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.
CITIC SEC: The Banks Sector returns to the fundamental framework, focusing on absolute return opportunities.
The difference between the dividend yield and the risk-free yield has widened, which also implies an enhancement in the potential allocation strength of Banks stocks.
The central bank: In January, the operations of the standing lending facility for Financial Institutions totaled 17.105 billion yuan.
In January 2025, the People's Bank conducted standing lending facility operations for Financial Institutions totaling 17.105 billion yuan, including 11.335 billion yuan for overnight, 1.77 billion yuan for 7-day, and 4 billion yuan for 1-month periods.
After the emergence of DeepSeek, multiple Banks have initiated in-depth research testing, and the implementation of large models in the Industry is still in open exploration.
Several Banks' fintech leaders have expressed to the Financial Associated Press that they are already paying attention to and beginning to study the impact of DeepSeek on bank fintech. As models like DeepSeek can greatly reduce training and usage costs, they will provide significant assistance for the future widespread application of large models in Banks. However, large models in the banking system are still in the phase of open exploration.
Are Banks under pressure from interest margins looking to Overseas for profits? The 2025 annual plan reveals that Overseas Business may become a new highlight.
① The Industrial And Commercial Bank Of China stated that efforts should be made to explore a second growth curve for Overseas Operation; ② For companies going global, it means that both upstream and downstream industries are venturing overseas together, which means more Chinese enterprises are setting up factories and operating locally.
The Banks wealth management market welcomes a "big year": the existing scale reaches 29.95 trillion, and the number of investors is 0.125 billion.
The year 2024 is a significant year for the Banks' wealth management market in our country, with scale and users continuing to maintain a steady growth trend.
The AUM of private banking has grown against the trend; high-end clients are the future of Banks.
In 2024, amid narrowing interest margins and weak income in the banking industry, one Indicator continues to "skyrocket." Data from the corporate early warning system shows that China's private banks...
CEB BANK (06818) will distribute a cash dividend of 0.104 yuan per share for A-shares on January 22.
CEB BANK (06818) announced that it will distribute Cash per share of A-shares on January 22, 2025...
Express News | China Everbright Bank Says It Plans to Hand Out Interim Cash Dividend of 0.104 Yuan per a-Share
China Everbright Bank (601818.SH) will distribute 0.104 yuan per share for the semi-annual dividend, and the equity registration date is January 21.
China Everbright Bank (601818.SH) announced that the company will implement the distribution of dividends for the 2024 semi-annual A-shares ordinary shares...
The three major indices of the Hong Kong stock market continue to rise, with Banks and Semiconductors stocks performing brilliantly.
① How do the Institutions view the subsequent trends of Hong Kong stocks? ② What is the reason for the significant rise of WUXI XDC today?
UBS Group: Expects the banking industry's interest margins to continue to face pressure in 2025, with state-owned banks performing better in the short term.
The UBS Group research team expressed the view that the Banks will face challenges in 2025, such as further declines in interest rates and a decrease in ROE.
The central parity rate of the renminbi against the US dollar is reported at 7.1891, a decrease of 5 points.
On January 10, the central parity rate of the renminbi against the US dollar was reported at 7.1891, a decrease of 5 points. The issuance of offshore renminbi central bank bills helps stabilize market expectations. Zhou Maohua, a macro researcher from the Financial Markets Department of China Everbright Bank, stated that the People's Bank of China is increasing the supply of high-grade offshore renminbi Bonds to meet the demand of Overseas investors for quality Assets. The issuance of offshore central bank bills helps adjust the liquidity in the offshore market, thereby impacting the supply and demand in the offshore Forex market. At specific moments, the People's Bank of China also uses the issuance of offshore renminbi central bank bills to communicate with the market and release policy signals, which helps stabilize market expectations. Experts stated.
The transformation of the Banking Industry in adversity in 2024: the mud and dawn of the "light asset" vision.
How far is dawn?
CEB BANK: The controlling Shareholder, Everbright Group, has cumulatively increased its Shareholding by 0.122 billion A-shares.
CEB BANK (06818) issued an announcement that, under certain market conditions, its controlling shareholder, China Everbright Group Co., Ltd. (referred to as Everbright Group), plans to increase its shareholding in the bank's A-shares through the Shanghai Stock Exchange system using centralized bidding and other lawful methods within 12 months starting from March 29, 2024, with a total amount of not less than 0.4 billion yuan (including this amount) and not exceeding 0.8 billion yuan (including this amount). As of the date of this announcement, Everbright Group has cumulatively increased its stake in the bank's A-shares by 0.122 billion shares through the Shanghai Stock Exchange system using centralized bidding, accounting for 0.21% of the bank's total equity.
Pulling Back 3.6% This Week, China Everbright Bank's SHSE:601818) One-year Decline in Earnings May Be Coming Into Investors Focus
China Everbright Bank Announces Interim Dividend and Withholding Tax Details
CEB BANK (06818): The controlling shareholder, Everbright Group, has cumulatively increased its shareholding by 0.122 billion A shares.
CEB Bank (06818) announced that under certain market conditions, the bank's controlling shareholder, China Everbright Group...
CEB BANK (06818) will issue the third tranche of preferred stock dividends totaling approximately 1.516 billion yuan.
CEB BANK (06818) announced that the Board of Directors has agreed for the bank to issue according to the issuance terms in January 2025 for the third phase...
CEB BANK: ANNOUNCEMENT ON THE RESOLUTIONS PASSEDAT THE 2025 FIRST EXTRAORDINARY GENERAL MEETING