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GF SEC: The proportion of Banks allocated by public Funds has greatly rebounded, with recovery logic becoming the main theme.
GF SEC released a Research Report stating that in Q4 2024, the proportion of bank holdings in actively managed public funds has significantly increased, and the underweight ratio has notably narrowed, mainly increasing positions in CM BANK and Jiangsu and Zhejiang city commercial banks.
The latest Hold Positions of Zhu Shaoxing from the China Universal Fund are exposed! Increased positions in Midea Group Co., Ltd (000333.SZ), Bank Of Ningbo (002142.SZ), and others.
On January 22, the Fund managed by Zhu Shaoxing released the fourth quarter report for 2024.
Bank of Ningbo Signs Uniform Transaction Deal With Subsidiaries
While Private Companies Own 26% of Bank of Ningbo Co., Ltd. (SZSE:002142), Public Companies Are Its Largest Shareholders With 30% Ownership
Shanghai Kai Kai Industry to Avail 20 Million Yuan Structured Deposit Product; Shares Surged 10%
gf sec: Fiscal issuance expenditures have entered an accelerated phase. In 2025, the banking sector is transitioning from asset scarcity to recovery trade.
With incremental fiscal policies being implemented, a strong round of fiscal expansion is expected from Q4 2024 to Q2 2025, which will drive improvements in corporate profits and market expectations.
