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Express News | At the end of April, the pledge-style repurchase balance of ICBC increased by 13% year-on-year, with the number of Trade clients reaching a historical high for the same period.
In the "Big Banks", CICC listed last week's Southbound capital shareholding of the most Hong Kong stocks (table).
CICC published a report listing the stocks with the most significant increases in southbound capital last week: Stock │ Increase amount last week Construction Bank (00939.HK) │ 3.021 billion yuan Bank of China (03988.HK) │ 1.812 billion yuan China Merchants Bank (03968.HK) │ 1.599 billion yuan Shenhua (01088.HK) │ 1.3 billion yuan CNOOC (00883.HK) │ 0.818 billion yuan GRANDPHARMA (00512.HK) │ 0.763 billion yuan China Mobile (00941.HK) │ 0.762 billion yuan Industrial and Commercial Bank (01398.HK) │ 0.71 billion yuan Old shop Gold (0618
In "The Big Action," CICC lists the changes in the weight of Hang Seng Index constituent stocks and forecasts the changes in passive funding (table).
China International Capital Corporation published a report stating that last Friday (16th), the Hang Seng Index Company announced the quarterly index adjustment results, which will take effect from June 9 (Monday). This adjustment to the Hang Seng Index includes Midea Group Co., Ltd (00300.HK) and ZTO EXPRESS-W (02057.HK), with inclusion weights of 0.33% and 0.44%, respectively, increasing the number of constituent stocks to 85. Stocks│Hang Seng Index weight change forecast│Potential passive fund change ZTO EXPRESS-W (02057.HK)※│0%→0.44%│Inflow of 0.128 billion USD Midea Group Co., Ltd (00300.HK)※│
In the first quarter, the net profit of commercial Banks in Mainland China was 656.8 billion yuan, with a slight increase in the non-performing loan ratio.
The data on major regulatory Indicators for the Banking and Insurance industries from the National Financial Regulatory Administration for the first quarter of 2025 shows that by the end of the first quarter of 2025, commercial banks had accumulated a net profit of 656.8 billion yuan (RMB, same below). The average capital profitability rate was 8.82%, an increase of 0.72 percentage points compared to the end of the previous quarter. The average asset profitability rate was 0.68%, an increase of 0.05 percentage points compared to the end of the previous quarter. The balance of non-performing loans was 3.4 trillion yuan, an increase of 157.4 billion yuan compared to the end of the previous quarter; the non-performing loan ratio of commercial banks was 1.51%, an increase of 0.01 percentage points compared to the end of the previous quarter. The data shows that commercial banks' lending
S&P: The domestic Real Estate market may stabilize, which is favorable for domestic Silver.
Rating agency Standard & Poor's expects that the Real Estate market in core cities of China is gradually stabilizing, which may help boost Consumer confidence and bring about economic benefits from Diffusion. This will be beneficial for large state-owned Banks, most joint-stock Banks, and regional Banks in core cities. However, S&P predicts that the Mainland property market will stabilize this year rather than experience a strong rebound, believing that some regional Banks with more Business exposure in lower-tier cities, which are lagging in the recovery process, may face Operational challenges in the future.
Brokerage morning meeting highlights: focus on the new logic of Bank allocation under Fund reform.
In today's brokerage morning meeting, China International Capital Corporation stated that it has postponed the Federal Reserve's interest rate cut prediction to the fourth quarter; Caitong believes that the reserve requirement ratio reform has already begun; HTSC emphasized the importance of the new logic of Bank allocation under Fund reform.
