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: 2025年7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: 中國國際金融股份有限公司 呈交日期: 2025年8月1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 (如上市) | 03908 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,903,714,428 | RMB | | | 1 RMB | | 1,903,714,428 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,903,714,428 | RMB | | | 1 RMB | | 1,903,714,428 | | 2. 股份分類 ...

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: 2025年7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: 中國國際金融股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 第 1 頁 共 11 頁 v 1.1.1 備註： FF301 1. 因本公司是於中華人民共和國註冊成立的股份有限公司，「法定股本」之概念不適用於本公司。 第 2 頁 共 11 頁 v 1.1.1 | 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 (如上市) | 03908 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,903,714,428 | RMB | | 1 RMB | | 1,903,714,428 | | 增加 / 減少 (-) | | | | | | RMB ...

本文源自：金融界 8月1日，中金公司(03908)盘中下跌3.81%，截至14:02，报19.2元/股，成交6.06亿元。 截至2025年一季报，中金公司营业总收入57.21亿元、净利润20.42亿元。 中金公司是一家国际化投资银行，业务涵盖投资银行、股票业务、固定收益、资产管理、私募股权和财 富管理，并通过广泛的业务网络为全球客户提供高质量的金融增值服务。公司于2015年和2020年分别在 香港联交所和上交所上市，经过战略重组和持续扩展，在境内外建立了全面的市场覆盖和均衡的业务结 构。 作者：行情君 ...

腾讯成为中金公司股东追溯至2017年9月，彼时中金公司宣布引入腾讯控股作为战略投资者。根据认股协议， 腾讯控股认购中金新发行的2.075亿股H股，分别占中金发行后H股的12.01%及总股本的4.95%。 对于中金公司，科技巨头腾讯与国内外两大资管巨头出现分歧。 证券时报·券商中国记者注意到，近日，港交所披露，腾讯出手减持中金公司H股496万股，卖出均价21.16港 元/股，套现约1.05亿港元。 值得一提的是，全球资管巨头贝莱德和易方达基金分别在7月22日和7月25日对中金公司进行了增持，增持后贝 莱德持有中金公司H股比例升至5.01%，易方达基金持有中金公司H股比例升至5.13%。 腾讯出手减持 7月30日，港交所披露，7月25日，腾讯控股出手减持中金公司H股496万股，卖出均价21.16港元/股，套现约 1.05亿港元。 港交所披露易显示，腾讯控股此前持有中金公司H股比例为11.01%，此次减持之后，持股比例降至10.75%。 | 股權披露 | | | | | | --- | --- | --- | --- | --- | | 披露權益 | | | | | | 在指明日期的大股東完整名單 - 現有上市證券 ...

【#腾讯减持中金公司# ，两大资管巨头刚增持】对于中金公司，科技巨头腾讯与国内外两大资管巨头 出现分歧。近日，港交所披露，腾讯出手减持中金公司H股496万股，卖出均价21.16港元/股，套现约 1.05亿港元。值得一提的是，全球资管巨头贝莱德和易方达基金分别在7月22日和7月25日对中金公司进 行了增持，增持后贝莱德持有中金公司H股比例升至5.01%，易方达基金持有中金公司H股比例升至 5.13%。（每日经济新闻，泽塔）#贝莱德增持中金公司H股# ...

