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 FF301 致：香港交易及結算所有限公司 公司名稱: 交通銀行股份有限公司 呈交日期: 2025年8月1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) | 03328 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 35,011,862,630 | RMB | | 1 RMB | | 35,011,862,630 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 35,011,862,630 | RMB | | 1 RMB | | 35,011,862,630 | | 2. 股份分類 | 普通股 | ...

呈交日期: 2025年8月1日 FF301 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: 交通銀行股份有限公司 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) | 03328 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 35,011,862,630 | RMB | | 1 RMB | | 35,011,862,630 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 35,011,862,630 | RMB | | 1 RMB | | 35,011,862,630 | | 2. 股份分類 | 普通股 | ...

Group 1 - The May 2025 Bank Social Media Index (SMI) shows that the rankings are still concentrated at the lower end, primarily involving small and medium-sized banks [1] - Four banks, including Zheshang Bank and Hebei Bank, dropped out of the top rankings, while banks like Pudong Development Bank and Zhengzhou Bank entered the list [1] - The SMI is based on a quantitative model that tracks and analyzes the performance of 202 commercial banks across platforms like Douyin and WeChat [7][36] Group 2 - Popular Douyin videos from banks are closely tied to current hot topics and widely appealing themes, such as the Dragon Boat Festival and youth culture [2] - Notable content includes a series by WeBank that tells the story of a grandfather selling dumplings at a low price, which gained significant user engagement with 51,000 likes [2] - Banks are encouraged to move away from traditional promotional methods to attract user engagement, as demonstrated by Guangfa Bank's creative approach combining storytelling with anti-fraud education [2] Group 3 - The top-performing videos on video platforms often leverage holiday themes, with banks like Dongguan Bank promoting discounts during the Dragon Boat Festival and 618 shopping festival [3] - The WeChat public account rankings primarily focus on welfare and benefits for users [3] Group 4 - The rankings for Douyin and video platforms show that banks like China Merchants Bank and WeBank are leading in user engagement metrics [5][6] - The index reflects the banks' ability to create engaging content and accumulate followers across social media platforms [7][36] Group 5 - The public account rankings highlight various banks offering promotional activities, such as China Construction Bank providing benefits for members and China Agricultural Bank promoting commemorative coins [34][36] - The data indicates a trend where banks are increasingly utilizing social media to enhance customer engagement and promote their services [36]

Core Insights - HSBC Holdings reported a revenue of $34.122 billion for the first half of 2025, representing an 8.5% decline compared to the same period last year [1] - The pre-tax profit was $15.8 billion, a decrease of $5.7 billion or 26.7% year-on-year, while the net profit after tax fell by 30% to $12.4 billion [1] - The company's stock price experienced significant volatility following the earnings report, closing down 3.82% at HKD 96.15 per share, with a market capitalization of approximately HKD 1.68 trillion [1] Financial Performance - The decline in profit was primarily attributed to a $2.1 billion dilution and impairment loss related to the investment in Bank of Communications [3] - Last year's gain of $3.6 billion from the sale of Canadian and Argentine businesses was not replicated in this reporting period, negatively impacting overall performance [3] - HSBC's investment in Bank of Communications saw its ownership stake diluted from 19.03% to 16%, resulting in a dilution loss of $1.136 billion and an impairment loss of $1 billion [3] Business Structure and Strategy - HSBC has initiated a significant restructuring under the new CEO, aiming to transition from a matrix structure to four main business segments: Hong Kong, UK, Corporate and Institutional Banking, and International Wealth Management [3] - Despite the restructuring, only the Corporate and Institutional Banking segment reported profit growth, while other segments experienced varying degrees of decline [4] - The Corporate Center segment shifted from a profit of $4.8 billion last year to a loss this year [4] Cost Management and Market Performance - HSBC announced a cost-cutting plan aiming to reduce expenses by $300 million by 2025, with a target of achieving annualized savings of $1.5 billion by the end of 2026 [4] - Operating expenses increased to $17.022 billion, up $700 million from the previous year, despite the cost reduction initiatives [4] - The Asia region contributed 78.3% of the pre-tax profit, with strong performances from mainland China, India, and Singapore, while European operations, particularly in the UK, faced profitability challenges due to economic stagnation [4] Regional Insights - The pre-tax profit from Hong Kong and mainland China operations was $9.384 billion, a decline of 13.85% year-on-year, but its contribution to overall profit increased from 50.5% to 59.4% [4] - Several institutions have raised their target prices for HSBC, with CICC increasing its target by 9.3% to HKD 111.9, maintaining an "outperform" rating [4]

| 序号 | 名称 | 港股代码 | ADR换算价(HKD) | 较港股升跌 | 较港股升跌% | AD ADR最新价(美元) | | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | 0 00700 | 550.011 | +0.011 | 0.00% | 70.070 | | 2 | 阿里巴巴-W | 09988 | 118.360 | +2.660 | 2.30% | 120.630 | | 3 | 建设银行 | 00939 | 8.003 | -0.047 | -0.59% | 20.390 | | 4 | 汇丰控股 | 00005 | 96.234 | +0.084 | 0.09% | 61.300 | | 5 | 小米集团-W | 01810 | 52.874 | -0.276 | -0.52% | 33.680 | | 6 | 友邦保险 | 01299 | 73.059 | -0.341 | -0.46% | 37.230 | | 7 | 美团-W | 03690 | 120.489 | -1.111 | -0.91% | 30.700 ...

