消息面上，国泰海通证券指出，从基本面展望，银行业绩波动较小，利润基本保持平稳正增长，25H1 上市银行利润增速达0.8%，全年来看，业绩有望保持稳中向好的趋势。此外，从边际变化的角度来 看，银行息差的同比降幅有望持续收窄，利好业绩表现。银河证券则认为，关税不确定性加剧全球资产 价格波动，催生防御性配置需求，带来银行配置机遇。银行板块分红稳定，且经过一段时期回调后股息 率性价比回升，红利价值有望吸引避险资金流入。 内银股多数上扬，截至发稿，招商银行（600036）(03968)涨3.87%，报47.78港元；重庆银行（601963） (01963)涨3.72%，报7.53港元；中信银行（601998）(00998)涨3.23%，报7.04港元；建设银行（601939） (00939)涨2.61%，报7.51港元；中国银行（601988）(03988)涨1.91%，报4.26港元。 ...

Core Viewpoint - The majority of Chinese bank stocks have risen, indicating a positive market sentiment towards the banking sector, supported by stable profit growth and favorable conditions for earnings performance [1] Group 1: Stock Performance - China Merchants Bank (03968) increased by 3.87%, reaching HKD 47.78 - Chongqing Bank (01963) rose by 3.72%, reaching HKD 7.53 - CITIC Bank (00998) saw a 3.23% increase, reaching HKD 7.04 - China Construction Bank (00939) grew by 2.61%, reaching HKD 7.51 - Bank of China (03988) increased by 1.91%, reaching HKD 4.26 [1] Group 2: Earnings Outlook - According to Guotai Junan Securities, the banking sector's performance is expected to remain stable, with a profit growth rate of 0.8% for listed banks in the first half of 2025, indicating a positive trend for the full year [1] - From a marginal change perspective, the year-on-year decline in bank interest margins is expected to continue narrowing, which is beneficial for earnings performance [1] Group 3: Market Conditions - Galaxy Securities notes that increased uncertainty regarding tariffs has heightened global asset price volatility, creating a demand for defensive asset allocation, which presents opportunities for bank investments [1] - The banking sector offers stable dividends, and after a period of adjustment, the dividend yield has become more attractive, likely drawing in risk-averse capital [1]

Core Viewpoint - The A-share market saw a significant rise in the banking sector on October 14, with multiple banks experiencing notable increases in their stock prices, indicating positive market sentiment towards the banking industry [1]. Summary by Category Stock Performance - Chongqing Bank increased by 4.42%, with a total market capitalization of 33.7 billion and a year-to-date increase of 8.84% [2]. - Jiangsu Bank rose by 3.49%, with a market cap of 195.8 billion and a year-to-date increase of 14.13% [2]. - China Merchants Bank saw a rise of 2.49%, with a market cap of 1,036.8 billion and a year-to-date increase of 9.13% [2]. - Everbright Bank increased by 2.39%, with a market cap of 202.7 billion and a year-to-date decrease of 7.21% [2]. - Xiamen Bank rose by 2.33%, with a market cap of 17.4 billion and a year-to-date increase of 19.43% [2]. - Agricultural Bank of China increased by 2.32%, with a market cap of 24,744 billion and a year-to-date increase of 38.35% [2]. - CITIC Bank rose by 2.19%, with a market cap of 415.7 billion and a year-to-date increase of 9.09% [2]. - Industrial Bank increased by 2.18%, with a market cap of 426 billion and a year-to-date increase of 9.96% [2]. - Pudong Development Bank rose by 2.08%, with a market cap of 406.5 billion and a year-to-date increase of 27.86% [2]. - Shanghai Rural Commercial Bank increased by 2.05%, with a market cap of 81.5 billion and a year-to-date increase of 4.08% [2].

Core Viewpoint - The A-share market's banking sector experienced a significant rally, with multiple banks showing notable increases in their stock prices [1] Group 1: Stock Performance - Chongqing Bank saw an increase of over 4% in its stock price [1] - Jiangsu Bank's stock rose by more than 3% [1] - Other banks including China Merchants Bank, Everbright Bank, Xiamen Bank, Agricultural Bank of China, CITIC Bank, Industrial Bank, Shanghai Pudong Development Bank, and Shanghai Rural Commercial Bank all experienced stock price increases of over 2% [1]

Core Viewpoint - The banking sector continues its strong performance, with city commercial banks leading the gains, particularly notable increases in stock prices for several banks [1] Group 1: Stock Performance - City commercial banks are showing significant gains, with Chongqing Bank rising over 6% [1] - Other banks such as Jiangsu Bank, Xiamen Bank, Shanghai Rural Commercial Bank, Agricultural Bank of China, Nanjing Bank, and CITIC Bank all experienced increases of over 2% [1]

