Current location - Loan Platform Complete Network - Big data management - How to write a quarterly summary and second quarterly plan?
How to write a quarterly summary and second quarterly plan?

For example:

In the first quarter, the Investment Promotion Bureau has always been closely around the district party committee, the district government, the financial district management committee center of work, and continue to emancipate the mind, sum up the experience, innovative ideas, in response to the situation. In the key projects to overcome difficulties, financial innovation, foreign financial, insurance industry chain investment, guide the "old business" transformation and upgrading and other aspects of a certain breakthrough.

One, quality and quantity, and overcome the difficulties to achieve the first quarter to open the door to the red

(a) the first quarter of the project

A quarter focused on promoting last year's reserve project settlement, and overcome a series of key large projects. As of the end of the first quarter, 95 financial projects in the talks, including 37 new reserve projects this year, focusing on promoting 59 projects, the actual funds in place 7.25 billion yuan. Lujiazui plans to increase capital by 2 billion yuan in the second quarter. Haier United Credit officially operated, registered capital of 50 million in place.

The country's first catastrophe insurance corporation, China Aid Insurance, intends to report to the CIRC for approval in the near future. Zhongjian Life has submitted its application for establishment to the CIRC. Ping An Property and Casualty Insurance has officially moved into our region. Focused on targeted visits to the world's top 500 financial institutions and in-depth promotion in.

(2) financial innovation field investment

Financial leasing field: actively promote the private listed company Chenming Group in our region layout of the financial sector companies, will invest 5 billion yuan to build the largest financial leasing company in Qingdao.

QDLP innovation pilot: the UK into the benefit of capital is the city's first five QDLP pilot enterprises in the only foreign-funded institutions, a phase of the application quota of 350 million U.S. dollars, has been completed registration. In the field of capital management: the registration of three asset management company projects of Yuanheng Wanli, Madishen and Hunting Horse has been completed.

(3) Investment in the whole insurance industry chain

One is to make efforts to promote a number of insurance industry forums and seminars in the financial district, to enhance the influence of the financial district's investment in the insurance industry at home and abroad. The CIRC has passed the request to hold the "China-Germany-Russia Engineering Insurance Forum" in the district this year.

And we have agreed to apply for the publication of a signed article on the region in the China Insurance Market, which is the most authoritative magazine in the insurance industry organized by the CIRC. At the same time, we are assisting DHIC to promote the holding of the "Health Insurance Professional Forum" in the region, and invite famous domestic and foreign health insurance companies to participate.

The second is to actively "go out" to expand new channels for insurance investment. Implementing the investment strategy of "going out", the company went to Beijing and Shanghai to visit China Life Wealth Management Company and China Insurance, which are well-known local insurance companies.

And actively expand channels, and the world's top 500 insurance companies AIA, Chubb Insurance, Tokyo Nippon Motion, Hong Life, in close contact with the establishment of branches in the financial district and the establishment of wealth management derivatives business corporate subsidiaries, insurance industry funds, insurance intermediaries, and other issues for in-depth communication and negotiation. The company is also promoting the settlement of An Yi Insurance Brokerage Company.

Thirdly, it is to increase the digging of insurance projects and promote the investment of the whole insurance industry chain. Through the investment of DHAC, we gradually penetrate into the tentacles of investment to Germany Anguo Group and Munich Reinsurance Group of Germany, from guiding them to set up branches, and gradually extend them to hold professional forums on health insurance in our region, pilot projects of tax-preferred health insurance, and service packages of science and technology innovation, and other plates.

By visiting Ping An Health Insurance, we introduced Ping An Health Internet Company, Ping An Good Doctor and Ping An Vanguard Clinic Flagship Store, Ping An Internet Hospital and many other projects in steps, and at the same time, we opened up the information channel with Ping An's "Mission Gold Club" and gradually accessed Ping An's financial sector, and we will follow up by actively striving for Ping An's financial derivatives to be laid out in our region. The company is also working on the development of a new financial sector, which will be actively pursuing the layout of Ping An's financial derivative business.

