国海证券指出，四大AMC之一的华融被中信集团收购之后，已经完成了初步的脱胎换骨，业务模型持续转型，为其他三大AMC信达、东方及长城（划转至中投旗下）后续的转型发展提供了范本。国金证券则表示，国新办新闻发布会上公布一揽子增量财政政策，释放偏积极信号。其中化债的优先级较高，AMC公司最直接受益。AMC concept rose again today, as of press time, china cinda (01359) rose by 7.8%, to 1.53 Hong Kong dollars; china cinda financial assets (02799) rose by 4.92%, to 0.64 Hong Kong dollars, with a turnover of 16.8362 million Hong Kong dollars.
According to the Wise News APP, the AMC concept rose again today, as of press time, china cinda (01359) rose by 7.8%, to 1.53 Hong Kong dollars; china cinda financial assets (02799) rose by 4.92%, to 0.64 Hong Kong dollars, with a turnover of 16.8362 million Hong Kong dollars.
On the news front, on January 28th this year, according to Xinhua Finance, china cinda, eastern assets, and great wall assets, three asset management companies, will be transferred to China Investment Corporation in the near future. In mid-October, some media reported that the preliminary due diligence on the transfer of equity of the three AMCs to China Investment Corporation has come to an end. The law firms and accounting firms entrusted to participate in the work have basically completed their on-site work.
Sealand Securities pointed out that after one of the big four AMCs, Huarong, was acquired by CITIC Group, it has completed a preliminary transformation, continuously changing its business model, providing a model for the transformation and development of the other three AMCs, china cinda, eastern, and great wall (which will be transferred to China Investment Corporation). Sinolink Securities stated that the State Council Information Office announced a package of incremental fiscal policies, sending a slightly bullish signal. Among them, the priority of debt-to-equity swaps is high, benefiting AMC companies directly.
