营业绩显著提升 公司坚持以习近平新时代中国特色社会主义思想为指导，全面贯彻中央金融 工作会议精神，以服务实体经济为根本宗旨，聚焦高质量发展首要任务，突出对 标一流、提质增效总抓手，加快业务整合和转型，持续增强综合金融服务能力。 同比增长，经营指标持续优化，总体呈现"稳中向好、进中趋优"的良好态势， 实现营业收入 52.57 亿元，同比增长 3.11%，净利润 8.02 亿元，同比增长 69.33%， 归属于母公司股东的净利润 7.11 亿元，同比增长 77.26%；截至 2025 年上半年末， 公司总资产 2,285.09 亿元，归属于母公司股东的权益 429.21 亿元。 二、践行金融为民理念，强化 ...

Group 1 - The core viewpoint is that institutional investors in China are transitioning from "market participants" to "value leaders" as capital market reforms deepen, enhancing their market position and influence [1] - The private equity sector plays an irreplaceable role in optimizing resource allocation and supporting the high-quality development of the real economy, with nearly 20,000 private fund managers managing over 20 trillion yuan [2] - The company has developed a comprehensive financial service system for institutional clients, providing "concierge-style" services and transforming its service model from decentralized and standardized to integrated and diversified [2] Group 2 - The company has launched the "Zhongtai Quantitative 30" brand to collaborate with top quantitative private fund managers, achieving cumulative sales exceeding 17 billion yuan and serving over 10,000 high-net-worth clients [3] - The event aims to create an efficient platform for resource integration among various financial institutions, facilitating mutual benefits and win-win outcomes [4] - The company offers a unique "8+3" service package for private equity institutions, covering eight core rights and three industry empowerment initiatives, supporting partners' growth comprehensively [4]

Group 1 - The core viewpoint of the article highlights the transformation of institutional investors in China's capital market from "market participants" to "value leaders" as a result of ongoing reforms [1] - The number of private fund managers in China has reached nearly 20,000, with a total management scale exceeding 20 trillion yuan, indicating strong market vitality [2] - The company has developed a comprehensive financial service system for institutional clients, providing "concierge-style" services that include custody, outsourcing, research, sales, and trading [2] Group 2 - The company has launched the "Zhongtai Quantitative 30" brand, collaborating with top quantitative private fund managers to meet the asset allocation needs of high-net-worth and institutional clients, with cumulative sales surpassing 17 billion yuan [3] - The event aims to create an efficient and pragmatic platform for resource integration among various financial institutions, facilitating mutual benefits [4] - The company offers a unique "8+3" service package for private fund institutions, covering eight core rights and three industry empowerment services, aimed at supporting the growth of partners [4]

Group 1 - The core viewpoint of the article highlights the transformation of institutional investors in China's capital market from "market participants" to "value leaders" as a result of ongoing market reforms [1] - The private equity sector plays an irreplaceable role in optimizing resource allocation and supporting the high-quality development of the real economy, with nearly 20,000 private fund managers managing over 20 trillion yuan [1] - The company emphasizes the importance of providing "concierge-style" services to institutional clients, enhancing its service capabilities through a diversified financial service system [2] Group 2 - The company has developed the XTP trading platform, which integrates advanced technologies to provide low-latency and efficient trading services, catering to mainstream quantitative private equity [2] - The "Zhongtai Quantitative 30" brand aims to collaborate with top quantitative private equity managers to meet the asset allocation needs of high-net-worth and institutional clients, achieving sales exceeding 17 billion yuan [2] - The event aims to create an efficient platform for resource integration among various financial institutions, fostering collaboration and mutual benefits [3] Group 3 - The event invites experts and industry leaders to discuss trends in technology innovation, macroeconomic conditions, and high-quality capital market development, providing valuable insights for industry institutions [3] - The company offers a unique "8+3" service package for private equity institutions, covering eight core rights and three industry empowerment initiatives to support partner growth [3]