BK0415 Internet Finance
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- -6.667-1.06%
Investment income comes from bank dividends and many issues are avoided without discussing Youngor's results will be “spared like money” | Direct access to performance meetings
① The company's investment income mainly comes from dividends from CITIC Corporation and Bank of Ningbo ② Financial investments in other non-main businesses will speed up disposal efforts ③ The profit of the fashion sector business declined in the first quarter. The company says it is investing heavily in the acquisition of brands
China Ping An's two shareholding plans have re-entered the “buy buy buy” market. The participation capital was reduced by 1 billion dollars compared to previous years, and it is clear that it will buy H shares for the first time
① China Ping An's two shareholding plans have once again entered the market to buy shares. The annual core personnel shareholding plan has already bought more than 157 million yuan, and has now made a profit. ② According to the reporter's statistics, the total amount of share purchase capital participating in the two major plans of Ping An of China during the year decreased by more than 1 billion dollars compared to 2023, which is less than the amount of participation in 2022. ③ However, unlike previous years, which mainly bought shares in the A-share market, Ping An of China plans to buy shares in the H share market this year.
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.
Did the majority shareholders who increased their holdings last year all make money? Bank of Ningbo revealed the latest progress in increasing Youngor's holdings. After the “purchase” in mid-February, the stock price has risen by more than 20%
① Bank of Ningbo and Bank of Lanzhou announced on the same day that the shareholder increase was completed, and the proportion of Youngor's shareholding in Bank of Ningbo increased to 10%; ② Bank of Ningbo's stock price has continued to rise since the beginning of the year. After Youngor's current round of holdings increase, Bank of Ningbo's stock price has risen by more than 20%; ③ After Central Huijin increased its holdings in the four major banks last year, the average increase so far is about 17%.
Sudden! The “first home improvement stock” was robbed on the 10th anniversary of listing, and Dongyi Risheng was revealed to have “run away” with branches in many places
① The news that Dongyi Risheng's many branches are “running away” is rampant. Consumers, company employees, etc. confirmed in interviews that the Wuxi branch has actually basically lost its ability to perform contracts. ② The interviewees said that the branch office collects money from customers and sends supply requirements to suppliers with whom it has cooperated for a long time. This probably means that the actual financial power held by the Wuxi branch is limited.
Taking over the shares of the former top 500 private enterprises, Keqiao Transformation and Upgrading Company will become the second largest shareholder of Shaoxing Bank and the largest shareholder of Ruifeng Bank at the beginning of the year
① The Shaoxing Bank shareholder qualification of Keqiao Transformation and Upgrading Company was approved, and the supervisory authority agreed to transfer a total of 9.12% of the shares of Jinggong Group and Shaoxing Zhongfu. ② The transferred shares indicate that all of them have been pledged. A relevant person from the board of directors of Shaoxing Bank said that the transfer will greatly ease shareholders' equity pledge issues. ③ The actual controller of Keqiao Transformation and Upgrading Company is the Keqiao District Finance Bureau. It just completed the transfer in February this year to become the largest shareholder of Ruifeng Bank.
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.
After receiving the second payment license, Douyin Pay's parent company significantly increased its capital to 2.15 billion dollars. What are the considerations? Industry: Or related to new non-bank payment regulations
① Recently, Tianjin Tongrong E-Commerce Co., Ltd., the parent company of Douyin Pay, increased its capital by 207%. In other words, the registered capital increased from 700 million yuan to 2.15 billion yuan. ② The industry believes that this move may be related to the new non-bank payment regulations. ③ Recently, Douyin Group is relying on Tianjin Tongrong to promote the acquisition plan of the second payment license Linkage Advantage E-Commerce Co., Ltd.
Chinese assets explode! The Hang Seng Index has risen ten times in a row, and China's Golden Dragon Index has been rising nearly 15% in two weeks. What do you think of the future market?
More and more global capital is looking at Chinese assets.
Real estate stocks are collectively “agitated”! Shimao Group surged more than 60%. Can we expect the market on the right?
It is expected to transition to the market on the right
95 domestic game editions have been approved again, and many listed game companies have made gains
The number of game versions has been distributed over 100 for 5 consecutive months. An agency source told the Financial Association reporter that the current supply of editions is in line with expectations, and the distribution pace continues to improve and is expected to continue.
Weekly preview | Tech giants set off a frenzy of results releases! Tesla, Meta, Microsoft, and Google are on the list one after another
US GDP for the first quarter and core PCE data for March will be released. China's April LPR will be announced on Monday; the Bank of Japan will announce the new interest rate decision on Friday.
Huawei helps the financial industry accelerate its embrace of AI, and leading AI financial companies may benefit significantly
① On April 11, the 2024 Huawei Financial Innovation Data Infrastructure Summit was held in Chongqing with the theme of “Digital Innovation, Smart Finance”. ② Dongwu Securities believes that in the context of fintech support policies being introduced one after another and overseas financial vertical models are being implemented at an accelerated pace, financial vertical models will become the focus of future development in the field of financial AI.
How to deal with the decline in capital adequacy ratio? Will the lifting of the ban impact stock prices? How is net interest spread managed? Ruifeng Bank responds to market concerns one by one
① Rui Fung Bank Governor Chen Gangliang said that it will develop a non-interest income business and enhance endogenous capital replenishment capabilities. ② Net interest spreads have been declining for three consecutive years. Chairman Wu Zhihui said that it is expected that the problem of continuing to decline in net interest spreads in 2024 will be mitigated. ③ Investors are concerned about the pressure to lift the ban on a large scale in June. Wu Zhihui said back that the relevant shareholders are willing to maintain a long-term and stable investment relationship with the bank.
Northbound Capital Purchase Report: Ping An of China received net sales of 571 million yuan
Northbound Capital had a sharp net sale of 7.385 billion yuan today.
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.
Douyin plans to acquire Hai Lian Jinhui offline bank card receipt license for more than 750 million yuan
① Douyin plans to acquire a Hailian Jinhui offline bank card receipt license at a price of 750 million yuan plus net assets on the day of delivery. ② If the transaction is completed, Douyin Pay will complete the bank card receipt business license.
The first national data work conference was held, and institutions are optimistic about the release of the value of data elements
A Financial Services Association reporter learned that the National Data Administration held its first national data work conference in Beijing on April 1-2. The conference will focus on market-based allocation reforms of data elements and coordinate the construction and development of digital China, digital economy, and digital society to study and deploy key tasks for this year.
Xiaomi Auto applied for a satellite-related patent this year may be the first year that satellite communication will be launched on a large scale
① According to Tianyancha's intellectual property information, on March 29, the “Star Alignment Method, Device, Medium and Vehicle” patent applied for by Xiaomi Auto Technology Co., Ltd. was announced. ② Some agencies predict that this year is likely to be the first year of satellite communication technology for Chinese automobile companies. Compared to mobile phones, automotive satellite communication also has many advantages.
Sudden! Leading shareholders of 36 billion Flying Motors plan to reduce their holdings by no more than 0.42% | Highlights of post-market announcements
Runhe Software: The holding subsidiary plans to increase capital and expand shares and introduce the Southern Network Institute of Mathematical Research