最新一期业绩显示，2025年一季报，公司实现营业收入35.81亿元，同比5.30%；净利润16.24亿元，同 比5.33%。 6月12日，重庆银行今日收盘11.32元，上涨1.07%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到7.56倍，总市值393.32亿元。 从行业市盈率排名来看，公司所处的银行行业市盈率平均6.78倍，行业中值6.51倍，重庆银行排名第38 位。 股东方面，截至2025年3月31日，重庆银行股东户数35943户，较上次减少4248户，户均持股市值35.28 万元，户均持股数量2.76万股。 重庆银行股份有限公司的主营业务是银行业务及有关的金融服务。公司的主要产品是公司银行业务、普 惠金融业务、个人银行业务、金融市场业务、投资银行业务、贸易金融业务。2024年1月，在工业和信 息化部信息通信管理局组织的评选中，本行荣获"2023年移动互联网应用服务能力提升优秀案例"。2024 年1月，本行获得中国标准化协会良好行为认证，成为全国首家初次参评即获得4A级的金融机构。2024 年1月，在《零售银行》杂志举办的2024深圳湾零售银行高峰论坛上，本行荣获"十佳财富管理新锐 奖"。 ...

文/王强 金融活水润青山 "守着万亩竹林，以前贷款却难如登天。"梁平区林业局相关人员对记者感叹道。 这片享有"中国寿竹之乡"、"中国天然氧吧"美誉的百里竹海，静卧于明月山深处，因绵延百里的翠竹而得名。然 而，长期以来，集体林地经营权确权难、生态价值度量难、资源变现难，如同三座大山横亘眼前，让这片"绿色宝 藏"难以转化为发展资本。 梁平区是重庆市国家生态产品总值核算试点、深化集体林权制度改革综合试点"双试点"区县，重庆银行敏锐捕捉 到区域政策机遇，创新推出"集体林地经营权+生态产品价值"抵押贷款，助力企业生态价值变现，填补企业发展资 金缺口，为生态资源转化为发展资本开辟新路径。 部分集体林地经营权存在权属不清、证地不符等问题，导致评估难度大、抵押登记难。为保障集体林权改革持续 推进，重庆林业主管部门及金融监管机构配套多项保障机制，重庆银行抓住政策契机，主动协调相关机构，解决 集体林地经营权确权和登记问题，成功完成1053亩集体林地经营权的抵押登记，打通抵押路径。 评估核算是盘活生态产品价值路径的关键一环，但由于林地构成复杂、集体林地权属不清等问题，林地资源价值 在核算变现实践中较为困难。为实现项目范围内产品价值 ...

证券代码：601963 证券简称：重庆银行 公告编号：2025-042 可转债代码：113056 可转债简称：重银转债 本期债券发行的募集资金在扣除发行费用后，将依据适用法律和监管部门的 批准，全部用于支持科技创新领域业务。 特此公告。 重庆银行股份有限公司董事会 2025 年 6 月 9 日 1 重庆银行股份有限公司 关于科技创新债券发行完毕的公告 本行董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 经中国人民银行批准，重庆银行股份有限公司（以下简称"本行"）2025 年 科技创新债券（第一期）（以下简称"本期债券"）于 2025 年 6 月 5 日簿记建档， 2025 年 6 月 9 日发行完毕。本期债券为 5 年期固定利率债券，发行规模为人民 币 30 亿元，票面利率为 1.85%。 ...

2025 年 06 月 08 日 行业周报 看好/维持 银行 银行 银行周报（0602-0608）：央行买断式逆回购呵护流动性 ◼ 走势比较 (20%) (8%) 4% 16% 28% 40% 24/6/3 24/8/14 24/10/25 25/1/5 25/3/18 25/5/29 ◼ 子行业评级 | 国有银行 | 看好 | | --- | --- | | 股份制银行 | 看好 | | 区域性银行 | 看好 | | 推荐公司及评级 ◼ | | | 中信银行 | 增持 | | 招商银行 | 买入 | | 重庆银行 | 增持 | | 渝农商行 | 买入 | 相关研究报告 <<银行周报（0526-0601）：全国农信 社改革再下一城>>--2025-06-03 <<银行周报（0519-0525）：存款挂牌 利率调降呵护银行息差>>--2025- 05-26 证券分析师：夏芈卬 电话：010-88695119 E-MAIL：xiama@tpyzq.com 分析师登记编号：S1190523030003 研究助理：王子钦 E-MAIL：wangziqin@tpyzq.com 一般证券业务登记编号：S119012401 ...

