智通财经APP讯，渣打集团(02888)发布公告，于2025年8月1日该公司斥资752.72万英镑回购55.59万股。 ...

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： 渣打集團有限公司 呈交日期： 2025年8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) | 02888 | 說明 | | | | | | | | | 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 ...

花旗表示，将渣打集团2025年基本每股盈利预测上调8%，主要反映2025年第二季强劲的业绩表现，同 时将2026年至2027年基本每股盈利预测小幅上调2%至3%，主要受财富管理收入增长推动。该行预期渣 打2026年经调整有形股本回报率(RoTE)将达到13%，相对集团目标约13%，略高于市场共识的12.7%。 基于盈利预测调整，花旗将渣打目标价从139.4港元上调至147.8港元，维持"中性/高风险"评级。 ...

Core Viewpoint - Standard Chartered Group reported better-than-expected performance for Q2 2025, with adjusted operating income of $5.5 billion, a year-on-year increase of 14.6%, and adjusted net profit attributable to shareholders of $1.8 billion, up 53.7% year-on-year, primarily driven by stronger non-interest income [1] Financial Performance - Non-interest income exceeded expectations, growing 33% year-on-year to $2.8 billion, with a contribution of $240 million from the sale of Solv India equity; even excluding this, non-interest income still showed a 22% year-on-year increase [1] - The company's financial market services revenue grew 47.2% year-on-year, driven by demand for interest rate and currency hedging amid market volatility [1] - Wealth management revenue increased by 20.1% year-on-year, primarily from affluent clients in overseas markets such as India, Hong Kong, and the Middle East [1] Guidance and Projections - The strong performance in non-interest income led the company to raise its revenue growth guidance for 2025 from "below 5%" to a lower limit of "5%-7%" [1] - Net interest income was in line with expectations, remaining flat year-on-year and decreasing 3% quarter-on-quarter, mainly due to the decline in HIBOR; the adjusted net interest margin was 2.03%, down 9 basis points quarter-on-quarter [2] - The company maintained its guidance for operating expenses to be below $12.3 billion in 2026, with credit costs expected to gradually normalize to 30-35 basis points [2] Shareholder Returns - The company announced a new $1.3 billion share buyback, following the completion of a previous $1.5 billion buyback, maintaining a total buyback guidance of at least $8 billion for 2024-2026 [3] - The company aims to gradually increase its annual dividend per share and maintain a return on tangible equity (ROTE) close to 13% by the end of 2026 [3] Earnings Forecast and Valuation - Due to the strong performance in non-interest income and better-than-expected asset quality, the company raised its 2025E/2026E net profit forecasts by 30.6% and 21.2% to $5.01 billion and $4.80 billion, respectively [3] - The company is currently trading at 0.9x/0.8x 2025E/2026E price-to-book ratios, and the target price was raised by 21.7% to HKD 158.8, corresponding to 1.0x/0.9x 2025E/2026E price-to-book ratios with an upside potential of 11.8% [3]

STANDARD CHARTERED PLC 渣打集團有限公司 ( 於英格蘭及威爾士註冊之有限責任的公眾有限公司 ) ( 編號﹕ 966425) (股份代號：02888) * 註： Maria da Conceicao das Neves Calha Ramos 執行董事 William Thomas Winters，CBE（集團行政總裁）及Diego De Giorgi（集團財務總監） 獨立非執行董事 Shirish Moreshwar Apte； Jacqueline Hunt; Diane Enberg Jurgens; Robin Ann Lawther， CBE: 梁國權 ； Philip George Rivett （高級獨立董事） ； 鄧元鋆 及 Linda Yi-chuang Yueh，CBE 董事會設立五個委員會。下表提供各董事會成員在這些委員會中所擔任的職位。 | | 審核委員會 | 董事會 | 企業文化與 | 薪酬委員會 | 管治及提名 | | --- | --- | --- | --- | --- | --- | | | | 風險委員會 | 可持續發展委員會 | | 委員會 | | S ...

该行指，渣打集团仍为其首选，主要因管理层留意到集团第三季开局良好，并将2025财年总收入预期上 调至5-7%区间的下限，其次该行料集团2025年至2026财年每股盈利将出现低个位数的上调，这受惠于 2025年稍微增加的总收入及拨备减少。加上普通股一级资本充足率强劲，达到14.3%，渣打集团宣布13 亿美元的股票回购计划，每股派息12.3美仙，而未来12个月潜在回报为8.1%，在大中华区金融业中排名 第二。 智通财经APP获悉，摩通发布研报称，渣打集团(02888)次季拨备前利润(PPoP)及税前盈利(PBT)分别较 预期高出12%及23%，主要由于非净利息收入表现远胜预期。该行维持渣打集团目标价148元，重申"增 持"评级。 ...

