399411 CNI High Dividend Yield 100 Index
- 3394.08
- +22.66+0.67%
Yang Shujian made his first appearance after taking office at Hua Xia Bank, with three municipal banks in Peking forming a strategic alliance, totaling nearly 10 trillion in Assets.
① The current deep cooperation among the three types of banks at the provincial level is the first of its kind in the country. ② The total assets are close to 10 trillion, comparable to the scale of the leading shareholding bank, Industrial Bank. ③ On the eve of this strategic cooperation signing event, the core executives of Hua Xia Bank and Bank Of Beijing have just been adjusted.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.
Can the valuations of the ten giants in the Hong Kong stock market catch up with the seven sisters in the U.S. stock market? CICC states that if earnings are realized, there may be potential for a doubling.
① At what level will the valuation of Hong Kong stocks recover? ② What are the core driving factors behind the current rebound of Hong Kong stocks? ③ How much room is there for future valuation expansion of Hong Kong stocks?
Frontline | "Cosmic Bank" makes a big move, Industrial And Commercial Bank Of China announces the completion of the large-scale application of DeepSeeK across the entire bank. Will more banks follow suit?
① ICBC claims to have recently completed the privatization deployment of the latest DeepSeek open-source large model ahead of its peers and integrated it into the "ICBC Smart Surge" large model matrix system. ② Currently, it has enabled the large model to cover more than 20 main Business areas within the bank, with over 200 implemented scenarios. ③ Industry insiders believe that ICBC's fintech personnel should exceed 10,000, which is an important reason for its strong ability to implement quickly.
This week, 13 more companies were added! Gree Electric Appliances, Inc.of Zhuhai and several other stocks revealed plans for shareholding and repurchase loans, a list of related A-shares is provided.
According to incomplete statistics from the Financial Association, 13 A-share listed companies announced the disclosure of shareholding related to repurchase and refinancing this week (see attached table); Gree Electric Appliances, Inc. of Zhuhai shareholder, Ocean Connect, receives the highest specific loan amount, which does not exceed 1.47 billion yuan.
Total investment exceeds 19 billion! The leading company in the Shanghai Chlor-alkali Chemical Industry in Inner Mongolia signs a large L for the integrated green Energy project | After-hours announcement summary.
Zhejiang Crystal-optech: plans to acquire 95.6% of Aicos's shares for 0.3235 billion Cash / Money Market.
Recent important questions in the Hong Kong stock market: who is buying, which Sectors is the main capital Inflow into, and which stocks are heavily weighted......
At the Industry level, since the Spring Festival, the hot market for Hong Kong stocks has seen major Inflow directed towards growth Sectors such as AI and pharmaceuticals, while the dividend-related Sectors have experienced significant reduction in holdings. Notably, apart from the “AI+” Sector, southernbound funds have continued to flow into the dividend Sector and have shown a resonance with some Chinese-funded intermediaries and local Hong Kong intermediaries.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
1 euro sells off 6 European subsidiaries, Ningbo Huaxiang Electronic aims to solve the long-term losses in its Europe Business.
① Ningbo Huaxiang intends to sell Ningbo Huaxiang Europe, which includes six companies in Germany, Romania, and the United Kingdom, with a preliminary transaction price set at 1 Euro; ② Since 2014, Ningbo Huaxiang's European Business has been suffering from significant losses for a long time, greatly affecting the overall development of the listed company; ③ Currently, Ningbo Huaxiang implements a long-term Global Strategy of "expanding in North America, reducing in Europe, and stabilizing in China."
Jiangsu Financial Leasing faced the first shareholding reduction from its fifth largest shareholder, BNP Paribas Leasing, cashing out nearly 0.15 billion yuan. Will there be further actions in the short term?
① The funds obtained from the Shareholding of Société Générale Leasing will be used to further expand the investment in its subsidiary Jiangsu Financial Leasing; ② Jiangsu Financial Leasing stated that it does not expect to make any further Shareholding in the short term.
At the beginning of the year, insurance funds are buying vigorously, but Zhongyou Life Insurance has taken the opposite approach, reducing its shareholding in ANHUIEXPRESSWAY just four months after the acquisition. Why is that?
① Zhongyoupao Life reduced its shareholding by 2.66 million shares at an average price of HKD 10.5885 per share in the market; ② The shareholding ratio decreased from 5.04% to 4.5%; ③ Zhongyoupao Life plans to increase its allocation of TPL Stocks in 2025.
