Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.

At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.

cls.cn20:46 ET

It is the "last day" for Consumer loan interest rates below 3%, and many Banks are still rushing to attract customers, fearing increased pressure on future lending.

① Many Banks are promoting a slogan "Last Day of Low Interest Rates", urging customers to quickly check their limits and receive interest rate coupons for withdrawals; ② Several Banks' Crediting personnel are concerned that an increase in Consumer loan rates may lead to a decrease in interest, continuing to increase lending pressure.

cls.cn20:08 ET

The era of "good houses" has begun! The new regulations from the Ministry of Housing and Urban-Rural Development raise the standards for Residences, which will create what kind of "catalyst effect"?

① The Ministry of Housing and Urban-Rural Development today released the national standard "Residential Project Specification," which is significant as it not only pertains to the improvement of building standards but will also impact the supply and demand structure, development logic, and consumer trends in the Real Estate market; ② Following the publication of the "Specification," a series of related issues have drawn attention from various parties, including whether it will increase construction and installation costs, and whether it will impact existing projects on sale.

cls.cnMar 31 11:20 ET

The Ministry of Finance actively supports the large state-owned commercial Banks in replenishing their core Tier 1 capital.

① The Ministry of Finance will issue the first batch of 500 billion yuan special government bonds in 2025, which will be used to support the Bank Of China, China Construction Bank Corporation, Bank Of Communications, and Postal Savings Bank Of China in replenishing their core Tier 1 capital; ② Currently, state-owned large commercial banks are operating steadily, with stable asset quality and sufficient provisions. Supplementing capital through special government bonds will enhance their robust operational capability, promote high-quality development, and better serve the real economy.

cls.cnMar 30 20:45 ET

Brokerage morning meeting highlights: Focus on economic performance exceeding expectations or new catalysts in Technology, and emphasize structural opportunities in Technology and the pro-cyclical main line.

At today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on the economy exceeding expectations or new catalysts in Technology, emphasizing structural opportunities in Technology and pro-cyclical main lines; KSY Securities believes that the overall Hong Kong stock market has not yet entered a full bull market rally stage; HTSC stated that the overall lithium battery production scheduling in April has improved month-on-month, Bullish on the marginal continuous improvement of supply and demand in the Industry Chain.

cls.cnMar 30 20:14 ET

The "Banks selling private placements" new regulations must pay attention to these six core impacts, which also involve Famous Fund Hold Position managers "going private."

① New regulations for Banks' agency sales products have been implemented, with private placement becoming the biggest highlight; ② Raising the threshold and standardizing the entire sales process, with the head office being responsible, emphasizing 'strictness'; ③ Protecting investors throughout the process, with older products gradually exiting.

cls.cnMar 26 02:27 ET