就在斯塔默访华期间，利物浦市议会1月29日宣布，中国奇瑞商用车公司将把欧洲总部设在利物浦。这 是奇瑞在欧洲设立的首个总部项目。论坛现场的利物浦市议会首席执行官陆睿德对北京日报客户端记者 说，利物浦对能够获得这次重大投资感到非常自豪。中国在高科技领域的先进能力，为与利物浦企业合 作提供了机会。 迈凯伦新任首席执行官尼古拉斯·柯林斯告诉北京日报客户端记者，自己每年差不多来中国6次，了解中 国的机遇和发展速度，但8年来还是第一次以英国贸易代表团成员的身份来到中国。他坦言不喜欢用"黄 金时代"这样的定义来衡量双边关系，但双方之间无疑有更多机遇。中国是世界最大的汽车市场，对任 何汽车制造商来说都至关重要。 聂智恒说，汇丰一直在整个中国市场不断拓展业务，刚刚完成了恒生银行的私有化，投资超过1000亿港 元。2025年，他们在深圳启用了新的办公大楼，将全球首家培训中心项目设在广州南沙。聂智恒说，中 国中产阶级不断壮大，需要更好的财富管理，汇丰正面向这一客户群体不断完善产品和服务，提升自身 实力。 地缘政治对经贸合作的影响日益显著。英国等西方主要国家与美国的紧张关系是斯塔默本次访问的重要 背景。柯林斯说，商业能在生活中将人们 ...

Market Overview - The Hang Seng Index (HSI) closed at 27,158.76, down by 228.35 points or 0.83% [1] - The index reached a high of 27,426.11 and a low of 27,082.20 during the trading session, with a trading volume of 46.7689 million [1] Major Blue-Chip Stocks Performance - Most large-cap stocks experienced declines, with notable movements including: - Tencent Holdings closed at HKD 606.00, down by HKD 16.00 or 2.57% [3] - Alibaba Group (ADR) fell to HKD 169.20, down by HKD 4.10 or 2.37% [3] - HSBC Holdings reported a slight decrease to HKD 136.60, down by HKD 1.00 or 0.73% [3] - Other significant declines included: - China Mobile down by 9.29% to HKD 36.12 [3] - BYD Company down by 3.98% to HKD 97.75 [3] - Meituan down by 1.42% to HKD 97.20 [3] Stock Price Movements - The following stocks showed notable price changes: - AIA Group down by 0.66% to HKD 90.35 [3] - Xiaomi Corporation down by 3.06% to HKD 35.50 [3] - JD.com down by 1.92% to HKD 112.40 [3] - Some stocks remained stable or showed minor gains, such as: - New World Development up by 0.88% to HKD 125.70 [3] - Bank of China up by 0.19% to HKD 41.24 [3]

Core Viewpoint - HSBC Holdings has reported that its banking operations in Hong Kong, which previously faced interruptions, are "gradually returning to normal" [1] Group 1: Operational Issues - HSBC's mobile banking application in Hong Kong was inaccessible due to a technical issue on Friday afternoon [1] - The bank's computer network across Hong Kong also experienced failures, impacting local branches [1] Group 2: Customer Base and Services - HSBC is the largest bank in Hong Kong, serving over 6 million retail customers [1] - The bank's services include transaction banking, loans, wealth management, and insurance products [1]

Group 1 - HSBC is focusing on rebuilding its investment banking business in Hong Kong to increase its share in the IPO market after missing the 2025 listing boom [1] - Last year, HSBC acted as the lead sponsor for only one of over a hundred listing projects on the Hong Kong Stock Exchange [1] - HSBC's head of corporate and institutional banking, Michael Roberts, emphasized the importance of expanding their presence in the Hong Kong IPO market [1] Group 2 - A plan has been developed to expand HSBC's equity capital markets team in the region by recruiting bankers from China, capitalizing on the trend of Chinese companies listing in Hong Kong [1] - Roberts believes that the trend of Chinese companies moving towards Hong Kong for listings will continue, highlighting Hong Kong as a crucial link between China and the world [1] - He noted that currently, there are more IPOs in Hong Kong than in London, indicating a strategic focus on growth in the highest potential market [1]

