Group 1 - Southbound funds reduced their holdings in Bank of China Hong Kong (02388.HK) by 1.173 million shares on February 5 [1] - Over the past five trading days, southbound funds have reduced their holdings for five days, with a total net reduction of 5.516 million shares [1] - In the last 20 trading days, there have been 15 days of reductions, totaling a net decrease of 12.4232 million shares [1] - Currently, southbound funds hold 371 million shares of Bank of China Hong Kong, accounting for 3.49% of the company's issued ordinary shares [1] Group 2 - Bank of China Hong Kong is one of the three note-issuing banks in Hong Kong and the only RMB clearing bank in the region [2] - The bank is a leading player in major business markets, leveraging its advantages in RMB services to become the preferred choice for clients [2] - It offers comprehensive financial and investment services to individuals, various enterprises, and institutions through an extensive branch network and efficient electronic channels [2] - The bank provides full-scale and high-quality cross-border services to multinational companies, cross-border clients, and central banks through close collaboration with its parent company, Bank of China [2]

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: | 2026年1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: | 中銀香港（控股）有限公司 | | | | 呈交日期: | 2026年2月3日 | | | | I. 法定/註冊股本變動 | 不適用 | | | | 備註： | | | | | 本公司可發行的股份數目上限為20,000,000,000股普通股股份及其股本並無股份面值。 | | | | FF301 第 1 頁 共 10 頁 v 1.2.0 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02388 | | 說明 | | | | | | | 多櫃檯證券代號 | 82388 ...

Group 1 - The core viewpoint of the article indicates that the Federal Reserve's outlook on the U.S. economy is slightly optimistic, leading to no immediate plans for short-term interest rate cuts, with future cuts depending on economic data performance [1] - The expectation is that, given the current employment situation in the U.S. and the gradual decline in inflation, there is still room for interest rate cuts, with a relatively high chance of cuts occurring mid-year [1] - The global stock market is anticipated to perform well in the medium to long term due to easing global liquidity as most major central banks are in a rate-cutting cycle amid declining global inflation [1] Group 2 - Regarding gold, the article highlights that demand driven by global central bank purchases and risk-hedging factors provides long-term allocation value, with expectations for gold prices to trend upward in the medium to long term, potentially reaching new highs, although volatility is expected to increase significantly [1]

Group 1: Federal Reserve and Economic Outlook - The Federal Reserve maintained interest rates at its first meeting of 2026, aligning with market expectations, indicating a slightly optimistic outlook on the U.S. economy [1] - The Fed's statement upgraded the description of economic activity growth from "moderate" to "solid," reflecting a resilient labor market and expectations for significant improvement in the U.S. economy over the next year [1] - Despite the current interest rate levels having a positive impact on the job market, the Fed has not concluded the rate-cutting cycle, suggesting that the U.S. remains in a period of potential rate reductions [1] Group 2: Global Market and Investment Strategies - With global inflation gradually decreasing, major central banks are in a rate-cutting cycle, which is expected to support the long-term performance of stock markets [2] - The Hong Kong stock market is benefiting from ample liquidity due to the Fed's rate cuts and China's moderately loose monetary policy, with IPO fundraising in 2025 exceeding 285.6 billion [2] - In the U.S. market, investment has been concentrated in high-tech sectors like artificial intelligence, while traditional industries are anticipated to experience cyclical recovery amid continued Fed rate cuts and moderate economic growth [2] Group 3: Gold Market Insights - Global central bank purchases and safe-haven demand are driving the long-term investment value of gold, with expectations for gold prices to trend upward and potentially reach new highs [2] - Investors are advised to be cautious of significant volatility in gold prices and to adopt a long-term allocation strategy, taking advantage of phase adjustments rather than chasing prices blindly [2]

拟议收购交割后，中银香港将拥有中银国际私行的全部已发行股份，中银国际私行将成为公司的间接全 资附属公司，且中银国际私行的资产、负债和财务业绩将并入集团的财务报表。 格隆汇1月28日丨中银香港(02388.HK)宣布，公布，有关拟议收购中银国际私行全部股本及拟议出售宝 生证券全部股本事项。于公告日期，收购协议及出售协议各所载之所有先决条件均已获满足。拟议收购 及拟议出售将根据收购协议及出售协议各自的条款及条件于2026年1月30日交割。 拟议出售交割后，中银香港将不再拥有宝生证券的任何已发行股份，且宝生证券将不再为中银香港的直 接附属公司及公司的间接附属公司。宝生证券的资产、负债及财务业绩将不再并入集团的财务报表。拟 议出售预期将为集团录得约0.49亿港元的收益(未经审核)，其乃根据拟议出售的对价4.10亿元人民币(根 据出售协议约定的汇率，相等於约4.49亿港元)减去宝生证券于交割日的预期净资产及拟议出售的预期 交易成本而计算所得，其中拟议出售的预期交易成本不重大。拟议出售的实际收益将于集团综合收益表 中确认，并须经本集团核数师审阅及最终审核，亦可能与上文披露的预期收益有所不同。集团拟将拟议 出售所得的大部分 ...

