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Haitong Securities
What drives Haitong Securities forward?
Haitong Securities anchors strategy in stability, innovation, and global expansion, guiding capital markets participation and client wealth creation across China, Hong Kong, and overseas.
These statements translate into clear priorities: client-centered services, risk-managed growth, and technological leadership—shaping decisions from M&A to retail brokerage.
What are Mission Vision & Core Values of Haitong Securities Company? Discover how mission-driven focus supports Haitong Securities Porter's Five Forces Analysis and its role in sustaining assets above 750 billion RMB across 15+ regions by 2025.
Key Takeaways
- Mission: support the real economy and deepen China’s capital markets role.
- Vision: become a world-class investment bank with global reach by 2025.
- Core values: integrity, professionalism, innovation, excellence.
- Strategic balance: lead domestically while expanding internationally to boost shareholder returns.
Mission: What is Haitong Securities Mission Statement?
Companys’s mission is 'to provide comprehensive financial services that support the real economy, create value for customers, and promote social progress through professional expertise and global reach.'
Haitong focuses on bridging capital and the real economy, serving retail, HNWIs, corporations and institutions with securities, asset management, investment banking and cross-border solutions; ranked among top underwriters on STAR Market and Beijing Exchange in 2024–2025.
Customer-centric Focus
Targets diverse clients from retail investors to multinationals, prioritizing client value and trust.
Integrated Platform
Offers seamless cross-border services connecting mainland China with global markets.
Comprehensive Product Suite
Includes brokerage, asset management, investment banking and financial leasing across segments.
Support for Capital Markets
Actively underwrites on STAR Market and Beijing Stock Exchange; top-ranked by deal volume in 2024–2025.
Wealth Management Innovation
Wealth Management 3.0 uses AI-driven advisory tools to democratize professional investment strategies.
Commitment to the Real Economy
Prioritizes financial system health and sustainable economic development through capital allocation.
Haitong’s mission is executed via an integrated platform and initiatives like Wealth Management 3.0; fiscal-year 2024 revenue and underwriting rankings reinforced its market position while expanding global reach; see Brief History of Haitong Securities for context.
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Vision: What is Haitong Securities Vision Statement?
Companys’s vision is 'to become a world-class investment bank with global influence and comprehensive financial service capabilities.'
To lead global investment banking from Asia, offering integrated securities, asset management and fintech solutions while expanding presence across Hong Kong, Europe and emerging markets.
Global Ambition
Position as a peer to bulge-bracket banks via international expansion and cross-border deals.
Comprehensive Services
Integrate brokerage, investment banking, asset management and fintech for end-to-end client solutions.
Technology Investment
Allocate around 5% of annual revenue to digital infrastructure and fintech innovation as of 2025.
International Footprint
Leverage operations in Hong Kong and Europe to channel global capital into Asian markets.
Client Commitment
Focus on fiduciary standards and tailored solutions to enhance client trust and retention.
Resilience Amid Geopolitics
Adapt strategy to navigate regulatory and geopolitical risks while pursuing strategic goals; see Growth Strategy of Haitong Securities.
The vision underscores Haitong Securities Mission Vision Core Values and corporate culture, grounded in its 2025 global expansion and 5% tech investment ratio.
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Values: What is Haitong Securities Core Values Statement?
Haitong Securities core values guide its corporate culture, shaping decisions, client relations and risk management. These values—integrity, professionalism, innovation and excellence—anchor the firm's strategy and daily operations across global markets.
Integrity
Integrity emphasizes transparency and regulatory compliance, reflected in a robust risk framework that supported stable credit ratings through 2024 and clear client communication on fees and risks.
Professionalism
Professionalism is shown by a global workforce exceeding 10,000 employees and rigorous research standards, supported by continuous training at the Haitong Learning Center.
Innovation
Innovation drives digital upgrades such as the e-Haitong Wealth platform, enhanced in 2025 with quantitative trading tools and ESG-linked products to meet evolving investor demand.
Excellence
Excellence targets top-tier performance, evidenced by upper-decile industry ROE rankings and multiple awards for investment banking, reinforcing Haitong Securities values statement and corporate governance values.
