Huabao Trust & Investment Company Company Memorabilia

On June+10 in 5438, the registered capital of Huabao Trust increased from 654.38+0 billion yuan to 2 billion yuan (including 65.438+0.5 million US dollars).

On June+10, 5438, Huabao Trust and the small and medium-sized enterprise "Zhangjiang Juhui" won the third prize of the first social responsibility case conference of Baosteel Group on June 20 10.

On March 7th, Huabao Trust established its first self-managed private equity product "Baosheng" 1.

On April 1, Huabao Trust launched the first domestic structured TOT fund pool product "Ji Haoyu" 1, which is an innovative product for fundraising and long-term trust.

In April, Warburg Trust developed and launched the first guaranteed income compensation and welfare trust plan in the market-Enjoy Life. This product can attract more customers with capital preservation needs, and consolidate and expand the company's brand advantage in the field of compensation and welfare trust plans. 165438+ 10, Warburg Trust won the bid for the savings plan of Toyota (China) Investment Co., Ltd. with this product.

In April, Huabao Trust Information Technology Department started the construction of the core business system of the company's 20 1 1 key information construction project.

On June 17, Huabao Trust won the "Good Faith Trust" Excellent Company Award in the 5th "Good Faith Trust" Awards hosted by shanghai securities news, and its Changxing Island Supporting Commercial Housing Project Company Investment Fund Trust won the Value Trust Product Award.

On August 1 day, Warburg Trust launched Warburg Fortune bimonthly for high-end individual customers and institutional customers, and the electronic version was launched simultaneously.

On August 26th, Warburg Trust won the most important "China Excellent Trust Company" award at the 4th China Excellent Trust Company Award Ceremony hosted by Securities Times.

In August, Warburg Trust formulated the Strategic Development Plan of Warburg Trust Co., Ltd. 201-2015, which clarified the strategic positioning of the company and pointed out the direction for the company's development in the next five years.

In September, Huabao Trust took the lead in launching the innovative trust product "Baozan" series umbrella fund trust plan with comprehensive wealth management function.

1On October 5th, L 165438+ Warburg Trust held the "Six Years Together-Warburg Trust 201Private Equity Fund Elite Symposium".

L165438+1October 10 With the approval of the CBRC, Huabao Trust became the first trust company in China to obtain the qualification of stock index futures trading business, and the first order of the company's stock index futures trust products was also approved.

L165438+1October1August-20th, Warburg Trust participated in the 9th Shanghai Financial Expo hosted by Wealth Management Weekly and won the most popular wealth management product award from the organizer.

L165438+1On October 23rd, the Shanghai headquarters of the People's Bank of China approved Huabao Trust to enter the national interbank lending market.

L65438+February, Huabao Trust won the first prize of 201kloc-0/statistical work of Chinese-funded financial institutions of the People's Bank of China.

20 10 year

In February, Changxing Island supporting commercial housing trust project was launched, actively providing financial support for the construction of affordable housing, and trying to invest in supporting commercial housing and affordable housing projects.

In May, the charitable trust made significant progress, the trust established for China Youth Entrepreneurship Foundation operated smoothly, and the "Pearl Picking" plan was steadily advanced, which was recognized by the regulatory authorities, industries and society. In May, the company's brand-new visual identification system such as logo, English name and print advertisement was officially launched.

In June, it won the "2009 Trust Trust Excellent Company Award" in the fourth "Trust Trust" selection hosted by shanghai securities news.

In July, the scale of trust assets managed by the company exceeded 1000 billion yuan.

In August, in the third China Excellent Trust Company Selection sponsored by Securities Times, the company won the title of "China Excellent Trust Company", Han, Senior Project Manager of Trust and Investment Banking Department, won the title of "China Excellent Trust Manager", and Baoying Steady Portfolio Investment Fund Trust won the title of "Best Portfolio Investment Trust Product" and "Zhangjiang Juhui No.65438 +0 /2 Guaranteed Loan".

65438+February, due to Huabao Investment Co., Ltd.' s capital increase to Huabao Securities Co., Ltd., the company's shareholding in Huabao Securities decreased from 99.922% to 40.559%, and our company's shareholding in Huabao Securities changed from holding to.

