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Citic Sec: Banks sector is expected to continue to recover positions, recommending two main lines.
As of Q2 2024, banks accounted for 2.45% of the heavyweight stocks held by active funds, up 0.21pct from Q1 2024.
Shengjingbank signed a global strategy cooperation agreement with Angang Group.
On July 15th, the strategic cooperation agreement signing ceremony was held between Shengjing Bank and Angang Group. Tan Chengxu, Secretary of the Party Committee and Chairman of Angang Group, and Sun Jin, Secretary of the Party Committee and Chairman of Shengjing Bank, attended the ceremony. Xie Feng, member of the Party Committee and Chief Accountant of Angang Group, and Liu Xu, Vice Secretary of the Party Committee and President of Shengjing Bank, respectively represented both parties to sign the strategic cooperation agreement.
GTJA Securities: Diluting the obsession with scale and embracing the new norm of social financing.
PBOC Governor Pan Gongsheng pointed out at the Lujiazui Forum that when the growth of monetary and credit has shifted from supply constraints to demand constraints, if the focus is still on the increase in quantity even in the presence of a "size bias", it obviously contradicts the laws of economic operation. It is expected that the motivation behind banks using bills to pledge loans will significantly weaken, and more attention will be paid to the adjustment of loan structure and improvement of business quality and efficiency. Both social financing and credit will enter a "new normal" of growth.
GF Sec: A summary of the quota and usage of interbank certificates of deposit in the first half of 2024.
Under the policy guidance of idle funds pressure, it is unlikely that state-owned banks will update their filing quotas within the year. In history, only a few urban and rural commercial banks have updated their filing quotas due to the scale of their deposit certificates exceeding the filing quotas, and state-owned banks have no precedent yet.
Shengjing Bank Co., Ltd.'s (HKG:2066) Last Week's 6.7% Decline Must Have Disappointed Private Companies Who Have a Significant Stake
Minsheng Securities: Bank AH Shares High Premium Nuggets H Shares High Dividends
Bank AH share premiums are still at historically high levels. On the one hand, tax policy expectations are improving, and premiums are expected to subside with financial support. On the other hand, the discount on H shares also brings dividend advantages. At the same time, it is also necessary to consider the relative disadvantages of liquidity and settlement efficiency in the H share market.
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