06.02 Wealth Management and Industry Observation Daily | CBRC: Vigorously rectify related parties such as major shareholders of insurance institutions to obtain insurance funds through related party transactions. Foreign exchange bureau: support high-tech and "specialized, special and new" enterprises to carry out cross-border financing facilitation pilot projects. Ministry of Finance: Accelerate the issuance and use of local government special bonds and expand the scope of support. 10 minutes will take you to focus on industry hotspots and directly hit the policy direction!
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China Banking Regulatory Commission: Vigorously rectify related parties such as major shareholders of insurance institutions to obtain insurance funds through related party transactions.
Foreign exchange bureau: support high-tech and "innovative" enterprises to carry out cross-border financing facilitation pilot projects.
Ministry of Finance: Accelerate the issuance and use of local government special bonds and expand the scope of support.
Another foreign private equity fund has entered the China market.
The industry has ushered in a new fund category, with more than 20 fund companies reporting regular open-end bond funds.
Beijing Banking Insurance Regulatory Bureau: Guiding the Banking Industry to Accelerate Financial Support Policies
Bank of Shanghai: "Intellectual Property" of Assets Exchange between Government Banks and Technological Innovation Enterprises
CMB Wealth Management completed the capital increase and share expansion, and Morgan Asset Management ranked the second largest shareholder.
Sichuan insurance industry responded quickly to the "6. 1" Ya 'an Lushan and Baoxing earthquakes.
Company lineup exposure! The national pension insurance lists the directors and executives in detail.
Liang Xinxin was approved as the deputy general manager of Zhonghui Property Mutual Insurance, and Liu Yingying was approved as the chief financial officer.
A number of data lead the country, and Shenzhen Securities Association disclosed the development report of Shenzhen Securities Company 202 1.
Hengtai Caichang Securities took the initiative to cancel the fund sales license.
The actual controller of Guo Jin Holdings listed to transfer 50.43% of the company's equity, and its acquisition of Guosheng Securities will end on June 5438+ 10 next year.
In May, the scale of trust establishment was 65.438+0.650705 billion yuan, and the average expected rate of return was 5.83%.
Everbright Trust auctioned the trust equity at a 30% discount, and no one took over!
The "tug-of-war" of equity transfer of Jingu Trust ended.
direction of policy
China Banking Regulatory Commission: Vigorously rectify related parties such as major shareholders of insurance institutions to obtain insurance funds through related party transactions.
The CBRC recently issued the Notice on Strengthening the Supervision of Related Party Transactions in the Use of Funds by Insurance Institutions to all banking regulatory bureaus, insurance group (holding) companies, insurance companies, insurance asset management companies, insurance industry associations and insurance asset management associations. 1030 10 general requirements: vigorously rectify related parties such as major shareholders or actual controllers and insiders of insurance institutions. Misappropriation, occupation, withdrawal of insurance funds, transfer of benefits, transfer of property, evasion of supervision and concealment of risks through related party transactions. Adhere to zero tolerance, heavy penalties and strict supervision, resolutely curb the illegal use of funds and related transactions, and promote the high-quality development of the insurance industry.
Foreign exchange bureau: support high-tech and "innovative" enterprises to carry out cross-border financing facilitation pilot projects.
On May 3 1, the State Administration of Foreign Exchange issued the Notice, saying that it would further expand cross-border financing channels for enterprises. Tianjin Branch, Shanghai Branch, Jiangsu Branch, Shandong Branch, Hubei Branch, Guangdong Branch, Sichuan Branch, Shaanxi Branch, Beijing Foreign Exchange Management Department, Chongqing Foreign Exchange Management Department, Zhejiang Branch, Anhui Branch, Hunan Branch, Hainan Branch, Shenzhen Branch, Qingdao Branch and Ningbo Branch (hereinafter referred to as pilot branches) are allowed to carry out high-tech and "specialized innovation".
Ministry of Finance: Accelerate the issuance and use of local government special bonds and expand the scope of support.