Explore how mission and vision influence Haitong Securities strategic goals and corporate governance values next; read more in Competitors Landscape of Haitong Securities.
Values: Haitong Securities operates under four primary core values that define its corporate DNA and operational standards; Integrity, Professionalism, Innovation, Excellence.
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How Mission & Vision Influence Haitong Securities Business?
Mission and vision statements shape strategic choices and resource allocation, guiding Haitong Securities toward international growth and digital transformation. They provide a framework for measuring performance, prioritizing markets, and aligning corporate culture with long-term goals.
Core purpose and ambition
The company positions its mission around serving the real economy and clients while pursuing a global, market-leading vision.
- Mission centers on client service, market stewardship, and social contribution
- Vision targets becoming a world-class, internationally integrated financial institution
- Core values emphasize integrity, professionalism, innovation, and responsibility
- Corporate culture focuses on collaboration, accountability, and client-centricity
Strategic alignment
Mission and vision act as filters for capital allocation, M&A, and product focus across domestic and overseas units.
Internationalization
Consolidation of overseas platforms under unified governance advances the vision of global leadership.
Digital finance
Investment in fintech and quantitative trading follows the guiding principles to capture high-growth segments.
Social responsibility
Commitment to the real economy drove a 15 percent increase in green bond underwriting in 2024.
Governance and metrics
Board and leadership reference mission and vision in earnings calls to justify strategic investments and measure market-share gains.
Operational control
Internal audits and performance KPIs ensure departments align with the Haitong Securities values statement and corporate philosophy.
The mission and vision steer strategic moves like overseas consolidation and green finance growth; read next: Core Improvements to Company's Mission and Vision. Mission, Vision & Core Values of Haitong Securities
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What Are Mission & Vision Improvements?
Four targeted improvements can modernize Haitong Securities' mission, vision and core values to reflect rapid shifts in sustainability, AI and digital finance. These changes aim to strengthen Haitong Securities Mission Vision Core Values and better align corporate culture with global investor expectations.
Embed a Clear Sustainable Finance Commitment
Incorporate explicit ESG language and a net-zero commitment to align Haitong Securities values statement with global climate goals and attract institutional investors focused on sustainable assets.
Define Digital Leadership and AI Strategy
State a vision prioritizing fintech innovation, AI-driven advisory and automation to capture retail growth and maintain competitive advantage in trading and wealth management.
Quantify Strategic Goals and KPIs
Include measurable targets (for example, 30% increase in digital client acquisition by 2027 or 50% of AUM screened for ESG by 2026) to make Haitong Securities strategic goals actionable and reportable.
Elevate Ethical Governance and Stakeholder Commitments
Explicitly reference corporate governance values and client-centric principles, strengthening Haitong Securities corporate culture and guiding principles across global operations.
Improvements While robust, Haitong’s mission and vision could be refined to better reflect the accelerating importance of sustainability and artificial intelligence. Compared to global peers, which have more explicit commitments to net-zero transitions in their core statements, Haitong could benefit from integrating specific ESG (Environmental, Social, and Governance) language. Adding a commitment to sustainable finance would align the firm with global climate goals and appeal to a broader base of international institutional investors.
Another refinement would be to explicitly mention digital leadership. As fintech continues to disrupt traditional brokerage models, a vision that highlights technological empowerment would resonate more with the younger, tech-savvy demographic that now constitutes a significant portion of the retail market. These suggestions represent growth opportunities to modernize the brand identity, ensuring it remains relevant as the financial industry moves toward a more decentralized and automated future.
Use data-driven targets and reference points: Haitong reported consolidated revenue of RMB 42.3 billion in 2024 and global peers disclose increasing ESG AUM allocations—over 40% of some major international brokers' new flows in 2024—underscoring why explicit sustainability language matters for capital-raising and ratings. For more on business model implications, see Revenue Streams & Business Model of Haitong Securities
- What is Brief History of Haitong Securities Company?
- What is Competitive Landscape of Haitong Securities Company?
- What is Growth Strategy and Future Prospects of Haitong Securities Company?
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- Who Owns Haitong Securities Company?
- What is Customer Demographics and Target Market of Haitong Securities Company?
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