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CITIC SEC: The next phase of absolute returns in the Banks sector is still worth期待. Two main lines are recommended.
CITIC SEC's Research Reports state that the performance summaries released for 2024 show that the overall operation of the listed Banks is stable.
CITIC SEC: The Banks Sector returns to the fundamental framework, focusing on absolute return opportunities.
The difference between the dividend yield and the risk-free yield has widened, which also implies an enhancement in the potential allocation strength of Banks stocks.
The central bank: In January, the operations of the standing lending facility for Financial Institutions totaled 17.105 billion yuan.
In January 2025, the People's Bank conducted standing lending facility operations for Financial Institutions totaling 17.105 billion yuan, including 11.335 billion yuan for overnight, 1.77 billion yuan for 7-day, and 4 billion yuan for 1-month periods.
After the emergence of DeepSeek, multiple Banks have initiated in-depth research testing, and the implementation of large models in the Industry is still in open exploration.
Several Banks' fintech leaders have expressed to the Financial Associated Press that they are already paying attention to and beginning to study the impact of DeepSeek on bank fintech. As models like DeepSeek can greatly reduce training and usage costs, they will provide significant assistance for the future widespread application of large models in Banks. However, large models in the banking system are still in the phase of open exploration.
MINSHENG BANK (01988.HK): The National Financial Supervision and Administration Commission has approved the appointment qualifications of Director Liang Xinjie.
On January 27, Gelonghui reported that MINSHENG BANK (01988.HK) announced that on January 27, 2025, it received the "Approval from the National Financial Supervisory Administration regarding the Appointment Qualification of Liang Xinjie as Director of MINSHENG BANK" (Jin Fu [2025] No. 62). The National Financial Supervisory Administration has approved Liang Xinjie's qualification to serve as a director, and Liang Xinjie has assumed the role of non-executive director as well as a member of the Board of Directors' Remuneration and Assessment Committee and Audit Committee since January 26, 2025.
Are Banks under pressure from interest margins looking to Overseas for profits? The 2025 annual plan reveals that Overseas Business may become a new highlight.
① The Industrial And Commercial Bank Of China stated that efforts should be made to explore a second growth curve for Overseas Operation; ② For companies going global, it means that both upstream and downstream industries are venturing overseas together, which means more Chinese enterprises are setting up factories and operating locally.
Investors in China Minsheng Banking (SHSE:600016) Have Unfortunately Lost 16% Over the Last Five Years
