从中证香港300价值指数持仓的市场板块来看，香港证券交易所占比100.00%。 金融界8月7日消息，A股三大指数收盘涨跌不一，中证香港300价值指数 (HK300V，H11172)报3166.48 点。 数据统计显示，中证香港300价值指数近一个月上涨2.94%，近三个月上涨15.72%，年至今上涨 20.07%。 据了解，中证香港300风格指数系列由中证香港300成长指数、中证香港300价值指数、中证香港300相对 成长指数以及中证香港300相对价值指数4条指数构成，以反映基于中证香港300指数样本的不同风格证 券的整体表现。该指数以2004年12月31日为基日，以1000.0点为基点。 从指数持仓来看，中证香港300价值指数十大权重分别为：建设银行（9.97%）、汇丰控股（9.67%）、 工商银行（7.28%）、中国移动（7.26%）、中国平安（5.5%）、中国银行（5.2%）、中国海洋石油 （4.59%）、招商银行（3.19%）、中国人寿（2.32%）、农业银行（2.22%）。 从中证香港300价值指数持仓样本的行业来看，金融占比58.73%、通信服务占比11.06%、能源占比 10.61%、房地产占比 ...

Core Insights - The article discusses the AH premium rates of various stocks as of August 7, highlighting the top and bottom performers in terms of premium rates and deviation values [1][2]. Group 1: Top AH Premium Rates - Northeast Electric (00042) leads with an AH premium rate of 831.03%, followed by Hongye Futures (03678) at 233.11% and Andeli Juice (02218) at 211.82% [1][2]. - The top three stocks with the highest deviation values are Andeli Juice (02218) at 29.36%, Kinglong Magnet (06680) at 18.33%, and Zhaoyan New Drug (06127) at 14.37% [1][2]. Group 2: Bottom AH Premium Rates - The stocks with the lowest AH premium rates include Heng Rui Pharmaceutical (01276) at -6.07%, China Merchants Bank (03968) at 5.94%, and Zijin Mining (02899) at 8.09% [1][2]. - The bottom three stocks with the lowest deviation values are BYD Company (01211) at -185.95%, Chenming Paper (01812) at -71.15%, and Northeast Electric (00042) at -62.30% [1][2]. Group 3: Detailed Premium and Deviation Data - The top ten AH stocks by premium rate include Fudan Zhangjiang (01349) at 205.08% and Zhejiang Shibao (01057) at 190.91% [2]. - The bottom ten AH stocks by premium rate include Midea Group (00300) at 8.93% and Weichai Power (02338) at 9.41% [2]. - The deviation values for the top ten AH stocks show significant positive deviations for Andeli Juice, while BYD Company shows a substantial negative deviation [2][3].

Core Insights - China Merchants Bank has become the first joint-stock commercial bank in the country to surpass a retail AUM (Assets Under Management) balance of 16 trillion yuan [1] - The bank's retail AUM growth has accelerated significantly, achieving the first 5 trillion in 9 years, the second in 5 years, and the latest 5 trillion in just over 3 years [1] - The growth in retail AUM has been driven by a recovering equity market, further solidifying the bank's core competitive advantages [1] Retail AUM Growth - As of the end of Q2, China Merchants Bank's retail AUM has reached a historical high in terms of incremental growth [1] - The bank's strategy in wealth management has shown a marked acceleration since it first introduced the retail AUM concept in 2007 [1]

Group 1 - The core point of the article is that China Merchants Bank's retail AUM has exceeded 16 trillion yuan, indicating significant growth in asset management [1] Group 2 - The event, the 2025 China Merchants Bank Wealth Partners Forum, took place on August 7 in Shenzhen [1] - The speech was delivered by the bank's president, Wang Liang, highlighting the bank's achievements in wealth management [1]

二、招商银行应要求上述核准任职资格人员严格遵守金融监管总局有关监管规定，自招商银行政许可决 定作出之日起3个月内到任，并按要求及时报告到任情况。未在上述规定期限内到任的，本批复文件失 效，由决定机关办理行政许可注销手续。 三、招商银行应督促上述核准任职资格人员持续学习和掌握经济金融相关法律法规，牢固树立风险合规 意识，熟悉任职岗位职责，忠实勤勉履职。 2025年8月4日，辽宁金融监管局发布批复称，《招商银行（600036）关于核准尹春利任职资格的请示》 （招银字〔2025〕214号）及相关说明解释材料收悉。经审核，现批复如下： 一、核准尹春利招商银行股份有限公司沈阳分行副行长的任职资格。 ...

截至2025年8月6日15时，招商银行股价报45.12元，较前一交易日下跌0.29%。当日成交量为430296手， 成交金额达19.52亿元。该股开盘价为45.29元，盘中最高触及45.73元，最低下探至45.11元。 招商银行属于银行板块，总部位于广东省深圳市。作为国内领先的商业银行，该行在零售业务和金融科 技领域具有较强实力。公司总市值达11379.19亿元，流通市值为9307.78亿元。 风险提示：市场有风险，投资需谨慎。 来源：金融界 近期招商银行启动2026届校园招聘，重点招募人工智能、大数据分析等科技型人才。其子公司招银网络 科技开放后端开发工程师、算法工程师等技术岗位，部分岗位月薪超过1万元。此外，财政部将于8月8 日起对金融债券利息收入恢复征收增值税，这一政策调整可能对银行资产端产生一定影响。 资金流向方面，招商银行8月6日主力资金净流入1565万元，近五日累计净流入10.51亿元。 ...

