表格類別： 股票 狀態： 新提交 公司名稱： HSBC Holdings plc 滙豐控股有限公司 呈交日期： 2025年6月5日 FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | | 證券代號 (如上市) | 00005 | 說明 | | 普通股(每股0.50美元) | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | 已發行股份（不包括庫存 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： HSBC Holdings plc 滙豐控股有限公司 呈交日期： 2025年6月4日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | 證券代號 (如上市) | 00005 | 說明 | 普通股(每股0.50美元) | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份 ...

汇丰：印度央行周五料降息25个基点，8月将再降一次 金十数据6月4日讯，汇丰全球研究的经济学家表示，印度央行可能会在周五召开的会议上将利率下调25 个基点，8月份还会再下调一次，届时利率将降至5.5%。在此前两次降息和大量注入流动性之后，印度 央行有进一步放松政策的空间，但接下来的宽松将以利率工具为主，而非继续注入流动性。2026财年通 胀可能会低于目标水平，这将有助于提升实际居民收入和财政收入。然而，印度央行可能在10月暂停降 息，以评估货币政策对存贷款利率的传导效果。经济学家预测，今年12月可能会迎来最后一次降息，但 届时是否实施还将取决于当时的经济增长状况。 ...

Central Banks' Gold Purchasing Trends - Central banks are accumulating gold at a record pace, with estimates suggesting they are hoarding approximately 80 tons of gold monthly, valued at around $8.5 billion at current prices [1] - The World Gold Council reports that central banks and sovereign wealth funds purchase a total of 1,000 tons of gold annually, accounting for at least a quarter of the yearly gold production [1] - A survey by HSBC indicated that over one-third of central banks plan to increase their gold purchases by 2025, with none intending to sell [1] Geopolitical Influences - The current wave of gold purchases began before the U.S.-China trade war and reflects growing concerns among countries about excessive dollar holdings [4] - The surge in gold prices in recent years has further enhanced its attractiveness as a safe-haven asset during geopolitical tensions [4] - Following the freezing of Russian foreign reserves due to the Ukraine conflict, the pace of central bank gold purchases has doubled [4] Secrecy in Purchases - Many central bank gold purchases remain undisclosed, with only about one-third of the reported purchases being publicly available [7] - The trend of secretive gold buying has been noted since the 1990s, with significant purchases often going unreported [6][10] - The average global gold reserve ratio for central banks is around 20%, which is seen as a reasonable medium-term target for emerging market central banks [11] Market Dynamics and Future Projections - The influx of gold into Switzerland has surged since 2022, with over 1,200 tons of gold reportedly entering the country, indicating a shift in reserve management strategies [14] - Concerns over the weaponization of the dollar and potential threats to the independence of the Federal Reserve have prompted central banks to diversify their reserves away from the dollar [14][15] - If just 0.5% of foreign-held U.S. assets were redirected to gold, prices could potentially rise to $6,000 per ounce by 2029, according to JPMorgan [15]

Core Viewpoint - The Chuanghua Trading Service CSI Hong Kong-Shanghai-Shenzhen 300 Index (CES300) has shown a positive performance with a 0.79% increase, reaching 4709.68 points, and a trading volume of 265.51 billion yuan [1] Group 1: Index Performance - The CES300 index has increased by 2.37% over the past month, decreased by 0.78% over the last three months, and has risen by 5.77% year-to-date [1] - The index is designed to reflect the overall performance of eligible securities under the "Shanghai-Hong Kong Stock Connect" and "Shenzhen-Hong Kong Stock Connect" [1] Group 2: Index Composition - The top ten holdings of the CES300 index include Tencent Holdings (8.4%), Alibaba-W (5.57%), HSBC Holdings (4.25%), Kweichow Moutai (2.65%), Xiaomi Group-W (2.39%), China Construction Bank (2.21%), Meituan-W (2.13%), AIA Group (1.86%), CATL (1.86%), and Ping An Insurance (1.62%) [2] - The market share of the CES300 index holdings is composed of 51.79% from the Hong Kong Stock Exchange, 29.81% from the Shanghai Stock Exchange, and 18.40% from the Shenzhen Stock Exchange [2] - The industry composition of the CES300 index includes Financials (30.21%), Consumer Discretionary (16.28%), Communication Services (13.19%), Industrials (9.04%), Information Technology (8.39%), Consumer Staples (6.63%), Health Care (4.77%), Materials (3.51%), Utilities (3.15%), Energy (2.99%), and Real Estate (1.84%) [2] Group 3: Fund Tracking - Public funds tracking the CES300 index include Da Cheng Chuanghua Hong Kong-Shanghai-Shenzhen 300C and Da Cheng Chuanghua Hong Kong-Shanghai-Shenzhen 300A [3]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： HSBC Holdings plc 滙豐控股有限公司 呈交日期： 2025年6月3日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00005 | 說明 | 普通股(每股0.50美元) | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份 ...

