Huatai Securities Co.Ltd(601688) performance reached a new high by continuously breaking through the development boundary with data drive.
it was announced on March 30, Huatai Securities Co.Ltd(601688) 3 that in 2021, the operating revenue was 37.905 billion yuan and the net profit attributable to the parent company was 13.346 billion yuan, with a year-on-year increase of 20.55% and 23.32% respectively, both reaching a record high. By the end of 2021, its total assets had reached 806651 billion yuan, a year-on-year increase of 12.54%; The owner’s equity attributable to shareholders of listed companies was 148423 billion yuan, a year-on-year increase of 14.99%.
Huatai Securities Co.Ltd(601688) ceo Zhou Yi said that the “two wheel drive” development strategy of wealth management and institutional services under the empowerment of science and technology has provided a strong driving force for the company to break the situation in the industry. Huatai will firmly iterate again with an open concept and a new model of platform and ecological operation to lead the change.
platform integrated operation covers 20 million individual customers
As a top student in science and technology enabled finance, Huatai Securities Co.Ltd(601688) ‘s wealth management business has always been attractive. During the reporting period, Huatai Securities Co.Ltd(601688) established the service ecosystem of “rising music fortune” app and investment consulting cloud platform, empowered customers and investment consultants, and provided customers with full life-cycle services directly driven by the headquarters. “Zhangle fortune link” has also been upgraded to version 8.0 to provide more warm services for customers with different needs through personalized content push and refined operation. User activity and stickiness continue to improve. According to the statistics of Analysys think tank, by the end of 2021, the number of monthly active users of “rising music fortune” had reached 11.02 million, with a cumulative download volume of 65.32 million, continuing to lead the industry.
Under the dual platform empowerment, Huatai Securities Co.Ltd(601688) has a total of 20 million individual customers and a total customer asset of 5.4 trillion yuan, with significant business advantages. According to the statistics of Shanghai and Shenzhen Stock Exchange, Huatai Securities Co.Ltd(601688) 2021, the trading volume of stock funds reached 42.29 trillion yuan, ranking first in the industry for eight consecutive years, and the asset allocation ability centered on customer demand has been continuously improved. According to the statistics of China Securities Investment Fund Industry Association, Huatai Securities Co.Ltd(601688) stocks, mixed public funds and non money market funds rank second in the industry. The number of “worry free investment” customers of fund investment advisory services exceeds 700000, and the scale of authorized assets of customers reaches 19.511 billion yuan.
Overseas, Huatai Securities Co.Ltd(601688) continued to improve its penetration in mature markets. Assetmark, its US turnkey asset management platform (tamp), served 8649 investment advisers, with a total asset size of US $93.488 billion, a year-on-year increase of 25.45%. According to cerulli associates and other public information, as of the third quarter of 2021, assetmark had a market share of 11.1%, ranking third.
“one Huatai” system to strengthen cross-border linkage of institutional business
Huatai Securities Co.Ltd(601688) ‘s integrated operation idea also extends from retail business to institutional business. Through the platform construction and integration of the whole business chain, the company responded to the increasingly complex and comprehensive needs of institutional customers with “one Huatai”. The “Xingzhi” digital service platform for institutional customers gathered a series of services such as investment banking, research and consultation, securities lending and investment trading, helped institutional investors and listed companies interact efficiently, and the number of institutional users increased by 50%.
With the promotion of platform construction, cross market, full product and full cycle services have become the basis for Huatai Securities Co.Ltd(601688) long-term growth with customers, and the value of investment banks to promote high-quality economic development has been further highlighted. In 2021, Huatai Securities Co.Ltd(601688) investment bank ranked among the top three in the market in terms of the number of equity financing underwriting and the scale of bond financing underwriting, and the scale of convertible bonds and exchangeable bonds ranked first in the market. It realized the full coverage of IPO projects with the top three financing scales of A shares, took two seats in the top three mergers and acquisitions and the top three market-oriented fixed growth, and launched the first batch of benchmark projects such as public offering REITs and the largest refinancing in the market.
At the same time, Huatai Securities Co.Ltd(601688) has always adhered to the deep cultivation of key industries representing the direction of China’s economic development. According to third-party data, in 2021 Huatai Securities Co.Ltd(601688) equity underwriting totaled 98, and 109 IPOs were accepted under the registration system of science and innovation board and gem, ranking third in the industry. The company also maintains long-term advantages in M & a business, with the number of project reserves ranking first in the market in 2021. The China Energy Engineering Corporation Limited(601868) share exchange, absorption and merger Gezhouba project successfully completed by Huatai Securities Co.Ltd(601688) in 2021 is not only the first central enterprise merger and reorganization project implemented in the three-year action of state-owned enterprise reform, but also the largest H-share listed company merger and A-share listed company transaction project in 2021.
Through cross-border linkage, Huatai Securities Co.Ltd(601688) helps mainland enterprises realize resource integration on a global scale. In 2021, Huatai Securities Co.Ltd(601688) completed the recommendation of 6 Hong Kong stock IPOs and 2 US stock IPOs, with the number of Hong Kong stock sponsors ranking among the top five among the middle funded securities companies; In order to meet the comprehensive needs of customers such as global asset allocation and hedging transactions, and continuously optimize the global unified trading desk, the cross-border service fields of key institutions such as derivatives and ficc both inside and outside the venue are firmly in the forefront of the industry Huatai Securities Co.Ltd(601688) has also become the Asian securities firm with the largest assets among the dual membership of the London Stock Exchange and emerald platform, further consolidating its ability to participate in the mainstream international capital market, and the overall international business income increased by 60%.
data driven platform performance accelerated release
Following the first comprehensive digital transformation in the industry in 2019, Huatai Securities Co.Ltd(601688) further strengthen data governance and organically integrate big data capability with artificial intelligence technology.
Specifically, its credit analysis and management platform has completed the full coverage of 29 industry intelligent rating reports, and upgraded modules such as credit research and quantitative rating, asset pricing and quantitative transaction strategy to improve the credit management ability of the whole group; The intelligent research platform takes the lead in realizing the whole process of online production from research framework, valuation model to report in China, becoming the base of the investment and research capacity of the whole group; Digital employees, low code platforms and other products play a greater role, making employees more focused on innovative work.
at the same time, Huatai Securities Co.Ltd(601688) also continues to open up its scientific and technological capabilities, and build a financial science and technology ecology with customers and ecological partners such as customer platform, business platform, capability middle platform and operation guarantee platform. Previously, Huatai Securities Co.Ltd(601688) took the lead in launching the securities lending trading platform, securities lending and borrowing, which achieved a 215% increase in the number of customers in 2021, and the balance of securities lending and borrowing business reached 24.705 billion yuan, with a market share of 20.56% Huatai Securities Co.Ltd(601688) focuses more on the application of next-generation systems, key technologies of digital transformation, cloud native infrastructure construction and other cutting-edge fields, and strategically invests in a number of science and technology enterprises
In order to consolidate the foundation of long-term and stable development, Huatai Securities Co.Ltd(601688) continue to explore the sustainable development strategy of “Finance + science and technology + green”, and guide capital and science and technology to the good. In 2021, Huatai Securities Co.Ltd(601688) msci ESG rating jumped to class A, the highest rating of Chinese securities companies; At the same time, Huatai Securities Co.Ltd(601688) donated funds to initiate the establishment of a public welfare foundation to pool the funds and professional advantages of all parties, focus on supporting key areas such as rural revitalization and environmental protection, and contribute innovative solutions to sustainable developmentcenter>
