Tianfeng: Ongoing policies are boosting confidence in the Brokerage Sector, and the Industry is likely to rise.

With the continuous release of policy dividends, Brokerages are expected to ride the wave.

Zhitong Finance07:40

Hong Kong Stock Concept Tracking | Fund managers increase positions to catch up with benchmark weights. The Brokerage Sector may welcome a reassessment of its value (with related stocks included).

Taking Banks as an example, if the allocation ratio of the Sector increases from 3.3% in the annual report to three scenarios of 5%, 7.5%, and 10%, it will respectively bring in additional funds of 50 billion yuan, 123.7 billion yuan, and 197.3 billion yuan.

Zhitong FinanceMay 15 07:43

Express News | China International Capital Corporation: BEIGENE has achieved a quarterly profit turnaround for the first time, maintaining an 'outperform industry' rating.

BreakingsMay 14 14:42

Another military industry enterprise has launched an A-share IPO, with its main business covering Satellite Communications and electronic countermeasures. Zhongbing Investment, CHINA BEST Satellite, and others have invested.

① China Electronics Technology Defense Technology Co., Ltd. has completed the filing materials for listing guidance and plans to IPO on the A-share market, with the guiding institution being China International Capital Corporation. ② The core capabilities of China Electronics Technology Defense in research cover fields such as shortwave Communications, Satellite Communications, ultra-shortwave Communications, reconnaissance and warning, electronic jamming, anti-radiation guidance, unmanned operations, electromagnetic spectrum warfare, and Asia Vets equipment.

cls.cnMay 14 09:51

Express News | China Electronics Technology Defense has launched its IPO guidance.

BreakingsMay 14 09:19

[Brokerage Focus] HTSC: It is expected that the competition pattern in the Huaan CSI All Share Investment Banking & will continue to concentrate towards the leading firms.

Jingwu Financial News | HTSC's Research Reports indicate that in Q1 2025, the combined Net income of major brokerages saw a significant year-on-year increase of 92%, with non-recurring Net income rising by 51%. Three main areas of focus are: 1) The trend of balance sheet expansion continues, driven by the scale of financial investments, further expanding total Assets, although there is a divergence in leverage ratios; 2) Investment contributions are growing, with major brokerages' investment income generally increasing, showing strong resilience; 3) Light capital business recovery, with the average daily trading volume of Stocks Funds in All Market up by 71% year-on-year, brokerage net income improving year-on-year, investment banking net income generally improving, and asset management net income remaining relatively stable. Looking ahead, the firm expects the competitive landscape of the Industry to continue to lead towards the top.

Jinwu Financial NewsMay 13 08:47