In February 65438, it signed a strategic cooperation agreement with the Agricultural Bank, and the cooperation relationship with the Agricultural Bank became closer.

In February, 65438, the design and development of Li Debao Collective Fund Trust, the first employee welfare investment product in the industry, was successfully completed, and it was recognized by the regulatory authorities as an innovative product.

Baosteel annuity managed by the company still achieved a return on investment of 6.8 1%, which was much higher than the average level of the annuity market, under the market environment that the Shanghai Stock Exchange Index fell by 20 10/0/%.

Carrying out the spirit of combining industry with finance, Zhanjiang Longteng Logistics Loan, Baosteel Metal Trust Loan and Ningbo Iron and Steel Trust Loan were successively completed, with financing of about 654.38+02 billion yuan. The third phase of accounts receivable of Luo Jing project of Baosteel Group was successfully issued, raising about 2.5 billion yuan. Explore the business characteristics and operational advantages of Baosteel Architectural Design and Engineering Research Institute, explore the combination mode of real estate finance business and steel structure EPC business, and create the concept of green real estate fund.

In 2009

Cooperate with ICBC to issue "Jingying" series of securities investment products, raising 354 million yuan of trust funds, and raising 465,438+87 million yuan of actively managed trust investment funds throughout the year.

L providing trust financing business of 26.4 billion yuan to high-quality enterprises such as the Ministry of Railways and Baosteel Group. By the end of 2009, the assets managed by the company reached 46.2 billion yuan, the highest in history.

L actively managed the high-interest trust financing business and made a breakthrough, and completed a number of high-quality asset pledge trust financing projects such as Xinhubao, Guanghui, Rong Sheng Development and Shanghai Greentown, among which the annualized rate of return of investors in Guanghui Phase II reached 20%.

Together with a number of well-known intermediaries and relying on well-known domestic real estate groups, L actively participated in promoting the first batch of REITs product innovation pilot projects in China.

L cooperated with Bank of China to launch the product of Le Yi Life Insurance Employee Welfare Management Trust Plan.

L officially operated the enterprise annuity plan of Baosteel Group Co., Ltd. with 654.38 million employees.

L In the third "trustworthy trust" selection, it won the only highest comprehensive award set by the organizer-"trustworthy trust-the highest award".

L "Construction and Implementation of Incentive Scheme for Profit Center" won the second prize of "2009 Shanghai Enterprise Management Modernization Innovation Achievements".

the year of 2008

L once again cooperated with the four major banks to launch the "Selected Products of Benlifeng's 10th Fund in 2008".

L Cooperate with China Merchants Bank, Bank of East Asia and Agricultural Bank respectively to issue bank wealth management products to connect with SAIC's financial credit assets. The cooperation with Bank of East Asia is the first trust wealth management product business of foreign banks in China.

Issue "Tong Yuan 2008 Phase I Personal automobile mortgage Securitization Trust" and "Zhaoyuan 2008 Phase I Credit Asset Securitization Project".

L cooperated with Bank of Communications to launch "Delibao-Tianlan" new shares, and won the "Top Ten Banking Financial Products" award in 2007.

L Cooperate with SDB to launch the "Jucaibao" Tengyue plan, new shares and new products.

L Obtained employee benefits from CICC Investment (Group) Co., Ltd., Areva Power Transmission and Distribution (China), Abbott (China) and other companies.

L As a trustee, initiated the establishment of Pacific Shi Sheng Huabao enterprise annuity plan to provide services for small and medium-sized enterprises.

L Obtained the qualification certificate of "Qualified Investor in Commodity Trading System", and only two local trust companies were qualified in the first batch.

L won the title of "Best Innovation Award" and "Best Trust Manager" selected by the second "Trust Trust" China Best Trust Company.

Company L donated 500,000 yuan to the Wenchuan earthquake-stricken area, and organized employees to donate 434 320 yuan for the second time in a row. In addition, a large number of employees actively paid "special party dues" of 92,600 yuan.

L Hold the "First Staff Games of Huabao Company" and "Company Day" and the 10th Anniversary Celebration of Huabao Family.

In 2007

L cooperated with ICBC to launch the first FOF product issued by a large state-owned commercial bank, and won the "Top Ten Banking Financial Products" award in 2007 and the "Best Banking Financial Products Award" in the "First China Banking Financial Products Award".

