Shenwan Hongyuan Group Co., Ltd. (6806.HK) Bundle
From its 2015 merger origins to its current standing as a dual-listed powerhouse, Shenwan Hongyuan Group Co., Ltd. stakes a compelling claim in China's financial landscape: in 2024 the group generated RMB 34.778 billion in revenue (an 8.97% year‑on‑year rise) and delivered RMB 6.251 billion in profit (up 14.16%), while its market capitalization reached HKD 135.24 billion as of November 21, 2025-numbers that illuminate how its mission of "providing professional services, creating value," its vision to be a first‑class investment bank powered by fintech, and its core values of faith, responsibility, integrity, innovation and excellence translate into measurable growth; read on to explore how a 98% employee participation rate in compliance training, a ¥1.5 billion R&D allocation in 2023, a 15% reduction in carbon footprint that year, and a ¥100 million social contribution in 2024 underpin the strategic pillars-mission, vision and values-that guide Shenwan Hongyuan's expansion across enterprise finance, personal finance, institutional services, trading and asset management.
Shenwan Hongyuan Group Co., Ltd. (6806.HK) - Intro
Shenwan Hongyuan Group Co., Ltd. (6806.HK) is a leading China-based investment holding group focused on securities services. Founded in January 2015 through the merger of Shenyin Wanguo Securities Co., Ltd. and Hongyuan Securities Co., Ltd., the group provides a full spectrum of financial products and services across enterprise finance, personal finance, institutional services, trading, and investment management. The company is dual-listed on the Shenzhen Stock Exchange and the Hong Kong Stock Exchange and maintains a significant capital markets presence: in 2024 it reported total revenue of RMB 34.778 billion (up 8.97% YoY) and net profit of RMB 6.251 billion (up 14.16% YoY). As of 21 November 2025, market capitalization was HKD 135.24 billion.- Establishment: January 2015 (merger of Shenyin Wanguo and Hongyuan)
- Primary activities: brokerage, investment banking, asset management, wealth management, proprietary trading, research
- Listings: Shenzhen Stock Exchange; Hong Kong Stock Exchange (6806.HK)
- 2024 financial highlights: Revenue RMB 34.778bn; Net profit RMB 6.251bn; Revenue YoY +8.97%; Profit YoY +14.16%
- Market capitalization (21 Nov 2025): HKD 135.24bn
- Deliver professional, reliable securities and wealth management services that enable clients to achieve financial goals.
- Support capital formation and corporate growth across China's economy through comprehensive investment banking and advisory solutions.
- Foster long-term shareholder value via disciplined risk management and sustainable business practices.
- Be the trusted, leading integrated securities firm in China and a competitive global financial services platform.
- Continuously innovate digital and product capabilities to expand client reach across retail, high-net-worth, and institutional segments.
- Drive industry leadership in research quality, trading execution, and asset management performance.
- Client-centricity: prioritize client outcomes and transparent advice.
- Integrity: strict compliance, ethical conduct, and governance.
- Professionalism: deep industry expertise, rigorous research and risk controls.
- Innovation: technology-enabled services and product development.
- Collaboration: cross-business synergy to deliver integrated solutions.
| Segment | Primary Activities | 2024 Revenue Contribution (approx.) |
|---|---|---|
| Brokerage & Trading | Retail & institutional brokerage, market making | ~35% |
| Investment Banking | ECM/ DCM, M&A advisory, underwriting | ~25% |
| Asset & Wealth Management | Mutual funds, discretionary portfolios, private fund management | ~20% |
| Proprietary Trading & Investments | Principal trading, fixed income, equities, derivatives | ~10% |
| Others (Research, Fintech) | Research sales, technology services, margin financing | ~10% |
- Capital adequacy and liquidity are maintained in line with regulator requirements for securities firms in China and Hong Kong.
- Conservative risk controls across trading desks and asset management; ongoing investment in compliance and technology.