On June 2nd, the Ministry of Finance held a press conference, which made it clear that measures would be taken from eight aspects, including taxes and fees, fiscal expenditure, investment and consumption, to support the stabilization of the economic market. The Ministry of Finance said that it will further strengthen the VAT deduction and tax refund policy, speed up the progress of fiscal expenditure, and actively expand investment and consumption. As far as special bonds are concerned, we
Sheng Private Equity Fund Management (Shanghai) Co., Ltd. has registered with China Foundation as a wholly foreign-owned private equity fund manager (WOFE), becoming the 36th foreign private equity fund to enter the China market. From the background of shareholders, its parent company is AXA IM, a subsidiary of AXA Group. By the end of 20021,its total assets under management (AUM) reached 887 billion euros (about 6.36 trillion yuan). According to incomplete statistics, the scale of more than 30 overseas private placements currently managed has reached 58.5 billion yuan, a record high.
The industry has ushered in a new fund category, with more than 20 fund companies reporting regular open-end bond funds.
bank
Beijing Banking Insurance Regulatory Bureau: Guiding the Banking Industry to Accelerate Financial Support Policies
On the morning of June 2, the press conference of Beijing Banking Association was held online. The director of the supervision department of joint-stock banks of Beijing Banking Insurance Regulatory Bureau introduced that during the epidemic prevention and control period, the supervision and guidance of the capital banking industry fully served the people's livelihood. According to Zhao Lei, Beijing Banking Insurance Supervision Branch insists on "increasing scale, ensuring key points and optimizing structure" to support the smooth start of the capital economy. First, the total amount of credit has increased steadily. In the first quarter of this year, Beijing's banking loans increased by 460.602 billion yuan, an increase of 565.438+77 billion yuan year-on-year, the highest increase in the first quarter of the past decade; Second, the loan structure continued to be optimized; Third, support in key areas is outstanding.
Bank of Shanghai: "Intellectual Property" of Assets Exchange between Government Banks and Technological Innovation Enterprises
Recently, in order to implement the deployment of the Shanghai Municipal Party Committee and Municipal Government on coordinating epidemic prevention and control and economic and social development, the Intellectual Property Office of Pudong New Area and Bank of Shanghai jointly launched the special financial product "Zhiyi Loan" to fully support the regional small and medium-sized enterprises to resist the epidemic and develop steadily. It is reported that "Zhiyi Loan" will focus on intellectual property-intensive small and medium-sized enterprises in Pudong New Area, with an initial scale of 654.38 billion yuan. Since the outbreak, in order to support the development of science and technology enterprises more effectively, Shanghai Bank has taken measures to improve its products.
In terms of services, channels and mechanisms, we have launched a variety of customized financial solutions for scientific and technological innovation to provide comprehensive financial support for scientific and technological enterprises.
CMB Wealth Management completed the capital increase and share expansion, and Morgan Asset Management ranked the second largest shareholder.
China Merchants Bank recently announced that its CMB Wealth Management has completed relevant statutory change procedures such as capital increase and share expansion, and industrial and commercial registration change. This means that CMB Wealth Management has become the first bank wealth management company to introduce overseas strategic investors. The national enterprise credit information publicity system found that the registered capital of CMB Wealth Management has been changed to 5.556 billion yuan, and Morgan Asset Management ranks the second largest shareholder. As early as March 20021year, China Merchants Bank announced that in order to improve the management level of CMB's wealth management, promote CMB's comprehensive management strategy, and respond to the financial opening-up policy, CMB's wholly-owned subsidiary CMB Wealth Management intends to introduce Morgan Asset Management, an external strategic investor. At present, many bank wealth management companies plan to introduce overseas strategic investors or set up joint venture wealth management companies. Due to the opening up of the financial industry, the domestic bank wealth management product system is expected to be further enriched.
insurance
Sichuan insurance industry quickly responded to the "6. 1" Ya 'an Lushan and Baoxing earthquakes.
