(责任编辑：宋政 HN002) | 代码 | 名称 | 最新价 | 涨跌幅 ^ | | --- | --- | --- | --- | | 02410 | 同淵康医药-B ● | 14.700 | -21.97% | | 01672 | 歌礼制药-B | 13.850 | -10.76% | | 09969 | 诺诚健华 | 18.230 | -8.21% | | 03692 | 翰森制药 | 35.780 | -7.83% | | 02157 | 乐普生物-B | 8.870 | -7.70% | | 09926 | 康方生物 | 160.200 | -6.86% | | 02162 | 康诺亚-B | 70.200 | -6.09% | | ૦૯૭૨૨ | 博安生物 | 15.100 | -5.98% | | 06990 | 科伦博泰生物-B | 431.400 | -5.39% | | 01477 | 欧康维视生物-B | 11.350 | -5.02% | | 02196 | 复是医药 | 20.500 | -4.92% | | 00460 | 四环医药 | 1.420 | -4.70% | 盘面上， ...

批复表示，中银消费金融应严格遵照有关法律法规完成上述股权变更事宜。该公司应加强股权管理，进 一步优化股权结构，严格控制股东关联交易，完善公司治理与内部控制机制，防范和化解风险。 经济观察网 8月19日，国家金融监管管理总局发布关于中银消费金融有限公司变更股权的批复。同意中 国银行（601988）股份有限公司受让深圳市博德创新投资有限公司持有的该公司3.558%股权及北京红 杉盛远管理咨询有限公司持有的该公司1.617%股权。受让后，中国银行股份有限公司合计持有中银消 费金融47.98%股权。 ...

A股市场银行股普涨，其中，江苏银行、杭州银行、江阴银行、渝农商行涨超2%，中国银行、成都银 行涨近2%。值得注意的是，邮储银行创历史新高。 责任编辑：栎树 | 代码 | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | | 600919 | 江苏银行 | 2.61 | 2092亿 | 21.94 | | 600926 | 杭州银行 | 2.32 | 1185亿 | 13.76 | | 002807 | 江阴银行 | 2.04 | 123亿 | 20.15 | | 601077 | 渝农商行 | 2.00 | 752亿 | 14.69 | | 601988 | 中国银行 | 1.98 | 18269亿 | 7.50 | | 601838 | 成都银行 | 1.88 | 783亿 | 13.12 | | 601187 | 厦门银行 | 1.49 | 180亿 | 23.97 | | 002958 | 青农商行 | 1.45 | 194亿 | 18.81 | | 600928 | 西安银行 | 1.30 | 173亿 | 10.36 | | 6 ...

Group 1 - The core viewpoint of the articles indicates that Chinese bank stocks are experiencing a collective rise, with specific banks like Agricultural Bank and Bank of Communications seeing increases of over 1% [1][2] - Morgan Stanley's report suggests that Chinese bank stocks are expected to rise further due to the stabilization of net interest margins and growth in fee income, with a potential upside of 15% for A-share banks and 8% for Hong Kong bank stocks [1] - UBS analysts express an optimistic outlook for foreign investment in the Chinese stock market, predicting that the liquidity-driven bull market rebound will last at least until September [1] Group 2 - Specific stock performance data shows Agricultural Bank at 5.470 with a rise of 1.11%, Bank of Communications at 6.910 with a rise of 1.02%, and other banks like CITIC Bank and China Merchants Bank also showing positive changes [2] - The report highlights that several banks, including China Bank, Industrial and Commercial Bank, and China Construction Bank, have recorded varying degrees of increases, contributing to the overall positive sentiment in the banking sector [2]

Core Insights - The A-share market saw a broad increase in bank stocks, with notable gains from Jiangsu Bank, Hangzhou Bank, Jiangyin Bank, and Chongqing Rural Commercial Bank, all rising over 2%. Postal Savings Bank reached a historic high [1] Summary by Category Stock Performance - Jiangsu Bank increased by 2.61%, with a total market capitalization of 209.2 billion and a year-to-date increase of 21.94% [2] - Hangzhou Bank rose by 2.32%, with a market cap of 118.5 billion and a year-to-date increase of 13.76% [2] - Jiangyin Bank saw a 2.04% increase, with a market cap of 12.3 billion and a year-to-date increase of 20.15% [2] - Chongqing Rural Commercial Bank grew by 2.00%, with a market cap of 75.2 billion and a year-to-date increase of 14.69% [2] - China Bank increased by 1.98%, with a market cap of 1,826.9 billion and a year-to-date increase of 7.50% [2] - Chengdu Bank rose by 1.88%, with a market cap of 78.3 billion and a year-to-date increase of 13.12% [2] - Other banks such as Xiamen Bank, Qingnong Commercial Bank, and Xi'an Bank also showed positive performance, with increases ranging from 1.30% to 1.49% [2]

