摘要
近年来,监管强化了对企业集团财务公司的经营引导,明确其证券投资业务聚焦固定收益类(简称固收类)有价证券,旨在服务集团实体和防范金融风险。在此背景下,深入剖析企业集团财务公司面临的业务环境,探讨创新证券资产管理理念,规划转型升级路径,构建适合内外部环境的固收类组合资管新模式。实践证明,该模式能够有效推动业务高质量发展,为企业资金管理与保值增值发挥重要作用。
In recent years,regulators have strengthened operational guidance for enterprise group finance companies,explicitly requiring their securities investment business to focus on fixed income securities,with the aim of serving the group's real economy and preventing financial risks.Against this backdrop,this paper deeply analyzes the business environment faced by enterprise group finance companies,explores innovative concepts for securities asset management,plans transformation and upgrading paths,and constructs new fixed income portfolio asset management models suitable for internal and external environments.Practice has proven that this model can effectively promote high-quality business development and play a significant role in corporate fund management and value preservation and appreciation.
作者
刘军
Liu Jun(SINOPEC Finance Co.,Ltd.,Beijing 100728,China)
出处
《当代石油石化》
2025年第5期58-62,共5页
Petroleum & Petrochemical Today
关键词
企业集团财务公司
证券投资业务
固收类组合资管模式
风险管理
enterprise group finance company
security investment business
fixed income portfolio asset management model
risk management
