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]

Core Viewpoint - CICC has upgraded Standard Chartered Group's (02888) net profit forecasts for 2025E and 2026E by 30.6% and 21.2% to $5.01 billion and $4.80 billion respectively, due to strong non-interest income performance and better-than-expected asset quality [1] Group 1: Financial Performance - In Q2 2025, Standard Chartered reported adjusted operating income of $5.5 billion, a year-on-year increase of 14.6%, and adjusted net profit of $1.8 billion, up 53.7%, exceeding both CICC's and market expectations primarily due to better-than-expected non-interest income [2] - Non-interest income grew 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] - The bank's financial market services income in Q2 2025 increased by 47.2%, driven by demand for interest rate and currency hedging amid market volatility [3] Group 2: Guidance and Projections - The strong performance in non-interest income has led the company to raise its revenue growth guidance for 2025 from "below 5%" to a lower limit of "5%-7%" [3] - Net interest income was in line with expectations, remaining flat year-on-year but decreasing by 3% quarter-on-quarter, primarily due to the decline in Hibor [3] - The company expects net interest income to decline in single digits year-on-year for 2025, based on the anticipated recovery of Hibor [3] Group 3: Operating Expenses and Asset Quality - Operating expenses in Q2 2025 continued to grow at a rate lower than income growth, with guidance to keep 2026 operating expenses below $12.3 billion [4] - Credit costs were annualized at 16 basis points, slightly increasing year-on-year but still at a low level, with guidance indicating a gradual return to a normalized range of 30-35 basis points [4] - The company expressed confidence in the quality of its asset exposure in Hong Kong's commercial real estate, with only about $2 billion in local real estate exposure, representing less than 50 basis points of overall risk exposure [4] Group 4: Shareholder Returns - The company has nearly completed the $1.5 billion share buyback announced in 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 [5] - 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, with plans for further increases thereafter [5]

渣打集团：以约820万英镑回购约60万股 智通财经7月30日电，渣打集团(02888.HK)在港交所发布公告称，7月30日在伦交所等交易所斥资约 820.2万英镑回购股份59.8万股，每股回购价在13.5至13.78英镑。 ...

智通财经APP讯，渣打集团(02888)公布，2025年7月30日耗资约820.17万英镑回购59.844万股股份。 ...

格隆汇7月31日丨渣打集团(02888.HK)发布公告，2025年7月30日耗资820.17万英镑回购59.84万股。 ...