建设银行：建设银行H股公告-2024年半年度报告

202483012 20240.197 20242024 •• 5257606061626262626363 3 9 9182727 28 313439424448 66 67 67 67 676768 68 69 70 72 74 75 75 76 CHINA CONSTRUCTION BANK CORPORATIONCCB www.sse.com.cn A601939 H939 1360030 117 97927 1212-14 127 A 188 183171712-1716 H 20245.0% 6M28.1%6.2%(LPR) 40.295.14%24.636.70%37.045.37%28.713.81%3,748.311,650.390.84%10.82%24.15%19.25%1.35% 1,930.122.16%1,650.391.35%LPR161.265.17%79.0511.20%1.67%24.15%876.378.11% 2,960.59161.265.17%78.98% LPR1.54% 161.26332.07493.33 6,270.14102.611.66%69.90%22.88%3.63%2.19%1.40% 4,382.8827.110.62%10.64%39 1,434.7477.055.68%11.85%20 227.531.990.88%3 137.3912.119.67%5.86%10 87.6015.6515.16%14.81% 3,309.55263.878.66%72.36%14.02%9.01%4.25%0.36% 2,394.67109.714.80%7.69%5 463.9887.1723.13%13.57% 298.1637.5814.42%7.56% 140.6231.3428.68%35.29% 12.121.9313.74%22.24% 787.7228.023.69%21.02% 626.9679.0511.20%16.73% 106.253.403.31%45.2133.37%23.0426.56%13.5123.15% 160.76107.07199.42%45.2039.7840.032.3730.515.1719.1419.5825.8850.51 24.15%0.43943.8815.991.67%560.39154.161.651.08%38.700.631.60%190.6315.157.36% 876.3777.318.11%55.5610.0316.216.1831.78 279.7319.9614.49%25% 640.291.975.14%1.586.63%2,859.232.97%1,275.224.16%897.709.16%0.69% 625.4415.418.861.1260.70%34.88%4.42% 14.681.4611.02%4.2610.42 8.76816.820.94%6.31764.661.20%1.0032.230.32%8,857.671,082.8613.93%4,805.97589.7413.99% 1.12178.441.62% 8,292.48247.623.08% 68,151.2135.77238.75%3.22% 12(PD)(LGD)(EAD) 1. 69.922,859.232.97%2,582.552.75%97.20%0.21276.682.80%0.21 69.252,245.192.49%3,938.88337.369.37% 67.591,924.152.60%1.633.15%9,701.517.81% 610.987.22 637.041.895.37%28.711.053.81%3.907,011.4821.91%2.213,113.8916.43%1.104.57%77.51%1.1610.53%1.435.96%0.572.98%0.31 615.881.016.82%1.6857.31%11.83282.230.24%1.6842.69%5,669.33676.481.97%0.1615.548,339.655.67%12.171,519.401.26% 63.26834.022.63%641.01 63.991,557.484.07% 2,908.055,238.10 809.244,903.14 74.0023.03 20246302024630 20241,133.03193.301,718.48979.46786.46721.54110.3435.82 STAR61.801,971.6112.31%2163.822,000 64.465,797.4614.93%37594.942058.44201.6612288.285105+ESG62,000ESG431.7553.53%279248236.80 63.292,523.218.29%34224.593.61%6APP3.54,0001,3001.422,700336.50 60 2024202444,985RPAAI+ e 614.681.4611.02%1.69%3.053,459.3612.79%1.631,804.5212.46%5.874,717.668.74%2.724,748.9921.19%9,107.26567.706.65%5,04911.936,381.06 61,13452.581,60090.26 68,0005,000 611.83282.230.24% 69,5732,07613537e102,8005.042373.8421166.862024 66.795,971.81 12.9710,00013,0001,1643,600291,4004.921,161232,001 REITsCB2255.22255.2213.5734.19341.0596.8829.9968.2711.328.06 ++126203.413.14%1.4825.62%2024 1.188.20%8,192.1823.71%2.5536.66%100+149174.10(RCEP)149.81 ++ 2.0++ ++AI 615.881.016.82%7.6219.74 68.76816.820.94% 1+N+658424.21 614.292.3512.6412.08285.29 66661.311.041.38 6429145 e1,158.0262.706.93%23.5410.59% 6,800·3,6612,402.45APP1,6961,184.33820 2,80064,691.72879.6623.08%12122.94%2024163.382,939.029.54%4283.45%7,414.181,362.1222.51% 3,400 63,499.991,60028126.9372.392.2811331.10219.791,500 61.473.03 10.7223 10%6% 49.3953.62%67061,963.02 1.21 65.201.501.291.300.620.35 61.571.50663.471.5095.76%0.791.242,564.701.2784.61%2,308.3415.39%476.6871.85%186.7928.15% 1461322,00710.72CTSCTS6CTS9,1533052.694,337.065,119.8110.00 7.69691ETF623.162.2710.89% 2009215638.5338.530.00 620728RCEP49.66 201342680.688.130.95 65.11176RCEP3064,695.15748.6325.30 20135.56235.2340.980.88 20141.996121.8014.430.61 72201660%20173.796139.8129.700.67 20168.2266143.7814.880.12 201620180.51100% 1768,197.7263.98 +614.984.490.61 2007110 2017270 61,468.39263.5615.64 61,303.61416.1421.09 20161090.20%4.90%4.90% 20191100%80.10%19.90% 612.574.500.02 6158.652.140.600.06 63,010.6040.546.55 20046.01 201811.9675.25%24.75%100% IPO6797.05136.111.42 CCB6131.977.310.95 20042075.10%24.90% 20237283.33%11.11%5.56% 222.376362.7731.080.50 673.6471.980.63 201171.2051%19.90%16.14%4.90%4.85%3.21% 6101.5312.750.33 2005265%25%10% 20152370%17.647%12.353% 61.29109.2593.984.13 200910567%33% 66,187.2341.6833.411.17 61.301,500•6415.45290.626.52 201915041040%8.97% 61.50211.90203.939.17 20149.3680%20% 20221 201817.30202192.50%2.50%2.50%2.50%100% 6133.951.160.800.26 680.4614.1649 80%65%92%79460420 500PFlops1PFLOPS1(GPU)20% 699.6%IT 100% 62,6795111,643 614,83614,25314,21923736213,7942334241775834511322023 1410833361601428445,00341,80514,46813,0191609832801,80013,878+ 65.515.051.364.58 2024HarmonyOS NEXTApp4.141.04%10.59% 630898%27.9865.6730(RPA)33 1.3937.5915312.67 2.5798.81%3,889 4.200.99%1,4875.52% 4(MVP)+615.12%15.41% 5,0004.582.29%301.9610.55 STARESGESGPDLGD 63,429.04176.481.35%0.022.07%0.37 6927.23388.990.37% 63,237.45578.890.15 64.32%15.97% 99%1 62.211,691.407,610.441,155.79 100100 III 2024672.41%72.19%88.14%2024125.43%6134.99%(www.sse.com.cn)(www.hkexnews.hk)(www.ccb.cnwww.ccb.com)2024 202463.26 ESGESGESGESGESG IT 648.245002023 20241 1201420204 619.25%14.92%14.01%1.300.880.86