Group 1 - The recent HSBC survey indicates that 74% of Hong Kong enterprises remain confident in expanding international trade over the next two years, with a focus on deepening trade relations with mainland China, South Asia, and Europe [4] - 90% of mainland enterprises express confidence in continuing international trade expansion, with 84% believing that trade uncertainties are prompting them to transform and seek new opportunities [4] - 54% of Asian enterprises plan to increase economic and trade interactions with mainland China, while 38% expect to deepen trade relations with South Asia and 36% with Europe [4][5] Group 2 - The Morning Consult data shows that as of the end of May, China's net approval rating stands at 8.8, while the U.S. is at -1.5, indicating a significant shift in global perceptions [2][7] - The CEO confidence index in the U.S. dropped from 60 to 34, marking the lowest level since Q4 2022 and the largest decline since the survey began in 1976, suggesting a pessimistic outlook on the economic future [2][10] - 34% of Asian enterprises have adjusted prices to cope with rising costs, and 37% have increased inventory levels to address supply chain disruptions [5]

Core Insights - China remains the primary market for global companies looking to increase trade and manufacturing, with 44% of surveyed companies planning to enhance trade relations with China [1] - 40% of global companies are planning to increase product manufacturing in China over the next two years, second only to Europe [1] - 89% of global companies express confidence in achieving international business growth in the next two years, with 90% of Chinese companies sharing this optimism [1] Trade Outlook - 44% of surveyed companies identified China as their target market for increased trade, followed closely by Europe (43%) and the United States (39%) [1] - Asian companies show a higher inclination towards increasing trade with China, with 54% planning to enhance trade relations and 52% intending to boost manufacturing in China [1] Manufacturing Plans - 40% of global companies are either currently increasing or planning to increase their manufacturing presence in China within the next two years, indicating strong interest in the Chinese manufacturing sector [1] - The proportion of Chinese companies planning to expand trade with Europe, the Middle East, and South Asia is nearly 30% [2] Innovation and Growth - 84% of Chinese companies view current pressures as catalysts for innovation, prompting them to seek new opportunities, including expanding into overseas markets and increasing domestic sales [2]

Group 1 - Bank of America Merrill Lynch has downgraded HSBC Holdings' rating to neutral [1]

逆境之下，多达89%的全球企业对未来两年实现国际业务增长仍抱有信心，中国企业的比例达到90%。 具体来看，84%的中国受访企业将当下的压力视为"创新的催化剂"，促使他们积极寻求新机遇来应对挑 战。85%的中国企业选择开拓新的海外市场，81%选择增加国内市场销售。在海外拓展方面，中国企业 正加速推进多元化布局，28%计划增加与欧洲和中东的贸易往来，27%看好南亚。 汇丰集团近期一项面向全球企业的贸易前景调查显示，在关税和贸易政策不确定性的压力下，中国依然 是全球企业计划增加贸易往来、加码生产制造的主要市场。 调查由汇丰于4月底至5月初进行，面向全球13个市场的5700多家有国际业务的企业，其中包括1000家中 国内地企业。 调查显示，全球企业普遍通过调整贸易策略应对新的形势，包括重新评估各大市场对其贸易增长的重要 性。在计划增加贸易往来的目标市场中，中国获受访企业选择的比例最高，达到44%，其次是欧洲的 43%和美国的39%。在生产制造方面，中国也受到全球企业青睐，40%受访企业正在或计划未来两年增 加在中国的产品制造，仅次于选择欧洲的45%。从区域分布看，亚洲企业选择增加与中国的贸易往来和 增加在中国制造的比 ...