汇丰控股(00005)发布公告，于2025年7月29日在英国注销已回购股份合共12.16万股。 ...

格隆汇7月30日丨汇丰控股(00005.HK)发布公告，于2025年7月29日注销合计12.16万股股份。 ...

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7月30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 ...

HSBC said it did $54.1 billion in deals it categorized as sustainable finance in the first half of 2025, marking a 19% increase from the same period a year ago https://t.co/3ZNc2iUjzx ...

Financial Performance - HSBC announces a $3 billion share buyback [1] - HSBC profits fall short [1] - UBS beats expectations [1] - Santander sees a record second quarter [1] Company Actions - HSBC announces a $3 billion share buyback [1]

总体而言，基础业绩稳健，财富管理业务表现尤为强劲，策略持续成型，成本节约和业务简化成效显 著。该行对伦敦上市的汇控重申"买入"评级及目标价10.1英镑。 花旗发表报告表示，汇丰控股第二季度基本税前利润(不含特殊项目)达92亿美元，较市场共识高10%。 收入较预期高5%、成本符合预期，以及减值损失较预期差12%。截至6月底，汇控核心一级资本比率为 14.6%，按季下降10个基点，但符合市场共识。季度股息和回购计划维持不变，分别为10美仙和30亿美 元。2025年全年指引基本不变，但贷款损失比率指引略为上调。 ...

瑞银发表研报指出，汇丰控股今年次季扣除重要项目的列账税前盈利(PBT)为91.62亿美元，较预期高 10%。贷款和存款按季增长3%至4%，受英镑强势助力。普通股权一级资本充足率(CET1)为14.6%，符 合预期。30亿美元(市值1.1%)的股票回购计划，与瑞银估计的25亿美元及市场共识的27.5亿美元相比。 股息每股10美分，符合预期。 瑞银估计，汇控现估值相当于以2026财年预测市盈率9.5倍，相比渣打8.8倍，股息收益率5%，净有形资 产1.4倍，对应2026财年预测ROTE14.6%。基于上述原因，瑞银予伦敦上市的汇控"中性"评级及目标价 935英镑。 ...

Financial Data and Key Metrics Changes - In the first half of 2025, revenue grew by 6% to $35.4 billion, and profit before tax increased by 5% to $18.9 billion, with an annualized return on tangible equity of 18.2%, up 1.2% year on year [2][4][22] - The second quarter revenue was $17.7 billion, reflecting a 5% year-on-year growth driven by fee and other income [21][25] - The annualized return on tangible equity for the second quarter was 17.7% [21] Business Line Data and Key Metrics Changes - The Hong Kong home market business attracted 100,000 new customers monthly, with deposits growing by 9% year on year [3][24] - The UK loan book grew by $6 billion over the quarter, with a 4% year-on-year increase [3][25] - Commercial Banking saw a recovery in lending growth, with loans increasing by $3.5 billion [4] - Wealth business fee and other income grew by 22% year on year, with net new invested assets of $22 billion in the quarter [25][31] Market Data and Key Metrics Changes - Deposits increased by $83 billion year on year, reflecting a 5% growth [5][35] - The Hong Kong dollar's sensitivity to interest rates was highlighted, with expectations for HIBOR to rise gradually above 2% in the third quarter [27][28] Company Strategy and Development Direction - The company is focused on organizational simplification, aiming for $1.5 billion in cost savings by 2026, with $400 million expected in 2025 [8][34] - The strategy includes exiting non-strategic activities to reinvest in priority growth areas, particularly in Asia [9][10] - Investments are being made in wealth centers and enhancing capabilities in key markets like Hong Kong and the UK [11][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position amid economic uncertainty, emphasizing strong customer relationships and financial strength [4][17] - The outlook for Hong Kong's commercial real estate remains cautious, with expectations for stabilization in residential development but ongoing challenges in office space [70][71] Other Important Information - A second interim dividend of $0.10 per share was announced, alongside a share buyback of up to $3 billion [4][23] - The company is modernizing operations through AI and automation to improve productivity [16][85] Q&A Session Questions and Answers Question: Banking NII guidance and HIBOR assumptions - The banking NII guidance of $42 billion includes market expectations of HIBOR above 2% in the third quarter, with a $100 million monthly impact from HIBOR at 1% [41][44] Question: Impact of tariffs on revenues - The company noted a 5% impact on revenues from tariffs, but trade fees and other income grew by 4%, indicating resilience in trade business [49][53] Question: Impairments and Hong Kong CRE outlook - Management indicated that while there are short-term pressures in Hong Kong's commercial real estate, they remain optimistic about the medium to long-term outlook [70][72] Question: Noninterest income sustainability - The company highlighted strong performance in noninterest income driven by wealth management and FX, but acknowledged the volatility based on market conditions [95][100]

