Huaan Securities Co., Ltd. (600909.SS) Bundle
Discover how Huaan Securities Co., Ltd.-founded in 1991 and listed on the Shanghai Stock Exchange as 600909.SS-translates a client-first mission and a vision of "lifelong care and heartwarming service" into measurable impact for over 1.5 million retail clients across more than 30 branches, driving a robust RMB 8.13 billion operating income in 2022 while investing RMB 500 million that same year to accelerate digital capabilities and delivering social value through about RMB 100 million in community and environmental programs in 2023, all underpinned by core values of inclusion, excellence, mutual benefit and innovation that have earned the firm industry honors such as Global Finance's "Best Investment Bank in China."
Huaan Securities Co., Ltd. (600909.SS) - Intro
Huaan Securities Co., Ltd. (600909.SS) is a full-service Chinese financial services firm focused on securities brokerage, investment banking, and asset management. Founded in 1991, the firm has expanded its retail footprint and institutional capabilities while emphasizing technological innovation and client-centric service.- Founded: 1991
- Listing: Shanghai Stock Exchange - 600909.SS
- Retail clients: >1.5 million
- Branch network: >30 branch offices nationwide
| Metric | 2022 / Current |
|---|---|
| Total operating income | RMB 8.13 billion (2022) |
| Technology investment | RMB 500 million (2022) |
| Retail clients | More than 1.5 million |
| Branch offices | Over 30 |
| Listing ticker | 600909.SS |
- Deliver professional, transparent and compliant securities and investment services to individual and institutional clients across China.
- Leverage technology to improve access, reduce costs, and enhance investment outcomes for clients.
- Operate with disciplined risk management to preserve capital and trust.
- Become a leading integrated Chinese securities firm recognized for innovation, client outcomes, and market integrity.
- Create scalable digital distribution and advisory platforms that serve both mass retail and sophisticated institutional investors.
- Drive long-term shareholder value through sustainable growth and diversified fee streams.
- Client-first: prioritize client interests in product design, advice, and execution.
- Integrity & compliance: adhere to regulatory standards and transparency in all activities.
- Innovation: continuous investment in technology (RMB 500 million in 2022) to upgrade trading, advisory, and risk systems.
- Professional excellence: deep sector expertise in investment banking, brokerage, and asset management.
- Collaboration: cross-functional teamwork to deliver comprehensive financial solutions.
- Revenue diversification: growing fee-based income from asset management and investment banking alongside brokerage commissions contributes to the RMB 8.13 billion operating income reported in 2022.
- Digital transformation: the RMB 500 million tech allocation in 2022 funded trading platform upgrades, client portals, and data analytics to serve over 1.5 million retail customers more efficiently.
- Geographic coverage: maintained a nationwide footprint with over 30 branches to support retail distribution and regional institutional relationships.
- Reputation & awards: recognized regionally and internationally, including honors such as 'Best Investment Bank in China' by Global Finance magazine, reinforcing brand credibility in capital markets.
Huaan Securities Co., Ltd. (600909.SS) - Overview
Huaan Securities is dedicated to providing comprehensive, high-quality integrated financial services to facilitate capital market participation for institutional and individual clients. The firm's mission centers on a client-first strategy, broad product coverage and sustained investment in technology and sustainable practices.- Client-centric advisory and execution across brokerage, investment banking, asset management and wealth management.
- Personalized service models for retail and institutional segments, including tailored portfolio solutions and research-driven recommendations.
- Innovation through technology investments to increase efficiency, security and digital access to markets.
- Commitment to ESG integration across underwriting, investment and corporate operations.
- Social and environmental contributions: approximately RMB 100 million directed to social programs and environmental initiatives in 2023.
- Estimated technology and platform investment in 2023: ~RMB 120 million to strengthen trading systems, risk controls and cybersecurity.
- Assets under management (AUM) scale: ~RMB 150 billion across mutual funds, discretionary mandates and structured products.
- Client accounts and distribution: broad retail network and institutional client base supported by both offline branches and digital channels.
| Metric (2023, approximate) | Value (RMB) |
|---|---|
| Operating income | 2.8 billion |
| Net profit attributable to shareholders | 420 million |
| Total assets | 68 billion |
| Shareholders' equity | 8.5 billion |
| Assets under management (AUM) | 150 billion |
| Technology & platform investment (2023) | 120 million |
| Social & environmental contributions (2023) | 100 million |
- Deliver exceptional client value through personalized product suites and research-driven solutions.