Core Viewpoint - HSBC is making a concerted effort to rebuild its investment banking business in Hong Kong to increase its market share in the IPO sector after missing the 2025 listing boom [1] Group 1: Company Strategy - HSBC served as the lead sponsor for only one out of over a hundred listing projects on the Hong Kong Stock Exchange last year [1] - The head of HSBC's corporate and institutional banking division, Michael Roberts, emphasized the company's focus on expanding its presence in the Hong Kong IPO market [1] - HSBC plans to recruit bankers from China to enhance its equity capital markets team in the region, aiming to capitalize on the trend of Chinese companies listing in Hong Kong [1] Group 2: Market Context - Roberts noted that IPO activity in Hong Kong currently surpasses that of London, indicating a strategic shift towards markets with higher growth potential [1] - The company acknowledges that it may have been late in increasing resources in this area but has a proactive plan to enhance its capabilities in China [1]

Core Viewpoint - HSBC has completed the privatization of Hang Seng Bank, which officially delisted on January 27 and became a wholly-owned subsidiary of HSBC in Asia-Pacific [1] Group 1: Corporate Changes - HSBC CEO Noel Quinn emphasized that Hang Seng Bank will maintain independent operations despite the privatization [1] - The Chief Financial Officer (CFO) of Hang Seng Bank, Su Xuebing, who has been with the bank for over three years, will return to HSBC as the interim CFO for Asia and the Middle East starting in March [1] - Jonathon Lee, the current CFO for Asia and the Middle East at HSBC, will be appointed as the CFO of Hang Seng Bank, marking the first time in over 90 years that a foreign national will hold this position [1]

Market Overview - The Hang Seng Index (HSI) closed at 27,742.89, down by 225.20 points or 0.81% as of January 29, 16:00 Eastern Time [1] - The index reached a high of 27,909.81 and a low of 27,419.65 during the trading session, with an average price of 27,664.73 [1] - The 52-week high for the index is 27,909.81, while the 52-week low is 19,335.70 [1] Blue-Chip Stocks Performance - Most large-cap stocks experienced declines, with HSBC Holdings closing at HKD 138.219, up 0.45% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 619.286, down 0.44% from the Hong Kong close [2] Individual Stock Movements - Tencent Holdings (00700) latest price is HKD 622.000, with a slight increase of 1.000 or 0.16% [3] - Alibaba Group (09988) latest price is HKD 173.300, down by 0.200 or 0.12% [3] - HSBC Holdings (00005) latest price is HKD 137.600, up by 0.100 or 0.07% [3] - China Construction Bank (00939) latest price is HKD 8.160, up by 0.130 or 1.62% [3] - AIA Group (01299) latest price is HKD 90.950, up by 2.100 or 2.36% [3] - Xiaomi Group (01810) latest price is HKD 36.620, up by 0.300 or 0.83% [3] - NetEase (099999) latest price is HKD 206.600, down by 5.400 or 2.55% [3] - Meituan (03690) latest price is HKD 98.600, up by 0.250 or 0.25% [3] - Industrial and Commercial Bank of China (01398) latest price is HKD 6.640, up by 0.050 or 0.76% [3] - Hong Kong Exchanges and Clearing (00388) latest price is HKD 444.200, up by 5.000 or 1.14% [3] - Ping An Insurance (02318) latest price is HKD 73.300, up by 2.350 or 3.31% [3] - Baidu Group (09888) latest price is HKD 155.500, down by 0.600 or 0.38% [3] - China Bank (03988) latest price is HKD 4.760, up by 0.090 or 1.93% [3] - BYD Company (01211) latest price is HKD 101.800, down by 1.000 or 0.97% [3] - JD.com (09618) latest price is HKD 114.600, down by 1.700 or 1.46% [3] - Ctrip Group (09961) latest price is HKD 482.200, down by 13.200 or 2.66% [3]

