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The central bank conducted standing lending facility operations for Financial Institutions in February totaling 1.901 billion yuan.
On March 3, the People's Bank of China disclosed that to meet the temporary liquidity needs of Financial Institutions, in February 2025, the People's Bank conducted a total of 1.901 billion yuan in standing lending facility operations for Financial Institutions.
JP Morgan: Ping An Insurance still has room for increasing Private Equity investments in China Mainland Banking, expecting Agricultural Bank Of China, Postal Savings Bank Of China, and China Merchants Bank.
JPMorgan released a Research Report noting that according to the data from the Stock Exchange, for Banks that are dual-listed as AH Stocks, the southbound holding ratio increased by 0.8 percentage points last December, and has risen by 2 percentage points so far this year. Agricultural Bank Of China (01288), CM BANK (03968) and Industrial And Commercial Bank Of China (01398) are the main beneficiaries and may outperform the market.
J.P. Morgan: Ping An Insurance (02318) still has room for increasing Private Equity in China Mainland Banking, and expects Agricultural Bank Of China (01288), Postal Savings Bank Of China (01658), and CM BANK (03968) to outperform the market.
Morgan Stanley believes that without regulatory approval, the room for Ping An Insurance to increase its shareholding in the Industrial And Commercial Bank Of China and China Construction Bank Corporation is limited.
CITIC SEC: Market style stabilizes, Banks stocks are expected to continue a steady upward trend.
Overall, the policies since the fourth quarter have a direct effect on stabilizing financial risks. During the Two Sessions, the likelihood of those policies significantly exceeding expectations is low, but the 'uncertain' policies are moving towards 'certainty'. Therefore, bank stocks are expected to continue a steady upward trend.
【Special Invited Expert】Guo Jiayao: The market is paying attention to the implementation of tariff measures, and the market situation is showing fluctuations.
Jinwu Finance | US stocks showed a positive trend last Friday, with the latest inflation data from the USA slowing down, leading to increased market optimism about the possibility of interest rate cuts, which was bullish for the overall market performance. All three major indexes recorded gains at the close. The dollar performed well, and the yield on the USA ten-year treasury fell to 4.2%. Gold and oil prices were relatively weak. Hong Kong stocks' pre-market securities showed little change, and the overall market is expected to lack direction in the early part of the trading day. The mainland stock market clearly declined last Friday, with the Shanghai Composite Index opening lower and continuing to fall, closing down 2%. The trading volume in the Shanghai and Shenzhen markets also slightly reduced. After several days of gains, Hong Kong stocks experienced a pullback, with market concerns over the impact of tariff measures on corporate earnings, causing the Index to fall below the 23,000 point mark, with th
February 27 Insurance Daily | The threshold for Hong Kong and Macau Financial Institutions to invest in mainland Insurance companies is further lowered, with Insurance funds continuously purchasing with a strong preference for Banks stocks.
The threshold for Hong Kong and Macau Financial Institutions to invest in mainland Insurance companies has been further lowered. Recently, the Financial Regulatory Administration issued a notice regarding the investment of Hong Kong and Macau Financial Institutions in Insurance companies. The main content of the notice is that, starting from March 1, 2025, Hong Kong and Macau Financial Institutions will no longer be subject to the requirement of 'total assets not less than two billion US dollars at the end of the most recent year' for investing in domestic Insurance companies. The Financial Regulatory Administration stated that the notice is an important measure to orderly expand financial opening-up, which is beneficial for mainland Insurance companies to attract quality investments from Hong Kong and Macau Financial Institutions, further enhancing their capital strength and optimizing their equity structure.