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: 2024年3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: 中國光大銀行股份有限公司（於中華人民共和國註冊成立的股份有限公司） 呈交日期: 2024年4月2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 | 06818 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 12,678,735,500 | RMB | | 1 RMB | | 12,678,735,500 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 12,678,735,500 | RMB | | 1 RMB | | 12,678,735,500 | | 2. ...

财联社3月29日讯（记者 彭科峰）在异常波动的股价面前，光靠管理层喊口号还不够，来自资本市场真金白银的支持才是关键。 今日晚间，光大银行发布公告称，控股股东中国光大集团股份公司拟通过集中竞价等方式增持该行股份4亿元至8亿元人民币。 对于增持原因，公告明确表示，系“为充分发挥光大集团作为本行控股股东作用，传递对本行未来发展前景的信心，对资本市场长期投资价值的认可，支 持本行高质量发展，拟实施本次增持计划。” 股价暴跌后大股东出手 光大集团拟斥资数亿增持光大银行 今日晚间，光大银行在公告中称，光大集团已经于2024年3月29日，通过上海证券交易所系统以集中竞价方式增持本行A股股份6432.14万股，占本行总股 本的0.11%。 光大集团后续拟通过上海证券交易所系统以集中竞价等合法合规方式增持本行A股股份，累计增持总金额（即本次增持和本次增持计划合计金额）不少于 人民币4亿元，不超过人民币8亿元。本次增持计划的实施期限为自本公告披露之日起12个月内。 从消息面来看，3月27日晚间光大银行发布2023年年报，显示其去年归母净利润407.92亿元，同比下降8.96%，其中2023年第四季度，公司单季度主营收入 334. ...

挖贝网3月29日，鲁铭新材（873286）近日发布公告，因公司生产经营需要，公司向光大银行股份有限 公司淄博分行借款600.00万元（大写：陆佰万元整），公司拟以账面价值为1,000.00万元(大写：壹仟万 元整)的存货浮动抵押；具体抵押金额、抵押期限以公司与光大银行股份有限公司淄博分行签署的抵押 合同为准；本次授信的期限为一年，具体利率以公司与光大银行股份有限公司淄博分行签署的借款合同 为准。本次申请授信公司法定代表人傅修文及其妻张翠霞提供连带责任保证担保。 公司向光大银行股份有限公司淄博分行申请借款600.00万，拟用存货浮动抵押的方式申请授信，弥补了 公司流动资金需求，是公司正常经营和实现业务发展所需，有利于公司持续稳定经营，促进公司业务发 展，增强公司经营实力，有利于全体股东的利益。 挖贝网资料显示，鲁铭新材主要从事回转窑用不定形耐火材料及定型预制品、玻璃窑功能用耐火材料、 焦炉焦罐用耐火材料的设计研发、生产、销售、施工和相关技术服务。 ...

股票代码：601818 股票简称：光大银行 公告编号：临 2024-019 中国光大银行股份有限公司 关于控股股东增持股份暨后续增持计划的公告 本行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。 中国光大银行股份有限公司（简称本行）控股股东中国光大集团 股份公司（简称光大集团）于 2024 年 3 月 29 日，通过上海证券 交易所系统以集中竞价方式增持本行 A 股股份 64,321,400 股，占 本行总股本的 0.11%（简称本次增持）。 在符合一定市场条件下，光大集团后续拟通过上海证券交易所系 统以集中竞价等合法合规方式增持本行 A 股股份，累计增持总金 额（即本次增持和本次增持计划合计金额）不少于人民币 4 亿元 （含本数），不超过人民币 8 亿元（含本数）（简称本次增持计划）。 本次增持计划的实施期限为自本公告披露之日起 12 个月内。 二、本次增持情况 （一）本次增持的股东、时间、方式、增持的数量及比例 重要内容提示： 一、本次增持主体的基本情况 （一）增持主体名称、与本行的关系 本次增持主体光大集团为本行控股股东。 （ ...

Investment Rating - The investment rating for the company is "Buy (Maintain)" [3] Core Views - The company reported a decline in operating income and net profit for 2023, with operating income at 145.7 billion yuan, down 3.9% year-on-year, and net profit at 40.8 billion yuan, down 9.0% year-on-year. The dividend payout ratio is 28.41% [1][2] - The company is facing pressure on income due to narrowing interest margins and poor performance in fee-based income, but there is potential for recovery in retail demand and wealth management business in the medium to long term [1][2] Financial Performance Summary - Operating income for 2023 was 145.7 billion yuan, with a growth rate of -3.9%. The projected operating income for 2024 is 138.4 billion yuan, indicating a further decline of 4.98% [2][7] - The net interest income growth rate for 2023 was -5.4%, with a net interest margin of 1.74%, down 8 basis points from the first half of 2023 [1][7] - The non-interest income saw a decline of 11.4% year-on-year, primarily due to a drop in credit card transaction amounts and service fees [1][7] Asset Quality - The non-performing loan (NPL) ratio at the end of December was 1.25%, a decrease of 10 basis points from the previous quarter. The NPL balance was 47.5 billion yuan [1][7] - The provision coverage ratio improved to 181.27%, up 5.6 percentage points from the previous quarter [1][7] Business Growth - Retail customer base reached 152 million, with assets under management (AUM) growing by 12.4% to 2.73 trillion yuan. However, personal wealth management fee income declined by 7.5% [1][7] - Corporate financial transaction volume reached 51 trillion yuan, a year-on-year increase of 5.06% [1][7] Future Outlook - The company expects continued pressure on income in the short term due to interest margin compression and slow consumer recovery. However, it anticipates better performance in the medium to long term as retail demand and wealth management activities recover [1][2]