Earthquakes of magnitude 6. 1 and magnitude 4.5 occurred successively in Lushan County and Baoxing County of Ya 'an City, Sichuan Province within 3 minutes. The earthquake caused some towns and villages in Lushan and Baoxing counties to be affected, and some people were killed or injured. At present, after preliminary investigation, the insurance company has received 27 reports, including 6 earthquake catastrophe insurance, and the relevant insurance amount is being verified. Sichuan Banking Insurance Regulatory Bureau started the emergency response mechanism at the first time, and instructed local branches to send a working group to Taiping Town, Lushan County, the epicenter, to comprehensively deal with the disaster situation and guide banks and insurance institutions to do a good job in disaster emergency response and earthquake relief on the premise of ensuring personal safety.
Company lineup exposure! The national endowment insurance shall disclose the list of directors and senior management personnel in detail.
On June 1 day, official website National Pension Insurance Company disclosed the list of executive directors, non-executive directors, independent directors and senior managers in detail. In the list of directors, the executive director is Ye Haisheng, chairman of National Endowment Insurance, and the general manager is Tao Huang; Non-executive directors include the "retirement circle" of many big banks such as Industrial and Commercial Bank of China, Agricultural Bank of China, and senior executives of investment departments, while independent directors mainly include research scholars and university professors.
Liang Xinxin was approved as the deputy general manager of Zhonghui Property Mutual Insurance, and Liu Yingying was approved as the chief financial officer.
broker
A number of data lead the country, and Shenzhen Securities Association disclosed the development report of Shenzhen Securities Company 202 1.
Recently, Shenzhen Stock Exchange Association disclosed "202 1 Shenzhen Stock Exchange Company Development Report". In 20021year, the overall strength of Shenzhen's securities industry ranked in the forefront of the country, and many indicators continued to rank first in the country, with remarkable industry advantages. According to the report, the total assets of 22 securities companies in Shenzhen at the end of 200210 were 2,65310.87 billion yuan, up 20.36% year-on-year, accounting for 25.05% of the whole country. After deducting the customer's transaction settlement funds, the total assets were 21833.35 million yuan, an increase of 2 1. 10. The net assets at the end of the year were 562.795 billion yuan, a year-on-year increase of 1 1.54%, accounting for 2 1.89% of the whole country. The net capital was 430.499 billion yuan, a year-on-year increase of 173 1%. In terms of profitability, in 20021year, Shenzhen Securities Company achieved operating income of12,465.3 billion yuan and net profit of 50.486 billion yuan, ranking first in the country in both operating income and net profit.
Hengtai Cai Chang Securities took the initiative to cancel the fund sales license.
Hengtai Cai Chang Securities, a wholly-owned subsidiary of Hengtai Securities, took the initiative to apply for cancellation of the fund sales license, which has been approved by the regulatory authorities. According to official website of Jilin Securities Regulatory Bureau, the Application Report on Changing the Company's Business Scope and Reducing the Sales of Securities Investment Funds and related documents have been received from Hengtai Cai Chang Securities Co., Ltd. According to relevant regulations, Jilin Securities Regulatory Bureau gave a reply. According to the data, as of May 3 1 day, Hengtai Cai Chang Securities has 1228 consignment funds and 80 consignment fund companies, and the number of consignment products ranks 99th among 124 brokerage agencies. According to incomplete statistics, since last June 165438+ 10, more than 10 fund sales institutions have cancelled their fund sales licenses, and five institutions have cancelled their Public Offering of Fund sales licenses this year.
The actual controller of Guo Sheng Financial Holdings listed to transfer 50.43% of the company's equity, and its Guo Sheng Securities will end its takeover on 1 month.
Guo Sheng Jinkong announced the suspension of trading on June 1 day, and Guo Sheng Jinkong received a notice from the controlling shareholder Zhangjiagang Caizhi on May 3 1 day, 2023. Zhangjiagang Caizhi and its concerted actors Shenzhen Qianhai Caizhi Yuanda Investment Center (Limited Partnership), Beijing Phoenix Caizhi Equity Investment Center (Limited Partnership) and Beijing Phoenix Caizhi Innovation Investment Center (Limited Partnership) will cooperate with Tibet Xunjie Xinke, another shareholder of the company. * * * With the public listing of Shanghai United Assets and Equity Exchange, the transferee of the controlling right of Guoshengjin was recruited, and it is planned to change the controlling shareholder and actual controller of the company, involving a total equity ratio of 50.43%. At present, Guo Sheng Securities is still under the takeover of the CSRC. In July, 2020, official website and China Securities Regulatory Commission announced that Guo Sheng Securities and Guo Sheng Futures had concealed the actual controller or shareholding ratio and their governance was unbalanced. In order to protect the legitimate rights and interests of investors and maintain the order of the securities market, they decided to take over Guo Sheng Securities and Guo Sheng Futures according to law.
trust
In May, the scale of trust establishment was 65.438+0.650705 billion yuan, and the average expected rate of return was 5.83%.
