Geneva · Private Lombard Credit · By Introduction
Asia-Pacific SSE, SZSE CNY

Lombard loans in China.

Private credit against China-listed shares — pledged, not sold, with ownership retained.

A Lombard loan against China-listed shares is credit secured by a pledge of equity listed on the SSE, SZSE. The holder pledges the shares as collateral, draws cash against a fraction of their market value, keeps beneficial ownership and dividends subject to structuring, and recovers the position in full on repayment.

Key takeaways
  • Lombard loans are arranged against shares listed on the SSE, SZSE (SSE / SZSE).
  • The pledge is not a sale: ownership, dividends, and the upside stay with the holder.
  • Loan-to-value is calibrated to the specific position, funded in CNY or cross-currency.
  • Structured under the CSRC regime, with disclosure from 5%.

Eligible collateral and venues

Lombard Financing arranges facilities against equity listed on the principal China venues: Shanghai Stock Exchange (SSE); Shenzhen Stock Exchange (SZSE). Eligibility at the position level turns on the liquidity and free float of the specific line, its volatility, and the size of the holding relative to its typical traded volume — the same variables that drive the loan-to-value.

Regulator and disclosure

Shares listed in China are regulated by China Securities Regulatory Commission (CSRC). Substantial-shareholding disclosure is triggered from 5%, and a pledge over a large line is structured with that reporting regime in view so that the transaction remains discreet and compliant. Where a holding sits near a control or takeover threshold, the structure is arranged to avoid disturbing the position.

Funding, custody, and structuring

Facilities are typically arranged for a tenor of twelve to thirty-six months, funded in CNY or in another currency on a cross-currency basis. Throughout the facility the pledged shares are held by a qualified custodian under bankruptcy-remote arrangements, so the security is clean and the holder’s ownership is preserved. Non-recourse, limited-recourse, and full-recourse structures are available, and the choice interacts with the loan-to-value and the pricing.

Listing venue(s)Shanghai Stock Exchange (SSE); Shenzhen Stock Exchange (SZSE)
RegulatorChina Securities Regulatory Commission (CSRC)
CurrencyCNY (cross-currency available)
Disclosure thresholdFrom 5% substantial-holding disclosure
Principal indicesSSE Composite, SSE 50, STAR 50; SZSE Component Index, ChiNext Price Index
Indicative tenor12–36 months, renewable by agreement
RecourseNon-recourse / limited-recourse / full-recourse

Considering a Lombard loan against a China-listed position?

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Venues Per-Exchange Detail

The listing venues in China.

Adjacent Markets Same Region

Lombard loans across Asia-Pacific.

In Depth Regulatory & Structuring Detail

On this market, specifically.

Disclosure and regulation

Mainland China discloses substantial holdings under Article 63 of the PRC Securities Law: a holder crossing 5% files, refiles on every further 5% band, and observes a short trading freeze in the days following disclosure — a timing point that matters where a Lombard facility might one day need to enforce. The CSRC supervises. The larger structural fact is access: direct A-share ownership by non-residents is restricted, so most international portfolios reach these shares through Stock Connect or the QFII / RQFII channels. We shape any Lombard credit around the access route the client already holds, since that route governs custody, enforcement and repatriation.

An illustrative example

For illustration only: a client with CNY 200 million of an A-share large-cap, held through an eligible access route, might draw a Lombard loan at a cautious 40% loan-to-value — the conservative end of the indicative 20–65% range — releasing on the order of CNY 80 million while the position stays intact. The advance would typically be funded offshore in USD or CHF against the onshore collateral. These figures are hypothetical; a real facility would turn on the Connect or QFII / RQFII treatment of the specific line, its turnover and the applicable exchange-control considerations.

Illustrative only — not an offer, a quotation, or a commitment to lend.

FAQ China

Lombard loans in China, answered.

Q · 01Can I borrow against China-listed shares without selling them?
Yes. A Lombard loan against China-listed shares is a pledge, not a sale: you keep beneficial ownership, dividends (subject to structuring), and the upside, and recover the position in full on repayment. Cash is advanced against a fraction of the pledged shares' market value.
Q · 02What loan-to-value is available on China shares?
Loan-to-value is set per position, not per market. Liquidity and free float, volatility, the size of the holding relative to daily volume, single-name concentration, and the recourse profile all drive the figure. Indicative ranges are issued after a review of the specific holding; there is no rate card.
Q · 03Which regulator and disclosure rules apply?
Shares listed in China fall under China Securities Regulatory Commission (CSRC). Substantial-holding disclosure applies from 5%; the pledge and any enforcement are structured with that regime in mind.