Greater China Banks Daily "Banks stepped up lending under regulatory gui..."

Research evidence excerpt

Greater China Banks Daily "Banks stepped up lending under regulatory gui..."

Global Research

4 June 2026ab

Greater China Banks Daily Equities

ChinaBanks stepped up lending under regulatory

guidance; A-share account openings jump 78% Banks

in May as retail trading stays strong MayAnalystYan

may.yan@ubs.com

+852-2971 7157

Banks stepped up lending under regulatory guidance Alex Ye

Analyst

Cailian, Jun 3: Banks in several regions are being encouraged by regulators to step up S1460522090005

lending in a measured way, according to Cailian sources. Some lenders said eligible alex.ye@ubs.com

branches may increase credit issuance through operating loans, housing mortgages and +86 755 2215 8858

even bill financing. Even so, risk standards have not been meaningfully relaxed. That

Catherine Yang, CFA

suggests the policy push is aimed at supporting credit growth without compromising Analyst

asset quality. For banks, the key challenge remains balancing loan expansion with S1460526010003

prudent risk control. catherine-za.yang@ubs.com

+86-755-2215 8860

A-share account openings jump 78% in May as retail trading stays strong Helen Li, CFA

STCN, Jun 3: China’s retail trading momentum remained strong in May, with 2.77 Analyst

million new A-share accounts opened, up 77.8% YoY and 11% from April, according to helen-za.li@ubs.com

Shanghai Stock Exchange data. The rebound suggests April’s sharp slowdown was +852-2971 6066

temporary, with personal investors accounting for almost all new openings at 2.76

million, while institutions added just over 10,000 accounts. In the first five months of

2026, total new A-share accounts reached 17.30 million, already more than 60% of the

27.43 million opened in all of 2025. That puts this year’s pace well ahead of last year.