Core Viewpoint - China International Capital Corporation (CICC) experienced a decline of 2.35% in stock price on July 31, with a trading volume of 1.09 billion yuan, indicating market volatility and investor sentiment towards the company [1] Financing Summary - On July 31, CICC had a financing buy-in amount of 151 million yuan and a financing repayment of 148 million yuan, resulting in a net financing buy of 2.36 million yuan [1] - As of July 31, the total financing and securities lending balance for CICC was 2.458 billion yuan, with the financing balance accounting for 2.32% of the circulating market value, indicating a relatively high level compared to the past year [1] - CICC's securities lending activity on July 31 included a repayment of 900 shares, with no shares sold, and a remaining securities lending balance of 140,130 yuan, which is below the 30th percentile of the past year [1] Company Overview - CICC, established on July 31, 1995, and listed on November 2, 2020, operates in investment banking, equity sales and trading, fixed income, commodities, currency, wealth management, and investment management [2] - The company's revenue composition includes wealth management (32.73%), equity business (20.81%), fixed income (17.37%), investment banking (12.11%), other (8.25%), asset management (5.14%), and private equity (3.60%) [2] Shareholder and Profitability Information - As of March 31, CICC had 139,600 shareholders, a decrease of 9.70% from the previous period, with an average of 21,000 circulating shares per shareholder, an increase of 10.77% [3] - For the first quarter of 2025, CICC reported a net profit attributable to shareholders of 2.042 billion yuan, representing a year-on-year growth of 64.85% [3] - CICC has distributed a total of 4.489 billion yuan in dividends since its A-share listing, with 3.620 billion yuan distributed in the last three years [4] Institutional Holdings - As of March 31, 2025, the top ten circulating shareholders of CICC included Hong Kong Central Clearing Limited, which increased its holdings by 1.1353 million shares to 49.5336 million shares [4] - Other notable institutional shareholders include Guotai Junan CSI Securities Company ETF, which increased its holdings by 2.8641 million shares, and Huatai-PB CSI 300 ETF, which decreased its holdings by 0.9614 million shares [4]

Group 1 - The article serves as a platform for sharing partial views from CICC's published research reports, emphasizing the importance of understanding the complete reports for accurate interpretation [2][3] - It highlights that the information and opinions provided do not constitute specific investment advice or recommendations for trading securities or financial instruments [2][3] - The content is directed towards CICC's clients in mainland China, and it is advised that subscribers assess the appropriateness of receiving the content before subscribing [3]

Group 1 - The recent Central Political Bureau meeting has set a clear direction for economic work in the second half of the year, emphasizing the importance of enhancing the attractiveness and inclusiveness of the domestic capital market [1] - The new emphasis on "enhancing attractiveness" marks a significant elevation of the capital market's importance, which is expected to boost market sentiment and alleviate concerns regarding domestic and external demand declines [1] - China International Capital Corporation (CICC) believes that the meeting's positive signals will support a continued upward trend in the domestic equity market, while the bond market remains favorable due to expected loose monetary policy [1] Group 2 - The Huian Quality Selected Incremental Bond Fund is gaining attention as it allows for a minimum stock allocation of 5%, compared to traditional secondary bond funds which typically have a stock allocation of 0-20% [2] - The new fund has a 6-month construction period, allowing for flexible adjustments to the investment portfolio based on market conditions, which can help in accumulating quality assets [2] - The performance benchmark for the fund is based on a combination of high-quality credit bonds from central enterprises and dividend quality indices, emphasizing profitability and growth potential [2]

7月31日，中金公司(03908)盘中下跌4.31%，截至13:33，报20.0元/股，成交6.97亿元。 中金公司是一家国际化投资银行，业务涵盖投资银行、股票业务、固定收益、资产管理、私募股权和财 富管理，并通过广泛的业务网络为全球客户提供高质量的金融增值服务。公司于2015年和2020年分别在 香港联交所和上交所上市，经过战略重组和持续扩展，在境内外建立了全面的市场覆盖和均衡的业务结 构。 截至2025年一季报，中金公司营业总收入57.21亿元、净利润20.42亿元。 本文源自：金融界 作者：行情君 ...

Group 1: Economic Outlook - The meeting emphasized the importance of maintaining stability and continuity in economic policies, with a focus on achieving high-quality development and addressing risks effectively [2][3] - The overall tone of the meeting was more positive compared to previous assessments, with a commitment to achieving the annual economic growth target despite external uncertainties [3][4] Group 2: Monetary Policy - The meeting called for sustained macroeconomic policy efforts, including proactive fiscal policies and moderately loose monetary policies to enhance policy effectiveness [4][6] - There is potential for further interest rate cuts, as the emphasis on reducing comprehensive financing costs suggests room for monetary easing [4][5] Group 3: Consumption and Investment - The meeting highlighted the need to effectively unleash domestic demand, focusing on both goods and service consumption, and implementing special actions to boost consumption [7][8] - The importance of expanding effective investment and stimulating private investment was also underscored, with specific measures to support consumer spending [7][8] Group 4: Market Competition - The meeting stressed the need to promote a unified national market and optimize market competition, addressing issues of disorderly competition among enterprises [9][10] - Policies aimed at regulating competition and eliminating unfair practices were reiterated, with a focus on enhancing the overall business environment [11][12]