After 28 days of explosive growth, the banking industry's "DeepSeek moment" raises three questions: Will CSI Information Security Index be the biggest obstacle?

① The biggest obstacle to the large-scale application of DeepSeek is still the CSI Information Security Index issue. Currently, Banks are generally "waiting" and observing the attitude of financial regulatory bodies towards DeepSeek. ② From a cost perspective, DeepSeek will indeed be more Bullish for small and medium-sized Banks in the early stages. However, when considering customer numbers, asset scale, and data quality, large Banks undoubtedly have more advantages.

cls.cnFeb 18 01:08 ET

Trending Stocks Today: TENCENT Climbs 3.32%

Moomoo NewsFeb 17 01:00 ET

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.

Zhitong FinanceFeb 16 19:56 ET

Zhuhai Port Issues 500 Million Yuan Bonds

MT NewswiresFeb 14 01:07 ET

【Brokerage Focus】CITIC SEC expects fluctuations in the capital market in February, with the annual credit expansion pace possibly showing a "low at both ends and high in the middle".

Jinwu Finance | CITIC SEC stated that looking at the forward financial data, due to factors at the beginning of the year combined with a high base figure, the bank expects the increase in RMB loans in January to approach 5 trillion yuan, and the growth rate of social financing is expected to maintain around 8.0%. The favorable start to lending at the beginning of the year and the government's proactive fiscal measures, along with the multidimensional effects of precise regulation by monetary authorities, have resulted in a neutral to tight funding environment in January. Looking ahead, the sustainability of the favorable start to lending, the pace of government bond issuance, and the intensity of liquidity injections by the central bank may be core determining factors for the funding market and credit market in the next stage. The funding market in February is expected to have space for fluctuations, and the pace of credit expansion for the whole year may present.

Jinwu Financial NewsFeb 11 19:41 ET

Research Reports Exploration | Tianfeng: Maintain CM BANK "Shareholding" rating, Target Price 44.90 yuan.

Tianfeng's Research Reports indicate that in 2024, CM BANK (600036.SH) is expected to see a year-on-year increase of 1.22% in Net income, with an upward revision of 184 basis points compared to the end of Q3 2024. By the end of 2024, loans will account for 56.7% of interest-earning Assets, a decrease of 1.3 percentage points compared to the balance at the end of Q3 2024. As of the end of 2024, the non-performing loan ratio for CM BANK will be 0.95%, a slight increase of 1 basis point from the third quarter, holding steady at the same level as the same period last year, and overall remaining at a low level. The provision coverage ratio and loan provision ratio are 411.98% and 3.92%, respectively, year-on-year.

Gelonghui FinanceFeb 11 02:06 ET