The 10 trillion debt-to-equity swap is here! A-shares are expected to strengthen, these sectors may benefit.
On November 8th, the 12th meeting of the 14th National People's Congress Standing Committee (hereinafter referred to as the "meeting") concluded. The meeting reviewed and approved the most significant debt-to-equity swap measures in recent years, attracting high market attention.
How do you view the upcoming introduction of the most significant debt-to-equity swap measures in recent years?
Looking back at the data of previous years, the scale of replacement last year exceeded 2.2 trillion yuan. This indicates that the scale of the new measures will definitely be above 2.2 trillion yuan. It is worth noting that the previously relatively stable Ministry of Finance has taken a strong stance this time, with expressions such as "the largest effort in recent years" and "a one-time large scale", which are full of imagination space. It can be expected that a significant fiscal incremental policy is about to come.
SY Holdings (06069.HK): Technology Empowered Platform Strategy, Building Bridges between Funding Side and Asset Side
SY Holdings is a leading supply chain technology platform company in the industry, breaking through the risk control challenges of platform connection. SY Holdings is the first supply chain technology platform company listed on the main board of Hong Kong. SY Holdings continues to focus on inclusive finance and digital finance business, closely following the "Five Priorities" proposed at the central financial work conference.
Great performances one after another, gome fin tech has set sights on the AI commercial social market.
The official announcement of the acquisition of CashBox is probably just a small attempt by gome to integrate the digital ecosystem and achieve strategic upgrading. On the surface, it seems to be named after "Tongtong" and even "AI Social", which can be said to be a small view of the big picture. If I'm not mistaken, the show by gome is probably not limited to this. On August 30th, Gome Financial Technology (00628.hk) released its interim report. As of June 30, 2024, the Group's revenue increased significantly by 53.5% to 60.8 million yuan, and its pretax profit increased to 33.6 million yuan, a increase of 860%. The interim report stated that the significant increase in revenue was mainly due to the significant growth of other financing business.
Lufax Holding GAAP EPADS of -$0.19, Revenue of $822M; Suspends Semi-annual Dividend
Hong Kong stock preview | Tencent's Q2 net income after adjustment was CNY 57.313 billion, with a year-on-year growth of 53%; China Shenhua Energy's coal sales volume in the first seven months was 0.27 billion tons, with a year-on-year growth of 5.4%.
Hong Kong listed companies have disclosed their interim dividend plans, with central enterprises and Hong Kong-funded real estate companies having the highest dividend payout; the IPO application files of three tea beverage brands have all expired; significant achievements in 6G will be announced, with communication capabilities potentially more than 10 times that of 5G.