HU-AGBK@EC2602A

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

JPMorgan Downgrades Agricultural Bank's Rating to Neutral

Ping An Life Insurance Increases Stake in Agricultural Bank Triggering Mandatory Disclosure

e-CNY Balance to Earn Interest at 活期存款 Rates

平安 Life Insurance Four Times Buys Agricultural Bank H Shares

Agricultural Bank of China Signs Strategic Cooperation Agreement with National Food and Materials Reserve Administration

Ping An Insurance Buys Stake in Agricultural Bank to 22.07%

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

Agricultural Bank of China sees largest increase in holding volume, Southern Hang Seng Tech sees largest percentage increase in holdings

Ping An Life Raises Agricultural Bank H Shares Stake Above 19%

Former Agricultural Bank Balance Sheet Management Department General Manager Wang Qingshan Under Investigation for Serious Disciplinary Violations and Illegal Activities

ABC Bank Aids Xiaozhuang Village in Poverty Alleviation, Wins Best Global Poverty Alleviation Case

Ping An Asset Management Co., Ltd. Buys Shares of Agriculture Bank

Disciplinary Review and Investigation of Jiang Wenjun, Deputy Inspector of Inner Mongolia Branch of Agricultural Bank of China

Shenzhen's 'Park Loan' Policy Boosts Specialized SME Growth

ABC Innovates Cross-border Financial Services to Support the Construction of Hainan Free Trade Port

HKEX Disclosure Easy Shows Maximum Increase in Shares Held of SenseTime-W

Zhejiang Sci-Tech Strategic Emerging Industries Equity Investment Partnership Established

Ping An Asset Management Buys 124 Million Shares of Agricultural Bank of China

HKEX Discloses Changes in Stock Holding Volumes via Connect Programs

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SYNAGISTICS

PROSP INV HOLD

HING LEE (HK)

ELEGANCEOPTICAL

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

517900

On February 4th, the capital increase application of Qinghai Guinan Rural Commercial Bank was approved, raising the registered capital from 60 million yuan to 66 million yuan. Several small and medium-sized banks, such as Dongying Bank and Shijiazhuang Luquan Rural Commercial Bank, have also been approved for capital increases, while Yanggu Rural Commercial Bank and others have chosen to reduce their capital. Industry insiders point out that capital increase is the mainstream trend in bank development, and capital reduction does not indicate a weakening of capital strength, but rather a strategy to enhance capital allocation efficiency. The flexible use of both approaches helps optimize the capital structure of the banking industry and meets the requirements for differentiated development

36Kr

Chongqing Rural Commercial Bank

GRCB

九台农商银行

CQRC BANK

China Merchants CSI BANK AH Price ETF

QRCB

Capital Addition and Subtraction: A Perspective on the New Logic of Differentiated Development of Small and Medium-sized Banks

IDCBY

ACGBY

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

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

Agricultural Bank of China

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

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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

AASTOCKS

China Merchants Bank

Bank of China

PSBC

CM BANK

China Construction 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

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

Agricultural Bank of China Ltd. has filed an updated list of its board of directors with the Hong Kong Stock Exchange. The board includes Executive Directors GU Shu, WANG Zhiheng, LIU Hong, and LIN Li, along with Independent Non-executive Directors and Non-executive Directors. The filing outlines committee chairmanships and the membership of each director across seven board committees, highlighting the bank's governance structure.

Reuters

Agricultural Bank of China Files Director List with HKEX

Agricultural Bank of China Ltd. has appointed Mr. Zhang Hongwu as a non-executive director, pending approval from relevant authorities. Further biographical details will be available in the bank’s circular dated November 11, 2025. This announcement was published via the Issuer Information Service of the Hong Kong Stock Exchange.

Agricultural Bank of China Appoints Zhang Hongwu as Non-Executive Director

Agri Bank China (OTCMKTS:ACGBY) experienced a significant increase in trading volume, with 35,417 shares traded, up 84% from the previous session. The stock is currently priced at $17.79, slightly up from $17.75. The bank has a market cap of $248.84 billion, a P/E ratio of 6.58, and a return on equity of 9.25%. Despite its strong performance, analysts have rated it as a Hold, suggesting that there are better investment opportunities available.

Market Beat

Agri Bank China (OTCMKTS:ACGBY) Sees Strong Trading Volume  - Time to Buy?

The Agricultural Development Bank issued a 2-year bond with a scale of 3 billion yuan, an issuance rate of 1.6082%, an expected rate of 1.7000%, a bid multiple of 4.74 times, and a marginal multiple of 1.51 times

Wallstreetcn

E Fund CSI 300 Financials (ex Banks) ETF

Bank of China International released a research report, maintaining a "Buy" rating on H-shares of domestic banks, with Industrial and Commercial Bank of China as the top pick. The report pointed out that over 50 trillion yuan of long-term fixed deposits will mature in 2026, which is expected to alleviate the net interest margin pressure on the banking industry. It is recommended to buy Agricultural Bank of China, China Merchants Bank, China Construction Bank, Postal Savings Bank of China, and China Everbright Bank. Despite facing margin pressure, the banking industry's fundamentals are expected to remain robust, with a slight increase in net profit attributable to shareholders in 2026

In "Major Banks," China International Capital Corporation: The preferred H-shares of domestic banks are ICBC, with over 50 trillion RMB deposits being repriced to alleviate net interest margin pressure

HU-AGBK@EC2602A(18641.HK)

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

Capital Addition and Subtraction: A Perspective on the New Logic of Differentiated Development of Small and Medium-sized Banks

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

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