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分 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。 有關 (1) 擬議收購中銀國際私行全部股本；及 (2) 擬議出售寶生證券全部股本 之關連交易的交割 茲提述中銀香港（控股）有限公司（「本公司」）於2025年1月24日就(i)中銀 香港（為本公司的全資附屬公司）擬議收購中銀國際私行的全部已發行股份； 及(ii)中 銀香 港擬 議 出售 寶生 證券 的全 部已 發行 股份 所作 出的 公告 （「該 公 告」）。除文義另有所指，本公告的用詞與該公告所定義的涵義相同。 交割 董事會欣然宣佈，於本公告日期，收購協議及出售協議各所載之所有先決條件均已獲 滿足。擬議收購及擬議出售將根據收購協議及出售協議各自的條款及條件於2026年1月 30日（「交割日」）交割。 擬議收購交割後，中銀香港將擁有中銀國際私行的全部已發行股份，中銀國際私行將 成為本公司的間接全資附屬公司，且中銀國際私行的資產、負債和財務業績將併入本 公司及其附屬公司（「本集團」）的財務報表。 金，餘下款 ...

Core Viewpoint - The report by Bank of China Hong Kong and Deloitte China emphasizes the transition of the gold industry from "responsible gold" to "sustainable gold," highlighting the need for a sustainable gold standard system and governance framework in Hong Kong [1][2]. Group 1: Industry Challenges and Transition - The gold industry has been facing challenges related to carbon emissions, environmental pollution, and labor rights, which fall under the Environmental, Social, and Governance (ESG) criteria [1]. - Historically, the industry focused on ESG risk management in gold mining and refining to ensure legal sourcing and minimize environmental and community impacts [1]. - With the rise of global green finance and sustainable investment, the governance concept in the gold industry is shifting from risk management to value creation, aiming for comprehensive sustainable development and long-term prosperity [1]. Group 2: Recommendations and Framework - The report discusses the core concepts of transitioning from "responsible gold" to "sustainable gold," analyzing the necessity and core elements for establishing a locally relevant and internationally aligned sustainable gold standard system in Hong Kong [2]. - It proposes several action recommendations, including a layered standard-setting mechanism, the creation of a credible third-party certification system, the establishment of industry alliances, and the introduction of innovative financial instruments [2]. - Bank of China Hong Kong aims to enhance its role as a global gold trading hub by expanding physical gold storage facilities and improving market infrastructure [2]. Group 3: Hong Kong's Role and Future Outlook - Hong Kong is positioned as a key bridge connecting mainland China and the world, with unique potential to integrate international standards with local practices in the gold market [2]. - The report aims to provide new ideas and frameworks for the sustainable development of Hong Kong's gold market, injecting more Asian perspectives into the global gold governance system [2]. - Bank of China Hong Kong will continue to leverage its strengths to promote Hong Kong as a global sustainable finance center, further solidifying its status as an international financial hub [2].

每经AI快讯，中银香港(02388.HK)涨近3%，截至发稿涨2.71%，报40.86港元，成交额2.63亿港元。 ...

Core Viewpoint - Hong Kong is set to establish a gold central clearing system to provide efficient and reliable clearing services for various transactions, with a trial run scheduled for this year [1] Group 1: Government Initiatives - The Chief Executive of the Hong Kong Special Administrative Region, John Lee, announced plans to expand gold investment channels and establish a commodity trading organization in Hong Kong [1] - Over the next three years, Hong Kong aims to increase its gold storage capacity to 2,000 tons and build a regional gold reserve hub [1] Group 2: Company Involvement - Bank of China Hong Kong (BOCHK) supports the government's initiatives to accelerate the establishment and optimization of gold market infrastructure [1] - BOCHK, designated as an overseas depository and custodian by the Shanghai Gold Exchange, plans to leverage its cross-border service advantages to actively participate in the construction of the gold central clearing system [1] - The bank aims to contribute to the cooperation between the Shanghai and Hong Kong gold markets and promote product innovation [1]

Core Viewpoint - Hong Kong is set to establish a gold central clearing system to provide efficient and reliable clearing services for various transactions, with a pilot operation expected to start this year [1] Company Summary - Bank of China Hong Kong (02388) saw a nearly 3% increase in stock price, reaching HKD 40.86 with a trading volume of HKD 263 million [1] - The bank's Vice President Wang Huabin expressed full support for the Hong Kong government's initiatives to enhance the gold market infrastructure and promote cooperation between Shanghai and Hong Kong [1] Industry Summary - The Hong Kong government plans to expand gold investment channels and establish a commodity trading organization [1] - Over the next three years, Hong Kong aims to increase gold storage to 2,000 tons and build a regional gold reserve hub [1] - The new measures reflect a commitment to collaboratively build an Asian gold ecosystem between the two major financial centers [1]