Core Points - The company announced a cash dividend distribution of CNY 0.248 per share for A-shares, approved at the 2024 annual general meeting held on April 22, 2025 [2][4] - The total cash dividend distribution amounts to CNY 861,696,051.54, based on a total share capital of 3,474,580,853 shares [4] - The cash dividend for A-shares totals CNY 470,098,890.17, based on a total A-share capital of 1,895,560,041 shares [4] Distribution Plan - The cash dividend will be distributed to shareholders registered with China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the registration date [3][5] - The distribution method includes direct payment to certain shareholders and through the clearing system for others [5][6] - There will be no differential dividend distribution [5] Taxation Details - For individual shareholders and securities investment funds holding A-shares, no personal income tax will be withheld at the time of dividend distribution [8] - The actual tax burden varies based on the holding period, with a maximum of 20% for shares held for one month or less [8][9] - For qualified foreign institutional investors (QFII), a 10% withholding tax will apply, resulting in a net dividend of CNY 0.2232 per share [9][10] Convertible Bond Adjustment - The company will adjust the conversion price of its convertible bonds ("重银转债") from CNY 9.92 to CNY 9.67, effective June 10, 2025, following the dividend distribution [15][18] - The adjustment is based on the formula that deducts the cash dividend from the previous conversion price [18] - The convertible bonds will be suspended from conversion from June 3, 2025, until the registration date of the dividend distribution [14][18]

调整 A 股可转换公司债券转股价格的公告 本行董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券停复牌情况：适用 因实施 2024 年年度普通股权益分派，重庆银行股份有限公司（以下简称"本 行"）的相关证券停复牌情况如下：自 2024 年年度权益分派实施公告前一日（2025 年 6 月 3 日）至权益分派股权登记日（2025 年 6 月 9 日）期间，"重银转债"将停 止转股。本次权益分派股权登记日后的第一个交易日（2025 年 6 月 10 日）起"重 银转债"恢复转股。 证券代码：601963 证券简称：重庆银行 公告编号：2025-041 可转债代码：113056 可转债简称：重银转债 重庆银行股份有限公司 关于根据 2024 年度利润分配方案 2025 年 4 月 22 日，本行 2024 年度股东大会审议通过了《关于〈2024 年度利 润分配方案〉的议案》，决定以实施权益分派股权登记日 A 股和 H 股总股本为基 数，向登记在册的全体股东派发现金股息，每 10 股现金分红人民币 2.48 元（含税）。 本 ...

证券代码：601963 证券简称：重庆银行 公告编号：2025-040 可转债代码：113056 可转债简称：重银转债 重庆银行股份有限公司2024年年度权益分派实施公告 本行董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 每股分配比例：A 股每股现金红利0.248元 相关日期： | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | A 股 | 2025/6/9 | － | 2025/6/10 | 2025/6/10 | 二、分配方案 1、发放年度：2024年年度 2、分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本行全体股东。 有关 H 股股东的分红派息事宜不适用本公告，具体请参见本行在香港联合交 易所披露易网站（www.hkexnews.hk）和本行网站（www.cqcbank.com）发布的《于 2025 年 4 月 2 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年5月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 重慶銀行股份有限公司 呈交日期: 2025年6月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01963 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,579,020,812 | RMB | | 1 RMB | | 1,579,020,812 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 1,579,020,812 | RMB | | 1 RMB | | 1,579,020,812 | | 2. 股份分類 | 普通股 | 股份類 ...