风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 本文源自：金融界 作者：A股君 截至2025年7月31日15时，交通银行股价报7.65元，较前一交易日下跌0.03元，跌幅0.39%。当日成交量 为175万手，成交额达13.34亿元，振幅2.08%。该股开盘价为7.67元，盘中最高触及7.71元，最低下探 7.55元。 交通银行是中国五大国有商业银行之一，总部位于上海。作为中国历史最悠久的银行之一，交通银行在 零售银行、公司金融和投资银行等领域拥有广泛的业务布局。该行被列为全球系统重要性银行，在国内 外市场具有重要影响力。 最新消息显示，汇丰控股因交通银行1200亿元定增导致持股比例从19%摊薄至16%，确认了21亿美元的 摊薄及减值亏损。此次定增由财政部、中国烟草总公司等战略投资者参与，发行价格为8.71元/股，较 每股净资产折价30.7%。此外，交通银行在2024年实施了中期分红，这是该行时隔多年后再次进行中期 分红。 7月31日交通银行主力资金净流入1822.23万元，占流通市值比例为0.01%。 ...

Group 1 - The A-share private placement market has shown significant recovery this year, with 76 listed companies completing private placements by July 30, raising a total of 663.3 billion yuan, a year-on-year increase of 667.15% [1][3] - The active participation in the private placement market spans various industries, with capital goods, materials, and technology hardware and equipment leading in the number of listed companies involved [3] - Four major banks, including Bank of China and Postal Savings Bank, have raised over 100 billion yuan each through private placements, primarily for liquidity support [3] Group 2 - The growth in the private placement market has directly boosted the investment banking revenue for securities firms, with underwriting and advisory fees making up a significant portion of the issuance costs [4] - A total of 31 securities firms acted as lead underwriters for private placements, with CITIC Securities leading by underwriting 21 companies [4] - 62 out of the 76 companies that completed private placements disclosed their issuance costs, totaling 904 million yuan [4] Group 3 - Securities firms have actively participated in private placements, with 8 firms and 5 asset management companies involved in 25 companies, totaling 46 subscription instances [5] - Leading firms like GF Securities and Hua'an Asset Management have been prominent in participating in private placements, enhancing their returns and supporting the real economy [5] - The substantial subscriptions by top securities firms signal positive market sentiment, boosting investor confidence and market activity [5]

Group 1 - The A-share market has seen a significant increase in private placements, with 76 companies completing placements and raising a total of 663.3 billion yuan, a year-on-year increase of 667.15% [1][2] - The majority of companies involved in private placements are from the capital goods, materials, and technology hardware sectors, with 21, 10, and 9 companies respectively [2] - Four banks raised over 100 billion yuan each through private placements, aimed at supplementing liquidity, while the remaining companies raised less than 20 billion yuan for various purposes [2] Group 2 - Securities firms are capitalizing on the recovery of the private placement market, benefiting from increased underwriting fees and potential investment returns from subscribed shares [3] - The expansion of private placement business is expected to enhance the revenue of securities firms, with underwriting and advisory fees being a significant portion of the issuance costs [3][4] - A total of 31 securities firms acted as lead underwriters for private placements, with CITIC Securities leading by underwriting 21 companies [4] Group 3 - Securities firms' participation in private placements is seen as beneficial for both their own profitability and the support of the real economy and industry upgrades [5][6] - The large-scale subscriptions by leading securities firms send positive signals to the market, boosting investor confidence and trading activity [6]

Core Insights - The 15th National Games and the 12th National Paralympic Games have successfully signed sponsorship agreements with various companies, covering seven sponsorship categories, indicating strong corporate support for the events [1][3] - As of June 30, over 1 million anti-counterfeiting labels have been issued for licensed products related to the events, with a total merchandise value exceeding 79.4 million yuan, reflecting a growing market interest [1][3] Sponsorship and Partnerships - Major sponsors such as China Southern Airlines and Industrial and Commercial Bank of China have announced their cooperation plans, showcasing their professional strengths to support the events [3] - Sponsorship agreements have been signed with companies including Industrial and Commercial Bank of China, Shenzhen JingTian, Chow Tai Fook, Zhujiang Beer, Liby, and Wang Lao Ji for the National Games, and with brands like Peak Sports and Traffic Bank for the Paralympic Games [3] Licensed Products and Market Development - A total of 31 licensed production companies and 38 licensed retail companies showcased 1,170 licensed products featuring the mascots "Xi Yang Yang" and "Le Rong Rong," covering 14 categories including cultural products, clothing, and daily necessities [3] - The licensed products have been issued over 1 million anti-counterfeiting labels, covering 11 major categories and 518 varieties, with a merchandise value exceeding 79.4 million yuan, indicating a robust market response [3] - Currently, 271 licensed retail stores have been established across 15 cities in Guangdong and key areas outside the province, enhancing public access to purchase channels [3]

Core Insights - The agent witness account opening service for Hong Kong and Macau residents has significantly improved convenience for banking in mainland China, with 472,000 personal bank accounts opened and transaction amounts exceeding 40 billion yuan as of June 2025 [1][2]. Group 1: Service Expansion - The service has been expanded to six additional cities in the Guangdong-Hong Kong-Macau Greater Bay Area, achieving full coverage of the region's mainland cities [1]. - Eight banks, including major institutions like Bank of China and HSBC, are now participating in the agent witness account opening service [2]. Group 2: Policy and Economic Impact - The initiative is part of broader policies aimed at enhancing financial connectivity in the Greater Bay Area, included in the "16 Measures for Hong Kong" and the "30 Financial Measures for Hengqin" [2]. - The growing number of Hong Kong and Macau residents traveling, investing, and retiring in the Greater Bay Area has increased demand for banking services across more cities [2]. Group 3: Payment Services Innovation - The People's Bank of China in Guangdong has introduced various payment innovations to create a seamless payment service environment for Hong Kong and Macau residents, including a unified currency settlement account system and cross-border electronic wallet applications [3].