Diversified Banks

China Construction Bank

CCB Asia Extends Hours During Golden Week, New Accounts Surge 10-Fold Highlighting Cross-border Strength

China Construction Bank Penalized Over 1.4 Million Yuan for Multiple Violations

GZ City Investment Fund Successfully Issued First Consumption-focused REITs

BOC International Raises Target Price for ICBC to HKD 11.3

JPMorgan Reports: CCB's Q1 2026 Earnings Exceed Expectations

Goldman Sachs Maintains Buy Rating on CCB with Target Price of HKD 9.96

Citi Report Suggests Construction Bank's Q1 PPOP Growth of 13%

China Construction Bank's Q1 2026 Revenue and Non-interest Income Growth Leads Among Big Six Banks

China Construction Bank released FY2026 Q1 earnings on April 29 Pre-Market (EST), actual revenue USD 20.94 B (forecast USD 29.24 B), actual EPS USD 0.9547

CDB's Liquidity Coverage Ratio Rises to 138.12% in Q1 2026

Construction Bank's Q1 Net Profit Up 3.53% YoY

CDB Releases 2025 Annual Report: Robust Profit Growth

China Construction Bank to release FY2026 Q1 earnings on April 28 Pre-Market EST, forecast revenue USD 29.65 B

A 股 Bank Stocks Surge, Several Banks Hit New Highs

Shanghai Guotou Company Hosts 2026 Angel Investment Conference to Promote Early Stage Capital Investment

Citibank: CCB's Q1 Earnings May Exceed Expectations

Goldman Sachs Maintains Buy Rating on CCB with Price Target

China Construction Bank and China Huadian Sign Strategic Cooperation Agreement

China Construction Bank Discloses Jianxin Consumer Finance's 2025 Annual Report: Net Profit Surges 170% Year-on-Year

BOC International raises target price for Construction Bank to HKD 11.28 and maintains 'Buy' rating

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

601988

BACHY

03988

601939

CICHY

01398

00939

IDCBY

512800

159887

512820

512700

515020

516210

HSBC Research has lowered expectations for rate cuts in 2026 following the People's Bank of China's recent monetary policy report. The report suggests a high likelihood of net interest income expansion for Chinese banks, particularly ICBC, CCB, and Bank of China H shares. The research indicates that corporate banking is outperforming retail, with positive growth in corporate loans. Additionally, banks are advised to limit high-interest interbank time deposits to reduce competition and funding costs.

AASTOCKS News

Bank Of China

Bank of China

BANK OF CHINA

ICBC

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

Hwabao WP CSI Banks ETF

Fullgoal CSI 800 Banks ETF

WP CSI Banks ETF

China Merchants CSI BANK AH Price ETF

China Southern CSI Banks ETF

ChinaAMC CSI Banks ETF

Huaan CSI Banks ETF

HSBC HOLDINGS

HSBC

BANKCOMM

Bank Of Communications

MINSHENG BANK

CMBC

CITIC BANK

CNCB

CEB BANK

CEB Bank

China Merchants Bank

CM BANK

HSBC 5xShortSG241213

HSBC Holdings Plc

BOC HONG KONG

HSBC Research Lowers Rate Cut Expectations Within Year; CN Banks' Net Interest Income Seen Expanding; Prefers ICBC, CCB and BANK OF CHINA H Shrs

Jefferies has maintained a Buy rating on China Construction Bank (CICHF) with a price target of HK$10.60, while the shares closed at HK$8.87. The analyst consensus suggests a Strong Buy rating with an average price target of HK$10.26, indicating a potential upside of 15.63%. Additionally, DBS reiterated a Buy rating with a price target of HK$10.20 in a report from April 30.

Tip Ranks

Jefferies Financial

Jefferies Remains a Buy on China Construction Bank (CICHF)

601398

A research report by M Stanley highlights that Chinese banks have integrated AI into their core infrastructure, enhancing efficiency and competitiveness while maintaining stable return on equity (ROE). The report notes significant AI investments by major state-owned banks, with each exceeding RMB25 billion. Banks that effectively apply AI across their operations are expected to excel. Industry leaders include ICBC, CCB, and CM BANK, which combine technological prowess with strong execution.

