中粮资本(002423) - 2024年1月30日投资者关系活动记录表

Group 1: Company Overview - COFCO Capital's main businesses continue to maintain steady growth, with investment operations effectively resisting market fluctuations. The net profit attributable to shareholders for 2023 is projected to be between CNY 9.9 billion and CNY 10.6 billion, representing a year-on-year increase of 65.83% to 77.56% [1] - The life insurance business has strengthened its layout, achieving record new business levels, with APE and VNB significantly increasing, marking the 28th consecutive quarter of growth [1] - Trust business continues to develop steadily, with a significant increase in trust scale and notable improvements in industry rankings. The futures business maintains its advantages, with peak client equity scale and stable development in brokerage services [1] Group 2: Future Focus and Product Development - The future operational focus of COFCO Life Insurance will be on steady management, emphasizing value growth and customer-centric approaches, targeting core areas around health, retirement, wealth, and inheritance [2] - The company aims to develop innovative products such as retirement annuities, children's education funds, and health insurance tailored to specific customer needs, contributing to both customer value and company growth [2] - COFCO Trust's operating profit margin is expected to exceed 70%, primarily due to its transformation in standard product business and the establishment of a comprehensive asset management product system [3] Group 3: Trust Business Initiatives - COFCO Trust is actively expanding into various asset securitization products, increasing investment in REITs, and has been recognized as an "Excellent ABS Issuer" by the Central Government Bond Registration and Settlement Co., Ltd [3] - The company is also focusing on family trust services, launching a family office business system, and enhancing brand development [3] - Initiatives such as the "COFCO Trust • 2023 Fengji 2 Rural Revitalization Charity Trust" are being implemented to support rural revitalization and service industry finance [3]