The CSI Consumer 360 index is rebounding after hitting the bottom, banks stocks are performing strongly against the trend, and under the continuous shrinking environment, defense may become the main melody for short-term trading.
Track the entire lifecycle of the main Sector.
Several listed Banks responded to the impact of the tariff war: it may affect loan demand and interest margins, and risk control thresholds will shift forward.
① Fully recognize the pressure that USA tariff policies may bring on loan demand and net interest margins. ② If the tariff disputes escalate further, it is believed that corresponding industrial or financial policies will be implemented to provide support.
GUDOU HLDGS (08308) shareholders have deposited Stocks into Bank Of Communications REITs, with a storage Market Cap of 34.606 million HKD.
The latest information from the Hong Kong Stock Exchange shows that on April 15, GUDOU HLDGS (08308) Shareholders deposited Stocks into Bank Of Communications REITs, with a Market Cap of 34.606 million HKD, accounting for 22.96%.
How significant is the foreign trade related Business of major national Banks? The annual report of China Construction Bank mentions this, and the industry says the impact still needs to be observed.
① After the "reciprocal tariff" turmoil, do major Banks have any new countermeasures? Will it affect the Crediting volume in the second quarter? The interviewed Banks all stated that "it is inconvenient to respond". ② Cross-border trade Business and international settlement should be one of the focus areas for medium and large Banks, especially listed Banks, in recent years. The impact of this tariff turmoil still needs to be observed, making it difficult to reach a conclusion.
Bank of Communications Schedules Board Meeting to Review Q1 2025 Results
Bank Of Communications (03328.HK) plans to hold a Board of Directors meeting on April 29 to approve the quarterly performance.
Gelonghui, April 15th | Bank Of Communications (03328.HK) announced that the Board of Directors will hold a board meeting on Tuesday, April 29, 2025, to review and approve (including) the unaudited quarterly performance of the bank and its subsidiaries for the three months ending March 31, 2025.
BANKCOMM: NOTICE OF BOARD MEETING
Since April, nearly 30 Banks have intensively lowered their fixed deposit interest rates, mainly for medium to long-term periods, with the end of the "New Year good start" being the main reason.
① Statistics by the financial media found that since April, 30 Banks in the country have lowered the interest rates on fixed deposit products, mostly for medium to long-term durations; ② The reasoning for raising interest rates around New Year's Day and lowering them in April is basically the same, "both are to serve the needs of 'good start'"; ③ After the 'good start' ends, the continued reduction of interest rates by Banks throughout the year is a major trend.
Bank Of Communications' Tu Hong: Three major aspects to help foreign trade enterprises cope with the impact of the tariff war.
The seventh session of the "Shanghai Lujiazui Finance & Trade Zone Development Financial Salon" successfully concluded in Shanghai Pudong, and the General Business Director of Bank Of Communications and the President of the Shanghai branch, Tu Hong, delivered a speech.
[Brokerage Focus] CITIC SEC: Optimistic about relative and absolute value in the Banks Sector for the entire year.
Jinwu Financial News | CITIC SEC released a research report stating that last week the volatility in the capital markets increased, and bank stocks showed relative returns. From the annual reports that have been released and the preliminary growth figures for the first quarter, the fundamentals of the banks are in line with market expectations. Looking ahead to 2025, the capital markets may be influenced by multiple factors including China-U.S. tariffs, domestic expectations of hedging policies, and economic running, leading to persistently high volatility. In this context, bank stocks, benefiting from stable financial data, predictable dividend value, and relatively low valuation volatility, are optimistic for both relative and absolute value for the year, suggesting an increased allocation in the sector.
Bank Of Communications will distribute a cash dividend of 0.197 yuan per share for A shares on April 18.
Bank Of Communications (03328) announced that the company will distribute a cash dividend of 0.197 yuan per share for A-shares on April 18, 2025.
Bank Of Communications (601328.SH) will distribute 0.197 yuan per share for the year 2024, with the equity registration date set for April 17.
Bank Of Communications (601328.SH) announced that it will implement the 2024 A-share Dividends, distributing...
New trends in Real Estate Crediting: Postal Savings Bank, Everbright Bank and others strengthen their support for businesses, while Banks show divided attitudes toward personal housing loans.
① Multiple Banks are increasing their lending in the real estate sector. ② In terms of personal housing mortgages, Banks have differing attitudes: some Banks state they will increase mortgage lending, while others indicate a "cautious approach."
Bank of Communications Posts 'Positive' Growth in Q1 Net Profit
Confident moves! Bank Of Communications and Shanghai Pudong Development Bank have rarely disclosed Company Business Data before the quarterly report.
① In response to several joint-stock banks and rural commercial banks rarely disclosing Company Business Data before the quarterly report, someone in the East China banking industry told a reporter from the Financial Association, "It's all to boost confidence." ② One bank's net increase in loans for the first quarter reached a new seasonal high in recent years. Experts explain that the data on bank deposits and loans shows stable growth, which can intuitively display the resilience of the bank's Business and stabilize market sentiment.
Bank of Communications Updates Final Dividend Details for 2024
BANKCOMM: POLL RESULTS OFTHE 2025 FIRST EXTRAORDINARY GENERAL MEETING HELD ONTUESDAY, 8 APRIL 2025
In the first quarter, Bank Of Communications (03328.HK) achieved a year-on-year positive growth in both net interest income and net income.
On April 8, 2024, Bank Of Communications (03328.HK) announced that in the first quarter of 2025, the operation and development of Bank Of Communications Co., Ltd. maintained a good trend of steady progress and steady quality improvement, with further optimization of the business structure and continuous strengthening of service to the real economy. As of the end of March, the balance of various RMB loans from domestic banking institutions increased by more than 360 billion yuan compared to the end of the previous year, achieving a year-on-year increase; both net interest income and net income achieved positive year-on-year growth; and asset quality continued to remain stable.
Bank Of Communications (03328): As of the end of March, the balance of various RMB loans from domestic banking Institutions increased by more than 360 billion yuan compared to the end of the previous year, achieving a year-on-year increase.
Bank Of Communications (03328) released an announcement that in the first quarter of 2025, the operation and development of Bank Of Communications Co., Ltd. remains...
Express News | Bank of Communications - as of End of March, Balance of Various Loans in RMB From Domestic Banking Institutions Increased by More Than RMB360 Bln