Shanxi Securities Co., Ltd. (002500.SZ) Bundle
Founded in Taiyuan in 1988, Shanxi Securities Co., Ltd. has grown into a multi-faceted financial services firm operating across five main segments-Wealth Management, Corporate Finance, Asset Management, FICC and Equity Business-serving individual investors and large corporations with offerings from brokerage and investment consulting to asset management and corporate finance; the firm reported a robust net profit of ¥711.8 million for fiscal 2024, reflecting a healthy net profit margin of 22.7%, and maintains a consistent shareholder return policy of ¥0.10 per share with a 50% payout ratio, while its mission to enhance market transparency and sustainable development, vision to expand into futures, private equity and financial software, and core values of integrity, innovation, customer centricity, teamwork and sustainability all underscore a strategic push to deepen regional strength and broaden service capabilities through subsidiaries like Shanxi Securities International Asset Management Limited.
Shanxi Securities Co., Ltd. (002500.SZ) - Intro
Shanxi Securities Co., Ltd. (002500.SZ) is a full-service Chinese securities firm founded in 1988 and headquartered in Taiyuan, Shanxi Province. The firm delivers brokerage, investment consulting, asset management, corporate finance and trading services across five primary business segments: Wealth Management, Corporate Finance, Asset Management, FICC (Fixed Income, Currency & Commodities), and Equity Business. It serves individual investors, institutional clients and corporations and has expanded capability and reach through subsidiaries such as Shanxi Securities International Asset Management Limited.
- Founded: 1988
- Headquarters: Taiyuan, Shanxi Province
- Key subsidiary: Shanxi Securities International Asset Management Limited
- Business segments: Wealth Management; Corporate Finance; Asset Management; FICC; Equity Business
Mission
To provide trusted, innovative and regionally rooted financial solutions that enable clients' capital preservation and growth while supporting regional economic development in Shanxi and across China.
- Client-first advisory and execution across retail and institutional channels
- Prudent risk management and compliance to protect client assets
- Support local industry and capital markets development through corporate finance and underwriting
Vision
Become the leading regional-to-national integrated securities firm recognized for excellence in client service, product innovation and responsible stewardship of capital - bridging Shanxi's economy with national and international capital markets.
- Scale regional strengths into national market influence
- Expand cross-border asset management and institutional partnerships
- Digitize client experience and enhance data-driven investment capabilities
Core Values
- Integrity - transparent, compliant and ethical conduct in all activities
- Client Centricity - solutions tailored to client goals and risk profiles
- Professionalism - rigorous research, disciplined execution and continuous learning
- Innovation - product, channel and technology innovation to meet evolving market needs
- Regional Commitment - support Shanxi economic development while pursuing national growth
Recent Financial & Operational Highlights
| Metric | Value (FY2024) |
|---|---|
| Net profit | ¥711.8 million |
| Net profit margin | 22.7% |
| Dividend per share | ¥0.10 |
| Payout ratio | 50% |
| Primary business segments | Wealth Management; Corporate Finance; Asset Management; FICC; Equity Business |
| Headquarters | Taiyuan, Shanxi Province |
For deeper context including company history, ownership, mission and how Shanxi Securities operates and makes money, see: Shanxi Securities Co., Ltd.: History, Ownership, Mission, How It Works & Makes Money
Shanxi Securities Co., Ltd. (002500.SZ) - Overview
Shanxi Securities Co., Ltd. (002500.SZ) is dedicated to providing comprehensive financial services that meet diverse client needs, enhancing the efficiency and transparency of capital markets, and fostering sustainable economic development through optimal resource allocation. The firm's mission centers on client-centric service, long-term partnerships built on trust and mutual benefit, and the delivery of innovative financial products to facilitate investment opportunities and contribute to the development of China's capital markets.- Client focus: build enduring relationships based on trust, transparency and aligned incentives.
- Market integrity: promote efficiency and transparency in capital markets to bolster investor confidence.
- Innovation: develop tailored financial products across brokerage, investment banking, asset management and research.
- Sustainability: allocate capital to support long-term economic growth and responsible investment.
Operationally, Shanxi Securities aligns its governance, compliance and product development with regulatory standards to ensure transparent market participation and investor protection. The company emphasizes measurable KPIs to track mission delivery, including client retention, trading volumes, underwriting completed, AUM growth and compliance metrics.
| Indicator | Detail |
|---|---|
| Stock code | 002500.SZ |
| Headquarters | Taiyuan, Shanxi Province |
| Business scope | Brokerage, proprietary trading, investment banking, asset management, securities research |
| Client emphasis | Individual investors, institutional clients, local enterprises seeking capital market access |
| Key mission KPIs | Client retention rate; trading volume and market share; underwriting deal count and value; AUM growth; compliance incident rate |
To operationalize its mission and vision, Shanxi Securities commits to:
- Maintaining robust compliance and risk management frameworks to meet regulator expectations and protect investor interests.
- Investing in digital and research capabilities to improve execution, transparency and client service efficiency.
- Designing innovative products that open investment channels for clients while supporting the financing needs of regional and national enterprises.
- Measuring sustainable-impact outcomes from financing activities and incorporating ESG considerations into advisory and underwriting decisions.
Core values that guide daily decisions include integrity, client-centricity, innovation, prudence and long-termism. These values drive product design, client engagement models and the firm's approach to market participation, ensuring that corporate strategy translates into measurable benefits for clients and positive contributions to capital-market development.
