JP#CCB RC2809A

7ROAD

NEW VISION CO

IDT INT'L

SEM HLDGS

NET-A-GO TECH

KAISA GROUP

ARES ASIA

AOM INT'L

TRIO IND ELEC

LING YUI

AAGIY

01060

HKXCY

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Hong Kong's American Depositary Receipts (ADRs) experienced a significant decline, with Tencent's ADR dropping 6% post-earnings announcement. Alibaba and AIA's ADRs fell over 4% and nearly 3%, respectively. Meituan's ADR decreased by nearly 3%, while HSBC, Hong Kong Exchanges and Clearing, Ping An Insurance, and JD.com ADRs declined by 2% or more. Additionally, ADRs for China Construction Bank, Industrial and Commercial Bank of China, Bank of China, and Xiaomi dropped by over 1%.

CoinLive

AIA Group

DAMAI ENT

Hong Kong Exchanges and Clearing (HKEX)

ICBC

HSBC

Ping An Insurance

BANK OF CHINA

INDUSTRIAL & COMMERCIAL BK OF CHINA UNSP ADR EACH REPR 20 ORD SHS

JD HEALTH

HKEX

Bank of China

China Construction Bank

Tencent Holdings Limited

JD LOGISTICS

XL2CSOPHSTECH

KraneShares 2x Long BABA Daily ETF

XI2CSOPHSTECH

FL2 CSOP HSI

KraneShares 2x Long JD Daily ETF

BABA 2x Long Daily ETF - GraniteShares

FI2CAMNDQ100

FI2 CSOP HSI

CSOP CSI300

FI CSOP HSI

CSOP HS TECH

MEITUAN

Meituan

Xiaomi Corporation

XIAOMI-W

JD.com

JD-SW

Alibaba

Tencent

BABA-W

Hong Kong ADRs Experience Significant Decline

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601988

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Since March, more than a dozen banks, including Bank of China, CCB, PSBC, PAB, Bank of Ningbo, and ZYBANK, have listed non-performing asset packages, with the total amount of non-performing loans intended for transfer reaching billions. Both large state-owned banks and small to medium-sized banks have participated in this batch disposal of non-performing assets, and the overall disposal efforts continue to intensify

Wallstreetcn

Fullgoal CSI 800 Banks ETF

Bank Of China

E Fund CSI 300 Financials (ex Banks) ETF

Huaan CSI Banks ETF

Hwabao WP CSI Banks ETF

Bank of Ningbo

ZYBANK

ChinaAMC CSI Banks ETF

PSBC

WP CSI Banks ETF

China Southern CSI Banks ETF

More than a dozen banks are successively listing for the transfer of non-performing assets

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02824

09824

600547

518850

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Recent fluctuations in gold prices have increased the risks associated with gold investments, leading several banks to adjust their gold accumulation trading rules. China Construction Bank and Industrial and Commercial Bank of China have stated that they will implement quota management for gold accumulation purchases under certain conditions, while other banks have also changed the delivery rules for physical gold sales

EFUND GOLD MI-R

EFUND GOLD MI ETF

EFUND GOLD MI-U

SD-GOLD

ChinaAMC Gold ETF

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Multiple banks take action, accumulation gold may be "restricted for purchase"

01299

513770

Hong Kong's ADRs exhibited mixed performance, with JD.com and NetEase rising by nearly 1% or more. AIA Group's ADR remained stable, while those of Hong Kong Exchanges and Clearing, Meituan, Alibaba, and China Construction Bank declined.

Hwabao CSI HK Equities Internet ETF

E Fund CSI HK Connect Internet ETF

A GX HSICC

NetEase

NTES-S

STOCKS | Mixed Performance in Hong Kong ADRs

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01288

Reuters

Chinese banks boost loans to tech sector as Beijing ramps up AI push

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Today, southbound funds had a net purchase of HKD 3.448 billion, with CNOOC, Alibaba-W, and GEELY AUTO ranking the top three, receiving net purchases of HKD 1.039 billion, HKD 698 million, and HKD 532 million, respectively. In terms of net sales, Tencent Holdings, CCB, and ICBC faced net sales of HKD 2.435 billion, HKD 826 million, and HKD 185 million, respectively. (Yicai Global)

36Kr

CNOOC

GEELY AUTO

TENCENT

Tencent Holdings faced a net sell-off of HKD 2.435 billion from southbound funds against the trend

