Core Viewpoint - Company maintains earnings forecast for Standard Chartered Group (02888) for 2025, but lowers 2026 net profit estimate by 14% to $3.96 billion due to tariff-related uncertainties [1] Financial Performance - 1Q25 adjusted revenue increased by 5% year-on-year to $5.4 billion, and adjusted net profit attributable to ordinary shareholders rose by 8% to $1.5 billion, both exceeding market expectations [1] - Net interest income grew by 5% year-on-year to $2.8 billion but declined quarter-on-quarter, aligning with market expectations [2] - Non-interest income increased by 4% year-on-year to $2.6 billion, contributing significantly to revenue exceeding expectations [2] Business Segment Performance - Wealth management and global financial markets segments showed strong performance, with revenue growth of 28% and 14% respectively [3] - Wealth management added 72,000 new clients in 1Q25, a 14% increase year-on-year, with high-net-worth client assets under management growing by 22% to $13 billion [3] - Global markets segment also reported a strong start in 2Q25, driven by continued client demand for risk hedging [3] Credit Quality - Annualized credit cost slightly increased to 31 basis points, with credit impairment charges rising by 24% year-on-year to $220 million [4] - Retail banking faced repayment pressures on some unsecured loans due to rising interest rates, while corporate banking showed minimal credit impairment charges [4] - Exposure to public real estate in Hong Kong is $2.2 billion, less than 0.5% of total loans, with 83% secured and an average loan-to-value ratio of approximately 40% [4]

5. 万国黄金集团(03939.HK)：附属金岭矿业与紫金工程订立金岭矿新建1000万吨/年的扩建可行性研究 合同。 6. 弘阳地产(01996.HK)：延长提早重组支持协议费用期限及基础重组支持协议费用期限。 7. 石药集团(01093.HK)：JMT202(重组全人源抗β KLOTHO单克隆抗体)获美国临床试验批准。 金十数据整理：每日港股市场要闻速递（5月6日 周二） 1. 江苏恒瑞医药股份有限公司通过港交所上市聆讯，联席保荐人为摩根士丹利、花旗和华泰国际。 2. 狮腾控股(002565.HK)：与字节跳动旗下BytePlus达成战略合作，共同扩展亚太地区企业人工智能应用 市场。 3. 渣打集团(02888.HK)：一季度固定汇率下经营收入增加7%至54亿美元；母公司股东应占溢利15.9亿美 元，同比增长13%。 4. 中国电力(02380.HK)：附属五凌电力(拥有63%权益的附属公司)一季度取得营业收入及其他收入16.1 亿元，期内净利润9.07亿元。 ...

第 1 頁 共 7 頁 v 1.3.0 FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 渣打集團有限公司 呈交日期： 2025年5月2日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02888 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包 ...

Core Viewpoint - Standard Chartered Group reported strong first-quarter performance driven by robust growth in wealth management, exceeding expectations [1][4] Financial Performance - The operating income for Q1 was $5.39 billion, a 5% year-on-year increase, surpassing the forecast of $5.32 billion [4] - Adjusted pre-tax profit reached $2.277 billion, up 7% year-on-year, exceeding the expected $2.15 billion [4] - Basic earnings per share increased by 9.8% to 62.7 cents, while reported earnings per share grew by 10.1% to 56.6 cents [4] - The wealth solutions business saw a significant growth of 28%, with both investment products and bank insurance recording double-digit growth [5] Market Reaction - Following the earnings report, Standard Chartered's stock price surged over 4% before settling at a 1.51% increase, priced at HKD 114.5 per share, with a total market capitalization of HKD 271.36 billion [1] - The stock has rebounded nearly 28% over the last 15 trading days and has increased over 116% since the beginning of 2023 [2] Business Segments - Global banking business grew by 17%, driven by increased lending and capital market activities [6] - Global markets business experienced a 14% growth, with both recurring and non-recurring income showing strong performance [6][7] Future Outlook - The company maintains its performance guidance for 2025 and 2026, expecting a compound annual growth rate of 5-7% in operating income from 2023 to 2026 [9] - The CEO expressed confidence in the bank's ability to create long-term sustainable value despite global economic uncertainties and trade tensions [9]

Core Viewpoint - Standard Chartered Group's CFO stated that there has not been a significant reduction in loans [1] Group 1 - The CFO's comments indicate a stable lending environment within the bank [1] - The absence of a notable decline in loan demand suggests resilience in the banking sector [1]

Group 1 - The number of existing property mortgages in April 2025 was 3,446, down 14.2% from March's 4,015, marking a five-month low and a decline for two consecutive months [1] - The number of pre-sale property mortgages in April 2025 was 467, a decrease of 34.1% from March's 709, also reaching a three-month low after four months of increases [1] - Compared to the same period last year, existing property mortgages in April 2025 decreased by 17.3% from 4,166 in April 2024, while pre-sale mortgages increased by 151.1% from 186 in April 2024 [1] Group 2 - In the first four months of 2025, existing property mortgages totaled 17,055, an increase of 6.5% from 16,016 in the same period last year [1] - Pre-sale property mortgages in the first four months of 2025 reached 2,241, a significant increase of 300.2% from 560 in the same period last year, marking a three-year high [1] - The Chief Vice President of the mortgage referral department indicated that the decline in mortgage numbers was due to a lack of large new property launches in April, but overall property registration numbers have been rising [1] Group 3 - In terms of market share for existing property mortgages, Bank of China (Hong Kong) ranked first with 27.4%, followed by HSBC at 17.6% and Hang Seng Bank at 11.1% [2] - For pre-sale property mortgages, Bank of China (Hong Kong) also led with a market share of 25.5%, followed by HSBC at 18.6% and Hang Seng Bank at 11.3% [2] - The market share of the four major banks for existing property mortgages dropped to 62.3% in April 2025, a seven-month low, indicating potential adjustments in market share among banks [2]

渣打集团(02888.HK)涨幅扩大至3%。 ...

渣打集团(02888.HK)涨超1%，此前公布的一季度业绩超预期。 ...

智通财经APP讯，渣打集团(02888)发布2025年第一季度业绩，经营收入按固定汇率基准计算增加7%至 54亿美元，倘剔除重大项目，则增加12%(按固定汇率基准计算)。净利息收入增加7%至28亿美元(按固 定汇率基准计算)。非净利息收入上升7%至26亿美元(按固定汇率基准计算)，倘剔除重大项目，则增加 18%(按固定汇率基准计算)。财富方案业务上升28%(按固定汇率基准计算)，其中投资产品及银行保险均 取得双位数增长。环球银行业务上升17%(按固定汇率基准计算)，受放贷量增加及资本市场活动增多所 带动。环球市场业务上升14%(按固定汇率基准计算)，经常性及非经常性收入均取得强劲表现。 除税前基本溢利增加12%(按固定汇率基准计算)至23亿美元;除税前列账基准溢利增加15%(按固定汇率基 准计算)至21亿美元。列账基准母公司股东应占溢利15.90亿美元，同比增长13%。 本集团依然保持充足资本及高流动性，具备多元化及稳健的存款基础。流动性覆盖比率为147%，反映 了严谨的资产及负债管理。于2025年二月宣布15亿元的股份回购计划后，普通股权一级资本比率在其影 响下仍保持在13.8%的稳健水平，至于第一季度的溢 ...

渣打集团(02888.HK)：计划2024年至2026年累计向股东返还至少80亿美元。 ...