On the first trading day of the New Year, Bank stocks opened high and then fell back. Many Institutions: the opening performance may be better than in previous years, but the trend of declining net interest margin remains unchanged.

① The crediting ratio between each quarter is expected to recover to a ratio of 4:3:2:1. ② It is expected that policy trends will continue, gradually boosting demand in the Real Estate sector. ③ This year, the decline in net interest margin for Banks is narrower compared to 2024, with a calculated interest margin of 1.34% under neutral assumptions.

cls.cnJan 2 01:19 ET

Global X Msci Superdividend Emerging Markets Etf To Go Ex-Dividend On December 30th, 2024 With 0.145 USD Dividend Per Share

Moomoo NewsDec 27, 2024 19:45 ET

Outperforming 92% of stocks within the year! The four major banks have reached a new high again, and this month they have all faced Shareholding reductions by financing clients.

① Today, the stock prices of the four major banks collectively set new historical highs, with an average increase of nearly 47% this year, outperforming 92% of stocks during the same period. ② Excluding new stocks, a total of 10 stocks reached historical highs today, most of which are CNI Mid-Small Cap.Index stocks, with a relatively high number of Transportation stocks. ③ The four major banks have all experienced shareholding reductions by financing clients this month, including the Industrial And Commercial Bank Of China, which has seen a net sell-off of nearly 0.2 billion yuan in financing this month.

cls.cnDec 24, 2024 05:38 ET

In order to respond to the "intense battle" next year? At the end of the year, many Banks are making intensive adjustments to their Business structure, and the special mechanism for the "five major articles" is gradually being established.

① First, merging the functions of the head office departments clearly indicates a reduction in costs and an increase in efficiency; second, a special department dedicated to the five major articles is being established. ② Retailing Crediting may become one of the focal points for Banks next year. ③ It is expected that the special institutions for the five major articles will be established gradually, as each one matures.

cls.cnDec 20, 2024 04:06 ET

The LPR Quote for December has been released! The 1-year and 5-year rates remain unchanged.

More news, continuously updating.

wallstreetcnDec 19, 2024 20:00 ET

The central bank's discussions with some "aggressive trading" Institutions have shaken the market; who are the Block Orders in this round of bond bull market? State-owned large banks have received the most "attention".

① The central bank's morning consultations mainly involved Institutions based in Beijing, with very few Institutions from other cities attending the meeting, including cities like Shanghai where asset management Institutions are concentrated. ② In the past two weeks, the Block Buy Institutions for 10-year government bonds have shifted from Fund to Banks. ③ As incremental policies come into effect, the likelihood of economic stabilization increases, necessitating a reduction in expectations for the bond market in 2025.

cls.cnDec 18, 2024 08:24 ET