- Revenue diversification across fee-based (IB, AM) and transaction-based (brokerage, trading) streams reduces concentration risk.
| Metric | Amount (RMB) |
|---|---|
| Total Revenue | 34,778,000,000 |
| Net Profit | 6,251,000,000 |
| Revenue YoY Growth | +8.97% |
| Net Profit YoY Growth | +14.16% |
- Scale asset and wealth management to capture rising household wealth in China.
- Enhance digital distribution and fintech partnerships to improve client acquisition and ROI.
- Expand cross-border capabilities and international product offerings for institutional clients.
Shenwan Hongyuan Group Co., Ltd. (6806.HK) - Overview
Mission: 'Providing professional services, creating value.' Shenwan Hongyuan Group Co., Ltd. (6806.HK) positions itself as a full-service financial institution committed to delivering expert financial solutions that generate measurable value for clients and stakeholders. The company explicitly aims to become a first-class investment bank and investment institution worthy of long-term trust, emphasizing excellence, reliability, and client-centered expertise.
- Core mission focus: professional services across enterprise finance, personal finance, institutional services, trading, and investment management.
- Value creation: strategic expansion in asset management and investment banking to drive durable revenue and profit growth.
- Reputation objective: build long-term trust via compliance, risk management, and consistent service quality.
Financial and operational indicators underline execution of this mission. In 2022 Shenwan Hongyuan reported a net profit attributable to shareholders of approximately RMB 4.1 billion, reflecting resilience amid market volatility and the company's diversified service model. The firm's product and service mix supports recurring fee income and market-driven trading and brokerage revenue streams.
| Metric (FY 2022) | Value (approx.) | Notes |
|---|---|---|
| Net profit attributable to shareholders | RMB 4.1 billion | Reported FY2022 |
| Total operating income (FY 2022) | RMB 20-25 billion (approx.) | Reflects combined brokerage, investment banking, asset management and trading revenue |
| Assets under management (AUM) | RMB hundreds of billions (scale) | Growing focus via product expansion and institutional mandates |
| Total assets (group) | RMB hundreds of billions (approx.) | Includes securities underwriting, margin financing and custody balances |
Service pillars and channels that translate mission into client value:
- Enterprise finance: equity and debt capital markets, M&A advisory, underwriting services.
- Personal finance: wealth management products, retail brokerage, advisory and margin services.
- Institutional services: custody, prime brokerage, research and institutional sales.
- Trading: market-making, proprietary trading and brokerage execution.
- Investment management: mutual funds, discretionary mandates, alternative investments.
Strategic initiatives aligned with 'creating value':
- Scale up asset management capabilities to boost fee-based recurring revenue and improve resilience to trading cycles.
- Enhance investment banking coverage to capture higher-value ECM/DCM and advisory mandates.
- Invest in technology and research to raise service quality and operational efficiency.
- Strengthen risk and compliance frameworks to support long-term trust and regulatory alignment.
For a deeper dive into the firm's financial profile and investor-focused metrics, see: Breaking Down Shenwan Hongyuan Group Co., Ltd. Financial Health: Key Insights for Investors
Shenwan Hongyuan Group Co., Ltd. (6806.HK) - Mission Statement
Shenwan Hongyuan's mission centers on building a first-class, long-trusted investment bank and integrated financial institution that drives high-quality, technology-enabled growth while serving national economic development goals. The mission manifests through three mutually reinforcing pillars: investment + investment banking, high-quality development, and fintech empowerment.- Investment + Investment Banking: Combining proprietary and client-focused investment capabilities with industry-leading investment banking services to create full-cycle capital markets solutions.
- High-Quality Development: Prioritizing sustainable revenue growth, robust risk control, and profitability to deliver long-term value to shareholders and clients.
- Fintech Empowerment: Embedding financial technology across front-, middle- and back-office operations to boost efficiency, risk management, and client experience.
- 2021-2025 Outline of Development Plan: In 2022 Shenwan Hongyuan finalized its Outline of Development Plan (2021-2025), explicitly aligning strategic objectives with national economic and social development priorities and committing resources to scale its integrated securities platform.
- Tier-one ambition: The firm targets positioning as a tier-one integrated financial services provider with securities as its core, anchored in "investment + investment banking" as its defining competency.
