中信建投证券机构业务，通过整合公司研究、投行、固定收益、资产管理等资源，致力于为商业银行、信托公司、保险公司、大型国企、上市公司、财务公司、投资公司、私募基金、QFII等机构投资者和高端私人客户提供高层次、全方位、多元化的综合金融服务，努力以专业化销售和服务为手段，促进公司客户收益最大化。公司目前是国内最大的理财产品经纪服务商、产品设计服务商和投资顾问提供商之一。

 　　2008年，公司机构业务继续保持在银行信托产品领域的优势地位，是国内15家大型商业银行最重要的合作券商之一，全年共担任47个银行理财产品项目的经纪商，业务规模达764亿元。截至2008年底，公司与银行的合作产品规模超过650亿元。

　　为积极推进机构业务发展，公司高度重视产品设计工作，努力提高投资顾问水平。经过积极努力，公司2008年在投资顾问领域取得重要突破和显著成绩，业内较早与商业银行合作发行银行FOF理财产品，为多家大型国有企业提供年金投资监理服务以及为大型外资金融机构担任国内产业并购财务顾问。

　　此外，为不断提高对机构客户的服务范围和专业水平，公司努力推进业务与产品创新，在大宗交易、市值管理、结构化投融资、股权并购、现金管理等领域进行了积极探索。

　　CSC is dedicated in providing high-quality, diversified and all-around financial services for its institutional customers such as commercial banks, trust companies, insurance companies, large-sized state-owned enterprises, listed companies, financial companies, investment companies, private equity funds,and QFII as well as for high-end private customers by integrating its resources in securities research, investment banking, fixed-income products, and assets management, with the aim of ensuring the maximization of customers’investment returns through its advantages in marketing and professional services. Currently CSC has become one of China’s largest brokers of wealth management products, providers of the design service for wealth manage ment products, and providers of investment advisory service.

　　In 2008, CSC secured its strong presence in the area of distributing bank’s wealth management products. As one of most important partners of 15 largesized domestic commercial banks, CSC served as the broker for 47 projects of distributing bank’s wealth management products, with total amount of RMB 76.4 billion. By the end of 2008, the size of the cooperative projects between CSC and banks reached over RMB 65 billion.

　　In order to promote our business with institutional customers, CSC attaches great importance to the design of financial products and makes significant efforts to improve the quality of investment advisory service. Through persistent efforts, we achieved dramatic breakthroughs and outstanding results in the area of investment advising in 2008, including becoming one of first securities companies that issue FOF wealth management products in partnership with commercial banks, providing investment advisory and management service for the annuities of a number of large-sized state-owned enterprises,and acting as fincial advisor for industry mergers and acquisitions undertaken in China by large-sized foreign-funded financial institutions.

　　In order to widen the scope of services for institutional customers and improve the quality of services, CSC has made great efforts to promote the innovations in business and products. To this end, CSC has conducted active exploration in the area of block trading, market value management, structured finance, equity mergers and acquisitions, and cash management.