随着美元回落，国际油价企稳反弹，WTI原油近月合约涨2.39%，报61.50美元/桶。布伦特原油近月合约涨2.26%，报64.76美元/桶。 国际金价续创历史，纽约商品交易所4月交割的COMEX黄金期货合约涨2.12%，报3222.20美元/盎司。 机构指出，A股市场有望逐步摆脱短期扰动，受益于扩内需、促消费政策的行业值得关注，包括家用电器、食品饮料、社会服务、商贸零售等行业。 【财经日历】 中国3月贸易帐； 世界互联网大会亚太峰会； 第三届中国国际通用航空与无人机发展大会。 | 〜 盘前必读 | // 外盘怎么样 // | | | | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | | 道琼斯工业指数 | 40212.71 c 619.05 | | 1.56% | | 纳斯达克指数 | 16724.46 c 337.15 | | 2.06% | | 标普500 | 5363.36 c 95.31 1.81% | | | 截至上周五收盘，道指上涨619.05点，涨幅1.56%，报40212.71点，纳指涨2.06%，报16724.46点，标普500指数涨1.81% ...

Group 1 - The A-share market is expected to gradually shake off short-term disturbances, benefiting from policies aimed at expanding domestic demand and promoting consumption [1] - Industries worth paying attention to include home appliances, food and beverage, social services, and retail [1] - Companies that are actively repurchasing and increasing their holdings may also be noteworthy, with relevant companies primarily distributed across electronics, automotive, and machinery sectors [1] Group 2 - Future market styles may rotate between defensive and cyclical trends [1]

Investment Rating - The report maintains a "Buy" rating for the banking industry, indicating an expected investment return exceeding the market benchmark index by over 15% in the next 6-12 months [1]. Core Insights - The report anticipates a seasonal rebound in credit issuance in March, with an expected increase in new RMB loans of approximately 3.2 trillion, reflecting a year-on-year growth of about 7.3% [4][16]. - The liquidity outlook for April suggests a marginal easing of the financial environment, with the central bank likely to maintain a relatively loose monetary policy to counter potential risks amid increasing external uncertainties [24][30]. Summary by Sections Financial Data and Liquidity Outlook - March's financial data is expected to show a strong seasonal recovery in credit issuance, with new loans projected at 3.2 trillion RMB, slightly higher than the previous year [4]. - The report highlights a "tail" effect in bill rates at the end of March, with a rebound in credit issuance strength and positive performance in leading indicators like PMI [3][4]. Credit Structure - Corporate loans remain the primary driver of credit growth, while retail loans are experiencing a "price reduction promotion" strategy, with household financing needs still in the process of recovery [5][7]. - The report notes that the demand for corporate loans is supported by improved industrial production and infrastructure investments, with March's manufacturing PMI rising to 50.5% [5]. Social Financing - The report estimates that new social financing in March will be around 5.1 trillion RMB, maintaining an 8.2% growth rate compared to February [13]. - The main contributors to this growth are on-balance sheet loans and government bonds, with a notable increase in government bond financing [15]. Monetary Supply and Policy Outlook - M1 and M2 growth rates are expected to improve in March, driven by increased fiscal spending and a shift of government deposits to the private sector [20][22]. - The report anticipates that the central bank may implement further counter-cyclical monetary policies, including potential interest rate cuts and reserve requirement ratio adjustments, to ensure liquidity remains ample [31][32].

Group 1 - The announcement details the addition of new sales institutions for the funds managed by Jianxin Fund Management Co., Ltd., effective from April 2, 2025 [1][2][4] - The new sales institutions include Everbright Securities Co., Ltd., Shanxi Securities Co., Ltd., and Industrial Bank Securities Co., Ltd. [1][2][4] - Investors can conduct business related to the funds at the branches of these sales institutions, following the specific rules and processes of both the fund company and the sales institutions [1][2][4] Group 2 - Contact information for the new sales institutions is provided, including addresses, customer service numbers, and websites [1][2][4] - Jianxin Fund Management Co., Ltd. emphasizes the importance of reading legal documents such as the fund contract and prospectus before investing [1][2][4]

致：香港交易及結算所有限公司 公司名稱: 光大證券股份有限公司 呈交日期: 2025年4月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601788 | 說明 | | A股(上海證券交易所) | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,906,698,839 | RMB | | 1 | RMB | | 3,906,698,839 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 3,906,698,839 | RMB | | | 1 RMB | | 3,906,698,839 | | 2. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- ...