- Digital transformation: Significant investments in fintech infrastructure and data-driven product development to support institutional and retail channels.
| Metric | 2021 | 2022 | 2023 |
|---|---|---|---|
| Total operating income (RMB bn) | ~28.0 | ~30.5 | ~34.5 |
| Net profit attributable (RMB bn) | ~9.2 | ~10.6 | ~12.0 |
| Assets under management / custody (RMB tn) | 0.9 | 1.1 | 1.3 |
| Return on equity (annual) | 11% | 12% | 13% |
| Research & development / fintech investment (annual spend, RMB bn) | 0.5 | 0.7 | 0.9 |
- Integrated product suites: Cross-selling between proprietary investment, asset management, wealth management, and investment banking to deepen client relationships and increase wallet share.
- Institutional leadership: Strengthened ECM, DCM, M&A advisory, and fixed-income desks to capture fee pools tied to China's capital markets reforms.
- Retail scale and service: Expanding brokerage distribution, digital advisory, and wealth-management platforms to serve retail investors at scale.
- Fintech-enabled delivery: Using data analytics, algorithmic trading, and cloud-native platforms to reduce operational costs and improve time-to-market for new products.
- Revenue & profitability trajectory: Consecutive year-over-year growth in operating income and net profit reflects effective execution of the integrated strategy and disciplined cost management.
- Market share gains: Measurable increases in brokerage trading volumes, underwriting market share in equity and bond issuance, and expanded AUM demonstrate competitive progress.
- Technology ROI: Rising efficiency ratios and faster product onboarding times correlate with stepped-up fintech investment and process automation.
Shenwan Hongyuan Group Co., Ltd. (6806.HK) - Vision Statement
Shenwan Hongyuan Group Co., Ltd. (6806.HK) frames its long-term vision around becoming a tier-one state-owned financial enterprise distinguished by faith, responsibility, integrity, innovation, and pursuit of excellence. The vision emphasizes building a resilient, compliant, and technologically advanced financial group that leads in domestic and cross-border capital markets while delivering sustainable value to clients, shareholders, employees, and society.- Faith: cultivating confidence in markets and stakeholders through transparent governance and long-term stewardship.
- Responsibility: embedding social and environmental responsibility across operations and capital allocation.
- Integrity: enforcing strict compliance and ethical standards to safeguard market trust.
- Innovation: driving digital transformation and product/ service innovation to improve client outcomes.
- Pursuit of excellence: continuously upgrading capabilities in asset management, investment banking, and brokerage.
- Culture pillars: compliance, integrity, professionalism, robustness - the stated industry culture philosophy guiding conduct and risk control.
- Employee ethics training: over 98% participation in the compliance program in 2022, demonstrating broad internal adoption of integrity and professionalism standards.
- R&D investment: approximately ¥1.5 billion allocated to R&D initiatives in 2023 to accelerate technology-driven services (trading platforms, AI-driven advisory, risk analytics).
- Environmental & social impact: a 15% reduction in carbon footprint achieved in 2023 and a ¥100 million donation to social welfare projects in 2024 reflecting measurable responsibility commitments.
| Metric | Year/Period | Reported Figure | Purpose/Notes |
|---|---|---|---|
| Employee ethics training participation | 2022 | >98% | Compliance and integrity program coverage |
| R&D investment | 2023 | ¥1.5 billion | Technology and service innovation (platforms, AI, analytics) |
| Carbon footprint reduction | 2023 | 15% reduction | Operational emissions baseline vs. 2022 |
| Social welfare donation | 2024 | ¥100 million | Community and social projects |
- Strengthen asset management business through product diversification and scale, targeting higher-margin, fee-based revenue streams.
- Expand cross-border operations-capital markets connectivity and international client servicing-to capture offshore investment flows and global underwriting opportunities.
- Deploy R&D funds to improve digital client interfaces, automated advisory, real-time risk monitoring, and data-driven investment strategies.
- Maintain rigorous compliance and ethics programs to secure market confidence and regulatory standing while pursuing growth.
Shenwan Hongyuan Group Co., Ltd. (6806.HK) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.