Group 1 - HSBC expresses optimism towards A-shares, focusing on high-quality growth sectors [1] - The monetary policy will emphasize enhancing policy transmission, reducing overall financing costs, and promoting structural monetary policy tools [1] - Increased funding support is expected for sectors like technology innovation, consumer services, and elderly care [1] Group 2 - In the technology sector, AI is gaining significant attention, with companies in AI infrastructure, AI drivers, and AI applications showing notable profit growth this year [1] - The acceleration of capital expenditure by major Chinese tech companies and telecom service providers is anticipated to boost cloud business growth and improve user data [1] - The consumer sector is benefiting from trade-in subsidy policies, with retail sales of home appliances and audio-visual equipment growing by 30.7% and furniture by 22.9% year-on-year [1] Group 3 - New consumption trends are reshaping the market, driven by long-term structural changes in Chinese society and demographics [2] - The Z generation (born 1995-2009) is becoming the core force in new consumption, with their spending power expected to continue rising [2] - Structural opportunities in the new consumption sector led by the Z generation are worth attention [2]

Core Insights - The Central Political Bureau of the Communist Party of China emphasized the need to effectively unleash domestic demand potential, with ongoing policy support expected to boost consumer confidence [1] - The retail sales of home appliances and audio-visual equipment, as well as furniture, have seen strong growth of 30.7% and 22.9% year-on-year respectively, driven by the old-for-new subsidy policy [1] - New consumption trends in China, represented by sectors such as tea beverages, trendy toys, light luxury goods, and pet products, are rapidly emerging and reshaping the market [1] - The "Z generation," born between 1995 and 2009, is becoming a core driver of the new consumption wave, contributing 40% of total consumption despite representing less than 20% of the population [1] - By 2035, the overall consumption scale of the Z generation is expected to quadruple to 16 trillion yuan, indicating significant structural growth opportunities as their purchasing power continues to rise [1]

【汇丰控股：在港交所等交易所回购424万股】智通财经8月6日电，汇丰控股(00005.HK)在港交所发布 公告称，8月5日于香港斥资约1.65亿港元回购约171.4万股，每股回购价在95.8至96.75港元；同日在伦交 所等交易所回购约252.5万股，每股回购价在9.223至9.321英镑，斥资约2341.4万英镑。 转自：智通财经 ...

智通财经APP讯，汇丰控股(00005)发布公告，于2025年8月5日斥资2341.4万英镑回购252.5万股;斥资 1.65亿港元回购171.44万股。 ...

格隆汇8月6日丨汇丰控股(00005.HK)发布公告，2025年8月5日耗资1.65亿港元回购171.44万股，回购价 格每股95.8-96.75港元。 ...

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8月6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: | HSBC Holdings plc 滙豐控股有限公司 (「本公司」) | | | 呈交日期: | 2025年8月6日 | | | I. 法定/註冊股本變動 不適用 | | | | 備註： | | | | 由2009年10月1日起，英國《2006年公司法》已廢撤法定股本的概念。組織章程細則經已修訂，以刪去提及法定股本的條文。 | | | FF301 第 1 頁 共 15 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 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) | 00005 | 說明 | 普通股(每股0.50美元) | | | | | | | | 已發 ...

Group 1 - HSBC Private Banking and Wealth Management holds a positive view on the Chinese stock market, driven by the integration of artificial intelligence into core business operations of large tech companies, which is expected to boost investment confidence [1] - The profitability growth of companies involved in artificial intelligence infrastructure, promoters, and applications is anticipated to significantly increase by 2025 compared to previous years [1] - The continuation of consumer promotion policies in China is expected to further enhance consumer confidence, particularly benefiting the consumer sector [1] Group 2 - The retail sales of home appliances, audio-visual equipment, and furniture have shown strong growth this year, aided by the old-for-new subsidy policy [1] - New consumption trends, represented by tea drinks, trendy toys, light luxury goods, and pets, are rapidly emerging, reshaping the consumption market due to long-term structural changes in Chinese society and demographics [1] - The 'Z generation' (born between 1995-2009) is becoming a core driver of the new consumption wave, contributing 40% to China's total consumption despite representing less than 20% of the population [2] - By 2035, the overall consumption scale of the 'Z generation' is expected to quadruple to 16 trillion RMB, indicating structural growth opportunities in the new consumption sector [2]

于同日，斥资1.05亿港元回购股份110万股，每股回购价格为95.35-96.3港元。 汇丰控股(00005)发布公告，于2025年8月4日斥资2308.77万英镑回购股份250万股，每股回购价格为 9.202-9.295英镑。 ...

相关事件 格隆汇8月5日丨汇丰控股(00005.HK)发布公告，2025年8月4日耗资1.05亿港元回购110万股，回购价格 每股95.35-96.3港元。 汇丰控股(00005.HK)8月4日耗资1.05亿港元回购110万股 汇丰控股(00005.HK)8月1日耗资2.32亿港元回购 242.48万股 ...