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China Shipbuilding Group signed a strategic cooperation agreement with the four major domestic banks (Agricultural Bank of China, Bank of China, Industrial and Commercial Bank of China, China Construction Bank) in Beijing, aiming to deepen comprehensive strategic cooperation. Both parties conducted in-depth exchanges on national strategic needs and financial services for the real economy, reached a consensus, promoted resource alignment and cooperation space expansion, enhanced the depth and breadth of bank-enterprise cooperation, and promoted innovative cooperation in capital markets, financial leasing, technology finance, and international business, creating a new pattern of win-win development

AASTOCKS

COMEC

Guotai FTSE China China Enterprises Open All-Win ETF

Guotai CSI All Share Investment Banking & Brokerage ETF

CSSC Holdings

GF Fund CSI HK Connect Financials(ex Banks) Thematic ETF

ChinaAMC SSE Financials Sector ETF Initiating Fund

Yinhua CSI All Share Investment Banking & Brokerage ETF

China Merchants CSI BANK AH Price ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

The four major domestic banks signed a contract with China Shipbuilding Group to deepen comprehensive strategic cooperation

China Shipbuilding Group signed strategic cooperation agreements with the four major banks (Agricultural Bank of China, Bank of China, Industrial and Commercial Bank of China, China Construction Bank) in Beijing on March 9-10. The heads of each bank stated that they would take this agreement as an opportunity to actively explore cooperation in areas such as industrial transformation, high-end technology research and development, and advanced manufacturing services

Guotai CSI Military Industry ETF

GF CSI Military Industry ETF

China Shipbuilding Group signed strategic cooperation agreements with Agricultural Bank of China, Bank of China, Industrial and Commercial Bank of China, and China Construction Bank

03328

Cash Injection to Boost Chinese Megabanks' Capital Position, S&P Says

marketscreener

BANKCOMM

Bank Of Communications

Cash Injection to Boost Chinese Megabanks' Capital Position, S&P Says

00HSI

HSBC's research report points out that the long-term capital inflow prospects for southbound trading stocks are optimistic, despite significant short-term volatility. The bank is optimistic about Hong Kong Exchanges and Clearing and BOC HONG KONG, believing that HKEX will benefit from increased market activity, while BOC HONG KONG is suitable for long-term income-oriented investors. In contrast, AIA's growth expectations remain high, but the bank prefers bank stocks, especially large state-owned banks such as ICBC and CCB

Hang Seng Index

BOC HONG KONG

HSBC Research expresses confidence in long-term capital inflows into southbound stocks, optimistic about HKEX and BOC HONG KONG

The first batch of savings bonds (certificate type) for 2026 will be issued starting on the 10th, mainly through Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of China, China Construction Bank, Bank of Communications, Postal Savings Bank of China, and some other banks. This issuance of government bonds is divided into a three-year term (annual interest rate of 1.63%) and a five-year term (annual interest rate of 1.70%), and can only be purchased at bank branches

The first batch of savings bonds (certificate type) will be issued starting from the 10th of 2026

HSCEI

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Morgan Stanley released a report on the Asia-Pacific region, predicting that the Hang Seng Index will reach 27,500 points by December 2026, the Hang Seng China Enterprises Index will be 9,700 points, the MSCI China Index will be 90 points, and the CSI 300 Index will be 4,840 points. At the same time, it selected defensive Hong Kong stocks that benefit from geopolitical crises, including China Tower, Bosideng, Midea, and CCB, with conditions of high dividends, low volatility, and "overweight" ratings

Hang Seng China Enterprises Index

Midea Group

MIDEA GROUP

CHINA TOWER

ISHARESHSI

HSCEI ETF

Morgan Stanley selects a list of defensive Hong Kong stocks that benefit from geopolitical crises (Table)

China will re-capitalize major state banks with 300 bln yuan from special treasury bonds in 2026 - copy of official report

China will re-capitalize major state banks with 300 bln yuan from special treasury bonds in 2026 - copy of official report

Chinese banks are significantly influencing the global loan market by providing abundant low-cost funds. Their access to affordable capital is reshaping international lending practices, offering competitive rates that challenge traditional norms. This trend is particularly noticeable in sectors where these banks are expanding, allowing them to attract borrowers with lower interest rates. As their influence grows, other financial institutions are compelled to reassess their strategies, leading to a transformation in loan structures and negotiations. This shift highlights China's broader economic impact on global finance.

Chinese Banks Influence Global Loan Market with Abundant Low-Cost Funds

JP#CCB RC2809A(54588.HK)

JP#CCB RC2809A Stock Performance Chart

Hong Kong ADRs Experience Significant Decline

More than a dozen banks are successively listing for the transfer of non-performing assets

Multiple banks take action, accumulation gold may be "restricted for purchase"

STOCKS | Mixed Performance in Hong Kong ADRs

Chinese banks boost loans to tech sector as Beijing ramps up AI push