Daily Bulls and Bears | The Hang Seng Index night futures closed at 22,824 points, the latest bull-bear street ratio rose to 64:36; Air China Limited's January passenger data is optimistic! One call warrant rose by over 200%.
As of market close, the total market turnover was 356.031 billion Hong Kong dollars, with a total turnover of 20.304 billion Hong Kong dollars from all callable bull and bear certificates, accounting for 5.7% of the total market turnover. Among these, the proportion of long positions was 3.3% and the proportion of short positions was 2.4%. The net outflow of funds from all warrants was 0.186 billion Hong Kong dollars.
Daily Bull and Bear | The Hang Seng Index broke last October's high last Friday, with multiple bull certificates surging over 300%; Alibaba soared over 14%, with the highest bull certificate earning more than four times.
As of the market close, the total market turnover was 393.598 billion HKD, with all warrants and callable bull/bear certificates trading a total of 21.527 billion HKD, accounting for 5.5% of the market turnover, among which good positions accounted for 3.0% and short positions accounted for 2.5%. The net Outflow of all warrants was 50.4681 million HKD.
The trend of capital increase in the Industry is continuing, CITIC Financial Leasing will significantly increase its capital to 10 billion yuan, and Jiangsu Financial Leasing's capital increase plan was just approved last month.
① CITIC Financial Leasing received a significant capital increase from its parent bank, marking the second instance of a leasing company increasing capital that has come to light this year. In January of this year, Jiangsu Financial Leasing's application for a capital increase of 1.5 billion yuan was just approved by regulators. ② Since last year, many leasing companies have increased their registered capital, which is somewhat related to the new regulations introduced in September of last year. Additionally, increasing registered capital can enhance the ability to withstand risks and better serve the real economy.
In the past two months, Northbound capital has bought over 190 billion Hong Kong dollars worth of Hong Kong Stocks! 10 stocks have become favorites for increased holdings.
Since the beginning of this year, the Hong Kong stock market has soared, largely due to robust support from southbound capital. From this year's data, the net Buy amount of southbound capital has approached a quarter of last year's total, while the time elapsed is still less than one-sixth of the entire year.
Daily Bull and Bear | Moment of decision? The Hang Seng Index bearish certificates are heavily weighted at 23,300 points, while bullish certificates are betting on 22,100 points; Kuaishou rises nearly 10%, with one call option yielding a 5-fold profit.
By the market close, the total market turnover was 338.626 billion Hong Kong dollars, with all warrants and callable bull/bear contracts totaling a turnover of 20.697 billion Hong Kong dollars, accounting for 6.1% of the total market turnover, where long positions represented 3.4% and short positions accounted for 2.7%. The net Outflow of funds for all warrants was 0.107 billion Hong Kong dollars.
This week, 11 more companies have been added! Youngor Group and several other stocks have disclosed their plans for shareholding and repurchase loans, with a complete list of related A-shares.
① The Share Buyback and Shareholding refinancing plan in the A-share market is steadily advancing. According to incomplete statistics from Caixin, 11 A-share listed companies announced and disclosed relevant information on Share Buyback and Shareholding refinancing this week (see attached table); ② Youngor Group has the highest special loan amount, totaling 0.7 billion yuan.
Daily Bull and Bear | The Hang Seng Index night futures surge past 22,000 points! The heavy zone for bull certificates moves up to 21,300 points; Alibaba rises over 8%, with many call options making nearly double profits.
As of the market close, the total market turnover was 287.163 billion Hong Kong dollars, with all warrants and callable bull/bear certificates combined turnover of 17.64 billion Hong Kong dollars, accounting for 6.1% of the total market turnover, with the proportion of good positions at 3.4% and the proportion of short positions at 2.7%. The net Outflow of all warrants was 0.304 billion Hong Kong dollars.
Continuing to increase the pace, Ping An will increase its Shareholding in three Banks after the New Year.
Ping An Insurance's enthusiasm for bank stocks continues. On February 11, the Hong Kong Stock Exchange disclosed that Ping An and its subsidiary Ping An Asset Management had consecutively increased their shareholding on February 6.
The scandal over the fraudulent case exceeding 60 billion is not over; Dagong Global is being sued for "neglect of duty." How can the once-great rating giant regain its glory?
① The company that faked financials to inflate revenues by over 60 billion still received an 'AA+' rating or above for several consecutive years, leading to multiple lawsuits from bond investors against Dagong Global Credit Rating; ② Dagong Global responded that since the Global Strategy restructuring, the company has adopted mature and standardized management models from state-owned enterprises, always prioritizing compliance Operation and improving rating quality.