MS-ICBC@EC2603A

ICBC handled over 3.3 trillion USD in international settlements for foreign trade enterprises in 2025

Goldman Sachs Analyzes Rumors of China’s ICBC and ABB Capital Injections and Their Financial Impact

BlackRock Reduces Stake in Industrial and Commercial Bank of China H Shares

Keeta Signs Strategic Cooperation Agreement with ICBC (Asia) to Promote High-Quality Development

ICBC warns of Precious Metals Investment Risks

Jiang Yisheng's Serious Disciplinary Violations Exposed

Keeta Signs Strategic Cooperation Agreement with ICBC (Asia)

Former President Guo Wei of Industrial and Commercial Bank of China's Yunnan Branch Under Disciplinary Review and Investigation

ICBC Redeems Secondary Capital Bonds in Full

Industrial and Commercial Bank of Guangdong Province Branch Provides XPeng with a 1.5 billion USD Credit Line

Guangdong Industrial and Commercial Bank Signs Five-Year 1Billion Financing Agreement with XPeng

ICBC Launches Cross-border Digital RMB Payment Pilot and Completes First Remittance

ICBC Raises Risk Rating for Accumulated Gold Business

ICBC Adjusts Risk Assessment Requirements for Individual Customer Accumulated Gold Business

Chinese Banks Redeemed Preferred Stocks and Issued Perpetual Bonds in 2025

China's Banking Sector Faces Strict Regulation with Frequent Large Penalties in 2025

Independent Analyst Recommends Buying Industrial and Commercial Bank of China

ICBC and ABC Announce Interest on Digital RMB Wallet Balances to be Calculated at Current Deposit Rates Starting January 1, 2026

Former ICBC Zibo Branch Chief Wang Shiming Under Disciplinary Review

ICBC Signs New Strategic Cooperation Agreement with China Guolian

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CH ENV TECH&BIO

SHANGHAI QINGPU

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Justin posted yesterday on:China calls on banks to reduce US Treasuries exposure amid "market volatility" - reportI added a little more:ICYMI bombshell: China tells banks to curb US Treasury exposure, “sell-America” nervesChina is letting the yuan rise at the same time.

Investinglive

CEB Bank

China Southern CSI Banks ETF

Hwabao WP CSI Banks ETF

ICBC

Bank Of Communications

Fullgoal CSI 800 Banks ETF

CEB BANK

BANK OF CHINA

Bank Of China

ChinaAMC CSI Banks ETF

Huaan CSI Banks ETF

WP CSI Banks ETF

BANKCOMM

China's onshore yuan, CNY, hits its highest since 10 May 2023

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LUXSHARE-ICT plans to apply for a total comprehensive credit limit of RMB 65.5 billion from 7 banks, including the Shenzhen Bao'an Branch of Industrial and Commercial Bank of China Limited and the Shenzhen Branch of the Export-Import Bank of China

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Today, the three major indices of A-shares opened lower and continued to decline, with the Shanghai Composite Index falling 1% to 4,059 points, the Shenzhen Component Index down 1.8%, and the ChiNext Index down 1.9%. Domestic bank stocks rose against the trend, with Industrial and Commercial Bank of China and China Construction Bank increasing by 0.7% and 1.2%, respectively. Oil and gold stocks generally fell, with the three major oil companies and gold-related stocks declining between 1.1% and 6.8%. The central parity rate of the RMB against the USD was adjusted to 6.9570. Today, the People's Bank of China conducted reverse repurchase operations, with a net injection of 64.5 billion yuan

AASTOCKS

ZHONGJIN GOLD

SD-GOLD

The three major A-share indices of Shanghai and Shenzhen fell by 1% to 1.9% in the first half of the day, with oil and gold stocks showing weakness, while domestic bank stocks rose against the trend

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Hong Kong's American Depositary Receipts (ADRs) mostly continued to decline. According to RTHK, several blue-chip ADRs fell between 1% and over 2%. Meituan and Alibaba experienced significant drops, both declining by more than 2%, with their Hong Kong dollar equivalents at 90.3 and 155.4, respectively. Tencent, Xiaomi, Hong Kong Exchanges and Clearing, AIA, Ping An Insurance, Industrial and Commercial Bank of China, and Bank of China ADRs all decreased by over 1%. In contrast, HSBC's ADR rose by 0.5%, equivalent to 139.7 in Hong Kong dollars.

CoinLive

Tencent Holdings Limited

HKEX

ALI HEALTH

Hong Kong Exchanges and Clearing (HKEX)

AIA Group

HSBC HOLDINGS

HSBC Holdings plc ADRhedged

Ping An Insurance

Meituan

Xiaomi Corporation

Tencent

TENCENT

MEITUAN

Hong Kong ADRs Experience Decline with Major Blue-Chip Losses

CICHY

IDCBY

BACHY

ACGBY

UBS released a research report, stating that China will issue approximately 500 billion yuan of special government bonds to supplement the capital of ICBC, ABC, and large insurance companies. The capital injection plan is expected to be announced as early as the first quarter, which may lead to bank dividend distributions being advanced to late April and early May. UBS expects that the core Tier 1 capital adequacy ratio of ICBC and ABC will improve, but after the capital injection, ABC's core Tier 1 capital adequacy ratio will still be below 12%. The capital injection will dilute the earnings per share and dividends per share of the two banks by approximately 4% and 8%, respectively

