How Do I Choose the Best Securities Brokerage?
Qilu Securities Co., Ltd. is a large-scale comprehensive innovative pilot securities company established with the approval of the China Securities Regulatory Commission with a registered capital of 6.27 billion yuan. Xiamen, Wuhan, Hangzhou, Shenyang, Dalian, Changchun, Yinchuan, and other large and medium-sized cities across the country and various cities in Shandong Province have 33 branches, 248 securities business departments, and more than 5,000 employees. They hold Luzheng Futures and Wanjia Fund Management Limited. The company manages customer assets of more than 100 billion yuan [1] . Formed a comprehensive securities holding group that integrates securities, funds, futures and direct investment. Over the years, the company has been actively committed to providing investors with securities agency trading, investment consulting, financial consulting, securities issuance and underwriting, acquisitions and mergers, asset restructuring, asset management, margin financing, securities investment fund sales, stock index futures intermediate introduction, Provide comprehensive insurance securities investment and financing services to insurance institutional investors.
Qilu Securities
- In accordance with the strategic goal of coordinated development of various specialized securities businesses, the company has made every effort to promote the construction of a fully licensed business system including brokerage, investment banking, fixed income, over-the-counter markets, asset management, and financial innovation. Brokerage business, innovatively proposed the CSM (Customer Service Management) theory, developed an intelligent integrated financial service terminal-"Rong Yi Hui", and borrowed the traditional Chinese medical culture concept of "look, smell, ask, and cut" to build It has established a full service chain for investors, providing customers with multi-functional and exclusive services to help customers improve their self-awareness, risk control and investment capabilities. Investment banking business, with a professional team of more than 230 people, including 58 sponsor representatives and 23 quasi-sponsor representatives, which can build high-quality products tailored for enterprises
- Brokerage Business
- The company has a large number of business outlets, a reasonable layout, a complete business license, a variety of securities trading agents and various trading methods, and an open fund agency sales channel.
- International Business
- Qilu Securities' international business is to build an overseas development strategy, promote the company to establish relevant business institutions overseas, strengthen liaison and cooperation with overseas trading agents, promote the development of Chinese-foreign joint ventures and cooperative projects, and on the premise of legal compliance, Support investors in investing in overseas markets.
- Investment consulting business
- Securities investment consulting business is a basic form of securities investment consulting business. It refers to securities companies and securities investment consulting agencies accepting clients' entrustment to provide clients with investment advice services related to securities and securities-related products as agreed to assist clients in making investment decisions. Business activities that directly or indirectly obtain economic benefits. Investment advice services include investment selection, investment portfolio, and financial planning advice.
- Investment banking
- The company's investment banking business covers the sponsorship and underwriting of stocks and corporate bonds, the "New Third Board" recommendation listing, and financial advisory services such as corporate mergers and acquisitions restructuring, restructuring guidance, and financing planning. The investment banking business has been actively expanding. It has made remarkable progress and a good reputation in the major businesses of IPO, refinancing, mergers and acquisitions, corporate bonds, agency share transfers, and underwriting syndicates. It has become the most growing investment bank in the industry. one.
- Asset management business
- Qilu Securities Asset Management Branch adheres to the business philosophy of "integrity, professionalism, stability, and customer first". Relying on professional investment management talents and excellent management teams, Qilu Securities takes "under the premise of effective risk control, to create the largest for clients Value "has been appointed, and formed an asset management business operation mechanism that" takes customer demand as the guide, product innovation as the driving force, professional investment as the core, and risk management as the guarantee ". Through continuous business process reengineering, it has established and improved clear responsibilities, Institutional guarantee system and operation management system with smooth implementation, strong guarantees and adequate supervision, strengthen decision-making ability and execution ability, achieve the goal of pursuing excellent wealth management, and grow together with customers.
- Fixed income business
- Fixed income business is one of Qilu Securities' core businesses. Its business scope covers fixed income products such as government bonds, central bank bills, financial bonds, corporate bonds, short-term financing bonds, medium-term notes, corporate bonds, convertible bonds, and special asset management plans. Committed to providing clients with professional services such as financial advisory, issuance and underwriting, investment consulting and sales transactions.
- Research Business
- The company's research and consulting business mainly highlights the characteristics of financial engineering, strengthened the layout and construction of financial innovation, financial consulting, investment and research integration, and fund separation and storage, and promoted the balanced development of the company's various businesses through research and innovation, forming a Technology product integration platform for innovation management, innovation organization and innovation integration and integration capabilities, results integration application platform, talent cultivation reserve platform and organization coordination management platform.
