Group 1 - The insurance capital market is experiencing a wave of shareholding activities, with 21 instances of insurance companies acquiring stakes in listed companies this year, surpassing the total of 20 for the entire year of 2024 [1][2] - Major insurance companies involved in this trend include China Post Insurance, Taikang Life, and several others, indicating a strong interest in equity investments [1][2] - The surge in shareholding activities is attributed to adjustments in asset allocation strategies by insurance companies, driven by supportive policies for long-term capital market investments [1][2] Group 2 - The companies targeted for shareholding include major banks and firms across various sectors, with bank stocks being the most frequently acquired [2] - Ping An Life has notably made seven acquisitions of bank stocks this year, indicating a focused strategy on this sector [2] - The regulatory environment has been favorable, with policies encouraging insurance funds to increase their equity investments, leading to a significant rise in the market value of equity holdings [2][3] Group 3 - The Ministry of Finance has adjusted the assessment methods for insurance fund performance, emphasizing long-term investment strategies, which is expected to enhance the role of insurance capital in the market [3] - The outlook for the second half of the year suggests that the trend of insurance capital acquiring stakes will continue, supported by ongoing policy initiatives [3]

12万亿招商银行（600036）"第一顺位"副行长还没坐稳，就要变换头衔。8月4日，招商银行公告，副行 长王小青辞任。据悉，招商局集团日前已任命王小青为招商金控党委书记，推荐任总经理，总经理一职 有待于履行公司治理及监管审批程序。两个月前，王小青刚被提名为招行执行董事。 实际上，"招商系"的"大将腾挪术"并不新鲜。在外界看来，王小青此番调任或属于"高就"。招商金控隶 属于招商局集团，是国务院国资委体系内的首家央企金融控股公司。截至2024年末，招商金控总资产规 模13万亿元，管理资产规模（AUM）超23万亿元。 有分析人士告诉记者，招商金控是招商局集团对金融板块进行集中管理的"顶层架构"，而招商银行是其 旗下最重要的经营性金融机构。两者既有协同关系，也有各自独立性。特别是招商银行作为独立上市公 司，保持较高的自主经营权。这种结构既符合金融监管要求，也实现了集团资源的优化配置。 "零售之王"变"黄埔军校"？干部调任背后有何深意 "70后"王小青是招行系相对少见的"新人"。他2020年3月才加入招商银行体系，历任招商基金管理有限 公司党委书记、总经理、董事长等职，是典型的"资管专家"。2023年7月起，他跻身招商 ...

Core Points - The CSI Hong Kong-Shanghai-Shenzhen Connect Cycle Index (H30547) reported a value of 2087.84 points, with a monthly increase of 2.36%, a three-month increase of 12.58%, and a year-to-date increase of 12.44% [1][2] Group 1: Index Performance - The CSI Hong Kong-Shanghai-Shenzhen Connect Cycle Index has shown significant growth over various time frames, indicating a positive market trend [1] - The index is based on a sample from the CSI Hong Kong-Shanghai-Shenzhen Connect Comprehensive Index and the CSI Hong Kong-Shanghai-Shenzhen 500 Index, reflecting the overall performance of securities listed in the three markets [1] Group 2: Index Holdings - The top ten weighted stocks in the index include HSBC Holdings (6.52%), China Construction Bank (3.68%), AIA Group (2.95%), Ping An Insurance (2.65%), and others, indicating a strong presence of financial institutions [1] - The market share of the index holdings is distributed as follows: Shanghai Stock Exchange (44.04%), Hong Kong Stock Exchange (41.04%), and Shenzhen Stock Exchange (14.92%) [1] Group 3: Industry Composition - The industry composition of the index shows that finance accounts for 58.03%, materials for 19.29%, industrials for 10.27%, energy for 6.73%, and real estate for 5.68%, highlighting the dominance of the financial sector [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2]

| 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↓ | | --- | --- | --- | --- | --- | | 安德利果汁(02218) | 18.490 | 47.1 | 205.14% | 24.54% | | 金力永磁(06680) | 18.700 | 27.1 | 73.58% | 15.57% | | 北京北辰实业股份 (00588) | 0.860 | 1.77 | 146.51% | 12.95% | | 农业银行(01288) | 5.380 | 6.54 | 45.54% | 10.57% | | 弘业期货(03678) | 4.350 | 12.3 | 238.62% | 10.03% | | 东江环保(00895) | 2.660 | 4.76 | 114.29% | 9.15% | | 浙江世宝(01057) | 5.250 | 12.56 | 186.48% | 8.63% | | 钧达股份(02865) | 21.700 | 43.2 | 138.43% | 8.04% | | --- | --- | --- | --- | --- | | 京城机电股 ...

