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汇丰银行上调白银价格预期,高金价与避险需求提供强支撑
Huan Qiu Wang· 2025-08-11 03:29
该银行目前预计,2025年白银平均价格为每盎司35.14美元,高于此前预测的30.28美元;2026年为每盎 司33.96美元,此前预测为26.95美元;2027年为每盎司31.79美元,此前预测为28.30美元。 尽管白银价格大幅上涨,但汇丰银行提醒称,本轮涨势"更多是由于白银与黄金的关系,而非基本面驱 动",创纪录的高金价对白银产生了"强大的引力效应"。 汇丰银行表示,在经历了四年创纪录增长后,今年工业对白银的需求或小幅下降,但跌幅可能有限。该 银行称,在光伏产业和电子行业等关键领域的推动下,需求有望在2026年复苏。 【环球网财经综合报道】据路透社报道,汇丰银行上调了对2025年、2026年和2027年白银价格的预测, 理由是面对地缘政治和经济不确定性,高金价和避险需求为白银提供了强劲支撑。 汇丰银行称,在供应方面,银矿产量继续以温和的速度增长。该银行的供需模型预测,2025年白银缺口 为2.06亿盎司,较2024年1.67亿盎司的缺口有所扩大。预计2026年缺口将收窄至1.26亿盎司。 汇丰银行还表示,根据该行研究预测,今年美元走弱对白银来说是利好因素,而围绕美联储降息和央行 政策的持续辩论可能会对未 ...
外资银行调整零售布局:压缩在华普通网点规模,发力高端财富管理
Di Yi Cai Jing· 2025-08-10 12:34
Core Insights - Foreign banks in China are rapidly adjusting their retail business strategies, closing over 10 branches while opening flagship branches and wealth management centers in major cities [1][2][4] - The shift towards high-end retail and cross-border wealth management is seen as a new growth engine for foreign banks amid increasing competition in the local market [1][4] Group 1: Branch Adjustments - More than 10 foreign banks have closed branches in mainland China since the beginning of the year, indicating a trend of continuous network contraction [2] - HSBC China has closed 9 branches this year, with over half located in Guangdong province, while Standard Chartered has also reduced its traditional physical branch scale [2][5] - In contrast, foreign banks are accelerating the establishment of flagship branches and private wealth management centers in core cities, focusing on high-net-worth clients [2][3] Group 2: Wealth Management Focus - Standard Chartered plans to invest $1.5 billion over the next five years to expand its wealth management services, targeting affluent clients' needs for diversified investments and wealth inheritance [3][5] - The wealth management market in China is experiencing structural growth, driven by the expansion of the middle-income group and increasing demand for wealth management services [4][5] - As of mid-2024, foreign banks in China had total assets of 3.87 trillion yuan, with a net profit of 14.9 billion yuan, reflecting a 28.4% year-on-year increase, largely driven by wealth management contributions [5] Group 3: Competitive Landscape - Despite the potential of the wealth management market, foreign banks face significant competition from local banks, which dominate basic services like savings and wealth management due to their extensive networks and customer bases [7] - As of the end of 2023, there were only 888 operating foreign banks in China, leading to limited brand recognition and coverage [7] - Some foreign banks have opted to shrink their personal business layouts, with examples including the transfer of personal business by Dah Sing Bank and Citibank's sale of its personal wealth management business to HSBC [7] Group 4: Future Outlook - The wealth management business of foreign banks in China is expected to continue growing, with a focus on differentiation and specialization [8] - Foreign banks will deepen their high-end and cross-border services, leveraging global networks to meet the complex needs of high-net-worth clients [8] - Digital transformation will be accelerated to enhance service efficiency and compensate for the limitations of physical branch networks [8]
X @Bloomberg
Bloomberg· 2025-08-08 09:54
HSBC has signed a lease for additional office space in Canary Wharf two years after agreeing to shift its global headquarters to the City of London https://t.co/bAdytl8NmB ...
汇丰控股(00005)8月7日斥资1.18亿港元回购120万股
Zhi Tong Cai Jing· 2025-08-08 08:49
智通财经APP讯,汇丰控股(00005)发布公告,于2025年8月7日斥资2356.6万英镑回购251.2万股;斥资 1.18亿港元回购120万股。 该信息由智通财经网提供 ...
汇丰控股(00005.HK)8月7日耗资1.18亿港元回购120万股
Ge Long Hui· 2025-08-08 08:37
Group 1 - HSBC Holdings announced a share buyback of 1.18 billion HKD to repurchase 1.2 million shares [1] - The buyback price ranged from 97.65 to 98.9 HKD per share [1]
汇丰控股(00005) - 翌日披露报表
2025-08-08 08:30
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8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 | | 庫存股份變動 | | | | 事件 | | 已發行股份(不包括庫存股 ...
