南财智讯1月27日电，广州越秀资本控股集团股份有限公司公告，中诚信国际信用评级有限责任公司 对"广州越秀资本控股集团股份有限公司2026年面向专业投资者公开发行公司债券（第一期）（品种 一）"和"广州越秀资本控股集团股份有限公司2026年面向专业投资者公开发行公司债券（第一期）（品 种二）"首次授予债项信用等级为AAA。正面因素：控股股东广州越秀集团股份有限公司是广州市资产 规模最大的国有企业集团之一，综合实力较强；公司拥有"融资租赁、不良资产管理、投资管理+战略 投资中信证券"的"3+1"核心产业结构，以及控股期货、金融科技等业务单元的多元化金融服务体系，核 心主业保持很强的业务竞争力；深化业务转型，新能源业务快速发展，拓宽了公司的业务赛道和收入来 源；作为A股上市公司，公司融资方式多样，融资渠道通畅。关注因素：受宏观经济复苏缓慢等因素影 响，公司盈利水平下滑，未来需关注市场环境变化对公司营业收入及投资资产市值的影响；外部环境变 化影响下，不良资产管理业务经营有所承压；期货风险管理业务规模较大，对风控能力提出更高要求； 公司合并口径债务规模持续增长，需关注杠杆水平控制情况。 ...

Group 1 - The core viewpoint of the news is that Yuexiu Capital has seen a stock price increase of 5.28%, reaching 11.16 CNY per share, with a trading volume of 797 million CNY and a turnover rate of 1.49%, resulting in a total market capitalization of 55.991 billion CNY [1] - Yuexiu Capital, established on December 24, 1992, and listed on July 18, 2000, is based in Guangzhou, Guangdong Province, and its main business areas include distressed asset management, financial leasing, private equity fund management, and capital investment [1] - The revenue composition of Yuexiu Capital is as follows: 43.40% from new energy business, 27.16% from futures business, 23.26% from financial leasing, 4.65% from distressed asset management, and 1.53% from investment management [1] Group 2 - From the perspective of major fund holdings, Guolian Fund has one fund heavily invested in Yuexiu Capital, specifically Guolian Jingsheng One-Year Holding Mixed A (011353), which held 55,700 shares, accounting for 0.28% of the fund's net value, making it the second-largest holding [2] - The Guolian Jingsheng One-Year Holding Mixed A fund was established on May 14, 2021, with a current scale of 144 million CNY, and has achieved a year-to-date return of 1.01%, ranking 7059 out of 8838 in its category [2] - The fund managers of Guolian Jingsheng One-Year Holding Mixed A include Chen Xinyu, with a tenure of 6 years and 169 days, and a best return of 82.83% during his tenure; Huo Shunchao, with a tenure of 2 years and 281 days, and a best return of 26.96%; and Ye Tianyang, with a tenure of 281 days, and a best return of 14.74% [2]

1月6日，越秀资本涨5.94%，截至发稿，报9.10元/股，成交10.88亿元，换手率2.48%，总市值456.56亿 元。 截至发稿，罗文杰累计任职时间12年263天，现任基金资产总规模1702.51亿元，任职期间最佳基金回报 156.65%， 任职期间最差基金回报-47.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居越秀资本十大流通股东。南方中证500ETF（510500）三季度减持 52.71万股，持有股数2198万股，占流通股的比例为0.44%。根据测算，今日浮盈赚取约1120.98万元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1400.98亿。今年以来收益2.5%，同类排 名1861/5490；近一年收益43.41%，同类排名1442/4193；成立以来收益157.95%。 南方中证500ETF（510500）基金经理为罗文杰。 资料显示，广州越秀资本控股集团股份有 ...

Core Viewpoint - Yuexiu Capital's stock price has experienced fluctuations, with a current price of 7.86 CNY per share, reflecting a year-to-date increase of 14.73% but a recent decline over the past five and twenty trading days [1] Financial Performance - For the period from January to September 2025, Yuexiu Capital reported operating revenue of 8.271 billion CNY, a year-on-year decrease of 24.10%, while net profit attributable to shareholders increased by 75.13% to 3.010 billion CNY [2] - Cumulative cash dividends since the A-share listing amount to 7.236 billion CNY, with 3.006 billion CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 70,600, a rise of 6.32%, while the average circulating shares per person decreased by 5.94% to 70,982 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 64.8154 million shares, a decrease of 17.5519 million shares from the previous period [3] Business Segmentation - Yuexiu Capital's main business segments include: - New energy business (43.40%) - Futures business (27.16%) - Financing leasing (23.26%) - Non-performing asset management (4.65%) - Investment management (1.53%) [1]

