Insurance funds are sweeping up Hong Kong stocks in the banking sector, which A-shares banks are being watched? At the beginning of the year, these 10 listed Banks received intensive research, and the most frequently asked questions include these.
① In recent surveys, the trends in asset quality for Banks in 2025, annual Crediting plans and allocations, the situation of the "opening red", and the changes in the cost of the liability side are generally key issues of concern for Institutions. ② Some Banks have indicated that they expect the overall improvement in the cost of the liability side to expand in 2025.
Which bank has the highest dividend yield, and when will the interim dividend arrive?
China Merchants stated that in the A-share market, Ping An Bank, China Zheshang Bank, Xiamen Bank Co.,Ltd., and Bank of Shanghai have high dividend yields; the H-shares of China Construction Bank Corporation, Bank Of Communications, Chongqing Rural Commercial Bank, and Bank Of China also have relatively high dividend yields.
The reduction of existing house loan interest rates has little impact, Wuxi Rural Commercial Bank: stable middle business revenue in 2025.
① Wuxi Rural Commercial Bank held a performance briefing for the third quarter of 2024, stating that the reduction in existing mortgage rates will somewhat lower the bank's interest income from mortgage lending, but the overall impact is not significant. ② At the same time, the interest rate reduction will somewhat reduce customers' willingness to make early repayments, which will positively affect the stability of the business scale.
Insurance capital is intensively increasing stakes in dividend stocks! What is the reason?
Currently, there are quite a few shareholders of insurance funds that hold more than 5% of the circulating shares of listed companies. In addition to some being unlocked restricted shares, there have also been many actions of shareholding and new stakes taken, with at least 14 instances of such actions this year.
Why did the fair value change income decline in the third quarter? The management of jiangsu changshu rural commercial bank stated two main reasons, but did not respond to whether there are results from the self-regulation investigation.
①Investors are concerned about the self-discipline investigation results of the national bond trading, with no response from the management. ②President Bao Jian explains the reasons for the decline in fair value change income in the third quarter. ③Secretary to the Board Tang Zhifeng responds to investors' demands for increased dividend payouts.
The continuous narrowing of interest rate spreads and the decline in interest income are dragging down the performance trend, how to solve it? jiangsu zijin rural commercial bank executives respond to hot issues such as interest rate spreads, dividends, a
1. It is expected that the full-year revenue and profit will be similar to previous years, and in the next stage, efforts will be made to improve the profit level through jiegoutiaozheng of the asset-liability structure, expense reduction, and increasing non-interest income; 2. The specific mid-term dividend plan will be determined by the board of directors based on the company's profit situation, cash flow status, and medium to long-term development plan.