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Securing America's Critical Minerals
Outperforming 92% of stocks within the year! The four major banks have reached a new high again, and this month they have all faced Shareholding reductions by financing clients.
① Today, the stock prices of the four major banks collectively set new historical highs, with an average increase of nearly 47% this year, outperforming 92% of stocks during the same period. ② Excluding new stocks, a total of 10 stocks reached historical highs today, most of which are CNI Mid-Small Cap.Index stocks, with a relatively high number of Transportation stocks. ③ The four major banks have all experienced shareholding reductions by financing clients this month, including the Industrial And Commercial Bank Of China, which has seen a net sell-off of nearly 0.2 billion yuan in financing this month.
In order to respond to the "intense battle" next year? At the end of the year, many Banks are making intensive adjustments to their Business structure, and the special mechanism for the "five major articles" is gradually being established.
① First, merging the functions of the head office departments clearly indicates a reduction in costs and an increase in efficiency; second, a special department dedicated to the five major articles is being established. ② Retailing Crediting may become one of the focal points for Banks next year. ③ It is expected that the special institutions for the five major articles will be established gradually, as each one matures.
The LPR Quote for December has been released! The 1-year and 5-year rates remain unchanged.
More news, continuously updating.
The central bank's discussions with some "aggressive trading" Institutions have shaken the market; who are the Block Orders in this round of bond bull market? State-owned large banks have received the most "attention".
① The central bank's morning consultations mainly involved Institutions based in Beijing, with very few Institutions from other cities attending the meeting, including cities like Shanghai where asset management Institutions are concentrated. ② In the past two weeks, the Block Buy Institutions for 10-year government bonds have shifted from Fund to Banks. ③ As incremental policies come into effect, the likelihood of economic stabilization increases, necessitating a reduction in expectations for the bond market in 2025.
Interest rates can reach 3%! Small and medium-sized Banks have densely launched high-interest products such as large-denomination certificates of deposit and special deposits. How will the pressure for short-term deposit strategies be relieved in the futu
① Some small and medium-sized Banks have engaged in such behavior, which somewhat contradicts the current downward trend of deposit interest rates, possibly being a short-term strategy taken to meet the funding Indicators in the short term. ② The overall trend of deposit interest rates may continue to decline in the future, and the recent rapid decline in bond market interest rates may also face some adjustments.