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,*,理财业务分析,金融业务部,201,3年7月6日,11/3/2024,6月份，全市邮政金融基金、理财、国债合计销售1947万元（折标，下同），邮银占比邮政仅占42%；其中基金销售842万，理财销售1097万,国债26.8万；,本年，全市邮政金融网点销售基金、理财、国债共计10372万元，占比38%，同比增长33%；自营三项累计销售16603万，同比增长48%.,一、基金理财发展总体情况,局名,基金理财国债,基金业务,理财业务,本月销量（万元）,本年销量（万元）,本月销量（万元）,本年销量（万元）,本月销量（万元）,本年销量（万元）,全区,1947,10372,842,3359,1079,5491,营业局,359,2724,157,854,190,1113,明溪,140,687,57,320,83,315,清流,82,296,6,26,76,270,宁化,111,587,37,162,72,410,大田,58,432,8,48,40,359,尤溪,65,400,42,213,23,155,沙县,319,1459,134,457,185,942,将乐,138,548,58,203,80,326,泰宁,68,344,12,35,56,295,建宁,38,301,1,41,36,232,永安,569,2594,328,1000,237,1074,11/3/2024,二、“跨年度”基金理财竞赛情况通报,基 金,基金本月完成842万元,邮银占比仅39%，同比下降了34%,跨年度完成6959万元完成率为62%，跨年度前三名分别为营业局完成率103%、永安101%、明溪91%，后三名分别为泰宁完成率6%、建宁10%、大田11%。,局名,基金通报,本月,跨年度目标,跨年度完成,跨年度完成率,排名,营业局,157,1800,1851,103%,1,明溪,57,800,729,91%,3,清流,6,800,124,16%,8,宁化,37,800,238,30%,7,大田,8,900,97,11%,9,尤溪,42,1100,741,67%,5,沙县,134,1300,1135,87%,4,将乐,58,900,428,48%,6,泰宁,12,800,49,6%,11,建宁,1,600,57,10%,10,永安,328,1500,1509,101%,2,合计,842,11300,6959,62%,11/3/2024,二、“跨年度”基金理财竞赛情况通报,理 财,理财本月完成1097万元,邮银占比46%，同比增长了10%，跨年度完成8994万,完成率为108%,前三名分别为沙县153%、永安140%、营业局131%,宁化局清流局也完成了跨年度，后三的为尤溪54%、将乐73%、建宁79%。,局名,理财通报,本月,跨年度目标,跨年度完成,跨年度完成率,排名,营业局,190,1400,1840,131%,3,明溪,83,500,450,90%,6,清流,76,500,541,108%,5,宁化,72,600,681,114%,4,大田,40,700,577,82%,8,尤溪,23,800,430,54%,11,沙县,185,1000,1532,153%,1,将乐,80,700,508,73%,10,泰宁,56,500,443,89%,7,建宁,36,400,316,79%,9,永安,237,1200,1675,140%,2,合计,1079,8300,8994,108%,11/3/2024,二、“跨年度”基金理财竞赛情况通报,基金保有份额,基金保有份额本月为14850万份，跨年度完成108万份，完成率为3%。前三名为沙县162%、明溪49%、宁化48%,完成率后三局为尤溪-123%,将乐-42%、清流-37%。,局名,基金新增保有份额,(,万份）（截止,6,月）,跨年度目标,2012,年,9,月保有份额基数,2012,年,6,月保有份额,跨年度完成,跨年度完成率,排名,营业局,800,5083.3,4964.3,-118.9,-15%,6,明溪,230,1071.3,1183.6,112.4,49%,2,清流,230,402.0,317.8,-84.2,-37%,9,宁化,280,421.5,555.9,134.4,48%,3,大田,300,533.8,444.9,-88.9,-30%,8,尤溪,350,1163.6,734.8,-428.8,-123%,11,沙县,450,1413.2,2142.1,728.9,162%,1,将乐,280,1394.1,1275.2,-118.9,-42%,10,泰宁,230,378.5,366.2,-12.2,-5%,5,建宁,200,347.5,300.8,-46.7,-23%,7,永安,550,2533.2,2565.0,31.7,6%,4,合计,3900,14741.8,14850.6,108.8,3%,11/3/2024,三、“金蛇扬威”基金、理财竞赛情况通报,二季度“金蛇扬威”理财竞赛已结束,基金仅永安局完成目标,获阶段奖励500元,理财为永安、营业局、沙县完成目标,获阶段奖励各500元。,局名,基金,理财,二季度目标,二季度完成,二季度完成率,排名,二季度目标,二季度完成,二季度完成率,排名,营业局,550,473,86%,2,450,514,114%,2,明溪,400,148,37%,4,300,166,55%,7,清流,400,12,3%,11,300,172,57%,5,宁化,450,96,21%,6,350,203,58%,4,大田,450,21,5%,9,350,118,34%,10,尤溪,500,100,20%,7,450,58,13%,11,沙县,500,296,59%,3,450,474,105%,3,将乐,450,122,27%,5,350,182,52%,8,泰宁,400,23,6%,8,300,167,56%,6,建宁,400,15,4%,10,300,135,45%,9,永安,500,649,130%,1,400,511,128%,1,合计,5000,1955,39%,4000,2699,67%,11/3/2024,四、“常五品”基金定投竞赛情况通报,本月定投共完成了,371,户,本年完成了,1816,户，本阶段完成,989,户，阶段完成率仅为,47%,祝贺将乐、明溪局、清流完成阶段目标完成率为,204%,、,134%,、,102%,后三的局为尤溪、宁化、泰宁，完成率仅为,2%,、,2%,、,6%,。