Group 1 - Standard Chartered Group announced a share buyback plan worth £7.3911 million to repurchase 538,200 shares [1]

格隆汇9月1日丨渣打集团(02888.HK)发布公告，2025年8月29日耗资739万英镑回购53.8万股。 ...

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9月1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（不包括庫存股 ...

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]

Group 1 - The report by Zhong Chengxin Certification Research provides a comprehensive quantitative assessment of the diversity and inclusion (D&I) performance of 760 companies listed on the Hong Kong Stock Exchange with a market capitalization exceeding HKD 5 billion, using a framework that integrates ISO 30415:2021 standards and HKEX ESG guidelines [1][12][14] - The overall D&I performance of Hong Kong listed companies shows a pattern of "initial development with significant differentiation," with an average score of 48.52 out of 100 and a median score of 47.11, indicating that most companies are still in the early stages of D&I practices [1][13][41] - 28% of companies scored below 40, while 51% scored between 40 and 60, and only 7% exceeded a score of 70, highlighting the need for improvement in D&I practices across the market [1][41][44] Group 2 - Leading companies in D&I performance are primarily in the financial sector, with HSBC Holdings scoring 85.3 and AIA Group scoring 83.7, attributed to their strong governance, high levels of internationalization, and significant investment in human capital [1][13][52] - The report identifies common issues across the market, such as the lack of substantial equity indicators like "gender pay ratio" and low disclosure rates for data on employees with disabilities, indicating a gap in transparency and accountability [1][2][13] - The financial industry leads with an average score of 65.8, followed by non-bank financial services at 62.5, while sectors like real estate and electronics lag behind with scores of 45.6 and 43.2, respectively, reflecting significant industry disparities in D&I performance [2][13][56] Group 3 - The report suggests that companies should adopt ISO 30415 as a guideline to strengthen governance commitments, data-driven decision-making, and enhance transparency in disclosures [2][14] - Investors are encouraged to incorporate D&I assessments into their investment frameworks and conduct industry comparisons, as D&I performance is expected to become a key non-financial indicator of investment value in the Hong Kong capital market [2][14] - The findings indicate that the Hong Kong market is at a critical transition period for D&I practices, moving from mere compliance to creating strategic value, which is essential for gaining investor trust [2][14]

（原标题：中国资产，超配！） 国家外汇管理局数据也显示，今年上半年，外资净增持境内股票和基金101亿美元，特别是5月、6月， 净增持规模增加至188亿美元。 而对于即将到来的第四季度，外资金融机构普遍持乐观态度。近期，标普国际信用评级公司发布报告， 决定维持中国主权信用评级"A+"和展望"稳定"不变。展望未来，外资认为中国经济基础稳、优势多、 韧性强、潜力大，支撑高质量发展的积极因素不断积累。 校对：苏焕文 来源：央视财经 责编：李丹 多家国际投行在研究报告中，上调了对中国经济全年增长的预测，同时对中国资产的配置建议也从中性 转向了"超配"。 近期，多家外资金融机构发布对中国市场的观点和研报，普遍看好中国市场前景。高盛近期发布研报， 维持对中国股票"增持"立场；渣打银行在《2025年下半年全球市场展望》中维持对中国股票的"超配"评 级。 渣打银行北亚区首席投资总监 郑子丰：有许多因素支持我们对中国资产的高权重配置，包括外部和国 内因素。从外部看，是出于对中国将受贸易紧张局势影响的预期，但实际情况是，中国较好应对了这种 情况。从国内看，我们看到了更多旨在稳定经济增长状况的政策，包括最近宣布的新生儿补贴。因此， ...

Core Viewpoint - Multiple international investment banks have raised their forecasts for China's economic growth for the year, shifting their asset allocation recommendations for China from neutral to "overweight" [1][3]. Group 1: Positive Outlook on Chinese Assets - Several foreign financial institutions have expressed optimism about the Chinese market, with Goldman Sachs maintaining an "overweight" stance on Chinese stocks [1]. - Standard Chartered Bank has also kept its "overweight" rating on Chinese stocks in its "2025 Global Market Outlook" report [1]. Group 2: Factors Supporting High Allocation to Chinese Assets - Chief Investment Officer of Standard Chartered Bank for North Asia, Zheng Zifeng, highlighted both external and domestic factors supporting high allocation to Chinese assets, including China's effective response to trade tensions and recent domestic policies aimed at stabilizing economic growth, such as new birth subsidies [3]. - The expectation of more policy support as the fourth quarter approaches is also noted [3]. Group 3: Foreign Investment Trends - International investment banks are actively investing in the A-share market, with Goldman Sachs reporting that hedge funds have net bought Chinese stocks at the fastest pace in seven weeks [5]. - Data from the State Administration of Foreign Exchange indicates that foreign capital net increased holdings of domestic stocks and funds by $10.1 billion in the first half of the year, with significant net purchases of $18.8 billion in May and June [5]. Group 4: Credit Ratings and Economic Resilience - S&P Global Ratings has maintained China's sovereign credit rating at "A+" with a stable outlook, reflecting confidence in the country's economic fundamentals [7]. - Foreign investors view China's economic foundation as stable, with strong advantages, resilience, and significant potential, which supports the accumulation of positive factors for high-quality development [7].