Through the whole industry chain investment model, step by step, multi-level, three-dimensional through a project investment channels, digging deep inside the potential investment resources.

Fourth, focus on the introduction of professional insurance organizations. Pacific Insurance Company and Datang Science and Technology cooperation to set up a tire professional insurance services company, to fill the domestic tire accident insurance blank. China Sea Insurance cooperated with China Construction Design Group to design the "Construction Safety Insurance" based on the big data platform of safety production in our region and set up the first risk management company in China. The company has also set up the first risk management company in China. It has strengthened its efforts to attract investment in health insurance, pension insurance, catastrophe insurance and mutual insurance.

Fifth, through visits to insurance companies, insurance regulators, and research in Beijing, Shanghai and other regions with better development of the insurance industry, drafted the "Proposal on Promoting Investment in the Insurance Industry in Jinjialing Financial Gathering Area". Strive in policy support, carrier construction, talent attraction, etc., for the next step in the insurance industry in our region faster settlement and formation of agglomeration, better development and realize the financial contribution to the efficient promotion of a strong guarantee.

(D) foreign financial investment

Assist and guide Chenming Group to set up a foreign equity-based financial leasing company, the establishment of a total size of 5 billion yuan (foreign investment accounted for 577 million U.S. dollars) of the private financial headquarters, visit the headquarters of MasterCard in China, to promote the establishment of its clearing business company; visit BNP Paribas, Société Générale, and to promote the establishment of its branches in our region and wealth management subsidiaries in our region.

Two, the second quarter work plan

The second quarter of China Merchants will focus on the following five aspects of work to ensure the completion of the full.

Year task more than half, especially in the quality of the project settlement to make new breakthroughs.

(a) boost two major insurance forums held in our region

help D&B Insurance Company to hold a "health insurance professional forum" in our region at the end of May and invite a number of domestic and foreign health insurance companies that are currently better developed in health insurance to participate. We are also striving for the "China-Germany-Russia Engineering Insurance Forum" of CIRC to be held in our region in the second quarter.

(2) complete the introduction of "heavyweight" financial institutions and capital increase

Focus on promoting the investment of 5 billion yuan (577 million U.S. dollars of foreign investment) Chenming.

Financial leasing company to do a good job in the application for licenses, registration, to complete the first phase of 50 million U.S. dollars in place. In promoting Ping An health insurance at the same time highly concerned about and strive for the first national Internet hospital settled in our region. Promote and assist Lujiazui International Trust and Zhongrong Financial Control project to complete the capital increase.

(3) Focusing on building a "cluster of departments" with special characteristics and increasing the number of legalized financial institutions

Constructing a comprehensive industrial system with complete functions and perfect business forms. The financial sector of CCB will be rapidly formed, and the regional headquarters of CCB Pension and the Qingdao branch of CCB Asset Management Company will be promoted. Formation of "Zhongrong" financial sector.

Taking Zhongrong Financial Holding (Qingdao) Capital Management Co., Ltd. as the core, the company will set up a financial guarantee company, and lay out its business in the fields of insurance, equity investment and asset management. It will form the "Ping An Insurance" group, attracting Ping An Property and Casualty Insurance, Ping An Life, Ping An Pension and Ping An Health.

(4) Completing the settlement of a series of financial projects

Striving for the settlement of the national headquarters of Datang Tire Insurance, Zhongfu Dingshi Aging Industry Investment Company Limited, Shandong Guangrui Insurance Intermediary Group, Beijing Renyuan Insurance Intermediary Group, Dalian Shunde Supply Chain Financial Service Company, Meiban Equity Investment Fund Company, and Syndicated Asset Management Company projects.

(E) Focus on promoting the projects in talks to land as soon as possible

Solidly do a good job in promoting the key projects in talks, such as China Aid Insurance, CCB Pension Qingdao Headquarters, Ping'an Health, MasterCard China Clearing Headquarters, and Qubo Insurance, etc.

These projects are expected to be completed by the end of this year.

Reference for the above: Laoshan government website - 2017 first quarter work summary and second quarter work plan