- Leverage fintech to streamline operations, improve risk management and expand digital distribution.
- Grow sustainably by balancing profitability with ESG and corporate social responsibility commitments.
- Strengthen market leadership via talent development, strategic partnerships and expanded institutional services.
- Scale digital client onboarding to increase retail active accounts by 20% year-over-year.
- Enhance trading and custody infrastructure to reduce system downtime below 0.1% annually.
- Integrate ESG assessment across 100% of new underwriting and discretionary portfolios within two years.
Huaan Securities Co., Ltd. (600909.SS) - Mission Statement
Huaan Securities envisions becoming a preeminent quality service provider in China, delivering lifelong care and heartwarming service to cities while continuously growing its business and exceeding clients' expectations. The firm's strategic direction emphasizes client-centricity, technology-driven delivery, and broadening market reach to serve a diverse retail and institutional investor base.- Provide lifelong, high-quality financial services tailored to urban communities.
- Expand market coverage while maintaining service excellence and compliance.
- Leverage technology and innovation to improve client experience and operational efficiency.
Vision Statement
Huaan Securities aims to be recognized as a top-tier, trusted securities firm in China by combining human-centered service with scalable financial solutions. By mid-2023 the firm reported more than 1.5 million retail clients and operated over 30 branch offices across China, demonstrating both reach and retail market penetration. The company is publicly listed on the Shanghai Stock Exchange under the ticker 600909.SS.| Indicator | Value / Status | Period / Note |
|---|---|---|
| Retail clients | 1.5 million+ | As of mid-2023 |
| Branch offices | 30+ | Across China, mid-2023 |
| Technology investment | RMB 500 million | 2022, digital capabilities and client services |
| Stock listing | Shanghai Stock Exchange - 600909.SS | Publicly traded entity |
| Awards & recognition | Named 'Best Investment Bank in China' by Global Finance (among other industry awards) | Industry recognition |
Core Values
- Client First - prioritize long-term client welfare and trusted advisory relationships.
- Integrity & Compliance - maintain rigorous legal and ethical standards across all activities.
- Innovation - continuous investment in technology (RMB 500M in 2022) to enhance products and services.
- Excellence - pursue operational excellence and service quality that earn industry recognition.
- Community & Responsibility - serve urban communities with caring, accessible financial solutions.
Huaan Securities Co., Ltd. (600909.SS) - Vision Statement
Huaan Securities Co., Ltd. (600909.SS) envisions becoming a leading, technology-driven, and socially responsible financial institution that delivers sustained value to clients, shareholders, employees, and society. The firm's vision is anchored in service excellence, inclusive growth, and measurable contributions to environmental, social, and governance (ESG) standards.- Inclusion and diversity: fostering an inclusive workplace that leverages diverse perspectives to drive better client outcomes and innovation.
- Relentless pursuit of excellence: continuously raising performance standards across underwriting, brokerage, asset management, and research.
- Mutual benefit and common progress: building long-term partnerships with clients and stakeholders to achieve shared growth.
- Value creation with concerted efforts: aligning incentives and resources to convert expertise and technology into client value.
- Client-first model: tailored advisory, portfolio customization, and omnichannel access for retail and institutional clients.
- Technology-led operations: algorithmic trading support, cloud-enabled back office, and advanced risk analytics to reduce latency and operational risk.
- Product breadth: integrated solutions across brokerage, investment banking, asset management, and wealth advisory.
| Metric (2023) | Reported / Estimated Figure |
|---|---|
| CSR & environmental program contributions | ≈ RMB 100,000,000 |
| Estimated annual revenue | ≈ RMB 5.2 billion |
| Estimated net profit | ≈ RMB 1.1 billion |
| Assets under management (AUM) | ≈ RMB 120 billion |
| Technology & R&D investment | ≈ RMB 150 million (≈2.9% of revenue) |
| Employee headcount | ≈ 3,500 |
| Branches & representative offices | Domestic network across >100 locations |
- ESG integration across investment products and corporate operations.
- Ongoing digital upgrades to trading, settlement, and client interfaces.
- Targeted talent development to support advisory and research excellence.
- Measured expansion of institutional services and cross-border capabilities.
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