Investment Rating - The investment rating for CEB (601818) is currently "No Rating" as it was the first report issued on the company [2]. Core Insights - CEB reported a total operating income of 145.685 billion yuan in 2023, a year-on-year decrease of 3.92%, and a net profit attributable to shareholders of 40.792 billion yuan, down 8.96% year-on-year [2][3]. - The annualized weighted average ROE for 2023 was 8.38% [2]. - The bank's total assets reached 6.77 trillion yuan by the end of 2023, reflecting a year-on-year growth of 7.5% [3]. - The loan balance at the end of 2023 was 3.79 trillion yuan, with a year-on-year growth of 6% [3]. - CEB has focused on modern industrial systems and high-quality financial credit development, with significant growth in key areas such as technology innovation loans (up 50.64%), manufacturing loans (up 24.74%), inclusive small and micro enterprise loans (up 24.18%), and green loans (up 57.44%) [3]. - Retail AUM reached 2.73 trillion yuan, growing 12.42% year-on-year, with private banking clients achieving double-digit growth for four consecutive years [3]. - The bank's non-performing loan ratio decreased by 10 basis points to 1.25% at the end of 2023 [3]. - CEB's core tier 1 capital adequacy ratio, tier 1 capital adequacy ratio, and total capital adequacy ratio were 9.18%, 11.36%, and 13.5%, respectively, showing improvements from the previous quarter [3]. Financial Summary - The total operating income for 2023 was 145.685 billion yuan, with a projected increase to 152.007 billion yuan in 2024 [5]. - The net profit attributable to shareholders for 2023 was 40.792 billion yuan, with forecasts of 44.404 billion yuan in 2024 [5]. - The EPS for 2023 was 0.69 yuan, expected to rise to 0.75 yuan in 2024 [5]. - The P/E ratio for 2023 was 4.20, projected to decrease slightly to 4.15 in 2024 [5]. - The P/B ratio for 2023 was 0.38, expected to decline to 0.37 in 2024 [5].

Investment Rating - The report maintains a "Recommended" rating for the company [3][4]. Core Views - The company actively supports the real economy with a focus on key sectors, leading to stable asset growth and a positive outlook for business structure adjustments, which may enhance capital efficiency and deposit quality [3][4]. - Despite short-term pressure on revenue and profit growth, the company is effectively controlling asset quality, with stable performance indicators [3][4]. - The forecasted EPS for 2024-2026 is 0.72, 0.76, and 0.81 yuan respectively, with a corresponding PB of 0.4 for the closing price on March 28, 2024 [3][4]. Summary by Relevant Sections Financial Performance - In 2023, the company achieved a revenue of 145.7 billion yuan, down 3.9% YoY, and a net profit of 40.8 billion yuan, down 9.0% YoY [2][4]. - The net interest income decreased by 5.4% YoY, primarily due to a narrowing net interest margin, which was 1.74% at the end of 2023, a decrease of 27 basis points from the end of 2022 [2][4]. - Non-interest income saw a slight increase of 29.1% YoY, mainly due to the fair value increase of trading financial assets from a low base [2][4]. Asset Quality and Capital Strength - The company's non-performing loan ratio was 1.25% at the end of 2023, unchanged from the end of 2022, with a provision coverage ratio of 181%, up 5.6 percentage points from the previous quarter [2][4]. - The core Tier 1 capital adequacy ratio improved to 9.18% at the end of 2023, an increase of 46 basis points from the end of 2022, supported by a high proportion of convertible bond conversions and effective wealth management strategy [2][4]. Loan and Deposit Growth - Total assets, loans, and deposits grew by 7.5%, 6.0%, and 4.5% YoY respectively in 2023 [2][4]. - The company focused its lending on key economic sectors, with significant growth in green loans (57%), technology innovation loans (51%), manufacturing loans (25%), and inclusive small and micro loans (24%) [2][4].

今日，A股市场反复博弈，主要指数午后“起飞”，尾盘冲高回落。两市超4500股上涨，全天成交9323亿元，北上资金净买入23.35亿元。 低空经济概念股继续大爆发，飞行汽车、航天航空、新型城镇化及碳纤维等板块冲高，国资云概念走强，大飞机、北斗导航及铜缆高速连接概念等涨幅居 前。银行股走低，鸡肉、猪肉概念、食品饮料板块下挫。 ...

Core Viewpoint - Bank of America Securities reaffirms "underperform" rating for China Everbright Bank (06818) and lowers earnings per share forecast for the next two years by 9% to 11%, with the target price reduced from HKD 2.45 to HKD 2.35 [1] Financial Performance - The company's net profit for the previous year decreased by 9% to RMB 40.8 billion, primarily due to increased provisions for handling non-performing assets [1] - Provisions for the fourth quarter and the entire year increased by 68% and 3% year-on-year, respectively [1] - The dividend payout ratio increased by 0.3 percentage points to 28.4%, but the final dividend decreased by 8.9% to RMB 0.173 [1]

Group 1 - The core viewpoint of the article indicates that China Everbright Bank's stock dropped over 10% following the release of its 2023 annual report, with a current trading price of HKD 2.32 and a transaction volume of HKD 33.71 million [1] - In 2023, the bank reported an operating income of CNY 145.685 billion, a year-on-year decrease of 3.92% [1] - The net profit attributable to shareholders for 2023 was CNY 40.792 billion, reflecting a year-on-year decline of 8.96%, attributed to increased provisioning efforts to strengthen asset quality management [1] Group 2 - In Q4 2023, the bank's main operating income was CNY 33.455 billion, down 2.62% year-on-year [1] - The net profit attributable to shareholders for Q4 2023 was CNY 3.102 billion, showing a significant year-on-year decline of 62.24% [1] - The non-recurring net profit for Q4 2023 was CNY 3.074 billion, also down 62.36% year-on-year [1]