The interest rates of the same industry certificates of deposit are rapidly declining, and under "moderately loose" conditions, there is hope to drop to 1.30%.

1. After the improvement in MMF transmission efficiency, the CD interest rate and the 7-day OMO rate will integrate within the next year. 2. Due to the faster decline of long-term bonds, the spread between the 10Y government bond and the 1Y CD has been compressing, and is currently at 13BP.

cls.cnDec 13 05:18 ET

Major bank rating丨Bank of China International: The Silver fundamentals will remain stable next year, with Agricultural Bank being the top choice.

Bank of China International published a report stating that as of December 10, the CSI China Mainland Banks Index has risen by 32.7% this year, outperforming the Hang Seng Index's growth of 19.1%. Looking ahead to next year, considering that the decision-making body may continue to introduce more MMF and fiscal policies, the fundamentals of the banking Industry will remain robust, and it is believed that the Listed in Hong Kong Bank Index may continue to achieve positive returns. The bank noted that as risk-free interest rates decline and geopolitical risks intensify, investors will pay more attention to undervalued high-dividend Listed in Hong Kong bank stocks. Additionally, the Ministry of Finance stated that it would issue special government bonds to supplement the capital of large commercial banks. The bank maintains a "Buy" rating on the banking Industry.

Gelonghui FinanceDec 13 01:30 ET

Yankuang Energy Group Raises 2 Billion Yuan via Bonds Issue

MT NewswiresDec 12 07:08 ET

Hong Kong stock Concept tracking | With improved expectations for economic recovery, the Silver Sector is expected to be repriced by the market (including Concept stocks).

Cathay Pacific Junan expects excess earnings in the banking sector to converge in 2025 and gradually shift the trading theme from dividends to recovery

Zhitong FinanceDec 11 20:29 ET

BeiGene Secures $400 Million Facility From China Merchants Bank

MT NewswiresDec 11 07:21 ET

[Brokerage Focus] JPMorgan pointed out that the Politburo meeting has had a positive response to China financial stocks, believing that in the short term, the performance of brokerage stocks will outperform China Mainland Banking stocks.

JPMorgan's Research Reports indicate that the recent strong tone released by the Central Political Bureau to support the macro economy and stock market is expected to have a positive impact on China's financial stocks. It is believed that in the short term, Brokerage stocks will outperform China Mainland Banking stocks, with a more Bullish outlook on China Galaxy (06881). The bank continues to state that among China Mainland Banking stocks, CM BANK (03968) is preferred, as it is expected to benefit from the improvement in Retail Trade and investment sentiment. Meanwhile, Ping An Bank is also viewed positively, with estimates that its Retail Trade will turn profitable by 2025 due to a low base and increased policy support. Additionally, state-owned China Mainland Banking stocks may underperform growth-oriented banks because

Jingwu Financial NewsDec 10 21:36 ET