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Insurance funds are showing new trends in long-term investments. The 50 billion Fund has newly added Hold Positions in CHINA TELECOM amounting to 5.5 billion, and high-dividend large-cap stocks remain the first choice.
① In the fourth quarter of last year, Honghu Fund invested in CHINA TELECOM, and the market value of its holdings reached 5.5 billion yuan by the end of the period. Honghu Fund also invested in Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry in the third quarter of last year, with the market value of its holdings reaching 3.47 billion yuan and 19.35 billion yuan respectively by the end of the period. ② Honghu Fund's stock selection closely embraces policies, preferring high dividends and large blue-chip stocks. ③ The pilot for the second batch of insurance funds for long-term investments has already started, and the scale of the pilot has expanded to 162 billion yuan.
CNOOC Limited (CEOHF) Q4 2024 Earnings Call Transcript Summary
Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.
At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.
It is the "last day" for Consumer loan interest rates below 3%, and many Banks are still rushing to attract customers, fearing increased pressure on future lending.
① Many Banks are promoting a slogan "Last Day of Low Interest Rates", urging customers to quickly check their limits and receive interest rate coupons for withdrawals; ② Several Banks' Crediting personnel are concerned that an increase in Consumer loan rates may lead to a decrease in interest, continuing to increase lending pressure.
How was the pricing scheme for the capital increase of the four major banks determined? Direct coverage of the four major banks' 520 billion "capital increase" meeting.
Senior executives of the four major banks explain the relevant details.
The Ministry of Finance actively supports the large state-owned commercial Banks in replenishing their core Tier 1 capital.
① The Ministry of Finance will issue the first batch of 500 billion yuan special government bonds in 2025, which will be used to support the Bank Of China, China Construction Bank Corporation, Bank Of Communications, and Postal Savings Bank Of China in replenishing their core Tier 1 capital; ② Currently, state-owned large commercial banks are operating steadily, with stable asset quality and sufficient provisions. Supplementing capital through special government bonds will enhance their robust operational capability, promote high-quality development, and better serve the real economy.