更早之前的9月10日，东亚银行（中国）也在官网披露了9家互联网贷款业务合作机构名单，涵盖了微众银行、蚂蚁智信、支付宝、银联数据、杭州聚慧联、 网商银行、蚂蚁星河、商诚融资担保、中国投融资担保等在内的民营银行、持牌消金、融资担保等类型机构。该行表示，此次披露严格遵循国家金融监督管 理总局相关规定，后续将严格按照监管要求开展业务，不定期更新名单。 为何银行助贷合作会呈现"头部集中"趋势？素喜智研高级研究员苏筱芮表示，这种共性选择，表明银行机构正充分响应助贷新规的监管精神，以合规为准 绳，从源头规范互联网助贷业务，提升业务质量。 距国家金融监督管理总局《关于加强商业银行互联网助贷业务管理提升金融服务质效的通知》（以下简称"助贷新规"）正式实施仅剩15天，银行业正加速调 整互联网贷款业务布局。9月15日，北京商报记者梳理发现，近期徽商银行、东亚银行（中国）、恒丰银行、上海银行等多家机构纷纷披露助贷合作机构名 单，且均聚焦头部民营银行、流量平台等机构。分析人士称，这种共性选择，表明银行机构正充分响应助贷新规的监管精神，以合规为准绳，从源头规范互 联网助贷业务，提升业务质量。 多家银行披露助贷"白名单" 助贷新规正式实施 ...

东亚银行首席经济师卓亮表示，美联储较可能降息0.25%，美联储始终仍关心美国对输美货品加征关税 对美国通胀造成的影响。此前加息周期香港银行P息未完全跟随美联储加息幅度，他认为港银本次若减 P息可能只降0.125%，未必跟足美息减幅。 上海商业银行研究部主管林俊泓表示，美联储本次不会降息0.5%，美国当地招聘率仍处于健康水平， 解僱率约1%，空缺率降但仅返回疫前水平，这些指标表现未足以支持需急降息0.5%，故他认为美联储 仅降息0.25%。 港银P息目前仅较2022年加息周期开始前的水平高0.25%。林俊泓认为，市场预计美国今年内将降息3 次，若分摊2次减P，每次减0.125%，对银行而言是较灵活的策略，否则若本次P息完全跟随美息降 0.25%，下月或12月美国若再降息，对港元活期及储蓄存款成本有一定影响的P息却无空间再减，则可 能令港美息差收窄，对港元汇价构成潜在波动。 智通财经APP获悉，美联储周四(9月18日)凌晨公布议息结果。香港银行界人士预计，本次美联储会宣布 降息0.25%，而香港银行本周较可能宣布将港元最优惠利率调降0.125%。目前主流的香港银行港元最优 惠利率有"大P"、"细P"，渣打在内多间 ...

今天分享的是：东亚银行：余烬：2025年第三季宏观及投资策略报告 报告共计：46页 东亚银行2025年第三季宏观及投资策略报告总结 2025年上半年，全球经济与政治格局深度调整，贸易关系、地缘政治变化引发金融市场剧烈波动，为下半年市场奠定多变基 调。虽中美贸易关系出现转机、美国推进《大而美法案》、以伊战事短期结束，但关税政策走向、法案利弊等关键问题仍未明 确。 从宏观策略看，关税战、去美元化及黄金避险需求将持续影响市场，特朗普政府政策及美联储货币政策的不确定性，可能导致 市场消息交错、投资情绪骤变。当前关税战最坏时刻或已过去，但仍有波动；去美元化短期难实现，不过投资者减少美元资产 持有成趋势；黄金因避险需求及央行购金等因素，价格有望继续上行。 宏观经济方面，受保护主义影响，全球经济增长预计放缓至疫后复苏最低点，2025年全球经济增长率或从2024年的3.3%降至 2.8%。美国经济面临政策反复、关税冲击等压力，2025年全年增长预测仅1.2%，美联储下半年或重启减息。欧洲经济凭借公共 开支对冲关税压力，将温和增长，欧洲央行减息周期或接近尾声。中国经济展现韧性，通过政策刺激稳增长，有望实现5%左右 的年度目标。 ...

