Risk clearance and ecosystem optimization usher in a new value cycle for the banking industry.

From "deep cleansing" to "value restoration." According to Lü Zihe of The Investor Network, 2025 is a landmark year in the development process of China's banking industry. Facing a complex internal and external economic environment, the entire industry has focused on clearing risks, reconstructing ecosystems, and transforming through key challenges, steadily advancing under the dual requirements of strict regulation and stable growth. This year, financial anti-corruption efforts have advanced in depth, and industry governance has become more stringent across the board; risk resolution and mergers and acquisitions have accelerated simultaneously, with asset size maintaining robust expansion. The leading banks' structure has remained stable, with notable sector performance but significant valuation divergence. Opportunities and challenges are exceptionally prominent for China’s banking industry.

China InvestorsFeb 22 08:01

A wave of contract terminations in fund distribution has emerged, with 16 public mutual fund companies intensively ending cooperation agreements, accelerating the industry reshuffle.

①Recently, Beijing Weidongli Fund and Founder CIFutures, two fund distribution agencies, have been removed from partnerships by multiple public fund managers; ②In the past month, 16 public fund companies, including Guotai Fund and Invesco Great Wall, have issued announcements to terminate cooperation with distribution agencies; ③The reshuffle in the fund distribution industry is accelerating, and institutions with insufficient competitive strength may be gradually phased out.

cls.cnDec 5, 2025 20:15