L Cooperate with Industrial Bank to issue capital preservation strategy stock investment trust products suitable for low-risk preference investors.

L Cooperate with Bank of Communications to issue a new RMB wealth management product "Delibao Sky Blue-new shares can be played at will" nationwide.

L Issue the "Credit Asset Securitization Trust" of ICBC and Shanghai Pudong Development Bank.

L Become the account manager of the enterprise annuity plan of Industrial Bank and the account manager and trustee of the enterprise annuity project of BHP Billiton China Company.

L obtained a number of trust employee welfare plan management projects of foreign-funded enterprises and large state-owned enterprises through bidding.

L Complete the overall transfer project of the original enterprise annuity (enterprise supplementary endowment insurance) managed by the social security agencies in Longyan, Putian and Zhangzhou, Fujian Province.

L "China Enterprise Creditor's Rights Trust Priority Beneficial Right Transfer and Repurchase Trust Products" and "Huabao-Jin Ju Securities Investment Fund Trust Products 1" entered the top ten innovation rankings in 2006. L won the titles of "Best Trust Company", "Best Trust Company in China", "Best Securities Trust Plan", "Best Public Trust Plan", "Most Respected Trust Manager" (Zhan Xinghua) and "Best Trust Manager" (Jiang, Bai Yang) selected by the Second Excellent Trust Company and China Trust Company in 2006 respectively.

L The first company was re-registered and renamed as "Warburg Trust Co., Ltd.".

L Fucheng Securities Brokerage Co., Ltd. was renamed as "Huabao Securities Brokerage Co., Ltd.".

In 2006

L signed a trust loan contract with Shanghai World Expo Land Holdings Co., Ltd.

L Structured securities investment trust plan has a substantial increase in asset scale and a leading market share.

L Complete the largest foreign beer merger case in China ―― Jin Xue Beer Equity Trust Project.

L obtain the qualification of credit asset securitization business.

L Make it the first enterprise annuity plan of wholly foreign-owned enterprise (Avery) in China.

L In the "First Excellent Trust Company Selection", he won three awards (Jiang): Best Famous Brand, Best Securities Trust Plan and Best Trust Manager.

In 2005

L issued the company's first structured securities investment trust plan, forming Huabao's "Jin Dian" product series.

L Issuance of Baosteel Nippon Steel 1800 cold rolling project loan trust plan.

L Obtained two business qualifications of "enterprise trustee" and "account manager" for enterprise annuity.

In 2004

L Issue the first FOF fund trust plan.

L After China Merchants Bank's legal person share investment trust plan, Universal Power and Changdian Technology legal person share investment trust products were launched again.

L issue the collective fund trust plan of Minsheng Bank's equity pledge loan.

In 2003

L Completed the issuance of the company's first collective fund trust plan and launched the "Anxinbao" series of trust plans, marking the company's formal involvement in the high-end personal finance field.

L The first credit asset transfer business (Southern Hope).

L cooperated with Shanghai Enterprise Annuity Center to participate in social enterprise annuity management for the first time.

L Huabao Industrial Fund Management Company, the first Sino-foreign joint venture fund management company jointly sponsored by China Trust Company and foreign asset management companies, officially opened.

In 2002

L In 2002, he became a member of the book-entry national debt underwriting syndicate of the bond market of the Stock Exchange.

Fucheng Securities Brokerage Co., Ltd., in which L Company holds 36.82% shares, officially opened.

200 1 year

L The first batch was "re-registered" with the approval of the People's Bank of China, with a registered capital of 654.38+0 billion yuan (including 654.38+0.5 million US dollars).

L Obtained the Reply of China Securities Regulatory Commission on the Establishment of Brokerage Companies.

In 2000,

I completed the sale of Baosteel bonds.

L was rated as a class A taxpayer by Shanghai Taxation Bureau for the first time.

1999

Undertaking underwriting and distribution of Meishan bonds, Dongfeng motor bonds and Pudong construction bonds.

L served as financial advisor to Baosteel Steel Pipe Co., Ltd. and three listed companies.

1998

L Huabao Trust and Investment Co., Ltd. was formally established and started to operate after capital increase, renaming and relocation.