Group 1 - The core viewpoint of the article indicates that the U.S. labor market is showing significant signs of slowing down, with expectations for non-farm payrolls to remain below 100,000 for August, and an anticipated unemployment rate increase to 4.3% [1] - The Chief Economist of East Asia Bank, Zhuo Liang, agrees with the assessment of a slowing labor market and suggests that the Federal Reserve is likely to cut interest rates this month, with a high probability of a 25 basis point reduction [1] - There is a possibility of data revisions from the statistical bureau, as past non-farm payroll data has shown considerable volatility, which may affect market expectations for interest rate cuts [1] Group 2 - Zhuo Liang forecasts a total interest rate reduction of 50 basis points in the second half of the year, followed by an additional 100 basis points in the following year [1] - The article notes that significant revisions in non-farm payroll data in the past have been linked to statistical methods and low response rates in surveys, indicating potential for future revisions depending on the new statistical bureau director's reforms [1]

Group 1 - The non-executive director Li Guoshi of East Asia Bank (00023) reduced his holdings by 10,000 shares at a price of HKD 13 per share, totaling HKD 130,000 [1] - After the reduction, the latest number of shares held by Li Guoshi is approximately 12.9346 million shares, representing a holding percentage of 0.49% [1]

Group 1 - The non-executive director Li Guoshi of East Asia Bank (00023) reduced his holdings by 10,000 shares at a price of HKD 13 per share, totaling HKD 130,000 [1] - After the reduction, the latest number of shares held by Li Guoshi is approximately 12.9346 million shares, representing a holding percentage of 0.49% [1]

Core Insights - The number of existing home mortgage registrations in August 2025 reached 6,629, a month-on-month increase of 22.1%, marking the highest level in 23 months since August 2023, driven by a recovering property market and increased transactions [1][2] - The market share of the top four banks increased by 4.3 percentage points to 77.5%, with Bank of China Hong Kong leading the market with a share of 33.8% [2] - The number of pre-sale mortgage registrations fell to 376 in August, a decrease of 52.6% from July, primarily due to the completion of units at Long Tian Feng [3] Group 1: Existing Home Mortgages - In August 2025, existing home mortgage registrations totaled 6,629, up 22.1% from July, the highest in nearly two years [1][2] - The increase in registrations was attributed to favorable market conditions, including lower interest rates and increased market confidence [1] - The top four banks' market share rose to 77.5%, with Bank of China Hong Kong maintaining the highest share at 33.8% [2] Group 2: Pre-sale Mortgages - Pre-sale mortgage registrations dropped to 376 in August, a significant decline of 52.6% from the previous month [3] - The decline was mainly due to the completion of units at Long Tian Feng, with the majority of registrations in August coming from SIERRA SEA [3] - Despite the monthly drop, the total number of pre-sale mortgage registrations for the first eight months of 2025 increased significantly by 90.5% year-on-year [3]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 The Bank of East Asia, Limited 東亞銀行有限公司 ( 1918 年在香港註冊成立之有限公司) (股份代號: 23) 獨立審閱報告及 截至 2025 年 6 月 3 0 日止 6 個月的中期業績 茲提述東亞銀行有限公司（「本行」，連同其附屬公司統稱為「本集團」）日期為 2025 年 8 月 21 日有關本集團截至 2025 年 6 月 30 日止 6 個月未經審核業績的公 告。本行之 2025 中期報告預期約於 2025 年 9 月 17 日在香港交易及結算所有限 公司網站及本行網站登載。獨立審閱報告及本行截至 2025 年 6 月 30 日止 6 個月 未經審核的中期業績摘錄於本公告的附錄。 於 2025 年 9 月 1 日，本行董事會成員為李國寶爵士 # ( 執行主席 ) 、李國章教授 *( 副主席 ) 、黃子欣博 士 **( 副主席 ) 、李國星先生 * 、李國仕先生 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年8月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 東亞銀行有限公司 | | | 呈交日期: | 2025年9月1日 | | | I. 法定/註冊股本變動 | 不適用 | | FF301 第 1 頁 共 11 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00023 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 2,636,521,142 | | 0 | | 2,636,521,142 | | 增加 / 減少 (-) | | | 0 | | ...

Core Viewpoint - East Asia Bank reported a mixed performance for the first half of 2025, with a decline in operating income but an increase in net profit attributable to shareholders [1] Financial Performance - Operating income for the first half of 2025 was HKD 10.259 billion, a decrease of 2.1% compared to HKD 10.484 billion in the same period of 2024 [2] - Net profit attributable to shareholders increased by 14.0% to HKD 2.407 billion, up from HKD 2.111 billion year-on-year [2] - Total customer loans and advances rose by 1.2% to HKD 539.175 billion [2] - Total assets reached HKD 891.424 billion, an increase of HKD 136.65 billion or 1.6% from the end of 2024 [2] - Customer deposits increased by 3.4% to HKD 665.226 billion [2] Analyst Ratings and Price Targets - Goldman Sachs raised its earnings per share estimates for East Asia Bank for the fiscal years 2025 to 2027 by 8%, 11%, and 24%, respectively, and increased the target price by 12% to HKD 11.8, maintaining a "Sell" rating [3] - Citigroup set a target price of HKD 11.6 with a "Neutral" rating [4] - CICC maintained its forecasts for East Asia Bank and raised the target price by 25% to HKD 14.12, corresponding to a price-to-book ratio of 0.4X for 2025E/2026E, while also maintaining a "Neutral" rating [4]