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The People’s Bank of China management stated in a newspaper article: a moderately loose MMF policy will be consistent with changes in macroeconomic control thinking.
The article by the head of the People's Bank of China in the Financial Times indicates that regarding the next steps in policy efforts, in the future, it is necessary to further improve the economic fundamentals from both the supply and demand sides. In terms of investment, it is important to focus on expanding effective investment, which can create demand and employment opportunities in the short term, and develop high-quality supply in the medium to long term, driving the transformation and upgrading of the economic structure. In terms of Consumer, the article emphasizes the full utilization of positive fiscal policy effects, further improving the social security system, and enhancing residents' willingness and ability to consume. Specifically regarding financial policy, overall, a moderately loose MMF policy will continue to align with the shift in macro-control ideas, supporting consumption promotion and benefiting people's livelihoods.
Express News | Zhu Cheng Technology: Zhu Cheng Asset Management plans to reduce its shareholding in the company by no more than 1.1%.
Express News | The State-owned Assets Supervision and Administration Commission: Promote the deepening of Industry Chain Global Strategy cooperation among central enterprises, lead the repayment of debts owed to private enterprises, and make every effort to stabilize em
The interest rates of the same industry certificates of deposit are rapidly declining, and under "moderately loose" conditions, there is hope to drop to 1.30%.
1. After the improvement in MMF transmission efficiency, the CD interest rate and the 7-day OMO rate will integrate within the next year. 2. Due to the faster decline of long-term bonds, the spread between the 10Y government bond and the 1Y CD has been compressing, and is currently at 13BP.
Ping An Securities: It is expected that the overall Net income growth rate of listed Banks will be 1% in 2025.
Gelonghui, December 13｜Ping An Securities released the annual strategy report for the Huaan CSI Banks ETF Feeder Fund-A for 2025, stating that looking ahead to 2025, insufficient effective demand and continued pressure on asset pricing levels remain important factors restricting the upward elasticity of bank profitability.
According to "The Great Bank," Silver International: The domestic banking fundamentals will remain robust next year.
Bank of China International released a report stating that as of December 10, the Hang Seng Index for China Mainland Banks has risen by 32.7% this year, outperforming the Hang Seng Index's increase of 19.1%. Looking ahead to next year, considering that decision-makers may continue to introduce more monetary and fiscal policies, the fundamentals of the banking industry will remain robust, and it is believed that the Listed in Hong Kong bank index may continue to achieve positive returns. The bank indicated that as risk-free interest rates decline and geopolitical risks increase, investors will pay more attention to undervalued H-share bank stocks with high dividend yields. In addition, the Ministry of Finance has stated that it will issue special government bonds to supplement the capital of large commercial banks. Maintain a 'Shareholding' stance on the banking industry.
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