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.
Intraday Overview | Hong Kong stock trends diverge, high dividend concept carnival; domestic housing stocks skyrocketed, Shimao Group rose more than 50%
The Hong Kong Stock Exchange rose more than 6%. Reports say Hong Kong Stock Connect's dividend tax may be reduced, and the listing of Saudi companies in Hong Kong is just around the corner.
What hurt the Tianqi lithium industry's “thunderstorm” the most was insurance capital? China's Taibao lost more than 60% of its holdings after listing, and insurance capital generally lost money on the books in the past two years
① Tianqi Lithium's financial report for the first quarter caused the company's stock price to fall to a halt today, and Hong Kong stocks fell by more than 19%; ② China Taibao and its holding subsidiaries listed Tianqi Lithium lost more than 60%; ③ data shows that insurance companies have generally faced book losses in the past two years. A number of insurance companies put up their licenses to buy at a phased high point.
The premium for the 2024 edition of the Shanghai Huibao upgrade is still 129 yuan, with a cumulative total of more than 20 million insured applications over 3 years, and the compensation amount exceeds 1.6 billion yuan
① The premium for the 2024 version of Shanghai Insurance is still 129 yuan/year, and the guarantee liability has been “extended, one superior, and one increase”; ② Insured persons can use their personal account balance over the past year to enroll in the insurance for up to 6 immediate family members; ③ By the end of March 2024, the total number of Shanghai Huihui Insurance cases had been completed over 650,000 in 3 years, and the cumulative compensation amount exceeded 1.6 billion yuan;
There have been structural changes in the market! What happened to the weakening of Hong Kong real estate stocks and insurance stocks?
Analysts believe that the rise in crude oil and gold reflects the geographical situation. The market anticipates that Iran may launch an attack on Israel this weekend; if China's treasury bonds rise sharply, MLF interest rates may be lowered next Monday; while in the equity market, the most reassuring currently is still Vanke. The insurance sector, which has a high correlation between underlying assets and real estate, is also being impacted as a result.
Demand from overseas markets has increased dramatically, and PV module production schedules may be drastically improved in March
In the past week (February 15 to February 21), there was a particularly significant rebound in module-side production schedules in the PV industry chain. With the execution of early orders and the prosperity of overseas markets, demand for terminals may increase dramatically. The module production schedule is expected to rise to more than 50 GW in March, ushering in a major turning point.