格隆汇8月15日丨盛京银行(02066.HK)发布公告，该公司的H股份将于今天(15/8/2025)上午九时正起短暂 停止买卖。 ...

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 會 就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。 SHENGJING BANK CO., LTD.* 盛京銀行股份有限公司* （於中華人民共和國註冊成立的股份有限公司） （股份代號：02066） 暫停買賣 應 盛 京 銀 行 股 份 有 限 公 司（「本 行」）的 要 求，本 行H股股份自二零二五年 八 月 十 五 日（星 期 五）上 午 九 時 正 起 在 香 港 聯 合 交 易 所 有 限 公 司 暫 停 買 賣， 以 待 根 據《香 港 公 司 收 購 及 合 併 守 則》刊 發 構 成 本 行 內 幕 消 息 之 公 告。 盛京銀行股份有限公司* 孫 進 董事長 中國遼寧省瀋陽市 2025年8月14日 於 本 公 告 日 期，本 行 執 行 董 事 為 孫 進 先 生、柳 旭 女 士、王 亦 工 先 生、張 學 文 先 生 及 何 一 軒 先 生；本 行 非 執 行 董 事 為 孫 ...

Investment Rating - The report does not explicitly state an investment rating for the company Core Insights - The company, Lao Xiang Ji, positions itself as a leading player in the Chinese fast food industry with a full supply chain layout, focusing on "home kitchen" style Chinese fast food [4][7] - The Chinese fast food market is expected to grow significantly, with a projected CAGR of 8.3% from 2024 to 2029, indicating a robust growth opportunity for the company [4][55] - Lao Xiang Ji is the largest Chinese fast food enterprise by market share, holding 0.9% of the market, and has a unique full supply chain model that includes chicken farming, central kitchens, and restaurant services [4][65] Summary by Sections 1. Chinese Fast Food Leader with Dual Operation Model - Lao Xiang Ji has a comprehensive supply chain layout, including 3 chicken farms, 2 central kitchens, and 8 distribution centers, making it the only Chinese fast food company with a fully traceable system [4][7] - The company operates a mix of direct sales and franchise models, with a focus on chicken soup and chicken dishes, maintaining an average customer spend of around 30 yuan [4][7] - As of April 30, 2025, the company has 750 stores in Anhui and 814 stores outside the province [4][7] 2. Fast Food Industry with Significant Growth Potential - The Chinese fast food market is the second largest globally, with a market size of 810 billion yuan in 2024, and is expected to grow at a CAGR of 8.3% from 2024 to 2029 [4][55] - The market is still largely fragmented, with over 1.7 million restaurants and a low chain penetration rate of 32.5% in 2024, indicating substantial consolidation opportunities [4][55][60] 3. High Cost-Performance Products with Integrated Supply Chain - Lao Xiang Ji's supply chain includes self-owned chicken farming and third-party suppliers, ensuring quality and variety in raw materials [4][89] - The company has automated production lines in its central kitchens, allowing for standardized processing and efficient logistics, with same-day delivery to nearby stores [4][4] - The product offerings are designed to meet consumer demand for quality and affordability, with a focus on high-frequency, everyday meals [4][82] 4. Fundraising Purpose - The report does not provide specific details regarding the use of raised funds 5. Competitive Landscape - Lao Xiang Ji leads the Chinese fast food market with a market share of 0.9%, and is recognized for its full supply chain model and high operational efficiency [4][65] - The company faces competition from various regional players, but its unique positioning and operational model provide a competitive edge [4][69]

Core Viewpoint - The event held on May 13, 2025, recognized outstanding enterprises contributing to the comprehensive revitalization of Liaoning Province, with Shengjing Bank receiving an award for its efforts [1][4]. Group 1: Company Recognition - Shengjing Bank was honored at the "Promoting High-Quality Development of Enterprises, Supporting Comprehensive Revitalization New Breakthrough" conference, highlighting its significant contributions during the action year [1][4]. - The award reflects the provincial government's acknowledgment of Shengjing Bank's commitment to local service and its role in regional economic development [4]. Group 2: Future Outlook - Shengjing Bank aims to strengthen its financial supply capabilities and enhance its services to empower the real economy, aligning with Liaoning's goals for the new era [4]. - The bank will continue to uphold its identity as "the people's bank, the city's bank, and the state-owned bank," focusing on supporting the province's comprehensive revitalization efforts [4].

