香港银行股午后走高，截至发稿，渣打集团(02888)涨4.09%，报4.09%，报147.7港元；东亚银行(00023) 涨2.32%，报12.78港元；汇丰控股(00005)涨1.96%，报98.9港元；恒生银行(00011)涨1.77%，报115.1港 元。 消息面上，汇丰、恒生、渣打近日发布上半年业绩。华泰证券指出，渣打、汇丰扣非后业绩均超市场预 期，其中上半年非息收入表现亮眼，为营收增长提供主要支撑。但香港银行整体风险仍存，一方面 HIBOR持续低位导致息差下行，对二季度净利息收入造成拖累；另一方面香港信贷需求仍然疲软，渣 打、汇丰二季度本地贷款均环比收缩，此外香港商业地产不良率环比提升，地产行业压力持续。 此外，8月6日，因港元汇率触及7.85港元兑1美元的"弱方兑换保证"，香港金管局买入84.39亿港元，沽 出美元。银行体系总结余将于8月8日降至640.62亿港元。据悉，这已经是香港金管局在7天内的第4次干 预。香港金管局还表示，未来若"弱方兑换保证"再被触发，香港金管局将继续按机制买入港元，银行总 结余下降将逐步推高拆息。 本文源自：智通财经网 ...

Core Viewpoint - Hong Kong bank stocks have risen in the afternoon trading session, with Standard Chartered, HSBC, and Hang Seng Bank reporting better-than-expected half-year results, driven by strong non-interest income, despite ongoing risks in the banking sector [1] Group 1: Stock Performance - Standard Chartered Group (02888) increased by 4.09%, trading at 147.7 HKD - East Asia Bank (00023) rose by 2.32%, trading at 12.78 HKD - HSBC Holdings (00005) gained 1.96%, trading at 98.9 HKD - Hang Seng Bank (00011) increased by 1.77%, trading at 115.1 HKD [1] Group 2: Financial Performance - HSBC and Standard Chartered reported better-than-expected results after excluding non-recurring items, with strong non-interest income supporting revenue growth [1] - However, the overall risk in the Hong Kong banking sector remains, with low HIBOR leading to a decline in interest margins, negatively impacting net interest income in Q2 [1] Group 3: Credit Demand and Real Estate - Hong Kong's credit demand remains weak, with both Standard Chartered and HSBC experiencing a quarter-on-quarter contraction in local loans for Q2 [1] - The non-performing loan ratio in Hong Kong's commercial real estate sector has increased quarter-on-quarter, indicating ongoing pressure in the real estate industry [1] Group 4: Currency Intervention - On August 6, the Hong Kong Monetary Authority (HKMA) intervened by buying 8.439 billion HKD due to the Hong Kong dollar reaching the weak end of its peg against the US dollar [1] - The bank's total reserves are expected to decrease to 64.062 billion HKD on August 8, marking the fourth intervention by the HKMA in seven days [1] - The HKMA indicated that further interventions will occur if the weak end of the peg is triggered again, which may gradually increase interbank rates as total reserves decline [1]

Group 1 - Hong Kong bank stocks rose in the afternoon, with Standard Chartered Group up 4.09% to HKD 147.7, East Asia Bank up 2.32% to HKD 12.78, HSBC Holdings up 1.96% to HKD 98.9, and Hang Seng Bank up 1.77% to HKD 115.1 [1] - HSBC and Hang Seng reported better-than-expected first-half results, with Standard Chartered and HSBC's non-interest income showing strong performance, supporting revenue growth [1] - However, overall risks in the Hong Kong banking sector remain, with low HIBOR leading to a decline in interest margins, negatively impacting net interest income in Q2 [1] Group 2 - Local loan demand in Hong Kong remains weak, with both Standard Chartered and HSBC experiencing a quarter-on-quarter contraction in local loans in Q2 [1] - The non-performing loan ratio in Hong Kong's commercial real estate sector has increased quarter-on-quarter, indicating ongoing pressure in the real estate industry [1] - On August 6, the Hong Kong Monetary Authority intervened by buying HKD 8.439 billion due to the HKD/USD exchange rate touching the weak end of the peg, marking the fourth intervention in seven days [1]

Core Viewpoint - The Chuanghua Trading Service Hong Kong Stock Connect Selected 100 Index (CES100) has shown significant growth, with a year-to-date increase of 28.54% as of August 6, 2023, indicating strong market performance and investor interest in Hong Kong stocks [1]. Group 1: Index Performance - The CES100 index opened lower but closed higher, rising by 0.27% to 5469.54 points, with a trading volume of 78.721 billion [1]. - Over the past month, the CES100 index has increased by 5.92%, and over the last three months, it has risen by 11.41% [1]. Group 2: Index Composition - The top ten holdings of the CES100 index include Tencent Holdings (10.49%), HSBC Holdings (9.88%), Alibaba-W (9.5%), Xiaomi Group-W (7.3%), and AIA Group (5.82%) [2]. - The index is fully composed of stocks listed on the Hong Kong Stock Exchange, with financials making up 27.54%, consumer discretionary 26.34%, and communication services 14.51% of the holdings [2]. Group 3: Fund Tracking - Public funds tracking the CES100 index include Huaan CES Hong Kong Stock Connect Selected 100 ETF Link A, Huaan CES Hong Kong Stock Connect Selected 100 ETF Link C, and Huaan CES Hong Kong Stock Connect Selected 100 ETF [2].

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: | 渣打集團有限公司 | | | 呈交日期: | 2025年8月6日 | | | I. 法定/註冊股本變動 | 不適用 | | FF301 第 1 頁 共 12 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) | 02888 | 說明 | 普通股指每股面值0.5美元普通股 | | | | | | | | 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 | | | 2,336,429,650 | | 0 | | 2,336,429,650 | | 增加 / 減 ...

FF305 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（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | | 已發行股份總數 | | 於下列日期開始時的 ...

渣打集团(02888)发布公告，于2025年8月4日斥资757.37万英镑回购股份55.64万股。 ...

智通财经APP讯，渣打集团(02888)发布公告，于2025年8月4日斥资757.37万英镑回购股份55.64万股。 ...

Group 1 - Standard Chartered Group announced a share buyback of 556,000 shares at a cost of £7.574 million on August 4, 2025 [1]

| 1). | 於2025年7月28日購回但尚未註銷 | | 719,000 | 0.031 % | GBP | 13.427978 | | --- | --- | --- | --- | --- | --- | --- | | | 變動日期 | 2025年7月28日 | | | | | | 2). | 於2025年7月29日購回但尚未註銷 | | 726,200 | 0.0313 % | GBP | 13.572699 | | | 變動日期 | 2025年7月29日 | | | | | | 3). | 於2025年7月30日購回但尚未註銷 | | 598,440 | 0.0258 % | GBP | 13.705142 | | | 變動日期 | 2025年7月30日 | | | | | | 4). | 於2025年8月1日購回但尚未註銷 | | 555,865 | 0.024 % | GBP | 13.5422 | | | 變動日期 | 2025年8月1日 | | | | | | 5). | 於2025年8月4日購回但尚未註銷 | | 556,355 | 0.024 % | GBP | 13.6131 | ...