Group 1 - The core viewpoint of the article indicates that Chinese bank stocks are expected to rise further due to stable net interest margins and growth in fee income, with potential increases of 15% in A-share banks and 8% in Hong Kong bank stocks [1] - Major Chinese banks such as Agricultural Bank of China and Bank of Communications saw their stock prices increase by over 1%, while other banks also experienced positive growth [1] - Foreign investors are becoming increasingly optimistic about the Chinese stock market, with UBS analysts predicting that the liquidity-driven bull market rebound will last at least until September [1] Group 2 - Specific stock performance data shows Agricultural Bank of China at 5.470 with a rise of 1.11%, Bank of Communications at 6.910 with a rise of 1.02%, and other banks like CITIC Bank and China Merchants Bank also showing positive changes [1] - The report from JPMorgan highlights the potential for further gains in Chinese bank stocks, emphasizing the benefits from improved net interest margins and increased fee income [1] - The overall sentiment in the market reflects a bullish outlook for the banking sector, supported by external analysis and performance metrics [1]

8月20日是上海自贸试验区临港新片区成立六周年。今年以来，全国首部专门规范FT账户业务发展的地 方性法规出台；国家相关金融监管部门及上海市政府为支持上海国际金融中心建设，制定进一步提升跨 境金融服务的行动方案，进一步赋能FT账户功能拓展及应用；陆家嘴论坛释放金融"政策大礼包"，发 布在临港新片区开展离岸贸易金融服务综合改革试点、优化升级FT账户功能等八项政策举措，一系列 密集出台的有力举措，为自贸区金改注入新动能。 今年6月，国内某民营能源企业在哈萨克斯坦投资建设的风电项目实现全容量并网，填补了当地清洁能 源领域的空白。这一项目售电价格直接与人民币汇率挂钩，有效降低汇率风险，是哈萨克当地首笔以人 民币计价、当地货币结算的新能源项目。为支持民营企业"走出去"到"一带一路"国家投资展业，中行上 海市分行发挥集团全球化联动优势和结构化融资特色，作为银团联合牵头行，依托分账核算单 元"FTU"为项目提供跨境人民币融资。这也是中行上海市分行首单人民币新能源海外项目融资，既有效 规避汇率风险，又为人民币国际化进程增添生动注脚。 深耕金融要素市场 助力新片区发挥金融聚集效应 为助力上海某再保险运营中心打造国际再保险业务平台 ...

Core Viewpoint - The collaboration between Bank of China Shaanxi and Sichuan branches enables a cross-regional "immediate refund" tax refund service for overseas tourists, enhancing consumer experience and stimulating inbound consumption [1] Group 1: Service Implementation - The "immediate refund" tax refund service allows overseas tourists shopping in either Sichuan or Shaanxi to choose where to process their refunds [1] - This service is guided by the State Taxation Administration of Shaanxi and Sichuan provinces, indicating a coordinated effort between local tax authorities [1] Group 2: Economic Impact - The new service model is expected to effectively boost cultural and tourism consumption in both provinces and surrounding areas [1] - It aims to expand the effects of the "immediate refund" policy, optimizing the shopping experience for international visitors [1] Group 3: Regional Cooperation - The geographical and cultural ties between Sichuan and Shaanxi are highlighted, with the opening of the Xicheng High-speed Railway facilitating easier travel and cooperation in cultural tourism [1]

Group 1 - The core viewpoint of the article highlights the ongoing bullish trend in the A-share market, with major indices reaching new highs and overall market capitalization surpassing 100 trillion yuan [1][2][3] - The current market rally is characterized by a preference for emerging industries, with significant gains in sectors such as defense, telecommunications, and pharmaceuticals, indicating a shift in investor focus compared to previous market cycles [4][5] - Notable individual stocks have seen extraordinary performance, with some achieving over tenfold increases, reflecting a broader trend of high returns in the current market environment [5][6] Group 2 - Factors contributing to the market surge include a recovering investor confidence, successful capital market reforms by the central bank, and a positive economic outlook, which are all seen as critical for sustaining the current bullish sentiment [7][8] - The future trajectory of the A-share market may be influenced by regulatory attitudes, economic recovery indicators, and external market conditions, particularly regarding U.S. monetary policy [8][9] - The performance of major financial stocks is crucial for the market's upward momentum, with analysts suggesting that the sustainability of the rally depends on whether these stocks can deliver solid earnings [10][11] Group 3 - Historical context is provided, indicating that past market peaks were often driven by emotional and liquidity factors, suggesting that a stable and healthy market requires strong underlying fundamentals rather than just speculative enthusiasm [12] - The article discusses the importance of institutional changes in the Chinese market, which have historically played a significant role in driving market performance, alongside the current favorable conditions for foreign investment [13][14] - Analysts predict that the A-share market will continue to attract foreign capital due to its relative undervaluation compared to global markets, especially as global monetary conditions evolve [14]

Core Viewpoint - The Bank of China announced plans to issue a total of 150 billion RMB or equivalent foreign currency in total loss-absorbing capacity non-capital debt instruments, with a specific issuance of 50 billion RMB in fixed-rate bonds set for August 2025 [1] Group 1: Bond Issuance Details - The Bank of China will hold a shareholders' meeting on February 26, 2024, to approve the issuance of non-capital debt instruments [1] - The bonds will be issued in the interbank bond market on August 15, 2025, and will be completed by August 19, 2025 [1] - The bonds have a fixed interest rate of 1.93% and a maturity of 4 years, with a conditional redemption option for the issuer at the end of the third year [1] Group 2: Fund Utilization - Proceeds from the bond issuance, after deducting issuance costs, will be used to enhance the bank's total loss-absorbing capacity, subject to applicable laws and regulatory approvals [1]