Core Viewpoint - Shengjing Bank has officially released its first Environmental Information Disclosure Report for 2024, emphasizing its commitment to carbon peak and carbon neutrality goals while enhancing its green finance business and services [1][2]. Group 1: Environmental Information Disclosure - As a pilot bank for environmental information disclosure in Liaoning, Shengjing Bank has compiled the report under the guidance of the People's Bank of China, adhering to relevant guidelines and standards [2]. - The report covers key areas such as governance structure, policy systems, product innovation, environmental risks and opportunities, investment activities, and the environmental impact of its operations [2]. Group 2: Green Finance Strategy - In 2024, Shengjing Bank is focusing on implementing the "Five Major Articles" from the Central Financial Work Conference, enhancing its green finance institutional framework and providing detailed guidance for green finance initiatives [3]. - The bank has introduced various green finance products, including "Liaoning Carbon Loan" and "Water-Saving Loan," to provide financing channels for low-carbon and environmental rights [4]. Group 3: Operational Efficiency and Sustainability - Shengjing Bank promotes a green low-carbon development philosophy, encouraging employees to adopt energy-saving practices and improve energy management efficiency [5]. - The bank has achieved significant results in energy consumption monitoring and resource conservation [5]. Group 4: Recognition and Future Goals - In 2024, Shengjing Bank has been recognized with the "ESG Pioneer 60 Annual ESG Green Finance Award," enhancing its social image and brand awareness in the green finance sector [6]. - The bank aims to build a green finance brand that aligns with the economic characteristics of Northeast China, continuously innovating its green finance products and services to support the region's dual carbon goals [6].

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7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: 盛京銀行股份有限公司 (「本行」) 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02066 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 2,340,742,500 | RMB | | 1 RMB | | 2,340,742,500 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 2,340,742,500 | RMB | | 1 RMB | | 2,340,742,500 | | 2. 股份分類 | 普通股 | 股 ...

Group 1 - The core viewpoint of the news highlights a positive performance in the Hong Kong banking sector, with several banks experiencing significant stock price increases, particularly Agricultural Bank of China, which rose over 3% [1] - As of July 31, five A-share listed rural commercial banks, including Qingdao Bank and Ningbo Bank, reported positive growth in both operating income and net profit attributable to shareholders for the first half of the year, indicating stable asset quality [1] - According to a report by Zhongtai Securities, the overall asset quality of listed banks remains stable, and the industry's profit-generating capacity from provisioning is still strong, with expectations for continued positive profit growth in the sector [1] Group 2 - The net interest margin is supported by a decrease in funding costs and a larger reduction in deposit rates compared to loan rates this year, with a forecast that the decline in net interest margin for the entire year will be significantly smaller than in 2024 [1] - The recovery in scale expansion speed under a low base in the mid-year report will also support interest income [1]

联合资信评级报告认为，跟踪期内，盛京银行股份有限公司（以下简称"盛京银行"）资产负债规模恢复 增长，并进一步推动资产负债结构优化，在沈阳市当地同业中保持较强的市场竞争力；管理与发展方 面，盛京银行公司治理及内控稳健运营，由于单家股东性质由民营变为国有，导致其国有持股比例进一 步提升至40.93%，股权质押比例不高，关联交易相关指标有所下降；业务经营方面，盛京银行围绕地 区重大项目、重点产业、优质客户进行信贷投放，整体对公贷款规模恢复增长，票据业务规模持续压 降，信贷资源配置进一步优化，整体零售存贷款业务增势较好，但压降高成本存款等因素导致其对公存 款规模持续下滑，投资资产配置方向仍以高流动性、低风险资本占用的利率债、金融债及同业存单为 主，非标规模保持下降但仍存在一定压降压力；财务表现方面，盛京银行信贷资产质量及拨备相关数据 表现相对平稳，零售贷款风险暴露增加，需关注其资产质量及拨备水平变化情况，储蓄存款占比的提升 带动核心负债稳定性持续强化，资本充足性指标亦保持在较好水平，但利息净收入和营业收入延续下降 趋势，净利润及盈利性指标均随之下降，净利差及平均资产收益率等相关指标处于行业较低水平，盈利 能力进一步弱 ...