Group 1 - The core viewpoint of the news is that Yuexiu Capital's stock has seen a significant increase of 5.17%, reaching a price of 8.54 CNY per share, with a total market capitalization of 42.846 billion CNY [1] - Yuexiu Capital, established on December 24, 1992, and listed on July 18, 2000, is primarily engaged in various businesses including non-performing asset management, financing leasing, private equity fund management, and capital investment [1] - The revenue composition of Yuexiu Capital is as follows: 43.40% from new energy business, 27.16% from futures business, 23.26% from financing leasing, 4.65% from non-performing asset management, and 1.53% from investment management [1] Group 2 - Among the top circulating shareholders of Yuexiu Capital, a fund under Southern Fund has increased its holdings in the Southern CSI 500 ETF (510500) by 3.2052 million shares, now holding a total of 22.5071 million shares, which represents 0.45% of the circulating shares [2] - The Southern CSI 500 ETF (510500) has a current scale of 113.438 billion CNY and has achieved a year-to-date return of 25.22%, ranking 1830 out of 4218 in its category [2] - The fund manager of Southern CSI 500 ETF, Luo Wenjie, has a tenure of 12 years and 186 days, with the fund's total asset size at 138.999 billion CNY, achieving a best return of 145.85% during his tenure [3]

10月13日，越秀资本涨5.29%，截至发稿，报8.36元/股，成交1.83亿元，换手率0.45%，总市值419.43亿 元。 截至发稿，罗文杰累计任职时间12年178天，现任基金资产总规模1389.99亿元，任职期间最佳基金回报 153.6%， 任职期间最差基金回报-47.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居越秀资本十大流通股东。南方中证500ETF（510500）二季度增持 320.52万股，持有股数2250.71万股，占流通股的比例为0.45%。根据测算，今日浮盈赚取约945.3万元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1134.38亿。今年以来收益31.05%，同类 排名1735/4220；近一年收益31.8%，同类排名1577/3855；成立以来收益148.66%。 南方中证500ETF（510500）基金经理为罗文杰。 资料显示，广州越秀资本控股集团 ...

Core Viewpoint - The report discusses the appointment of two non-independent directors, Wu Yonggao and Wu Min, to the Board of Directors of Guangzhou Yuexiu Capital Holdings Group Co., Ltd., indicating a normal personnel change that will not adversely affect the company's management or financial stability [2][7]. Group 1: Director Appointment - The Board of Directors of Guangzhou Yuexiu Capital Holdings Group Co., Ltd. plans to nominate Wu Yonggao and Wu Min as candidates for non-independent directors, pending approval at the upcoming shareholders' meeting [2][3]. - Wu Yonggao has extensive experience in financial management within the company and holds 1,020,501 shares, representing 0.02% of the total share capital [4][5]. - Wu Min, currently serving in various roles at Guangzhou Metro Group, does not hold any shares in the company and has no significant relationships with major shareholders [5][6]. Group 2: Voting Results - The voting results for the non-independent director candidates showed that Wu Yonggao received 3,925,738,783 votes, while Wu Min received 3,925,723,090 votes, both exceeding the required majority [6]. - The election of these candidates was conducted using a cumulative voting system, ensuring representation from minority shareholders [6]. Group 3: Management Impact - The changes in the Board of Directors are characterized as routine personnel adjustments that will not negatively impact the company's daily operations or debt repayment capabilities [7].

| 债券代码：148353.SZ | 债券简称：23 | 越资 | 03 | | --- | --- | --- | --- | | 债券代码：148232.SZ | 债券简称：23 | 越资 | 02 | | 债券代码：148137.SZ | 债券简称：23 | 越资 | 01 | | 债券代码：148097.SZ | 债券简称：22 | 越控 | 04 | | 债券代码：148064.SZ | 债券简称：22 | 越控 | 02 | | 债券代码：149598.SZ | 债券简称：21 | 越控 | 04 | | 债券代码：149456.SZ | 债券简称：21 | 越控 | 02 | | 债券代码：149352.SZ | 债券简称：21 | 越控 | 01 | 华福证券有限责任公司 关于广州越秀资本控股集团股份有限公司职工代表董事变 更的临时受托管理事务报告 发行人 广州越秀资本控股集团股份有限公司 （住所：广东省广州市天河区珠江西路 5 号 6301 房自编 B 单元） 受托管理人 华福证券有限责任公司 （福建省福州市鼓楼区鼓屏路 27 号 1#楼 3 层、4 层、5 层） 重要声明 本报告依据《公司 ...

Group 1 - The core viewpoint of the news is that Guangzhou Yuexiu Capital Holdings Group Co., Ltd. has received an "AAA" rating from China Chengxin International, reflecting strong shareholder strength and competitive core business, while also highlighting challenges such as slow macroeconomic recovery and rising debt levels [1][3] Group 2 - The company, originally named Guangzhou Friendship Group Co., Ltd., was established in 1992 and went public in 2000. It underwent several transformations, including acquiring 100% of Guangzhou Yuexiu Financial Holdings Group Co., Ltd. in 2016 and rebranding to its current name in 2022 [2] - The company has focused on core business units such as financing leasing, non-performing asset management, and investment management, with a total of 9 major subsidiaries as of the end of 2024 [2]

本交易涉及其他关联方：广州越秀集团股份有限公司(Guangzhou Yue Xiu Holdings Limited)和广州越秀 资本控股集团股份有限公司(Guangzhou Yuexiu Capital Holdings Group Company Limited)。 智通财经APP获悉，香港联交所最新资料显示，8月4日，广州越秀产业投资有限公司增持新天绿色能源 (00956)104.5万股，每股作价4.1868港元，总金额约为437.52万港元。增持后最新持股数目约为2.03亿 股，最新持股比例为11.02%。 ...