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The first interest rate cut of the year has been implemented! This releases approximately 1 trillion yuan in long-term liquidity.
① The People's Bank of China lowered the reserve requirement ratio of Financial Institutions by 0.5 percentage points starting from May 15, providing approximately 1 trillion yuan in long-term liquidity to the market; ② This adjustment aims to encourage Financial Institutions to support the real economy, especially in the fields of Autos finance and leasing.
The "China Agricultural Construction" Listed in Hong Kong stocks have all reached a historic high! The dividend season on the Hong Kong stock market has arrived early, with China Mainland Banking stocks collectively rising.
① What impact does the early arrival of the dividend season in Hong Kong stocks have on the market? ② Why has short-term capital continuously flowed into "China Agriculture Bank" Listed in Hong Kong, which has reached a historical high?
Bank stocks are at a new high again! How does the public fund performance benchmark assessment affect the allocation of bank stocks?
Industrial Securities stated that the performance benchmarks focus on actively managed equity funds, including the CSI 300 Index. By the end of 2024, the proportion of bank Hold Positions in actively managed funds is expected to be 3.81%, while the weight of the bank Sector in the CSI 300 Index is as high as 13.67%, resulting in a deviation of nearly 10 percentage points. Among these, stocks such as CM BANK, Industrial Bank, Industrial And Commercial Bank Of China, Bank Of Communications, and Shanghai Pudong Development Bank have an even greater under-allocation ratio.
CITIC SEC: The fundamentals of Banks are expected to remain stable, and two main lines can be grasped.
How to grasp the changes in Banks' asset-liability strategy and interest margin?
CITIC SEC: Policies actively guide insurance funds and public offerings into the market, focusing on the allocation space in the Banks Sector.
CITIC SEC released a Research Report stating that the change in funding preferences of Institutional investors helps the long-term Inflow of funds into the Banks Sector.
The central bank: Starting from May 15, the reserve requirement ratio for Financial Institutions will be lowered by 0.5 percentage points.
The People's Bank of China has decided to lower the reserve requirement ratio for Financial Institutions by 0.5 percentage points (excluding Financial Institutions that have already implemented a 5% reserve requirement ratio) starting from May 15, 2025, and to lower the reserve requirement ratio for Autos financing companies and financial leasing companies by 5 percentage points.