China Construction Bank

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

Bank of China

Agricultural Bank of China

UBS: Constructive view on domestic banks with over 5% dividend yield, prefers ICBC, CCB, XCB, and BOC

The Ministry of Finance plans to inject capital into ICBC and ABC to replenish core Tier 1 capital. Goldman Sachs expects this move could lead to a 4% to 7% dilution in earnings per share, but it will also enhance the banks' capital ratios. Analysts believe that the injection will help the banks maintain growth and dividends, with expectations that the dividend payout ratios for ICBC and ABC will increase by 1.2 to 2.3 percentage points

Stheadline

ICBC and ABC are reported to receive central government capital injection. Goldman Sachs expects a maximum reduction of 7% in earnings per share, or will try to maintain dividends

Goldman Sachs released its latest investment ratings and target prices for Chinese bank stocks. The specifics are as follows: ICBC is rated Neutral with a target price of 5.8 yuan; Bank of China is rated Buy with a target price of 4.94 yuan; China Construction Bank is rated Buy with a target price of 8.33 yuan; Agricultural Bank of China is rated Neutral with a target price of 4.95 yuan; Bank of Communications is rated Sell with a target price of 5.8 yuan; Postal Savings Bank of China is rated Buy with a target price of 6.04 yuan; China Merchants Bank is rated Buy with a target price of 52.96 yuan

China Merchants Bank

PSBC

CM BANK

Goldman Sachs' Investment Ratings and Target Prices for Chinese Bank Stocks (Table)

Goldman Sachs reports that Chinese authorities plan to inject 300 billion yuan into ICBC and ABC, which may lead to a dilution of earnings per share by 4% to 7%. If the injection is realized, the banks will be better able to meet the demand for credit growth and may increase dividends. Goldman Sachs maintains a neutral rating on ICBC and ABC, with target prices of 5.8 yuan and 4.95 yuan, respectively, believing that the scale and impact of the injection still carry uncertainties

China Merchants CSI BANK AH Price ETF

ChinaAMC SSE Financials Sector ETF Initiating Fund

Goldman Sachs: It is rumored that ICBC and ABC will receive capital injection from authorities, which may lead to up to 7% earnings dilution

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Keeta signed a strategic cooperation agreement with Industrial and Commercial Bank of China (Asia) to combine both parties' advantages in local life services and financial resources to promote local economic development. Keeta will leverage its digital service capabilities to provide one-stop corporate services, covering corporate dining subsidies and welfare distribution, among others. Future cooperation will include personal financial services, digital finance, and the issuance of co-branded credit cards. Both parties will also explore corporate social responsibility projects, such as establishing delivery personnel rest stations

Tasty Money

Yinhua CSI All Share Investment Banking & Brokerage ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

Guotai CSI All Share Investment Banking & Brokerage ETF

Keeta signed a strategic cooperation agreement with Industrial and Commercial Bank of China (Asia) to promote an innovative enterprise service ecosystem and may issue a co-branded credit card

Precious metal prices have been "highly volatile" in China and overseas recently, with market uncertainty significantly increasing, the Industrial and Commercial Bank of China (ICBC) said on Sunday.Investors are advised to assess their risk tolerance and avoid impulsive trading, it added.

Reuters

MaxWealth CSI SH-SZ-HK Gold Industry Equity ETF

Zijin Mining

Huaan Yifu Gold ETF

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

ChinaAMC Gold ETF

China's ICBC warns of precious metal volatility, urges investor caution

LSEG

London Stock Exchange Group PLC has signed a memorandum of understanding with Industrial & Commercial Bank of China Ltd to enhance long-term strategic cooperation. The agreement aims to strengthen collaboration in global markets, data analytics, cross-border renminbi, sustainable finance, and financial innovation. This partnership will expand their cooperation in capital markets, trading, clearing, and emerging technologies. The MoU was signed during UK Prime Minister Keir Starmer's visit to China, with LSEG shares rising 0.5% following the announcement.

marketscreener

London Stock Exchange Group plc

London Stock Exchange strikes collaboration deal with China's ICBC

TSMC

Conference Minutes

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...

Applied Materials

Taiwan Semiconductor

ASML

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

Why are there two Alibaba icons? 😂, I don't know either, Gemini, do you have any special thoughts? Executive Summary: A Historic Leap from Follower to Definer In the 2024-2025 cycle, as the global economic landscape undergoes drastic restructuring, the discussion on &#34;whether China can produce globally dominant enterprises&#34; has shifted from hypothetical possibilities to quantitative analysis of established facts. This report, based on exhaustive financial data, technical parameters, and market share analysis, clearly identifies ten companies with strengths in scale, technological barriers, supply chain control, and financial resilience...

BYD COMPANY

Amazon

CATL

BABA-W

NAURA

MIDEA GROUP

Midea Group

BOYD Gaming

JPMorgan Chase

Huawei

BYD Company Limited

BYD COMPANY-R

BYD Company

BYD HK SDR 10to1

TENCENT-R

Tencent HK SDR 10to1

CATL HK SDR 30to1

BABA-WR

Alibaba HK SDR 5to1

Alibaba

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

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

Reshaping the Global Industrial Landscape: In-Depth Strategic Evaluation Report of China's Top 10 Leading Enterprises Benchmarking Against Global Giants (2024-2025)

MS-ICBC@EC2603A(18477.HK)