JP-CMB @EC2602A

Goldman Sachs Report Optimistic on CMB's 2026 Profit Prospects

CMB Adjusts Precious Metals Contracts Margin Ratio to 70%

Uptake on CMB's Target Price Lowered to HKD 49 by Dah Sing

UBS Reports on China Merchants Bank's 2025 Annual Performance

JPMorgan Report Shows Superior Q4 Earnings for CMB

Morgan Stanley Analyzes CMB's Financial Performance and Maintains Overweight Recommendation

Goldman Sachs Releases CMB's 2025 Annual Performance Report

CM BANK released FY2025 Q4 earnings on January 23 After-Market (BJT), actual revenue HKD 138.13 B (forecast HKD 94.59 B), actual EPS HKD 1.4284 (forecast HKD 1.6238)

CM BANK released FY2025 annual earnings on January 23 After-Market (BJT), actual revenue HKD 368.91 B (forecast HKD 375.31 B), actual EPS HKD 6.2298 (forecast HKD 6.4756)

China Merchants Bank Sees Slight Growth in Revenue and Net Profit in 2025

China Merchants Bank Adjusts Personal Consumption Loan Fiscal Interest Subsidy Policy

Multiple Banks Launch Satellites to Enhance Risk Control Abilities

CNY Rises for Fifth Consecutive Day to Highest in Over Two and a Half Years

China Merchants Bank Signs Strategic Cooperation Agreement with Volcano Engine

Gold Price Increase Fuels Bank Safe Deposit Box Rental Boom

Escalating Demand for Safe Deposit Boxes at China Merchants Bank Requires Waiting Times of 5-6 Years

Bank Safety Deposit Box Rental Market Booms

Ping An Life Increases Stake in CMB H Shares Again

Ping An Asset Management Increases Stake in China Merchants Bank

China Ping An Life Insurance Increases Holdings in CMB H-shares

GUANZE MEDICAL

PCPD

STARCOIN GROUP

HUILI RES

TIMES UNI GP

MANY IDEA CLOUD

WALNUT CAP

SILKWAVE INC

HUA LIEN INT'L

WAI CHUN GROUP

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The China Merchants Macro Report points out that the primary task of monetary policy is to boost nominal growth rates, emphasizing the promotion of stable economic growth and a reasonable rebound in prices. Internationally, challenges such as trade barriers and global growth slowdown are faced, and domestic policy focus has shifted towards expanding domestic demand. The report continues with a moderately loose tone, emphasizing the use of structural tools, such as relending and fiscal subsidies, to improve financing availability. For 2026, policy interest rates will remain stable, and structural tools will continue to expand and reduce costs

- The report emphasizes the importance of promoting stable economic growth and reasonable price recovery through monetary policy, analyzing both global and domestic factors influencing these goals.  
- It highlights a shift towards expanding domestic demand and notes improvements in CPI and PPI, suggesting that coordinated macro policies are forming a supportive foundation.  
- Structural tools are identified as central to achieving these objectives, focusing on collaboration between fiscal and financial policies to enhance credit availability without resorting to large-scale stimuli.

Wallstreetcn

China Merchants CSI BANK AH Price ETF

China Southern CSI Banks ETF

China Merchants Bank

Hwabao WP CSI Banks ETF

Huaan CSI Banks ETF

WP CSI Banks ETF

CM BANK

Fullgoal CSI 800 Banks ETF

ChinaAMC CSI Banks ETF

China Merchants Macro: The primary task of monetary policy is to boost nominal growth rate

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China Merchants Bank (OTCMKTS:CIHKY) shares gapped down from $31.72 to $30.26 before trading on Monday, closing at $31.5150 with a trading volume of 7,236 shares. The bank has a market cap of $159.64 billion, a PE ratio of 8.03, and a beta of 0.29. Analysts currently rate the stock as a Hold, but it is not among the top recommended stocks by analysts. The bank, established in 1987, offers a range of banking services and is part of the China Merchants Group.

Market Beat

E Fund CSI 300 Financials (ex Banks) ETF

China Merchants Bank (OTCMKTS:CIHKY) Shares Gap Down   - Here's Why

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Chinese firms, led by Anta and TCL, are resuming foreign acquisitions to counter a sluggish domestic market. Anta has acquired a 29% stake in Puma, while TCL has taken over Sony's home entertainment division. This trend reflects a strategic shift as companies seek growth abroad amid a weak consumer economy. Conversely, China Merchants Bank is adopting a cautious approach, reporting minimal profit growth and a low non-performing loan ratio, indicating a focus on loan quality over aggressive expansion. These developments highlight the diverging paths of Chinese corporations in response to economic challenges.

benzinga_article

Sony Group Corporation

TCL TECH.

