智通财经APP讯，交银国际(03329)发布公告，伊莉女士于2025年9月27日起辞任公司公司秘书及公司授 权代表(根据香港联合交易所有限公司证券上市规则第3.05条规定)。 曾佳荔女士已获委任为公司公司秘书及授权代表，自2025年9月27日起生效。 ...

公司秘書及授權代表變更 公司秘書及授權代表辭任 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的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因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。 BOCOM INTERNATIONAL HOLDINGS COMPANY LIMITED 交銀國際控股有限公司 （於香港註冊成立的有限公司） （股份代號：3329） 交銀國際控股有限公司 交銀國際控股有限公司（「本公司」）之董事（「董事」）會（「董事會」）宣佈，伊莉女士（「伊 女士」）於2025年9月27日起辭任本公司公司秘書（「公司秘書」）及本公司授權代表（根據 香港聯合交易所有限公司（「聯交所」）證券上市規則第3.05條規定）（「授權代表」）。伊女 士已確認，彼與董事會並無意見分歧，亦無有關其辭任的事宜須提請本公司股東或聯交 所垂注。 委任公司秘書及授權代表 董事會欣然宣佈，曾佳荔女士（「曾女士」）已獲委任為本公司公司秘書及授權代表，自 2025年9月27日起生效。 曾女士的履歷詳情載列如下： 曾女士於2017年11月加入本公司，彼自2011年1月起從 ...

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的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 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。 BOCOM INTERNATIONAL HOLDINGS COMPANY LIMITED 交銀國際控股有限公司 （於香港註冊成立的有限公司） （股份代號：3329） 持續關連交易 修訂現有金融服務框架協議項下的年度上限 茲提述相關披露，內容有關（其中包括）現有金融服務框架協議。 於2025年9月25日，董事會決議將證券經紀結算及認購新股截至2025年12月31日止年 度的年度上限提高至80.5百萬港元，而現有金融服務框架協議項下其餘交易截至2025 年12月31日止年度的年度上限將維持不變。 於本公告日期，交通銀行為持有已發行股份約73.14%的最終控股股東，故為本公司的 關連人士。因此，根據上市規則第14A章，現有金融服務框架協議項下擬進行的交易 構成本公司的持續關連交易。根據上市規則第14A.54條，本公司必須在現有金融服務 框架協議項下的現有年度上限被超出前重新遵守公告及獨立股東批准的規定。 由於 ...

智通财经APP获悉，交银国际发布研报称，按SOTP上调阿里巴巴-W(09988)目标价，由159港元升至195 港元，维持"买入"评级。 报告指，阿里云大会9月24日召开，发布多款模型，包括Qwen3-Max、视觉语言模型Qwen3-VL、全模 态模型Qwen3-Omni，并展示AI技术突破与生态布局。阿里积极推进此前3800亿元人民币AI基础设施建 设，并计划追加投资，预计到2032年，阿里云全球数据中心能耗提升10倍。该行认为，阿里在芯片算 力、应用及服务全栈式布局已经形成，将推动国内AI应用加速落地。 ...

Group 1 - The core viewpoint of the report is that the target price for Alibaba-W (09988) has been raised from HKD 159 to HKD 195, maintaining a "Buy" rating [1] - The Alibaba Cloud Conference held on September 24 showcased multiple models, including Qwen3-Max, visual language model Qwen3-VL, and multimodal model Qwen3-Omni, highlighting breakthroughs in AI technology and ecosystem layout [1] - Alibaba is actively advancing its previously announced investment of RMB 380 billion in AI infrastructure and plans to increase investment, expecting a tenfold increase in global data center energy consumption by 2032 [1] Group 2 - The report suggests that Alibaba has established a comprehensive layout in chip computing power, applications, and services, which will accelerate the implementation of AI applications in China [1]

Group 1 - The National Standardization Administration has released a draft for public consultation on three mandatory national standards, including stricter energy consumption limits for polysilicon products [1] - The new energy consumption standards are categorized into three levels, tightening the requirements compared to those proposed in the industry meeting in July [1] - Companies failing to meet the third-level standard must rectify within a specified period, and those that do not comply or fail to reach the second-level standard will be forced to shut down [1] Group 2 - It is anticipated that the effective domestic polysilicon production capacity will significantly decrease from the current 3.5 million tons to approximately 2.4 million tons, representing a reduction of 31.4% [1] - The government aims to eliminate outdated production capacity and promote a more sustainable photovoltaic industry by raising technical standards [1] - Companies utilizing the lowest energy-consuming granular silicon production technology are expected to benefit, with GCL-Poly Energy Holdings (03800) identified as a preferred stock [1]

