10月9日早间，汇丰控股及恒生银行双双发布公告，宣布汇丰亚太作为要约人，已要求恒生银行董事会 向计划股东提呈建议，以协议安排方式将恒生银行私有化，交易估值约为2903亿港元。 私有化前，汇丰亚太及一致行动人合计持有恒生银行63.34%的股份。私有化完成后，恒生银行将成为 汇丰控股的全资附属公司，其港交所的上市地位会被撤销，但仍将独立持有银行牌照。 消息发出后，9日盘初恒生银行一度飙升41％，创168港元/股的历史新高。目前涨幅仍有25.71%，总市 值为2806亿港元。与之不同的是，汇丰控股股价下跌近6%。 据了解，截至2025年6月30日，汇丰最新公布CET1比率为14.6%，此次交易预计将影响125个基点。于 是，汇丰宣布未来三个季度暂停股份回购计划，通过内生资本增长将CET1比率逐步恢复至14%-14.5% 的目标区间。 而对于这一交易，摩根大通持乐观态度，其研报指出，尽管交易将给汇丰带来短期资本压力，但长期来 看具有正面效益；消除恒生少数股权后，在不考虑营收协同或成本优化情况下，预计2027年每股盈利及 派息较基本预测分别提高1.5%及3.1%。 具体来看，汇丰亚太方面给出的私有化建议为每股计划股份提 ...

Group 1 - Hang Seng Bank has initiated a significant layoff process since late March, with reductions in some departments ranging from 10% to 50%, expected to be completed by the end of June [2] - The layoffs primarily affect support departments, strategy and corporate development, as well as IT, corporate communications, and the Hang Seng Index Company [2] - Employees in affected departments must reapply for their positions, competing with both internal and external candidates, with potential changes in job titles due to restructuring [2] Group 2 - Hang Seng Bank, established in 1933 and a core member of HSBC Group, reported a net operating income of HKD 41.537 billion for 2024, a year-on-year increase of 1.75% [3] - The bank's net profit attributable to shareholders was HKD 18.379 billion, up 2.98%, with earnings per share at HKD 9.33 and a dividend of HKD 6.80 per share, reflecting a 4.6% increase [3] - Despite a 4.68% decrease in net interest income to HKD 30.784 billion due to weak loan demand, non-interest income surged by 26% to HKD 10.753 billion, driven by significant contributions from wealth management [3] - As of the end of 2024, the bank's total assets reached HKD 1,795.196 billion, with a robust capital adequacy ratio and a common equity tier 1 capital ratio of 17.7% [3] - The bank's non-performing loan ratio rose to 6.12%, the highest since 2014, due to cash flow pressures on commercial real estate clients in Hong Kong [3]