📰 ReutersReutersCodex · 实盘不做把握 3/10
北京时间·🕒 发布 17:46:09时区推断·⟳ 抓取 17:48:18·⚡ 决策 08-03 17:53:22 +5m04s·85.0 天前
印度多家银行披露央行美元存款计划吸收规模
SBI、HSBC印度、ICICI披露6月5日至7月30日分别吸收约41.2亿美元、61.4亿美元、37亿美元FCNR(B)相关存款，但这是负债端资金流入和宏观外汇稳定措施，不是新增利润或订单。
📄 原文Reuters↗ 原文
State Bank of India (SBI.NS), HSBC (HSBA.L) and ICICI Bank (ICBK.NS) have garnered the largest amounts under a central…
不做 State Bank of India（SBI.IN）
央行存款计划下的负债端累计流入，不是短周期可量化盈利催化，不做。
不做 ICICI Bank（ICBK.IN）
37亿美元存款流入缺少明确利润率、净息差或指引增量，且为6月以来累计数据，不做。
不做 HSBC Holdings（HSBA.GB）
印度子公司存款规模相对集团市值和盈利基数太小，无法形成市值级短线交易边际，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
关键理由
- SBI、HSBC印度、ICICI披露6月5日至7月30日分别吸收约41.2亿美元、61.4亿美元、37亿美元FCNR(B)相关存款，但这是负债端资金流入和宏观外汇稳定措施，不是新增利润或订单。
主要风险
- 数据覆盖6月5日至7月30日的累计结果，且方案早在6月推出，短线新鲜交易边际弱。
原文全文
展开原文 · 2,010 字
State Bank of India (SBI.NS), HSBC (HSBA.L) and ICICI Bank (ICBK.NS) have garnered the largest amounts under a central bank scheme to attract dollar deposits from non-resident Indians, government data showed on Monday.
HSBC's India unit raised about $6.14 billion, the most among lenders, while State Bank of India, the country's largest lender, garnered about $4.12 billion between June 5 and July 30, the data showed.
ICICI Bank led private-sector peers with about $3.7 billion in deposits under the scheme. HDFC Bank and Axis Bank, the country's largest and third-largest private lenders respectively, raised about $1.5 billion each.
The central bank's measures, the likes of which were last deployed in 2013 to deal with the Federal Reserve's taper tantrum, were rolled out following a period of sustained depreciation pressure on the rupee.
The currency had declined to a record low in May but has steadied after the measures were announced in June.
The steps are intended to "attract stable foreign currency inflows, strengthen India's balance of payments and help ease recent pressures on the Indian Rupee," Minister of State for Finance Pankaj Chaudhary told the lower house of the Parliament on Monday.
Combined, banks' stock of overseas foreign-currency deposits has grown by nearly $28 billion between June 5 and July 30, reflecting the fresh deposits raised under the scheme.
The Reserve Bank of India said on Saturday the scheme had attracted total inflows of $36.7 billion. The difference likely reflects existing foreign-currency deposits that were rebooked under the scheme.
Outstanding foreign currency non-resident (bank), or FCNR(B), deposits rose to $60.55 billion from $32.56 billion on June 5.
"The pace of capital inflows under FCNR(B), external commercial borrowings and overseas foreign currency borrowings has been much stronger than expected. Total inflows across instruments are likely to be $90 billion, if not higher," IDFC First Bank said in a note.
HSBC's India unit raised about $6.14 billion, the most among lenders, while State Bank of India, the country's largest lender, garnered about $4.12 billion between June 5 and July 30, the data showed.
ICICI Bank led private-sector peers with about $3.7 billion in deposits under the scheme. HDFC Bank and Axis Bank, the country's largest and third-largest private lenders respectively, raised about $1.5 billion each.
The central bank's measures, the likes of which were last deployed in 2013 to deal with the Federal Reserve's taper tantrum, were rolled out following a period of sustained depreciation pressure on the rupee.
The currency had declined to a record low in May but has steadied after the measures were announced in June.
The steps are intended to "attract stable foreign currency inflows, strengthen India's balance of payments and help ease recent pressures on the Indian Rupee," Minister of State for Finance Pankaj Chaudhary told the lower house of the Parliament on Monday.
Combined, banks' stock of overseas foreign-currency deposits has grown by nearly $28 billion between June 5 and July 30, reflecting the fresh deposits raised under the scheme.
The Reserve Bank of India said on Saturday the scheme had attracted total inflows of $36.7 billion. The difference likely reflects existing foreign-currency deposits that were rebooked under the scheme.
Outstanding foreign currency non-resident (bank), or FCNR(B), deposits rose to $60.55 billion from $32.56 billion on June 5.
"The pace of capital inflows under FCNR(B), external commercial borrowings and overseas foreign currency borrowings has been much stronger than expected. Total inflows across instruments are likely to be $90 billion, if not higher," IDFC First Bank said in a note.
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