Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.

At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.

cls.cnApr 1 08:46

It is the "last day" for Consumer loan interest rates below 3%, and many Banks are still rushing to attract customers, fearing increased pressure on future lending.

① Many Banks are promoting a slogan "Last Day of Low Interest Rates", urging customers to quickly check their limits and receive interest rate coupons for withdrawals; ② Several Banks' Crediting personnel are concerned that an increase in Consumer loan rates may lead to a decrease in interest, continuing to increase lending pressure.

cls.cnApr 1 08:08

Market Update | China Mainland Banking stocks are rising against the trend, with China Construction Bank Corporation's shares up over 4%, and the four major state-owned banks attracting a strategic investment of 520 billion yuan.

China Mainland Banking stocks rose against the market trend, as of the time of writing, China Construction Bank Corporation increased by over 4%, and Bank Of China, CM BANK, and Industrial And Commercial Bank Of China rose by over 1%.

Zhitong FinanceMar 31 10:10

The Ministry of Finance actively supports the large state-owned commercial Banks in replenishing their core Tier 1 capital.

① The Ministry of Finance will issue the first batch of 500 billion yuan special government bonds in 2025 to support Bank Of China, China Construction Bank Corporation, Bank Of Communications, and Postal Savings Bank Of China in replenishing their core Tier 1 capital; ② Large state-owned commercial banks are currently operating steadily, with stable asset quality and adequate provisions. The replenishment of capital through special government bonds will enhance their capacity for stable operation, promote high-quality development, and better serve the real economy.

cls.cnMar 31 08:45

Brokerage morning meeting highlights: Focus on economic performance exceeding expectations or new catalysts in Technology, and emphasize structural opportunities in Technology and the pro-cyclical main line.

At today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on the economy exceeding expectations or new catalysts in Technology, emphasizing structural opportunities in Technology and pro-cyclical main lines; KSY Securities believes that the overall Hong Kong stock market has not yet entered a full bull market rally stage; HTSC stated that the overall lithium battery production scheduling in April has improved month-on-month, Bullish on the marginal continuous improvement of supply and demand in the Industry Chain.

cls.cnMar 31 08:14

《Performance》 BANK OF GANSU (02139.HK) reported an annual net profit of 0.582 billion yuan, a drop of 9.7%.

BANK OF GANSU (02139.HK) announced its annual results for the year ending last December, with a revenue of 5.954 billion yuan (RMB, same below), a year-on-year decrease of 10.7%. Net profit was 0.582 billion yuan, a year-on-year decrease of 9.7%; earnings per share were 3.86 cents. No dividends were declared.

AASTOCKSMar 30 23:55