,局名,6,月完成户数,本年完成,本阶段目标户数,本阶段完成户数,阶段完成率,排名,营业局,34,326,280,129,46%,4,明溪,134,565,160,326,204%,1,清流,156,312,160,163,102%,3,宁化,0,5,160,3,2%,10,大田,5,12,180,11,6%,8,尤溪,1,6,200,3,2%,11,沙县,6,50,220,21,10%,7,将乐,13,317,180,241,134%,2,泰宁,3,13,160,9,6%,9,建宁,1,48,140,15,11%,6,永安,18,162,260,68,26%,5,合计,371,1816,2100,989,47%,上半年定投前十网点,机构名称,客户数,(,户,),申购金额,(,元,),三明市文化宫,100.00,42300.00,明溪县解放路,97.00,35600.00,明溪县盖洋,96.00,28500.00,明溪县沙溪,88.00,26700.00,明溪县夏阳,80.00,23800.00,明溪县东门,76.00,22800.00,明溪县胡坊,66.00,19800.00,三明市列西,62.00,19000.00,三明市三钢,56.00,18300.00,清流县西山,53.00,15900.00,上半年共发展定投,1816,户，前十名网点共发展定投,774,户，占总业绩的,42%,，明溪最多占,6,名，营业局占,3,名，清流占,1,名。,8,四、“常五品”基金定投竞赛情况通报,四、“常五品”基金定投竞赛情况通报,网点挂零情况：,上半年定投挂零网点,42,个占比达,34%:,尤溪,9,个、宁化,7,个、沙县,7,个、泰宁,7,个、大田,5,个、永安,3,个、营业局,2,个、建宁,2,个、,表扬明溪,/,将乐,/,清流全部网点出单,挂零网点：,三明：莘口,/,洋溪,宁化：东门,/,安远,/,安乐,/,石壁,/,湖村,/,泉上,/,淮土,大田：镇东,/,建山,/,广平,/,屏山,/,上京,尤溪：中仙,/,管前,/,梅仙,/,西滨,/,洋中,/,溪尾,/,新阳,/,西城,/,清溪,沙县：府西,/,夏茂,/,高桥,/,高砂,/,莲花,/,府北,/,城西市场,泰宁：朱口,/,余坊,/,拥坑,/,大田,/,上青,/,下渠,/,北洲,/,建宁：均口,/,客坊,永安：西洋,/,小陶,/,坑边,9,三、理财产品销售情况,本月资金池(日月鑫)产品销售416万元，本年资金池产品销售2791万元，占理财产品销售总量的51%；沙县、营业局、永安销售量居前3位；资金池销量占比来看，沙县、建宁、泰宁居前3位。,五、理财产品销售情况,期间,本月,本年,局名,理财销量,其中资金池销量,资金池占比,理财销量,其中资金池销量,资金池占比,排名,营业局,190,55,29%,1113,438,39%,8,明溪,83,12,15%,315,93,30%,10,清流,76,15,19%,270,103,38%,9,宁化,72,32,44%,410,237,58%,7,大田,40,26,64%,359,230,64%,4,尤溪,23,12,53%,155,96,62%,5,沙县,185,119,64%,942,722,77%,1,将乐,80,45,56%,326,194,60%,6,泰宁,56,37,66%,295,195,66%,3,建宁,36,29,79%,232,173,75%,2,永安,237,35,15%,1074,310,29%,11,合计,1079,416,39%,5491,2791,51%,11/3/2024,六、全省理财发展情况,基金跨年度目标全省4个地市已完成，分别为莆田、漳州、泉州、厦门，我局排名全省倒三，完成率仅为69%。,理财跨年度目标全省三个地市已完成,分别为莆田、三明、南平,我局排名第二。定投我局排全省第四，鑫鑫向荣排全省第一。,地区,基金,理财,跨年度竞赛,定投,跨年度竞赛,其中鑫鑫向荣,跨年度累计,跨年度计划,跨年度完成率,%,本月新增客户数,年累计新增客户数,跨年度累计,跨年度计划,跨年度完成率,%,本月销量,本年累计,全省,94988,92000,103%,4266,24070,67283,128000,53%,1069,4929,福州,9323,21500,43%,1231,4127,16912,53000,32%,173,978,厦门,9127,5500,166%,332,2569,11873,17500,68%,78,474,莆田,4381,2000,219%,37,330,4001,2000,200%,72,444,三明,6959,10000,70%,374,1837,8994,7500,120%,361,2425,泉州,49489,33000,150%,1383,8596,19675,38000,52%,1,33,漳州,6388,3500,183%,13,396,1137,2000,57%,6,21,南平,2527,3500,72%,841,5751,2375,2000,119%,156,588,龙岩,4211,9500,44%,22,370,2202,2500,88%,83,563,宁德,2583,3500,74%,33,94,2340,3500,67%,138,720,11/3/2024,七、下阶段工作安排,1、做好三季度“王蛇至尊”理财专项竞赛,以及打好全省首次理
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