Financial Data and Key Metrics Changes - In the first half of 2025, revenue grew by 6% to $35.4 billion, while profit before tax increased by 5% to $18.9 billion, resulting in an annualized return on tangible equity of 18.2%, up 1.2% year on year [1][3][4] - For the second quarter, revenue was $17.7 billion, reflecting a 5% year-on-year growth driven by fee and other income [21][26] Business Line Data and Key Metrics Changes - The Hong Kong home market business attracted 100,000 new customers monthly, with deposits increasing by $83 billion year-on-year [2][4] - The UK loan book grew by $6 billion over the quarter, with a 4% year-on-year increase [2][25] - Commercial Banking saw a recovery in lending growth, with loans increasing by $3.5 billion [3] - Wealth business fee and other income grew by 22% year-on-year, with net new invested assets of $22 billion in the quarter [25][31] Market Data and Key Metrics Changes - In Hong Kong, deposits grew by 9% over the last twelve months on a constant currency basis [24] - The banking net interest income (NII) guidance for 2025 is reiterated at around $42 billion, despite headwinds from lower HIBOR rates [4][28] Company Strategy and Development Direction - The company is focused on organizational simplification to enhance agility and cost efficiency, targeting $1.5 billion in savings by 2026 [6][7] - Investments are being made in priority growth areas, particularly in wealth management and transaction banking, to capture affluent customer segments in Asia and the Middle East [6][10][100] - The company is exiting non-strategic activities to reallocate resources towards areas with competitive advantages [8][35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position amidst macroeconomic uncertainty, emphasizing strong financial health and customer relationships [4][16] - The outlook for Hong Kong's commercial real estate remains cautious, with expectations of stabilization in residential development but ongoing challenges in the office sector [70][72] Other Important Information - A second interim dividend of $0.10 per share was announced, alongside a share buyback of up to $3 billion, bringing total shareholder distributions for the half year to $9.5 billion [3][23] - The company is modernizing operations through AI and automation to improve productivity and customer service [15] Q&A Session Summary Question: Clarification on Banking NII Guidance - The banking NII guidance of $42 billion includes market expectations of HIBOR returning above 2% in the third quarter, with a $100 million monthly impact from HIBOR at 1% [40][43] Question: Impact of Tariffs on Revenue - The company noted that tariffs have always been a part of global trade, and despite recent shifts in U.S. tariff policy, trade fees and other income grew by 4% [48][52] Question: Impairments and Hong Kong CRE Outlook - Management indicated that the Hong Kong commercial real estate market is under scrutiny, with a focus on a small portion of the portfolio that requires attention, while overall confidence in the market remains [70][72] Question: Sustainability of Non-Interest Income Growth - The company highlighted strong performance in non-interest income driven by wealth management and FX, but acknowledged the potential volatility based on market conditions [94][102]

7月30日，汇丰控股(00005)盘中下跌3.77%，截至15:10，报97.0元/股，成交44.5亿元。 汇丰控股有限公司是全球最大的银行及金融服务机构之一，主要业务包括零售银行及财富管理、工商业 务、企业银行、投资银行及资本市场以及私人银行。该公司在全球87个国家和地区设有约8000个办事 处，其中香港上海汇丰银行是其在亚太区的旗舰，也是香港最大的本地注册银行。 截至2025年一季报，汇丰控股营业总收入1204.0亿元、净利润497.59亿元。 本文源自：金融界 作者：行情君 7月30日，汇丰控股披露2025财年中报。 ...