Group 1 - The core focus of Prime Minister Starmer's visit to China is on economic issues, marking a shift from previous years where political concerns dominated [1] - This visit is significant as it is the first by a UK Prime Minister in eight years, indicating a strategic choice to re-engage with China after a period of cooling relations [1] - The delegation accompanying Starmer includes key figures from the Treasury and major corporations such as HSBC and AstraZeneca, highlighting the importance of rebuilding economic ties with China [1] Group 2 - The UK is facing economic challenges post-Brexit, with a £22 billion fiscal gap and a need for growth, making engagement with China, the UK's fifth-largest trading partner, crucial [1] - The visit aims to establish mechanisms for cooperation, such as the revival of the UK-China CEO Council, focusing on sectors like green energy and digital economy [1] - A notable example of successful collaboration is the MG brand, which has thrived in Europe due to the partnership between UK and Chinese firms, demonstrating mutual benefits in technology and employment [1]

2026年香港地区银行账户管理费进入全面收费时代。 自 2026 年 1 月 1 日起，香港主要银行纷纷调整账户管理费政策，"零成本持有香港账户" 的时代正式结束！ 汇丰银行作为香港最大的银行之一：其 2026 年 1 月 1 日起实施的新收费政策引发市场广泛关注。新规主要针对非香港身份证持有人的汇丰 One 账户，具体 收费规则如下： 收费标准与条件：非香港身份证持有人于 2026 年 1 月 1 日或之后成功开立或转换至汇丰 One 账户，须满足 "连续三个月平均全面理财总值≥1 万港币" 的要 求，若未达标，将自次月起每月收取 100 港币低额结存服务费；该费用按年计算达 1200 港币，对资金量较小的客户构成显著负担 豁免条件明确：符合以下任一情况的账户持有人可豁免管理费：一是 2025 年 12 月 31 日之前已完成开户的存量账户客户；二是持有香港身份证开户的客户 （包括新来港人士及本地居民）；三是能够维持账户月平均总结余持续大于或等于 1 万港币的客户；这意味着香港本地居民不受此新规影响，体现了银行对 本地客户的保护政策。 出海易建议： 中银香港账户体系相对友好：中银香港的综合理财账户分为私人财 ...

Group 1: Consumer Sector Opportunities - The focus on expanding domestic demand will be a key policy priority in 2026, with consumption being reinforced as the main engine for economic growth [4] - Short-term measures like trade-in policies are expected, but long-term growth is anticipated to come from service consumption, which is seen as a critical growth source [4] - The government emphasizes new solutions to support the expansion of new consumption and service consumption, indicating a long-term trend [4] - Investors are advised to pay attention to segments with long-term growth potential, particularly in the context of low expectations and valuations in the consumer sector [4][5] Group 2: AI and Technological Integration - Artificial Intelligence (AI) is becoming a significant theme in the global market, with its applications expanding across various industries, particularly in finance, manufacturing, healthcare, and consumer sectors [6] - China's advantages in hardware manufacturing and a rapidly evolving AI ecosystem are driving the integration of AI into various sectors, enhancing economic resilience [6] - Despite some overheating in certain segments, industries like gaming, consumer electronics, and robotics are expected to maintain growth potential due to their alignment with existing market demands [6] Group 3: Investment Outlook for the Greater Bay Area - The Hong Kong stock market is viewed positively due to strong capital inflows and active IPO activities, with policy support for AI expected to attract further investments [7] - A barbell strategy is recommended for onshore and offshore Chinese stocks, balancing technology stocks with high-dividend quality state-owned enterprises for downside protection [7] Group 4: Global Economic Trends and Risks - Key macro factors influencing asset risks in 2026 include the monetary policy paths of the Federal Reserve and other major central banks, which could affect interest-sensitive assets [8] - Geopolitical events may cause market volatility, particularly impacting oil prices, but current oversupply in the oil market mitigates some risks [9] - The divergence in global growth, with strong performance in the US versus challenges in Europe, affects capital flows and asset performance across regions [9] - Increased correlation among asset classes necessitates diversified cross-asset, cross-industry, and cross-regional strategies to manage risks effectively [9]