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BANKCOMM News
Express News | Safety first, many banks suspended cardless deposits and withdrawals
Express News | State Council's State-owned Assets Administration Commission: State-owned central enterprises should further focus on key points to deepen reforms
The third phase of the National Big Fund was officially established! The semiconductor industry is facing significant benefits; which targets are expected to benefit?
Regarding the specific investment of the third phase of the Big Fund, CITIC Securities expects semiconductor manufacturing to remain the largest, and is expected to further increase support for critical areas such as equipment, materials, components, EDA, and IP. It is recommended to continue to focus on leading companies in related fields.
Five Major Lenders Contribute to China's 344 Billion Yuan Integrated Circuit Fund
Five major Chinese banks were among 19 entities that invested in the third phase of China's 344 billion yuan national fund, according to the lenders' disclosures published on the Shanghai Stock Exchan
The six major banks have invested more than 100 billion yuan! The third phase of the National Big Fund may focus on investing in these projects!
The third phase of the National Big Fund presented the four major characteristics of “change of coach”, “change of shareholders”, “long-term cycle”, and “project adjustment”.
Big purchase! The H shares of the two major state-owned banks were increased
Information disclosed by the Hong Kong Stock Exchange shows that on May 22, the CITIC Securities Asset Management - No. 3 Single Asset Management Plan increased its holdings of Bank of China H shares by more than 200 million shares, and Ping An Asset Management increased its holdings of Industrial and Commercial Bank H shares by 9.157 million shares the next day.
Hong Kong Stock Announcement Nuggets | A number of banks have invested to subscribe for the third phase of the National Integrated Circuit Industry Investment Fund Evergrande plans to sell its shares in Evergrande Auto
The annual adjusted net profit of Ali Health (00241) was about 1,438 billion yuan, an increase of 90.8% year-on-year
Express News | The six major banks collectively announced that they intend to invest a total of 114 billion yuan in the third phase of the National Capital Fund
Commercial Bank Debuts! Six major banks invested 114 billion yuan to invest in the third phase of the Big Fund. Industry: New capital regulations will benefit banks to participate in similar businesses
① The third phase of the National Big Fund was recently established, and six major state-owned banks, including China Agricultural Construction Bank and the Postbank, participated in the investment. The six major state-owned banks are expected to invest a total of 114 billion yuan, accounting for about 33.14% of the shares. ② After the implementation of the new “Commercial Bank Capital Management Measures”, the risk weight of shares specially approved by the State Council was lowered due to policy reasons, which also helped banks to participate in investing in large national funds.
Express News | Bank of Communications: Plans to invest 20 billion yuan in the third phase of the National Integrated Circuit Industry Investment Fund
Express News | Shenzhen Digital Institute's first batch of data asset service projects launched, and a Shenzhen enterprise received 10 million yuan in data asset financing
Bank of Communications (601328): Continued improvement in asset quality
Investment highlights: Bank of Communications released its 2024 quarterly report. 24Q1 revenue decreased 0.03% year on year, net profit to mother increased 1.44% year on year, non-performing rate decreased month-on-month, and core tier 1 capital adequacy ratio continued to rise, maintaining the company's “superior”
Bank of Communications (601328) 24Q1 Performance Review: Asset Quality Continues to Improve
Profitability remains stable. Bank of Communications 24Q1 revenue -0.03% year-on-year, and net profit to mother +1.44% year-on-year. The annualized average return on assets and the annualized weighted average return on net assets were 0.71% and 10.79%, respectively
Express News | Banks are intensively adjusting cardless deposit/withdrawal services
Express News | Great Wall Information won the bid for the 2024 smart counter project of the Industrial and Commercial Bank of China
Express News | Brokerage asset management frequently explores veterans of public equity. Shi Wei, former deputy general manager of Broadao Fund, joined Guojin Asset Management
Bank of Communications comprehensively promotes the issuance of over-the-counter bonds
In May, Shanghai will issue 3 billion yuan of local government bonds through the commercial bank counter market. Bank of Communications, as one of the banks underwriting the Shanghai Municipal Government's bond counter business, plans to sell them to individuals and small and medium-sized institutional investors from May 21 to May 23. The bond funds raised in this issue will be used for municipal education, medical care, and other livelihood projects.
Express News | Bank of Communications: Appointment Withdrawal Service in the Cardless Withdrawal Function of Personal Mobile Banking will be suspended from May 24
Can banks actually benefit from the “four arrows going hand in hand” in real estate finance? Industry: Both people, real estate, and money are involved, and the impact on asset quality is better than pricing
Xiao Feifei, chief banking analyst at CITIC Securities, believes that in terms of current real estate finance logic, quality is more important than pricing.
Minsheng Securities: Bank AH Shares High Premium Nuggets H Shares High Dividends
Bank AH share premiums are still at historically high levels. On the one hand, tax policy expectations are improving, and premiums are expected to subside with financial support. On the other hand, the discount on H shares also brings dividend advantages. At the same time, it is also necessary to consider the relative disadvantages of liquidity and settlement efficiency in the H share market.
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