Core Insights - The establishment of the first "Technology Financial Service Station" in Shenyang, Liaoning Province aims to provide comprehensive financial services for technology-based enterprises, addressing the challenges of financing difficulties and high costs [1][2] - The service station integrates various financial resources, creating a "resource pool" and a closed-loop service chain that includes venture capital, technology loans, guarantees, and services [1] - The initiative has already facilitated 22 loans totaling 82.61 million yuan, demonstrating its effectiveness in supporting technological innovation [2] Group 1 - The "Technology Financial Service Station" is a significant measure by the Liaoning Provincial Financial Supervision Administration to innovate financial service models [1] - The station has achieved three breakthroughs: integration of financial resources, establishment of a comprehensive service chain, and a regular communication mechanism between government, financial institutions, and enterprises [1] - Shengjing Bank plays a crucial role by providing tailored financial solutions for technology enterprises at different development stages [1] Group 2 - An example of success is a certain environmental technology company that received 5 million yuan in credit within five working days, alleviating its cash flow issues and allowing for business expansion [2] - The provincial financial authority plans to promote this model across other cities in Liaoning, aiming to strengthen the financial ecosystem for technology enterprises [2] - The initiative is expected to inject strong financial momentum into the development of new productive forces and promote comprehensive revitalization in Liaoning [2]

Group 1: Technology Sector - Major technology stocks experienced a collective decline, with Baidu Group falling over 4%, Bilibili and Alibaba dropping more than 3%, and other companies like Kuaishou, Xiaomi, and NetEase also seeing declines of over 2% [1][2] - Specific stock performance includes Baidu Group at 82.65, down 4.01%, Bilibili at 140.30, down 3.90%, and Alibaba at 119.10, down 3.25% [3] Group 2: Film and Entertainment Sector - The film sector saw a downturn, with Alibaba Pictures dropping over 5%, and other companies like Emperor Culture, Lingmeng Film, and Maoyan Entertainment also declining [4] - Alibaba Pictures is currently priced at 0.71, down 5.33%, while Emperor Culture is at 0.039, down 4.88% [4] Group 3: Restaurant Sector - The restaurant sector is struggling, highlighted by Tehai International's drop of over 10%, with other companies like Haidilao and Yum China also experiencing declines [7] - Tehai International's stock is priced at 15.68, down 10.30% [8] Group 4: Gold Sector - In contrast, gold stocks rose, with Tongguan Gold increasing over 9%, supported by a strong gold price that reached $3340 per ounce [9] - Specific stock performance includes Tongguan Gold at 1.60, up 9.59%, and Lingbao Gold at 10.04, up 4.37% [9] Group 5: Banking Sector - Banking stocks were active, with Shengjing Bank rising by 3%, and other banks like Postal Savings Bank and Citic Bank also seeing gains [10] - Shengjing Bank is priced at 1.03, up 3.00%, while Postal Savings Bank is at 5.16, up 1.98% [11] Group 6: Automotive Sector - Xiaopeng Motors reported a significant increase in revenue, with Q1 revenue of 15.81 billion, up 141.5% year-on-year, and a projected Q2 revenue of 17.5 billion to 18.7 billion [16] - Xiaopeng Motors' stock is currently at 82.05, with a market cap of 156.186 billion [12] Group 7: Biopharmaceutical Sector - Genscript Biotech saw a rise of over 10% after announcing a strategic partnership with Taohuan Science to enhance antibody discovery solutions [20] - Genscript Biotech's stock is priced at 11.76, with a market cap of 256.03 billion [17] Group 8: Market Outlook - Ping An Securities suggests focusing on undervalued sectors such as technology, innovative pharmaceuticals, and consumer sectors due to the low-risk interest rates in mainland China [21]