Core Viewpoint - The new mandatory national standards for energy consumption in polysilicon production are stricter than previously proposed, aiming to reduce inefficient production capacity in the photovoltaic industry [1] Industry Summary - The National Standardization Administration has released a draft for public consultation on three mandatory national standards, including stricter energy consumption limits for polysilicon [1] - The new energy consumption standards are categorized into three levels, tightening the requirements compared to those discussed in the industry meeting in July [1] - Companies failing to meet the third-level standard must rectify within a specified period, with non-compliance leading to mandatory shutdowns if they do not achieve at least the second-level standard [1] Company Summary - Following the implementation of the new regulations, domestic polysilicon effective production capacity is expected to decrease significantly from 3.5 million tons to approximately 2.4 million tons, representing a reduction of 31.4% [1] - The government aims to eliminate outdated production capacity and promote a more sustainable photovoltaic industry by raising technical standards [1] - Companies utilizing the lowest energy-consuming granular silicon production technology are expected to benefit, with LONGi Green Energy being identified as a preferred stock [1]

Group 1 - The new energy consumption standards for polysilicon have been significantly tightened compared to previous versions, with specific limits set for different grades of silicon [1][2] - The implementation of the new standards is expected to lead to the shutdown of over 30% of industry capacity, reducing effective polysilicon capacity in mainland China to approximately 2.4 million tons, a decrease of 31.4% from the existing capacity of 3.5 million tons [2] - Despite the reduction, the remaining capacity will still exceed the projected demand of 1.5 million tons by about 60%, indicating a substantial alleviation of the oversupply situation [2] Group 2 - The tightening of polysilicon energy consumption standards reflects the government's strong commitment to "anti-involution" in the photovoltaic industry, aiming to eliminate outdated capacity through higher technical standards [3] - The industry outlook remains positive for the advancement of "anti-involution," with a preference for GCL-Poly Energy (协鑫科技) as the leading company with the lowest energy consumption standards [3]

Core Viewpoint - The report from CMB International maintains the view that the Federal Reserve's decision to restart rate cuts in September does not indicate the beginning of a continuous rate-cutting cycle [1] Summary by Relevant Sections Interest Rate Outlook - The neutral interest rate has risen to around 3%, leaving only 4-5 potential rate cuts available [1] - Despite market expectations for rate cuts in October and December, caution is advised regarding these predictions due to the resilience of the U.S. economy and significant short-term inflation risks [1] Federal Reserve Actions - The Federal Reserve cut rates by 25 basis points to a range of 4.00%-4.25% during the September FOMC meeting, which is viewed as a typical preemptive rate cut [1] - The current labor market, while showing signs of slowing, remains manageable, and the restrictive nature of policy rates has significantly eased compared to the previous year [1] Labor Market Dynamics - The cooling of employment is primarily attributed to immigration policy restrictions, leading to a weak supply-demand balance, with low unemployment reflecting a "weak equilibrium" [1] - A significant rate cut is unlikely to result in a rapid improvement in the labor market [1]

Core Viewpoint - The tightening of energy consumption standards for polysilicon reflects the government's strong commitment to "anti-involution" in the photovoltaic industry, using higher technical standards as a primary means to eliminate outdated production capacity [1] Industry Summary - On September 16, the "Energy Consumption Limits for Polysilicon and Germanium Products" was released, setting the comprehensive energy consumption for rod silicon at 5/5.5/6.4 kgce/kg for grades 1/2/3, significantly stricter than the previously indicated limits of 5/6/7.5 kgce/kg from the industry meeting on July 24 [1] - Following the implementation of this standard, companies that do not meet the grade 3 standard will be given a deadline for rectification, and those that fail to comply or do not meet the grade 2 standard after rectification will be shut down [1] - Preliminary statistics from the Silicon Industry Association indicate that domestic polysilicon effective capacity will decrease to approximately 2.4 million tons, a significant reduction of 31.4% compared to the existing capacity of 3.5 million tons [1] Company Summary - The report maintains a positive outlook on the photovoltaic industry’s "anti-involution" efforts, with a preference for leading companies in low energy consumption, specifically highlighting GCL-Poly Energy Holdings Limited (03800) as a top choice [1]