ANTA SPORTS

Chinese Firms Resume Global Dealmaking, As A Top Lender Stalls

China Merchants Bank Appoints Risk Chief

marketscreener

China Merchants Bank Appoints Risk Chief

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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

ICBC

BANK OF CHINA

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

Bank Of Communications

Bank of China

Agricultural Bank of China

PSBC

BANKCOMM

Bank Of China

China Construction Bank

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

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China Merchants Bank issued a notice stating that due to the recent increase in volatility of precious metal prices, in order to prevent market risks and protect investors' rights, it will adjust its wealth management gold business. Starting from the settlement at the close on February 2, 2026, the margin ratio for related contracts will be increased from 60% to 70%, while the price fluctuation limit will remain unchanged at 15%

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

China Merchants Bank: Adjustment of contract margin levels and price limits for the "Zhaocai Gold" business

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In the context of a low-interest-rate environment and industry transformation, China Merchants Renhe Life Insurance, backed by two giants, China Merchants Group and China Mobile, delivered a

China Mobile

CHINA MOBILE

In 2025, with the entry of Chongqing State-owned Assets, China Merchants Renhe Life Insurance's net profit "quadruples."

China Merchants International released a research report indicating that the mainland real estate market remains a key focus for the authorities to boost domestic demand this year. Regulatory bodies no longer require real estate companies to report the "three red lines" indicators monthly, but some companies with poor financial conditions still need to regularly report indicators such as the debt-to-asset ratio. It is expected that policies will lower the new mortgage loan interest rate to about 2.5% through measures such as reducing the Loan Prime Rate (LPR) and providing fiscal subsidies

CMB International: The mainland property market remains a key focus for the authorities to boost domestic demand this year

China Merchants Bank's operating income growth stagnated at 0.01% in 2025, with net profit rising by 1.2%. This reflects the impact of a slowing Chinese economy on its high-margin retail products. Despite being an innovator in retail banking, the bank faces challenges as affluent clients reduce borrowing amid economic uncertainty. While its asset quality remains strong with a non-performing loan ratio below 1%, the overall performance signals vulnerability compared to state-owned rivals, which have shown steadier revenue growth.

China Merchants Bank Falters Amid Economic Slowdown

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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

CEB BANK

CEB Bank

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

CICC maintains the target price for China Merchants Bank at HKD 60.49, expecting that the 2025 performance report will show a positive annual revenue growth rate, with a net profit attributable to shareholders increasing by 1.21%. In the fourth quarter of last year, revenue grew by 1.57% year-on-year, and profit growth reached 3.41%. In a low-interest-rate environment, the high dividend attribute of China Merchants Bank is recognized, and investors are advised to seize the current high cost-performance allocation opportunities. The earnings forecast and "outperform industry" rating remain unchanged

In "The Big Banks," China International Capital Corporation maintains a target price of 60.49 yuan for China Merchants Bank, boosted by last year's fourth-quarter earnings forecast

$XTALPI(02228.HK) Discussing risks at a stage peak. My personal view is that PharmaTech's fundamentals currently appear sound, and a continued bullish stance based on fundamentals is justified. The biggest risk stems from the source of liquidity. Overall, the liquidity and stock price of PharmaTech are undoubtedly supported by funds from the A-share market. Therefore, from a certain perspective, the sentiment in the A-share market is a crucial support for the stock price at this stage. Of course, we are fortunate to witness the start of a historic slow bull market just as fundamentals have significantly improved. The current pace suggests we are still in the early to mid-stages of the bull market (frankly, I’ve been feeling a bit restless lately, wanting to grow my RMB holdings—seeing my deposits at China Merchants Bank not increasing makes me anxious). However, given the rhythm of the A-share market and the habits of retail investors, confidence in a long-term slow bull market is lacking. How long can this last? Six months? Until Q1 or Q2 next year? Will it? Could the A-share market become overly aggressive, leading to massive bubbles and a rush for the exits? From my current perspective, this is the biggest macro risk PharmaTech faces in the medium term. When market sentiment shifts, investors won’t consider fundamentals—they’ll just want to preserve cash... This is the stampede effect.

XTALPI

JP-CMB @EC2602A(20044.HK)

China Merchants Macro: The primary task of monetary policy is to boost nominal growth rate

China Merchants Bank (OTCMKTS:CIHKY) Shares Gap Down - Here's Why

Chinese Firms Resume Global Dealmaking, As A Top Lender Stalls

China Merchants Bank Appoints Risk Chief

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