Zheshang Securities(601878)2024-10-24 09:25Merger Progress - The application for changing major shareholders and actual controllers of Guodu Securities was accepted by the CSRC on July 16, 2024 [1] - The CSRC issued feedback on the application on September 2, 2024 [1] - The company and relevant parties submitted a formal reply within 30 working days [1] Wealth Management Strategy - The company focuses on a "three-excellence strategy": excellent outlets, elite cadres, and precise models [2] - Adopts a high-end, institutionalized, and customized approach for high-net-worth families [2] - Promotes the securities settlement model to counter revenue decline from fee reductions [2] - Expands from pure wealth management to brokerage and credit services [2] - Transforms from investment advisors to wealth advisors and financial consultants [2] Asset Allocation Transformation - Launched the "Research + Wealth" innovation project to strengthen equity asset allocation [2] - Expands into bond and cash asset categories [2] - Conducts detailed research for equity assets and macroeconomic research for bond and cash assets [2] Business Synergy - Builds a comprehensive synergy system and network [2] - Establishes an integrated financial service system covering investment banking, research, investment, asset management, and brokerage [2] - Designs assessment mechanisms to support business collaboration [2]