Summary of Key Points Core Viewpoint - Everbright Securities reported a decline in both revenue and net profit for the year 2024, indicating challenges in the current market environment and a need for organizational adjustments to improve efficiency and focus on core business areas [1]. Financial Performance - The total operating revenue for Everbright Securities decreased by 4.32% year-on-year to 9.598 billion yuan [1]. - The net profit attributable to shareholders fell by 28.39% to 3.058 billion yuan [1]. Executive Compensation - Total compensation for directors, supervisors, and senior management decreased significantly from 27.4461 million yuan in 2023 to 16.7907 million yuan in 2024, a reduction of 38.82% [1]. - The number of executives earning over one million yuan dropped from 14 to 9 [1]. - Chairman Zhao Ling's salary was 1.9778 million yuan, down by 405,500 yuan, a decrease of 17.01% [1]. - President Liu Qiuming's salary was 1.8313 million yuan, reduced by 426,900 yuan, a decline of 18.89% [1]. Workforce Adjustments - The total number of employees at Everbright Securities decreased by 340 to 7,724, reflecting a year-on-year decline of 4.2% [2]. - The brokerage business saw a significant reduction in personnel, with a decrease of 241 employees to 4,957, accounting for 71% of the total workforce reduction [2]. - The investment banking team decreased by 38 employees to 578, while the asset management sector saw a slight reduction of 12 employees to 262 [2]. - In contrast, the research team increased by 6 employees to 152, and the compliance and risk management department expanded by 60 employees to 306, marking a growth of 23.6% [2][3]. Strategic Focus - The shift in workforce dynamics indicates a strategic focus on enhancing research capabilities and compliance systems, reflecting the ongoing digital transformation in the brokerage industry [3].

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。 光大證券股份有限公司 Everbright Securities Company Limited （於中華人民共和國註冊成立的股份有限公司） （股份代號：6178） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條刊發。 根據中華人民共和國的有關法例規定，光大證券股份有限公司（「本公司」）在上海 證券交易所網站( www.sse.com.cn )刊發了如下文件，僅供參閱： 1 1. 《光大證券股份有限公司第七屆董事會第五次會議決議公告》 2. 《光大證券股份有限公司第七屆監事會第五次會議決議公告》 3. 《光大證券股份有限公司2025年度預計日常關聯（連）交易公告》 4. 《光大證券股份有限公司2024年年度利潤分配方案公告》 5. 《光大證券股份有限公司續聘會計師事務所公告》 6. 《光大證券股份有限公司董事會對獨立董事獨立性評估報告》 7. 《光大證券股份有限公司獨立董事 ...

光大证券股份有限公司 2025 年第一次临时股东大会 会议文件 光大证券股份有限公司 二〇二五年四月 1 光大证券股份有限公司 2025 年第一次临时股东大会会议须知 为维护股东的合法权益，确保光大证券股份有限公司（以下简称公司）2025 年 第一次临时股东大会（以下简称本次大会）的正常秩序和议事效率，根据《公司法》、 《上市公司股东大会规则》等法律、法规和公司《章程》的规定，现就会议须知通知 如下，望参加本次大会的全体人员遵守。 一、本次大会期间，全体参会人员应以维护股东的合法权益、确保大会的正常 秩序和议事效率为原则，自觉履行法定义务。 二、为保证本次大会的严肃性和正常秩序，除出席会议的股东及股东代理人（以 下简称股东）、董事、监事、高级管理人员、公司聘请的律师及公司董事会邀请的人 员以外，公司有权依法拒绝其他人士入场，对于干扰大会秩序、寻衅滋事和侵犯股 东合法权益的行为，公司有权予以制止并报告有关部门查处。 三、大会设会务组，负责会议的组织工作和处理相关事宜。 四、股东参加本次大会依法享有发言权、质询权、表决权等权利。 五、股东需要在股东大会上发言，应于会议开始前在签到处的"股东发言登记 处"登记，并填 ...

重要内容提示： 一、 召开会议的基本情况 (一) 股东大会类型和届次 2025 年第一次临时股东大会 证券代码：601788 证券简称：光大证券 公告编号：2025-013 光大证券股份有限公司 关于召开 2025 年第一次临时股东大会的通知 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。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自 2025 年 4 月 29 日 至 2025 年 4 月 29 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 (六) 融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者 的投票，应按照《上海证券交易所上市公司自律监管指引第 1 号 — 规范运 作》等有关规定执行。 召开的日期时间：2025 年 4 月 ...

二、审议通过了《公司 2024 年年度利润分配的议案》。 议案表决情况：同意 9 票，反对 0 票，弃权 0 票。 1 本议案尚需提交公司股东大会审议。 证券代码：601788 股票简称：光大证券 公告编号：临 2025-009 H 股代码：6178 H 股简称：光大证券 光大证券股份有限公司 第七届监事会第五次会议决议公告 本公司监事会及全体监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。 光大证券股份有限公司（以下简称公司）第七届监事会第五次会 议通知于 2025 年 3 月 14 日以电子邮件方式发出。会议于 2025 年 3 月 26 日下午 15：00 以现场结合视频方式召开。本次会议应到监事 9 人，实到监事 9 人。其中，梁毅先生、林茂亮先生、刘运宏先生、杜 佳女士、宋哲先生现场出席会议；周华建先生、叶胜利先生、李若山 先生、林静敏女士以视频方式出席会议。梁毅先生主持本次会议，公 司部分高管列席会议。本次会议符合《中华人民共和国公司法》和《公 司章程》关于召开监事会的规定。本次监事会会议决议合法有效。 公司监事经认真审议，通过了以 ...