Group 1 - Multiple international investment banks have raised their forecasts for China's economic growth and shifted their asset allocation recommendations from neutral to "overweight" [1] - Goldman Sachs maintains an "overweight" stance on Chinese stocks, while Standard Chartered Bank also holds an "overweight" rating for Chinese equities in its 2025 global market outlook [1] - External factors, such as trade tensions, have been better managed by China than expected, while domestic policies aimed at stabilizing economic growth, like new birth subsidies, are also supportive [1] Group 2 - In the first half of the year, foreign capital net increased holdings in domestic stocks and funds by $10.1 billion, with significant inflows in May and June totaling $18.8 billion [2] - As of last week, foreign institutions held approximately 2.5 trillion yuan in A-shares, reflecting an 8% increase from the end of last year [2] - Foreign financial institutions are optimistic about the upcoming fourth quarter, with S&P maintaining China's sovereign credit rating at "A+" with a stable outlook [2] Group 3 - Foreign investment institutions are focusing on high-end manufacturing, technological innovation, and consumption sectors that align with China's economic transformation [3] - QFII data shows that as of August 27, QFII entered 374 new stocks in the second quarter and increased holdings in 157 stocks, primarily in chemicals, pharmaceuticals, machinery, and power equipment [3] - The steady inflow of funds indicates growing confidence in the Chinese market and a long-term investment perspective [3] Group 4 - Technology innovation is a recurring theme in reports from foreign financial institutions, highlighting China's capabilities in AI, innovative drugs, humanoid robots, and smart driving [4] - HSBC believes that policies promoting consumption will continue, and the new consumption sector will present structural growth opportunities as the purchasing power of Generation Z increases [4] Group 5 - Foreign financial institutions are intensifying their research on Chinese listed companies, focusing on AI, smart driving, humanoid robots, and emerging consumption models [5][8] - There has been a significant increase in the frequency of foreign institutional research on A-share companies, with 680 foreign institutions conducting over 5,620 surveys this year [7] - The research results often lead to actual investments, with many companies that received attention from foreign investors appearing in their heavy stock lists [8] Group 6 - Recent foreign research on A-shares has shifted from short-term to high-frequency, deep engagement, and long-term tracking [11] - Some foreign institutions have extended their research cycles on key targets to one to two years, indicating a thorough analysis of industry prospects and economic fundamentals [13]

Group 1 - Multiple foreign financial institutions have expressed a positive outlook on the Chinese market, with Goldman Sachs maintaining an "overweight" stance on Chinese stocks and Standard Chartered Bank also rating Chinese stocks as "overweight" in their 2025 global market outlook [2] - Hedge funds have rapidly increased their net purchases of Chinese stocks, marking the highest net buying volume globally in August, according to Goldman Sachs [2] - The State Administration of Foreign Exchange reported that foreign capital net increased holdings of domestic stocks and funds by $10.1 billion in the first half of the year, with significant increases in May and June, reaching a net increase of $18.8 billion [2] Group 2 - Foreign financial institutions are optimistic about the upcoming fourth quarter, as indicated by the recent report from S&P Global Ratings, which maintained China's sovereign credit rating at "A+" with a stable outlook [2]

Group 1 - Multiple international investment banks have raised their forecasts for China's economic growth for the year and shifted their asset allocation recommendations from neutral to "overweight" [1][3] - Goldman Sachs maintains an "overweight" stance on Chinese stocks, while Standard Chartered Bank also keeps its "overweight" rating for Chinese equities in its global market outlook for the second half of 2025 [3] - Hedge funds have rapidly increased their net purchases of Chinese stocks, with China being the largest market for net purchases by hedge funds in August [5] Group 2 - Data from the State Administration of Foreign Exchange shows that foreign capital net increased holdings of domestic stocks and funds by $10.1 billion in the first half of 2025, with significant increases in May and June [7] - Foreign financial institutions are optimistic about the upcoming fourth quarter, with S&P Global maintaining China's sovereign credit rating at "A+" with a stable outlook [9] - Foreign investors are focusing on high-end manufacturing, technological innovation, and consumption sectors that align with China's economic transformation [10] Group 3 - Qualified Foreign Institutional Investor (QFII) holdings indicate that as of August 27, QFII entered 374 new stocks in the second quarter and increased holdings in 157 stocks, primarily in chemicals, pharmaceuticals, machinery, and power equipment [12] - Technology innovation is a recurring theme in reports from foreign financial institutions, highlighting China's capabilities in AI, innovative pharmaceuticals, humanoid robots, and smart driving [13][16] - Foreign financial institutions have significantly increased their research efforts on Chinese listed companies, with 680 foreign institutions conducting over 5,620 A-share company surveys in 2025 [14][17]