Ping An Bank: Net profit fell by 13.1% in the first quarter, while corporate loans grew by 4.7%.
In the first quarter, revenue reached 33.709 billion yuan, a year-on-year decline of 13.1%; Net income was 14.096 billion yuan, a year-on-year decline of 5.6%.
Brokerage morning meeting highlights: Focus on sectors benefiting from domestic demand and investment opportunities in new consumer segments.
In today's Brokerage morning meeting, HTSC proposed to focus on investment opportunities in sectors benefiting from domestic demand and new Consumer sub-sectors; China Securities Co.,Ltd. stated that the decrease in Real Estate sales and new starts has significantly narrowed, showing ongoing effectiveness in stabilizing after the decline; Galaxy Securities believes that the coal and electricity regulation ability has been further strengthened, and the reconstruction of the sector's valuation is expected to accelerate.
The CSI Consumer 360 index is rebounding after hitting the bottom, banks stocks are performing strongly against the trend, and under the continuous shrinking environment, defense may become the main melody for short-term trading.
Track the entire lifecycle of the main Sector.
Several listed Banks responded to the impact of the tariff war: it may affect loan demand and interest margins, and risk control thresholds will shift forward.
① Fully recognize the pressure that USA tariff policies may bring on loan demand and net interest margins. ② If the tariff disputes escalate further, it is believed that corresponding industrial or financial policies will be implemented to provide support.
National Bureau of Statistics: From January to March, national Real Estate Development investment decreased by 9.9% year-on-year.
According to data from the National Bureau of Statistics, from January to March, national Real Estate Development investment reached 1990.4 billion yuan, a year-on-year decrease of 9.9% (calculated on a comparable basis); among them, Residence investment was 1513.3 billion yuan, a decrease of 9.0%.
How significant is the foreign trade related Business of major national Banks? The annual report of China Construction Bank mentions this, and the industry says the impact still needs to be observed.
① After the "reciprocal tariff" turmoil, do major Banks have any new countermeasures? Will it affect the Crediting volume in the second quarter? The interviewed Banks all stated that "it is inconvenient to respond". ② Cross-border trade Business and international settlement should be one of the focus areas for medium and large Banks, especially listed Banks, in recent years. The impact of this tariff turmoil still needs to be observed, making it difficult to reach a conclusion.
104255742 : how many shares do u hv?![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Phoon1981 : you bought more or sell low buy high?
933199333 OP : What you think..![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
MJ火炎焱 : dont know what u are talking about. statement no clear. lol…