For a detailed breakdown of the firm's recent financial health and investor-relevant metrics, see: Breaking Down Shanxi Securities Co., Ltd. Financial Health: Key Insights for Investors
Shanxi Securities Co., Ltd. (002500.SZ) - Mission Statement
Shanxi Securities Co., Ltd. (002500.SZ) pursues a mission to provide professional, compliant, and innovative financial services that create long-term value for clients, shareholders, and the regional economy. The mission centers on deepening client relationships, expanding product capabilities, and leveraging technology and regulatory expertise to navigate China's evolving capital markets.- Deliver comprehensive brokerage and investment services across equities, fixed income, and derivatives while maintaining rigorous risk management and regulatory compliance.
- Grow fee-based and advisory businesses - including M&A advisory, private equity fund management, and financial advisory - to reduce reliance on trading revenues and smooth performance across market cycles.
- Invest in fintech and proprietary software development to streamline client onboarding, asset management, and trading systems, creating scalable, recurring revenue streams.
- Strengthen local and regional market presence through client service excellence, industry specialization, and knowledgeable regulatory engagement.
| Metric (approx.) | Value | Context / Target |
|---|---|---|
| Operating income | ≈ RMB 1.2 billion | Increase recurring fee income through advisory and asset management |
| Net profit (attributable) | ≈ RMB 280 million | Improve margins by diversifying away from proprietary trading |
| Total assets | ≈ RMB 20 billion | Maintain strong liquidity & capital adequacy for brokerage operations |
| Shareholders' equity | ≈ RMB 5.0 billion | Support business expansion and technology investment |
| Employees | ≈ 2,000 | Scale advisory and regional client service teams |
| Branches / regional outlets | ≈ 25 | Consolidate regional footprint while piloting national business lines |
- Service diversification: broaden into futures brokerage, private equity investments, and specialized M&A advisory to capture fees across market cycles.
- Technology-enabled growth: develop and commercialize financial software and trading solutions to improve client retention and generate supplementary revenues.
- Regional strength with national reach: preserve deep local relationships and regulatory know-how while selectively expanding nationally in niche segments.
- Regulatory and resilience focus: build organizational agility to adapt to regulatory reforms and technological disruptions in China's capital markets.
| Objective | Target (near-term) | Key KPI |
|---|---|---|
| Increase fee-based income | Raise advisory & fund fees to ≈ 40% of operating income | Fee income ratio |
| Scale AUM | Grow AUM to ≈ RMB 50 billion | Assets under management |
| Monetize fintech | Generate ≈ RMB 100-200 million annual software revenue | Software product revenue |
| Enhance regional penetration | Expand branches / digital channels by ≈ 20% | New client acquisitions & branch footprint |
- Client-first professionalism - prioritize clients' interests, transparency, and tailored solutions.
- Integrity and compliance - adhere strictly to laws, regulations, and market conduct rules.
- Innovation with discipline - pursue technology and product innovation while maintaining prudent risk controls.
- Long-term stewardship - balance shareholder returns with sustainable business practices and community contribution.
- Localized expertise - leverage deep knowledge of regional industries and regulatory environments to serve clients effectively.
Shanxi Securities Co., Ltd. (002500.SZ) - Vision Statement
Shanxi Securities positions itself as a leading integrated securities firm focused on sustainable, client-driven growth across brokerage, investment banking, asset management, and proprietary trading. Its vision emphasizes long-term value creation for clients and shareholders, underpinned by strong governance, digital transformation, and regional leadership in Shanxi province and broader domestic markets.- Integrity: Shanxi Securities commits to transparency, regulatory compliance, and ethical conduct across all business lines to preserve stakeholder trust and corporate reputation.
- Innovation: The firm prioritizes fintech adoption, algorithmic trading, and product innovation to improve service efficiency and competitiveness in evolving capital markets.
- Customer Centricity: Products and advisory services are tailored to investor needs-retail, institutional, and corporate-leveraging client feedback loops to refine offerings.
- Teamwork: Cross-functional collaboration accelerates deal execution, research coverage expansion, and new product launches, improving time-to-market and client outcomes.
- Sustainability: Operational initiatives aim to lower carbon footprint and integrate ESG considerations into investment banking and asset management processes.
| Metric | Approx. Value | Notes / Source Context |
|---|---|---|
| Total Assets | RMB 120.0 billion | Consolidated balance-sheet scale (approx., recent annual report) |
| Net Assets / Shareholders' Equity | RMB 18.0 billion | Equity base supporting underwriting and asset management |
| Operating Revenue (Annual) | RMB 6.5 billion | Includes brokerage commissions, investment banking fees, trading income (approx.) |
| Net Profit (Annual) | RMB 0.9 billion | Underlying profitability after provisions and taxes (approx.) |
| Return on Equity (ROE) | ~5.0% | Indicative of recent margin environment and capital intensity |
| Number of Employees | ~2,800 | Distribution across retail outlets, institutional desks, and back office |
| Market Capitalization | RMB 9.5 billion | Exchange-listed valuation (approx.; fluctuates with market) |
- Integrity: Strengthened internal controls, annual compliance audits, and public disclosure enhancements to reduce reputational and regulatory risk.
- Innovation: Incremental investments in digital platforms; pilot programs for robo-advisory and AI-enhanced research to boost client retention and lower unit costs.
- Customer Centricity: Expanded client segmentation and NPS-focused feedback mechanisms guiding product roadmaps and service SLAs.
- Teamwork: Incentive structures linking cross-departmental KPIs to deal outcomes and product launch milestones.
- Sustainability: ESG screening in asset management mandates and an emissions-reduction roadmap for branch operations and business travel.
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