- Financial innovation business
- As the executive department of innovation business, the Financial Innovation Department is an important means for the company to cultivate new profit growth points and enhance competitiveness. The Financial Innovation Department is committed to the development and operation management of financial derivative products including warrants products, ETF and LOF arbitrage, stock index futures arbitrage, options products, asset securitization products, and various structured products.
- Margin financing and securities lending business
- Margin financing and securities lending business refers to the business activities in which a securities company lends funds to customers for buying securities or lending securities for sale. Investors need to pay a certain amount of margin to the securities company in advance with their own assets such as cash or securities, together with the funds obtained from the financing of securities or short selling, as a collateral for the debts borne by the securities company. The customer borrows money from a securities company to buy stocks for financing transactions; the customer borrows stocks from a securities company to sell stocks for securities lending transactions. After the due date, the borrowed funds or securities are returned as agreed in the contract, and certain interest fees are paid. In the margin trading and securities lending transactions, if investors cannot repay funds or securities on time and in full, securities companies have the right to carry out forced liquidation.
- Direct investment business
- Direct equity investment business (direct investment business) refers to the use of professional advantages of securities companies to find and discover high-quality investment projects or companies, use their own or raised funds to invest in equity, through listing, mergers or management buybacks and other methods , The business of transferring equity to gain income. The direct investment business area includes venture capital investment business such as high-tech enterprises and industrial investment business such as infrastructure construction.
- In June 2007, the company was identified as one of the compliance pilot securities companies by the China Securities Regulatory Commission
- In August 2007, the company was qualified as an innovative pilot securities company
- In November 2007, the company's holding subsidiary Luzheng Futures Financial Futures Full Settlement Business Qualification was approved by the China Securities Regulatory Commission
- In November 2007, the company obtained the qualification of acting as a broker in the transfer of shares and the qualification of quotation transfer business
- In January 2008, the company's stock index futures IB business qualification was approved by the China Securities Regulatory Commission and became one of the three securities firms that obtained this qualification.
- In July 2009, the company's first main underwriting corporate bond was approved for issue
- In April 2010, the company obtained the qualification for piloting direct investment business
- In July 2011, the company entered the ranks of AA-grade securities firms for the first time and became one of the 16 AA-grade securities firms in China.
- In September 2015, the company officially changed its name to Zhongtai Securities Co., Ltd.
- On December 19, 2012, Shandong Jinye Cotton Industry Technology Co., Ltd., the first private equity bond underwritten by Qilu Securities, successfully completed the issuance of its private equity bond.
- On December 18, 2012, the company signed the "Securities Pledge Registration Business Entrustment Agency Agreement" with China Securities Clearing Corporation, marking that the company officially became one of the first batch of pilot securities dealers to conduct remote securities pledge business for China Securities Clearing Corporation.
- On December 24, 2012, the 2012 Yuyue Home Textile Co., Ltd. corporate bonds (hereinafter referred to as "12 Yuyue Bonds") underwritten by the company successfully completed its issuance. "12 Yueyue Debt" is a 6-year fixed-rate bond with an issue size of 300 million yuan, with the issuer raising the coupon rate option and the investor's resale option at the end of the fourth year of the bond's duration. The current annual coupon rate of the bonds is 7.15%. The bonds are publicly issued to domestic institutional investors through the issue outlets set up by members of the underwriting syndicate.
- On December 5, 2012, the thirteenth (2012) "Financial IT Innovation and Selection of China's Outstanding Financial Websites" was announced in Shenzhen. The "Rong Yi Hui" intelligent financial service terminal declared by Qilu Securities won the "2012 China Financial IT Top Ten" Grand Innovation Case Award
- 2012 New Wealth Best Analyst Selection Reveals Qilu Securities Makes Another Success in Related Research Fields
- National Top Ten Financial Planners ended in 2012 Wang Zhengrong topped the list
- Qilu Securities won the "Golden Key" award for 6 consecutive years
- On November 17, 2012, the "2012 (Sixth) Seller Analyst Crystal Ball" award ceremony was held in Beijing. The agriculture, forestry, animal husbandry and fishery research team led by Xie Gang won the "double first" in the public list and non-public list. This is the first place after the "Golden Bull analyst" selection. Wu Hao was on the list for the first time in the field of bond research; Du Hui continued to write the top three achievements in the steel industry for many years. Liu Zhaoliang continues to rank high in the coal industry.
- Provincial SASAC essay competition announced in 2012
- The results of the 2012 "Waixin Investment" Cup China's Best Wealth Management Institution and the Fifth China's Best Securities Brokers Selection Campaign were announced. Qilu Securities won three awards in the investment advisory category, namely: Fortune Taishan team won the best investment advisory team in China, Senior Investment Advisor Gu Jingdong of the Fortune Taishan team won China's top ten star investment consultants, Qilu Securities customer service The management system won the best investment advisory platform in China.