The first batch of 12 "Shenzhen Investment and Financing Financial Advisors" unveiled, creating the "Shenzhen Model" for investment and financing matchmaking services

On April 8th, the “Shenzhen Investment and Financing Financial Advisory Team Formation and First Matchmaking Event” was successfully held at the China Reinsurance Financial Building, hosted by the Office of the Financial Committee of the Shenzhen Municipal Committee of the Communist Party of China.

According to a relevant person in charge from the Shenzhen Municipal Financial Office, the financial advisory team will establish a closed-loop service model of “daily liaison + regular check-ups + major project coordination,” through the configuration of “1+N” comprehensive service teams,深入各区项目一线, leveraging various financial tools, and tailoring comprehensive financial service plans covering the entire project cycle.

At the event, the first batch of 12 “Shenzhen Investment and Financing Financial Advisors” were officially appointed. Twelve financial institutions, including the Shenzhen Branch of the China Development Bank, the Shenzhen Branch of the Export-Import Bank of China, the Shenzhen Branch of the Agricultural Development Bank of China, the Shenzhen Branch of the Agricultural Bank of China, the Shenzhen Branch of the Bank of China, the Shenzhen Branch of China Construction Bank, the Shenzhen Branch of China Merchants Bank, the Shenzhen Branch of Ping An Bank, the Shenzhen Branch of CITIC Bank, the Shenzhen Branch of Orient Asset Management, CITIC Securities, and China International Capital Corporation, officially joined the group, marking the full launch of the financial advisory service mechanism.

The first batch of 12 financial institutions, together with representatives from development and reform, finance, housing and urban-rural development, urban renewal, and other relevant departments in each district, signed the “Investment and Financing Financial Advisory District Empowerment Initiative,” which will work in the same direction with each district, precisely matching regional project needs, forming professional advisory teams to深入各区, providing full-process financial advisory services tailored to each enterprise and project, and extracting replicable typical experiences. Each district will dynamically organize a list of demand projects, establish a normalized liaison mechanism, and provide full support for the performance of financial advisors.

At the event, focusing on four key areas—relief for real estate projects, special bonds and debt-loan linkage, revitalization of state-owned assets and issuance of state-owned enterprise bonds, and new policy-based financial instruments—Orient Asset Shenzhen Branch, Shenzhen Branch of China Merchants Bank, China International Capital Corporation, and Shenzhen Branch of the China Development Bank organized specialized sub-venues to conduct in-depth matchmaking and discussions on the first batch of 82 key investment and financing projects identified across the city.

Through formats such as “expert training + district representatives’ speeches + group discussions,” the sub-venues achieved seamless policy interpretation and project matchmaking. In the real estate relief sub-venue, experts interpreted policies related to operational difficulties such as debt and equity separation in urban renewal projects and the “last in, first out” principle of fund supervision, proposing risk mitigation paths like equity separation and judicial reorganization. In the special bonds and debt-loan linkage sub-venue, the focus was on exploring innovative models such as “debt-loan combinations” and “fit and fat pairing,” promoting deep participation of financial institutions in the reserve planning and full-cycle funding保障 of special bond projects. In the revitalization of state-owned assets and issuance of state-owned enterprise bonds sub-venue, discussions centered on the application of financial tools like REITs, ABS, and CMBS, exploring solutions for revitalizing inefficient idle assets and securitizing franchise rights. In the new policy-based financial instruments sub-venue, policies were systematically interpreted, including background, scope of application, and support areas, with detailed operational points and注意事项 provided to guide project applications professionally.