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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.
The equity of Xinghe Investment is listed by China Zheshang Bank for nearly 1.8 billion. Which family will the former Shun'an system Assets belong to?
1. China Zheshang Bank is offering to transfer its 89.55% equity in Xinghe Investment at a price of 1.791 billion yuan, and potential buyers may need to jointly acquire all the remaining equity from other shareholders of Xinghe Investment. 2. According to relevant persons from China Zheshang Bank, the bank previously invested in Xinghe Investment through Debt-for-equity Swaps, and this transfer is actually for the disposal of non-performing Assets, meanwhile, the buyer is not a listed company.
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.
Market Chatter: China Zheshang Bank's Two Branches Get Fined for Several Violations
