MS-ICBC@EC2812A(26764.HK)

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MS-ICBC@EC2812A
26764.HK
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Multiple banks have successively launched "first batch" merger and acquisition loan businesses

The "Regulations on the Management of Mergers and Acquisitions Loan by Commercial Banks" has been implemented for nearly a month, and several banks have completed their first batch of merger and acquisition loan businesses. State-owned banks such as ICBC, ABC, Bank of China, and CCB have taken the lead in responding to the new regulations and successfully issued the first merger and acquisition loans

Wallstreetcn·
SH
601939
-0.78%
HK
01398
-0.48%
HK
00939
-0.64%
Wallstreetcn·
SH
601939
-0.78%
HK
01398
-0.48%
HK
00939
-0.64%

The deposit concentration maturity window has opened, and banks are strengthening AUM assessment to retain customers

With the opening of the high-interest deposit maturity window in October 2025, a concentrated redemption is expected in the first half of 2026. After some funds flow into three-year deposits, they will face downward pressure on deposit rates, with hundreds of trillions of yuan in funds choosing their direction. Surveys show that more than half of the funds may be transferred to pursue stability and safety, while the rest may flow into wealth management and capital markets. Banking institutions are adjusting their marketing strategies and assessment systems to retain customers

Wallstreetcn·
HK
00939
-0.64%
SH
601939
-0.78%
HK
01398
-0.48%
Wallstreetcn·
HK
00939
-0.64%
SH
601939
-0.78%
HK
01398
-0.48%

The three major A-share indices in Shanghai and Shenzhen fell by 0.2% to 0.3% throughout the day, with trading volume in Shanghai and Shenzhen exceeding 3 trillion yuan again. Robotics and commercial aerospace concept stocks rose against the trend

The three major A-share indices fell by 0.2% to 0.3% for the entire day, with trading volume exceeding 3 trillion RMB again. The People's Bank of China decided to lower the re-lending and rediscount rates by 0.25 percentage points starting next week, emphasizing that there is still room for reserve requirement ratio and interest rate cuts this year. The central parity rate of the RMB against the USD was lowered by 14 points to 7.0078. Domestic banks and insurance stocks dragged down the Shanghai Composite Index, with Industrial and Commercial Bank of China and China Construction Bank each falling by 0.9%. At the same time, the minimum down payment ratio for commercial property loans has been reduced to 30%. State Grid expects fixed asset investment to reach 4 trillion yuan

AASTOCKS·
SH
601939
-0.78%
US
CICHY
-0.90%
HK
00939
-0.64%
AASTOCKS·
SH
601939
-0.78%
US
CICHY
-0.90%
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00939
-0.64%

TSM (Trans): Capex to rise by tens of billions YoY, a decision made after talks with downstream customers.

Below is Dolphin Research's Trans of the Q4 2025 earnings call for $Taiwan Semiconductor(TSM.US). For our earnings analysis, please see 'TSMC: the real heavyweight in AI — who would say no?'.Key takeaways from the call are summarized below. We highlight capex plans and spending mix.a) Capex: for 2026, raised to $52-56bn (+$11-15bn YoY), vs prior street $48-50bn. Allocation: 70-80% for advanced nodes, ~10% for specialty technologies...

US
AMAT
-2.68%
US
TSM
-4.45%
US
ASML
-2.39%
US
AMAT
-2.68%
US
TSM
-4.45%
US
ASML
-2.39%

ICBC Files Director List with HKEX

Industrial and Commercial Bank of China Limited (ICBC) has submitted an updated director list to the Hong Kong Stock Exchange. The board is led by Executive Director and Chairman Mr. Liao Lin, with Mr. Liu Jun as Vice Chairman and President. Other executive directors include Mr. Duan Hongtao and Mr. Wang Jingwu. The board features non-executive and independent non-executive directors, overseeing eight committees including Strategy, Audit, and Risk Management. Key committee chairs include Mr. Liao Lin for Strategy and Mr. Norman Chan for Risk Management.

Reuters·
SH
601398
-1.46%
HK
01398
-0.48%
Reuters·
SH
601398
-1.46%
HK
01398
-0.48%
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