该行指，渣打集团仍为其首选，主要因管理层留意到集团第三季开局良好，并将2025财年总收入预期上 调至5-7%区间的下限，其次该行料集团2025年至2026财年每股盈利将出现低个位数的上调，这受惠于 2025年稍微增加的总收入及拨备减少。加上普通股一级资本充足率强劲，达到14.3%，渣打集团宣布13 亿美元的股票回购计划，每股派息12.3美仙，而未来12个月潜在回报为8.1%，在大中华区金融业中排名 第二。 摩通发布研报称，渣打集团(02888)次季拨备前利润(PPoP)及税前盈利(PBT)分别较预期高出12%及 23%，主要由于非净利息收入表现远胜预期。该行维持渣打集团目标价148元，重申"增持"评级。 ...

摩根大通发表研究报告指，渣打集团次季拨备前利润(PPoP)及税前盈利(PBT)分别较预期高出12%及 23%，主要由于非净利息收入表现远胜预期。该行指，渣打集团仍为其首选，主要因管理层留意到集团 第三季开局良好，并将2025财年总收入预期上调至5-7%区间的下限。另外，渣打普通股一级资本充足 率强劲，达到14.3%，渣打集团宣布13亿美元的股票回购计划，每股派息12.3美仙，而未来12个月潜在 回报为8.1%，在大中华区金融业中排名第二。该行维持渣打集团目标价为148港元，重申"增持"评级。 ...

"当前，中国经济正转向以人工智能、电动汽车、大数据和生物制药等创新领域主导的增长模式。人民 币国际化、中国企业出海以及与共建'一带一路'国家深化贸易合作等，正在开辟全新的增长空间。我们 对中国经济的中长期前景保持乐观。"徐仲薇表示，在中国经济转型发展的支持下，中国家庭的财富积 累增长迅速，推动了多元化财富管理服务需求的增长，为国际金融机构带来广阔机遇。 据徐仲薇介绍，渣打全球网络布局与共建"一带一路"市场的重合度超过75%，2020年以来，渣打累计参 与支持超过720个共建"一带一路"相关项目，金额总值超过1300亿美元。仅2024年，渣打中国参与支持 超过200个中资企业出海项目，广泛覆盖清洁能源、电动汽车、TMT(电信、媒体、科技行业)、物流和 医疗健康等领域。 "2021年我们在中国设立专门的'新经济'团队，重点支持TMT、生物医药以及其它新兴产业。目前，渣 打中国来自新经济行业的收入已占整个对公业务的一半。"徐仲薇称，未来集团将继续加大对人工智能 (AI)领域的投入，通过AI赋能优化客户体验。(完) （文章来源：中国新闻网） 渣打集团财富管理及零售银行业务与大中华、北亚行政总裁徐仲薇近日接受中新社记者 ...

Core Viewpoint - Standard Chartered Group's strong non-interest income performance and better-than-expected asset quality have led to an upward revision of the company's net profit forecasts for 2025E and 2026E by 30.6% and 21.2% to $5.01 billion and $4.80 billion respectively [1] Group 1: Financial Performance - The company's 2Q25 adjusted operating income was $5.5 billion, a year-on-year increase of 14.6% [2] - Adjusted net profit attributable to shareholders for 2Q25 was $1.8 billion, reflecting a year-on-year growth of 53.7%, exceeding both the company's and market expectations due to strong non-interest income [2][3] Group 2: Non-Interest Income - Non-interest income increased by 33% to $2.8 billion, with a contribution of $240 million from the sale of equity in Solv India, while excluding this, non-interest income still showed a 22% year-on-year growth [3] - Financial market services revenue grew by 47.2% year-on-year in 2Q25, driven by demand for interest rate and currency hedging amid market volatility [3] - Wealth management revenue in 2Q25 rose by 20.1%, primarily from affluent clients in overseas markets such as India, Hong Kong, and the Middle East [3] - The strong performance in non-interest income has prompted the company to revise its revenue growth guidance for 2025 from "below 5%" to a lower limit of "5%-7%" [3] Group 3: Net Interest Income - Net interest income was in line with expectations, remaining flat year-on-year but decreasing by 3% quarter-on-quarter, mainly due to the decline in HIBOR [4] - The adjusted net interest margin was measured at 2.03%, with a quarter-on-quarter decrease of 9 basis points [4] - The company plans to continue increasing structural hedging in the second half of the year, with guidance indicating a single-digit year-on-year decline in net interest income for 2025 [4] Group 4: Operating Expenses and Asset Quality - Operating expenses in 2Q25 grew at a rate lower than revenue growth, with the company maintaining guidance for 2026 operating expenses to be below $12.3 billion [5] - Credit costs were annualized at 16 basis points in 2Q25, slightly increasing but still at a low level, with guidance suggesting a gradual return to normalized credit costs of 30-35 basis points [5] - The company expressed confidence in the quality of its exposure to the Hong Kong commercial real estate market, with local real estate exposure amounting to approximately $2 billion, representing less than 50 basis points of overall risk exposure [5] Group 5: Dividends and Buybacks - The company has nearly completed the $1.5 billion buyback announced with the 2024 annual report and has declared a new $1.3 billion buyback, maintaining guidance for a total of at least $8 billion in buybacks from 2024 to 2026 [6] - The company aims to gradually increase the annual dividend per share and maintain a return on tangible equity (ROTE) close to 13% by the end of 2026, with plans for further increases thereafter [6]