10月14日，重庆银行盘中上涨2.05%，截至10:00，报9.47元/股，成交8686.98万元，换手率0.50%，总市 值329.04亿元。 资金流向方面，主力资金净流入404.76万元，特大单买入690.58万元，占比7.95%，卖出416.93万元，占 比4.80%；大单买入1817.19万元，占比20.92%，卖出1686.08万元，占比19.41%。 重庆银行今年以来股价涨6.81%，近5个交易日涨5.11%，近20日跌1.25%，近60日跌14.53%。 资料显示，重庆银行股份有限公司位于香港铜锣湾希慎道33号利园1期19楼1918室，成立日期1996年9月 2日，上市日期2021年2月5日，公司主营业务涉及重庆银行股份有限公司主要在中国从事提供公司及个 人银行产品和服务以及资金市场业务。该公司通过三个业务部门运营。公司银行业务部从事向公司类客 户提供金融产品和服务业务,包括存款和贷款。零售业务部从事向个人客户提供金融产品和服务业务,包 括存款和贷款。资金业务部从事同行拆借、债券投资交易、回购交易以及外汇买卖交易业务。主营业务 收入构成为：公司银行业务75.09%，个人银行业务16.94%，资金 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 BANK OF CHONGQING CO., LTD. * 重慶銀行股份有限公司*（「本行」）董事會（「董事會」）茲通告謹定於2025年10月24日（星期 五）舉行董事會會議，藉以（其中包括）考慮及通過本行及其附屬公司截至2025年9月30日 止九個月之未經審計2025年第三季度業績及派發三季度股息（如有），以及處理其他事 項。 代表董事會 重慶銀行股份有限公司* 董事長 楊秀明 中國重慶，2025年10月13日 於本公告刊發日期，本行的執行董事為楊秀明先生、高嵩先生及侯曦蒙女士；本行的非 執行董事為黃漢興先生、郭喜樂先生、吳珩先生、付巍先生、周宗成先生及余華先生； 本行的獨立非執行董事為朱燕建先生、劉瑞晗女士、汪欽琳女士、曾宏先生及陳鳳翔先 生。 * 本行經中國銀行業監督管理機構批准持有B0206H250000001號金融許可證，並經重慶市市 場監督管理局核准領取統一社會信用代碼為9150000020 ...

Core Viewpoint - Chongqing Bank (01963.HK) announced a board meeting scheduled for October 24, 2025, to consider and approve the unaudited third-quarter results for the nine months ending September 30, 2025, and to discuss the potential distribution of a third-quarter dividend, among other matters [1] Summary by Categories - **Company Announcement** - Chongqing Bank will hold a board meeting on October 24, 2025 [1] - The meeting will address the unaudited third-quarter performance for the nine months ending September 30, 2025 [1] - The board will also consider the distribution of a third-quarter dividend, if applicable [1] - Other matters will be discussed during the meeting [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 1963 董事會會議召開日期 重慶銀行股份有限公司* 董事長 楊秀明 BANK OF CHONGQING CO., LTD. * * 重慶銀行股份有限公司*（「本行」）董事會（「董事會」）茲通告謹定於2025年10月24日（星期 五）舉行董事會會議，藉以（其中包括）考慮及通過本行及其附屬公司截至2025年9月30日 止九個月之未經審計2025年第三季度業績及派發三季度股息（如有），以及處理其他事 項。 代表董事會 於本公告刊發日期，本行的執行董事為楊秀明先生、高嵩先生及侯曦蒙女士；本行的非 執行董事為黃漢興先生、郭喜樂先生、吳珩先生、付巍先生、周宗成先生及余華先生； 本行的獨立非執行董事為朱燕建先生、劉瑞晗女士、汪欽琳女士、曾宏先生及陳鳳翔先 生。 * 本行經中國銀行業監督管理機構批准持有B0206H250000001號金融許可證，並經重慶市市 場監督管理局核准領取統一社會信用代碼為9150000020 ...

Core Viewpoint - The banking sector experienced a significant rise on October 13, with notable increases in stock prices for several banks, amidst concerns over new tariffs imposed by the U.S. on Chinese products starting November 1 [1] Group 1: Market Reaction - Shanghai Pudong Development Bank saw a stock increase of over 6%, while Nanjing Bank and Chongqing Rural Commercial Bank rose by more than 4%, and other banks like Shanghai Bank and Qilu Bank increased by approximately 3% [1] Group 2: Tariff Impact Analysis - The new tariffs, announced by U.S. President Trump, could have a controllable overall impact on banks, but regional banks in export-oriented areas may face heightened risks [1] - Major state-owned banks with global operations have an average of 10.5% of their revenue coming from overseas as of June 2025, indicating potential vulnerability to tariff-related uncertainties [1] - Regions with high export-to-GDP ratios, such as the Yangtze River Delta and Pearl River Delta, may experience significant impacts, affecting financing needs of export-related industries and potentially leading to pressure on local banks' corporate and retail lending as well as asset quality [1] Group 3: Investment Opportunities - The uncertainty surrounding tariffs may increase global asset price volatility, creating a demand for defensive asset allocations, which could present opportunities for banks [1] - The banking sector's stable dividends, combined with a recent price correction, have improved the attractiveness of dividend yields, likely drawing in risk-averse capital [1]