智通财经APP获悉，中金发布研报称，预计内银股今年第二季收入及净利润各同比持平及增长1%，较 今年首季跌2%及跌1%略有改善，与去年节奏类似，符合市场预期。业绩改善主要来自息差降幅收窄、 其他非息收入压力缓解，人行及利率自律机制对银行存贷款报价的引导可视为银行业的"反内卷"，稳定 银行盈利、防范金融系统风险。 展望未来，中金预计即使内地利率进一步下行以支持实体经济，上市内银净息差仍会呈现资产负债利率 双边下降的趋势，该行维持上市内银净息差降幅收窄这一判断，对银行的净利息收入和营收同比增速形 成正向支撑。 就国家财政部、税务总局8月1日发布公告称自8月8日起恢复新发行的国债、地方政府债券、金融债券的 利息收入增值税，该行假设上市银行金融投资距离到期日平均约5年，新发金融债利率有所上行，则对 上市银行净利润影响约0.8%，幅度有限。且实际影响可能小于测算值，主要由于银行金融投资收益率 可能上行，内银也会通过调整资产配置以稳定综合收益率。 该行料内银今年第二季净利息收入同比跌1%，降幅较今年首季跌2%略有收窄，主要由于息差降幅收 窄。该行预计第二季内银净息差季度按季下降3个基点，对应同比下降11个基点，较今年首季的 ...

格隆汇8月4日丨招商银行(600036.SH)公布，董事会收到本公司副行长王小青先生的辞任函。王小青先 生因工作原因，向本公司董事会提请辞去副行长职务。王小青先生的辞任自2025年8月4日起生效。 ...

Core Viewpoint - The article promotes various credit card offerings from China Merchants Bank, highlighting attractive benefits and rewards for new customers. Group 1: Credit Card Offerings - The article features multiple credit card options, including standard gold cards, co-branded cards, and themed cards, each with unique rewards for new customers [4][10][13][16]. - New customers can choose from a variety of welcome gifts upon meeting certain criteria, such as bags, kitchenware, and cash back options [5][8][11][14][18]. Group 2: Special Promotions - Specific promotional offers include discounts on train tickets and ride-hailing services, as well as exclusive merchandise like backpacks and coffee cups [8][13][14]. - The article emphasizes limited-time offers for new applicants, encouraging quick action to take advantage of the benefits [21]. Group 3: Existing Customer Benefits - Existing cardholders are encouraged to apply for additional cards, with shared credit limits but without access to new customer rewards [22].

Group 1 - The core idea of the article is that China Merchants Bank's Beijing branch has launched various activities aimed at elderly clients, combining financial education with cultural experiences to enhance their financial risk awareness and security [1][2][4][6][7] Group 2 - The "Umbrella Dance Cultural Inheritance + Elderly Financial Education" project was implemented by China Merchants Bank's Beijing Lugu branch, integrating traditional art appreciation with financial fraud prevention courses, engaging 20 retired women in learning classical umbrella dance [2] - The "Flowers Accompany, Wealth Protection" themed event at the East Third Ring branch combined flower arrangement with practical financial fraud knowledge, guiding elderly clients to enhance their risk identification and prevention abilities [4] - A specialized financial knowledge education event was held at a nursing home by the Daxing branch, focusing on prevalent financial fraud traps and providing practical financial safety tips to the elderly [6] - The bank plans to continue its elderly care initiatives, aiming to create a warm and respectful service environment for elderly clients, ensuring they receive secure and enriching financial services [7]

智通财经APP获悉，周一美股三大指数集体上涨，恒生指数ADR下跌，按比例计算，收报24674.48点，较香港收市跌58.97点或0.24%。 | .HSIADR 恒生指数ADR | | | --- | --- | | 24674.48 ↓ -58.97 -0.24% | | | ■ 可 可 | | | 最高价 24746.92 开盘价 24746.92 | 成交量 3562.57万 | | 最低价 24397.60 昨收价 24733.45 | 平均价 24572.26 | | 52周最高 25638.77 上 涨 -- | 平 智 -- | | 52周最低 16954.46下 跌 -- | 振 幅 1.41% | | 800000 恒牛指数 24733.45 +225.64 +0.92% | | 大型蓝筹股涨跌不一，汇丰控股收报97.005港元，较香港收市涨0.63%；腾讯控股收报551.117港元，较香港收市涨0.20%。 | 序号 | 名称 | 港股代码 | 最新价 | 涨跌额 | 涨跌幅 | ADRICH | ADR换算价(HKD) | 较港股升跌 较 | | --- | --- | --- | -- ...

关于独立非执行董事辞任的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 A 股简称：招商银行 A 股代码：600036 公告编号：2025-041 招商银行股份有限公司 招商银行股份有限公司董事会 相关ETF A50ETF (产品代码: 159601) ★ 跟踪：MSCI中国A50互联互通人民币指数 近五日涨跌：-1.47% 资金流向：最新份额为34.1亿份，减少了780.0万份，主力资金净 流入218.5万元。 一、董事离任的基本情况 招商银行股份有限公司（简称本公司）董事会收到本公司独立非执行董事田 宏启先生的辞任函。田宏启先生因担任独立非执行董事职务已满六年，向本公司 董事会请辞独立非执行董事职务，一并辞去董事会审计委员会主任委员、董事会 关联交易管理与消费者权益保护委员会委员的职务。根据相关法律法规和《招商 银行股份有限公司章程》的有关规定，田宏启先生的辞任将自本公司股东大会选 举新任独立非执行董事，并于国家金融监督管理总局核准新任独立非执行董事任 职资格以填补其空缺后生效。在此之前，田宏启先生将依据相关法律法规 ...