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.
New China Life Insurance has officially become the fourth largest Shareholder of Bank Of Hangzhou, with long-term capital entering the market and the cooperation between foreign banks and insurance companies being an important consideration.
① In addition to responding to the national requirement to further increase the long-term capital market entry, Xinhua Life Insurance also pointed out that it helps to promote the collaboration of Business and Insurance. ② The industry expects that in the future, insurance companies will further increase their Shareholding in listed companies with high dividends, high capital appreciation potential, and high ROE attributes.
How can the Bank Of Beijing reshape the "lifeline"?
For the banking Industry, accompanying the cyclical winter is a reshaping of the industry landscape. In 2024, Bank Of Beijing achieved "double increases" in performance.
Analysis of the reasons behind the "double-digit" growth of Bank of Qingdao's profits.
The four major sectors are making simultaneous efforts.
Postal Savings Bank, Everbright, Zhejiang Merchants, and Bank Of Chengdu announce Shareholding. Institutions predict: this is the first batch, and there will be more to follow.
① There is a direct impact on the stability of the Banking Sector and investor confidence; ② The risk-bearing capacity of the Bank Of China Industry remains relatively sufficient.
Once again, state-owned equity is transferred without compensation, the Bank Of Chongqing's largest shareholder and related parties' shareholding ratio increased to 23.65%. Response: This is part of the state-owned enterprise integration and reform.
① After the state-owned equity is transferred without compensation, the Water Investment Group will become a concerted actor with Yufu Capital, and the shareholding ratio of Yufu Capital and its affiliated parties in Bank Of Chongqing will increase from 15.15% to 23.65%; ② Bank Of Chongqing indicated that the relevant changes in shareholding are part of the reform of state-owned enterprises integrated by the Chongqing State-owned Assets Supervision and Administration Commission, and the actual shareholding ratio of each shareholder remains unchanged, while ensuring that state-owned enterprises maintain their position as the major shareholder in Bank Of Chongqing.