必和必拓7月18日公布加拿大詹森钾肥项目第一阶段的最新成本和进度估算。称项目第一阶段已完成 68%，预计资本支出在70亿美元到74亿美元之间（包括意外开支），而最初预计为57亿美元；首次投产 时间将恢复至原定的27年度中期。集团2026和2027财年的资本支出指引仍为110亿美元。 ...

必和必拓：上调加拿大Jansen Potash第一阶段项目资本开支预期至70亿-74亿美元，公司最初预计57亿美 元。 预计Jansen第一阶段项目将于2027财年中期投产。 预计全年资本开支和勘探开销大约为110亿美元。 ...

Core Points - The Chuanghua Trading Service Hong Kong Stock Connect Selected 100 Index (CES100) experienced a decline of 0.47%, closing at 5303.57 points with a trading volume of 96.677 billion yuan [1] - Over the past month, the CES100 index has increased by 3.56%, by 16.52% over the last three months, and by 25.56% year-to-date [1] Index Composition - The top ten holdings of the CES100 index are: HSBC Holdings (10.21%), Tencent Holdings (9.83%), Alibaba-W (9.56%), Xiaomi Group-W (7.99%), Meituan-W (5.82%), AIA Group (5.55%), Hong Kong Exchanges and Clearing (4.13%), Standard Chartered Group (2.51%), Prudential (1.93%), and Kuaishou-W (1.61%) [2] - The index is fully composed of securities from the Hong Kong Stock Exchange [2] Sector Allocation - The sector allocation of the CES100 index includes: Financials (27.78%), Consumer Discretionary (26.88%), Communication Services (13.71%), Information Technology (10.34%), Real Estate (5.45%), Health Care (4.84%), Utilities (3.96%), Industrials (3.34%), Consumer Staples (3.17%), and Materials (0.53%) [2] Fund Tracking - Public funds tracking the CES100 index include: Huaan CES Hong Kong Stock Connect Selected 100 ETF Link A, Huaan CES Hong Kong Stock Connect Selected 100 ETF Link C, and Huaan CES Hong Kong Stock Connect Selected 100 ETF [2]

汇丰控股：在港交所等交易所回购约401万股 智通财经7月16日电，汇丰控股(00005.HK)在港交所发布公告称，7月15日于香港斥资约1.33亿港元回购 135.76万股，每股回购价97.15至98港元；同日在伦交所等交易所回购约264.9万股，每股回购价在9.184 至9.301英镑，斥资约2445.3万英镑。 ...

21世纪经济报道记者 曹媛 深圳报道 | 机构类型 | 机构名称 | 数量 | | --- | --- | --- | | 首批参与跨境支付通的内地机构 | 工商银行、农业银行、中国银行、建设银行、交通银 | 6 家 | | | 行、招商银行 | | | 首批参与跨境支付通的香港机构 | 中银香港、东亚银行、建银亚洲、恒生银行、汇丰银 | 6家 | | | 行、工银亚洲 | | | 第二批新增的香港机构 | 招商永隆、上海商业银行、中信银行(国际)、创兴 | 11 家 | | | 银行、大新银行、广发银行、交银香港、南洋商业银 | | | | 行、众安银行（ZA Bank）、天星银行（Airstar | | | | | SERVICE OF SUBLE | | | Bank)、MOX Bank | 21 21 时报 | 跨境支付通自6月22日正式上线不到一月，香港收款行已扩容至17家。 跨境支付通是指内地网上支付跨行清算系（IBPS）与香港快速支付系统（FPS）的连接。中国人民银行 与香港金融管理局共同推动内地与香港的快速支付系统实现互联互通，为两地居民及机构提供即时跨境 支付服务。对比传统跨境汇款，跨境支付 ...

金十数据7月14日讯，汇丰银行外汇研究全球主管Paul Mackel表示，美国政策的变化，连同即将公布的 通胀数据，可能会主导本周美元的基调。预计6月CPI同比涨幅将较5月小幅上升。"美元正初步显示出以 更常规的方式对数据做出反应的迹象，因此，若数据疲软，将可能成为美元的绊脚石。"此外，对某些 国家（即巴西、加拿大、欧盟和墨西哥）和目标产品（如药品和铜）可能征收关税的公告将使不确定性 居高不下。虽然这些公告可能短期支撑美元，但还需要考虑其他政策风险，例如近期对美联储主席鲍威 尔就总部翻修成本的批评。 汇丰银行：美国政策转变可能主导本周美元走势 ...