依旧混乱_最新关税期限过后的关键图表-Still so messy_ The key charts as the latest tariff deadline passes
2025-08-08 05:02
Summary of Key Points from the Conference Call Industry Overview - The conference call primarily discusses the impact of US tariffs and geopolitical risks on global trade and the economy, particularly focusing on the US, EU, Japan, and emerging markets like Vietnam and Indonesia [2][10]. Core Insights and Arguments - **Tariff Impact**: New higher tariff rates ranging from 10% to 41% took effect on August 7, 2025, which are expected to negatively affect global trade and the US economy in the upcoming months [3][9]. - **Labour Market Concerns**: There are signs of weakness in the US labor market, with payroll data showing negative revisions and weak job growth. This indicates potential cost pressures and inflationary effects due to tariffs [4][37]. - **Global GDP Trends**: Q2 GDP growth has shown a reversal from Q1 trends, with the US experiencing a drop in imports that lifted growth, while other economies faced declines in exports [5][24]. - **Inflation Dynamics**: Outside the US, inflation appears to be moderating, with central banks in Europe, Asia, and Latin America cutting rates, which may buffer against tariff-related uncertainties [6][86]. - **Market Resilience**: Despite the choppy economic data and tariff news, equity markets have reached new highs, indicating a broader resilience in the global economy [7][10]. Additional Important Points - **Trade Deals**: The US has signed numerous bilateral trade deals with countries including Japan, Indonesia, and the EU, which have provided some clarity on trade policies, although higher tariffs are expected to lead to lower growth and higher inflation in the US [9][120]. - **Consumer Behavior**: US consumer spending remains robust despite lower consumer confidence, while retail sales in Europe are primarily driven by Spain [50][55]. - **Trade Deficit Trends**: The US trade deficit narrowed in June as imports fell, particularly for consumer goods and industrial supplies, indicating a complex trade environment influenced by tariffs [62][63]. - **Chinese Trade Adjustments**: Chinese exports are shifting towards ASEAN, EU, and the UK markets, while imports from the US and EU are decreasing due to tariffs [147][151]. - **Electronics Demand**: Taiwan's electronics export orders have been declining, indicating demand pressure in the electronics sector, although chip exports are still growing [161][163]. Conclusion - The conference call highlights the intricate dynamics of global trade influenced by US tariffs, labor market conditions, and inflation trends. The resilience of markets amidst these challenges suggests a complex but cautiously optimistic outlook for the global economy moving forward.
000056,宣布参投固态电池企业
Sou Hu Cai Jing· 2025-08-07 14:05
Core Viewpoint - Huangting International announced its investment in Shenzhen Zunguang Solid State Battery Co., marking a strategic move into the solid-state battery sector as part of its transformation strategy [1][4]. Company Overview - Huangting International (000056) is primarily engaged in power semiconductor and commercial management businesses, including commercial real estate operation, asset management, and property management [5]. - The company aims to transform into a large-scale, modern, and group-oriented enterprise focusing on "high-tech + commercial management" as its dual core business [5]. Investment Details - The company signed a capital increase agreement with Zunguang Solid State Battery, which specializes in the research, production, and sales of solid-state electrolytes and batteries [1][4]. - Zunguang Solid State Battery was established in March 2024 with a registered capital of 10 million yuan, and its shareholders include several technology firms [4]. Strategic Goals - The investment aligns with Huangting International's "123" transformation strategy, focusing on new materials in the energy storage sector, which is expected to become a new growth point for the company [4]. - Huangting International plans to deeply engage in Zunguang's governance, fostering collaboration in material research, application scenarios, and financing planning to promote the commercialization of solid-state batteries [4]. Industry Context - The solid-state battery sector is gaining attention due to its potential applications in various markets, including power batteries, energy storage systems, and consumer electronics [4]. - Previous interactions between Huangting International and local government officials indicate a growing interest in the solid-state battery technology and its market potential [6].
汇丰控股:在港交所等交易所回购约409万股
Mei Ri Jing Ji Xin Wen· 2025-08-07 09:19
每经AI快讯,8月7日,汇丰控股(00005.HK)在港交所发布公告称,8月6日于香港斥资约1.6亿港元回购 165万股,每股回购价在96.35至97.25港元;同日在伦交所等交易所回购约244.2万股,每股回购价在 9.281至9.362英镑,斥资约2278.7万英镑。 ...
汇丰控股8月6日斥资2278.74万英镑回购244.22万股
Zhi Tong Cai Jing· 2025-08-07 08:54
汇丰控股(00005)发布公告,于2025年8月6日斥资2278.74万英镑回购股份244.22万股,每股回购价格为 9.281-9.362英镑。 于同日,斥资1.6亿港元回购股份165万股,每股回购价格为96.35-97.25港元。 ...