Group 1 - The core viewpoint of the article is the announcement by the Ministry of Finance and the State Taxation Administration to resume the collection of value-added tax on interest income from government bonds, local government bonds, and financial bonds starting from August 8, which is expected to impact the attractiveness of high-dividend assets [1][3] - The new tax regulation is anticipated to decrease the after-tax yield of bond investments, thereby slightly enhancing the relative appeal of high-dividend assets, particularly in the banking sector [3][6] - Insurance capital is likely to shift towards investment products with better tax advantages or higher returns, reinforcing the trend of "tax-exempt assets + high-dividend equities" in their investment strategy [3][8] Group 2 - Bank stocks are seen as suitable for insurance capital allocation due to their high dividend yields, with major state-owned banks maintaining yields above 5% [6][10] - The implementation of the new financial instrument standards (IFRS 9) has led insurance capital to prefer including bank stocks in their FVOCI accounts, allowing for stable dividend income while mitigating the impact of stock price fluctuations on profit statements [7][8] - The shift in regulatory assessment standards for insurance companies towards long-term evaluations encourages a preference for holding high-dividend bank stocks rather than frequent trading [8][10] Group 3 - The insurance sector's holdings in bank stocks have increased significantly, with a reported market value of 265.78 billion yuan, representing a 45.05% share of their total holdings [8][10] - The trend of rising premium income from dividend insurance products since 2024 is expected to further enhance insurance capital's allocation to bank stocks [10][14] - The Bank AH Index, which includes both A-shares and H-shares of banks, has shown a cumulative increase of 96.57% since its inception, outperforming the broader banking index [14][16]

高盛将预测评级银行第二季平均拨备前营业利润(PPOP)及净利润将平均增长0.3%，并将所评级内银H股 2025至2027年收入预测上调2%、4%及4%，税后净利预测上调5%、6%及5%，目标价平均上调12%，推 荐招行，维持"买入"评级，目标价从47.08港元上调至53.34港元。高盛重申对交行的沽售评级，目标价 维持6.21港元。 智通财经APP获悉，高盛发布研报称，今年以来其所评级的中资银行H股按市值加权计算录得26%升 幅，其中招商银行(03968)H股累升33%，跑赢交通银行(03328)的15个百分点，基于近期市场表现、投资 者情绪及经济环境变化，认为内银行业已迎来拐点。 ...

Group 1 - The core viewpoint of the article is that the Chinese banking sector has reached a turning point, as evidenced by a 26% increase in the market value of H-shares rated by Goldman Sachs this year [1] - Among the rated banks, China Merchants Bank (600036) (03968) H-shares have risen by 33%, outperforming Bank of Communications (03328) by 15 percentage points [1] - Goldman Sachs forecasts a 0.3% average growth in pre-provision operating profit (PPOP) and net profit for the second quarter among rated banks [1] Group 2 - Revenue forecasts for rated Chinese banks' H-shares have been raised by 2%, 4%, and 4% for the years 2025 to 2027 [1] - After-tax net profit forecasts have been increased by 5%, 6%, and 5% for the same period [1] - The average target price for rated banks has been raised by 12%, with a recommendation to buy China Merchants Bank, increasing its target price from HKD 47.08 to HKD 53.34 [1] Group 3 - Goldman Sachs maintains a sell rating on Bank of Communications, with a target price remaining at HKD 6.21 [1]

时代周报记者注意到，今年以来，招商局集团旗下综合金融板块主要高管陆续迎来调整，除招商银行 外，还涉及招商金控、招商基金、招商证券等多家公司。 第一副行长辞任，5月刚被提名执行董事 继今年5月朱江涛离任后，招商银行又一副行长辞任。 据招商银行8月4日公告，王小青因工作调动辞去该行副行长职务，其原定任期至2028年6月，该行董事 会对王小青在任职期间为公司作出的贡献给予高度评价并致以衷心的感谢。 8月4日，招商银行发布副行长辞任公告，王小青因工作原因辞去该行副行长职务。这是今年招商银行辞 任的第二位副行长。据悉，王小青的下一站，将赴任招商局金融控股有限公司（下称"招商金控"）。 8月5日，招商金控相关人士向时代周报记者表示，王小青将担任招商金控党委书记，目前还在走流程备 案。 招商金控是成立于2022年的首家央企金控公司，据官网介绍，公司2024年全年实现营业收入5075亿元， 净利润1602.8亿元。截至2024年末，招商金控总资产规模达13万亿元，管理资产规模（AUM）超23万 亿元。 今年5月，在招商银行副行长朱江涛离任后，王小青成为该行排名第一的副行长，与此同时，他还被提 名为招商银行执行董事。王小青离任 ...