According to the latest statistics, from May 1 day to May 3 1 day * *, 667 asset management companies were established 1659 collective trust products, of which 2 15 announced their establishment scale, with an average establishment scale of 995 million yuan. According to the average scale, the total scale of trust products established last month was 65,439. Among them, the "Zijin Trust-Hsinchu No.65438 +0 Property Trust" established by Zijin Trust raised the largest amount of funds, reaching 200 billion yuan. In terms of trust types, 10 16 private equity investment fund was established; 294 other investment trust funds have been established; 258 securities investment trusts were established; 43 equity investment trusts were established; Established 32 credit investment trust funds; Equity investment trust has been established12; Four loan trust funds have been established.
Everbright Trust's 30% discount auction trust equity is not accepted!
From May 30th 10 to May 30th 10, the 9 124% share of Zhongyuan Trust started shooting on Ali judicial auction platform. The appraisal price of this stock is 88 10/00000 yuan, and the starting price is 6170000 yuan, which is 30% higher than the appraisal price. The holder of this share is Henan Yu Liang Grain Group Co., Ltd., the third largest shareholder of Zhongyuan Trust. The auction was caused by a loan dispute between Yu Liang Group and Everbright Trust three years ago. According to the analysis, although the equity auction has no direct impact on the current operation and development of Zhongyuan Trust, it may have a certain negative potential impact on the expansion of Zhongyuan Trust business and the introduction of new shareholders.
The "tug-of-war" of equity transfer of Jingu Trust ended.
Recently, with the official approval of Beijing Banking Insurance Regulatory Bureau, China Overseas Engineering Co., Ltd. transferred its equity of Jingu Trust to China Cinda. According to the information disclosed by official website of China Banking Regulatory Commission, China Overseas Project has been approved by Beijing Banking Insurance Regulatory Bureau to transfer its equity of Jingu Trust 1.46% to China Cinda. According to public information, before the above-mentioned equity changes, the registered capital of Jingu Trust was 2.2 billion yuan, and the shareholders were China Xinda, China Women's Activity Center and China Overseas Engineering, with corresponding shareholding ratios of 92.29%, 6.25% and 65,438+0.46% respectively. After the change, the shareholding control ratio of China Cinda to Jingu Trust will reach 93.75%, and the shareholding concentration of Jingu Trust will be further enhanced.
Related Q&A: Related Q&A: Tencent Wealth Management in WeChat, is Huaxia Fund's wealth safe? Huaxia fund company ranks among the best in domestic fund companies, especially in the performance ranking of fund companies in 20 17 years.
The cooperation between WeChat wealth management products and Huaxia Fund Company focuses on its outstanding performance and past performance in the domestic fund market. Huaxia Fund has domestic first-class fund management and operation talents and advanced management mode.
The Fufubao Fund under Huaxia Fund belongs to the money market fund, which is similar to wealth management products such as Yu 'ebao. It mainly invests in low-risk financial instruments such as domestic central bank bills, government bonds and commercial bank bills. It has the characteristics of "quasi-savings" with high liquidity and stable income.
Although the monetary fund does not promise to protect the principal in essence, there is almost no precedent for the loss of principal! Even if Yu 'ebao's current annualized rate of return falls below 4.0% and hovers around 3.95%, it will still not lose money. It will only be affected by market fluctuations and relevant monetary fund policies of domestic regulators.
In short, since Yu 'ebao started a new era of national financial management, many "baby" wealth management products have come! Many banks have also launched their own similar products to compete for users. Therefore, in the absence of any other financial products to choose from, the money fund is the most suitable for ordinary users to manage their finances.