Core Viewpoint - HSBC Holdings has shown strong year-to-date (YTD) and one-year (1Y) returns of approximately 22% and 38% respectively, driven by positive sentiment surrounding its restructuring and cost-cutting initiatives [1] Group 1 - HSBC is recognized as a prominent traditional bank with a global presence, operating in regions such as the UK, US, Asia, and the Middle East [1] - The bank's restructuring efforts and cost-cutting measures have contributed significantly to its recent performance [1] - The optimism regarding HSBC's future prospects is reflected in its substantial stock performance over the past year [1]

7月12日，据追风交易台消息，汇丰银行在最新报告中指出，近期数据显示，中国亚洲其他地区的出口量均创下历史新高，韩国二季度出口量环比增长也 表现强劲。然而，这一现象引发了一个谜题： 美国进口商如果确实在大规模囤货以规避更高关税，其库存理应大幅攀升，但实际数据并未显示如此明显的增长。 汇丰首席亚洲经济学家Frederic Neumann指出，虽然美国零售库存有所上升，但仅回到了2022年9月的峰值水平，与疫情期间的库存激增相比相形见绌。这 一反差可能有三种解释：数据滞后、保税仓库存储，或者美国终端需求超预期强劲。 报告称，如果是后者，意味着亚洲出口商可能避免此前市场担心的"前置出货"反噬效应。不过汇丰警告，高额关税最终仍将对亚洲出口造成重大冲击。 亚洲出口量创历史新高，美国库存仅温和增长 汇丰数据显示，中国大陆和新兴亚洲（除中国外）的出口量指数均达到历史高位。其中，韩国二季度出口量环比增长显著加速。 汇丰研究显示，尽管亚洲出口量大幅激增，但美国库存增长却相对有限，暴露出贸易前置效应的复杂性。 美国制造业进口增长在过去几个月大幅飙升，而欧洲进口则出现相反走势。这些进口商品的部分确实进入了美国零售商的仓库，推动零售库 ...

Core Viewpoint - HSBC has decided to withdraw from the global banking sector's climate alliance, indicating a shift in its approach to climate-related commitments [1] Group 1: Company Actions - HSBC's exit from the climate alliance reflects a strategic decision that may impact its reputation and stakeholder relationships [1] - The move could signal a broader trend among financial institutions reassessing their commitments to climate initiatives [1] Group 2: Industry Implications - The withdrawal raises questions about the effectiveness and influence of climate alliances in driving sustainable practices within the banking industry [1] - Other banks may follow suit, potentially leading to a fragmentation of collective climate efforts in the sector [1]

Core Viewpoint - The Hong Kong stock market is experiencing a significant increase in share buybacks, indicating that companies are recognizing their undervalued stock prices and are actively working to optimize their capital structures [1][2][3]. Group 1: Buyback Trends - As of July 10, 2023, 206 Hong Kong-listed companies have initiated buyback plans, involving a total amount of 100.7 billion HKD, surpassing both the previous year and the total for 2023 [1][2]. - Major companies like Tencent Holdings, HSBC, and AIA have led the buyback trend, with their combined buyback amounts exceeding 75% of the total market buybacks [4]. - The buyback activity is not limited to traditional sectors but has expanded to include consumer and healthcare industries, reflecting a broader market confidence [4][5]. Group 2: Market Sentiment and Economic Factors - The current buyback wave is seen as a response to low valuations, with companies signaling their belief in their intrinsic value and the potential for market recovery [2][3]. - The supportive policy environment, including new regulations from the Hong Kong Stock Exchange, has provided companies with greater flexibility for capital operations [2][3]. - The trend indicates a shift in corporate governance, with companies increasingly focusing on shareholder returns and capital efficiency, especially in a low-growth environment [3][5]. Group 3: Future Outlook - Analysts expect the buyback trend to continue, supported by strong financial capabilities and the ongoing valuation mismatch in sectors like technology and finance [5]. - The buybacks are anticipated to boost market sentiment, stabilize stock prices, and enhance the attractiveness of blue-chip stocks in the long term [5][6]. - The dual drivers of buybacks and supportive policies are creating opportunities for investors, although caution is advised regarding external market conditions [6].