Guotai CSI All Share Investment Banking & Brokerage ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

M Stanley: Chinese Banks Have Integrated AI into Core Infrastructure, Supporting ROE Stability and Enhancing Corporate Competitiveness

BofAS reported that Chinese banks listed in H-shares saw an average net profit increase of 1.1% YoY in Q1 2026, up from 0.7% last year. Pre-provision operating profit (PPOP) grew 9.2% YoY. ICBC and CCB are favored, while CM Bank and PSBC are viewed less positively. The net interest margin (NIM) rose to 1.43%, with net interest income increasing 2.8% QoQ. BofAS maintains a positive outlook on the sector, citing solid dividend yields and defensive characteristics.

PSBC

CQRC BANK

Chongqing Rural Commercial Bank

BofAS: CN Banks' H-shrs 1Q Results Beat; ICBC, CCB Favored

JPM's report indicates that CCBexceeded forecasts in 1Q26, with revenue growth of 11% YoY and profit growth of 4% YoY, surpassing broker expectations by 9% and 2%, respectively. The results were driven by a 8 bps QoQ NIM expansion, the highest among major state-owned banks. All major revenue items, including net interest income and fee income, performed strongly. JPM maintains an Overweight rating on CCB with a target price of HKD9.8, anticipating a positive share price reaction.

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

JPM: CCB  1Q Results Beat Forecasts Strongly

In a report released on May 1, from Goldman Sachs maintained a Buy rating on China Construction Bank, with a price target of HK$9.96.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on China Construction Bank is a Strong Buy with an average price target of HK$10.26.

- On May 1, Goldman Sachs maintained a "Buy" rating for the Construction Bank with a target price of HKD 9.96.  
- Analysts currently have a consensus rating of "Strong Buy" for the Construction Bank, with an average target price of HKD 10.26.  
- The report highlights a 55% discount on TipRanks, providing access to hedge fund-level data and investment tools.

Goldman Sachs

GS Hldg R

China Construction Bank (CICHF) Receives a Buy from Goldman Sachs

UBS's research report highlights that state-owned Chinese banks outperformed expectations in Q1, with an 8.5% revenue increase, the highest since 2021. This growth was driven by improved net interest margins and solid fee income. While regional banks met expectations, joint-stock banks showed mixed results. The report indicates an improving operating environment for mainland banks, with potential upward revisions in earnings growth for state-owned banks. UBS remains positive on defensive bank stocks with high dividend yields, favoring CCB, Bank of China, ICBC, CITIC Bank, and Bank of Ningbo.

Bank of Ningbo

UBS Group AG

UBS: State-Owned CN Banks Stand Out in 1Q; Operating Conditions Improving

China's Big Four banks reported stronger-than-expected first-quarter earnings, with combined net profit reaching approximately 305 billion yuan (US$44.6 billion). This growth was driven by a recovery in net interest income, which rose over 7%, and improved asset quality. Analysts noted resilient loan growth, particularly in government-related sectors like infrastructure and manufacturing. The banks are increasingly supporting policy priorities, with significant increases in loans to technology firms and manufacturing. Moody's Ratings revised the outlook of these banks from negative to stable, reflecting expectations of continued government support.

SCMP

Citigroup

Moodys

CITIGROUP INC 6.250 NON CUM SER II PFD WI

China’s Big Four banks post stronger earnings as policy lending lifts growth

CCB+0.100 (+1.125%) Short selling $1.28B; Ratio 37.462% announced that for 1Q ended March 2026, its operating income rose by 10.98% YoY to RMB206.415 billion, while net profit increased by 3.53% YoY to RMB86.291 billion, with basic EPS of RMB33 cents.(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-29 16:25.) AASTOCKS Financial News

CCB 1Q NP Leaps 3.5% to RMB86.29B

At the CNC Machine Tool Fair in Shanghai, China Construction Bank (CCB) and Swissmem celebrated their economic cooperation, marking the 76th anniversary of diplomatic relations between China and Switzerland and the 10th anniversary of their strategic partnership. The event focused on promoting advanced manufacturing and financial integration, supporting Swiss technology firms in China. CCB showcased its cross-border financial services and commitment to aiding Swiss companies' expansion in China, emphasizing its extensive network and capabilities in providing comprehensive support.

FiNews

CCB and Swissmem Strengthen Ties at Conference in Shanghai

China Construction Bank(CICHY.US)