Report Summary - The report presents the top ten convertible bonds for June 2025, including their ratings, closing prices at the end of May, conversion premium rates, and trailing twelve - month price - to - earnings ratios (PE - TTM) of the underlying stocks [1][7][13]. Core Viewpoints - The report provides an in - depth analysis of the top ten convertible bonds in June 2025, highlighting the business profiles, financial performance, and key attractions of the issuing companies. Company - Specific Summaries 1. Zhongte Convertible Bond - Issued by a globally leading special steel manufacturer with an annual production capacity of about 20 million tons. In 2024, its revenue was 109.203 billion yuan (down 4.22% year - on - year), and net profit attributable to shareholders was 5.126 billion yuan (down 10.41% year - on - year). In Q1 2025, revenue was 26.84 billion yuan (down 5.59% year - on - year), and net profit attributable to shareholders was 1.384 billion yuan (up 1.76% year - on - year) [13]. - Key attractions include being one of the world's most comprehensive special steel enterprises in terms of variety and specification, having a complete industrial chain, and seeking external expansion opportunities [14]. 2. Shanlu Convertible Bond - Issued by a company mainly engaged in road and bridge construction and maintenance, with diversified business expansion. In 2024, its revenue was 71.348 billion yuan (down 2.3% year - on - year), and net profit attributable to shareholders was 2.322 billion yuan (up 1.47% year - on - year). In Q1 2025, revenue was 9.764 billion yuan (up 1.95% year - on - year), and net profit attributable to shareholders was 0.249 billion yuan (up 1.89% year - on - year) [22]. - Key attractions are having the concept of "China Special Valuation", potential improvement in balance sheet and order volume under debt resolution, benefiting from infrastructure construction plans in Shandong Province, and seizing Belt and Road opportunities [23]. 3. Guangda Convertible Bond - Issued by a company focusing on high - end equipment special steel materials and new - energy wind power components. In 2024, its revenue was 4.003 billion yuan (up 5.67% year - on - year), and net profit attributable to shareholders was 0.115 billion yuan (up 4.97% year - on - year). In Q1 2025, revenue was 1.122 billion yuan (up 25.75% year - on - year), and net profit attributable to shareholders was 0.074 billion yuan (up 1488.76% year - on - year) [33]. - Key attractions include the growing demand for wind power installation in 2025 - 2026, product structure optimization, and expansion of product applications [34]. 4. Aima Convertible Bond - Issued by the leading enterprise in the electric two - wheeler industry. In 2024, its revenue was 21.606 billion yuan (up 2.71% year - on - year), and net profit attributable to shareholders was 1.988 billion yuan (up 5.68% year - on - year). In Q1 2025, revenue was 6.232 billion yuan (up 25.82% year - on - year), and net profit attributable to shareholders was 0.605 billion yuan (up 25.12% year - on - year) [44]. - Key attractions are the potential continuation of government subsidies for trade - ins, the implementation of new national standards, and the potential improvement in gross margin [45]. 5. Xingye Convertible Bond - Issued by one of the first - batch joint - stock commercial banks in China, evolving into a modern financial service group. In 2024, its revenue was 212.226 billion yuan (up 0.66% year - on - year), and net profit attributable to shareholders was 77.205 billion yuan (up 0.12% year - on - year). In Q1 2025, revenue was 55.683 billion yuan (down 3.58% year - on - year), and net profit attributable to shareholders was 23.796 billion yuan (down 2.22% year - on - year) [54]. - Key attractions include stable growth in net interest income, stable asset quality, and continuous growth in scale and customer base [55]. 6. Yonghe Convertible Bond - Issued by a company engaged in the R & D, production, and sales of fluorochemical products. In 2024, its revenue was 4.606 billion yuan (up 5.42% year - on - year), and net profit attributable to shareholders was 0.251 billion yuan (up 36.83% year - on - year). In Q1 2025, revenue was 1.138 billion yuan (up 12.36% year - on - year), and net profit attributable to shareholders was 0.097 billion yuan (up 161.66% year - on - year) [67]. - Key attractions are the price recovery of refrigerant products, the stable performance of fluoropolymer products, and the profitability improvement of a subsidiary's project [68]. 7. Chongyin Convertible Bond - Issued by the earliest local joint - stock commercial bank in the upper reaches of the Yangtze River and Southwest China. In 2024, its revenue was 13.679 billion yuan (up 3.54% year - on - year), and net profit attributable to shareholders was 5.117 billion yuan (up 3.8% year - on - year). In Q1 2025, revenue was 3.581 billion yuan (up 5.3% year - on - year), and net profit attributable to shareholders was 1.624 billion yuan (up 5.33% year - on - year) [76]. - Key attractions are the development opportunities in the Chengdu - Chongqing economic circle, stable asset scale growth, and proactive risk management [77]. 8. Baidian Convertible Bond - Issued by a high - tech enterprise in the power distribution and control equipment field. In 2024, its revenue was 4.985 billion yuan (up 15.12% year - on - year), and net profit attributable to shareholders was 0.196 billion yuan (up 79.05% year - on - year). In Q1 2025, revenue was 0.976 billion yuan (up 4.68% year - on - year), and net profit attributable to shareholders was 0.037 billion yuan (up 11.47% year - on - year) [88]. - Key attractions are the potential improvement in profitability and a large number of outstanding orders [89]. 9. Huayuan Convertible Bond - Issued by a company focusing on the vitamin D3 industry chain. In 2024, its revenue was 1.243 billion yuan (up 13.58% year - on - year), and net profit attributable to shareholders was 0.309 billion yuan (up 60.76% year - on - year). In Q1 2025, revenue was 0.326 billion yuan (down 1.18% year - on - year), and net profit attributable to shareholders was 0.097 billion yuan (up 5.5% year - on - year) [101]. - Key attractions are leading products in the market, product expansion plans, and a focus on chronic disease drugs [102]. 10. Yushui Convertible Bond - Issued by the largest water supply and drainage integrated enterprise in Chongqing. In 2024, its revenue was 6.999 billion yuan (down 3.52% year - on - year), and net profit attributable to shareholders was 0.785 billion yuan (down 27.88% year - on - year). In Q1 2025, revenue was 1.652 billion yuan (up 8.66% year - on - year), and net profit attributable to shareholders was 0.237 billion yuan (up 28.91% year - on - year) [112]. - Key attractions are a stable monopoly position in the local market, business expansion, and effective cost control [113].

——银行业周度追踪 2025 年第 21 周 报告要点 [Table_Summary] 截至 5 月 30 日一周长江银行指数累计上涨 0.1%，相较沪深 300 指数超额收益 1.2%，相较创 业板指数超额收益 1.5%。近期在主动基金增配的逻辑驱动下，市场对银行股关注度明显提升， 板块延续上涨趋势，其中重点关注业绩相对优异的城商行。个股层面，杭州银行涨幅领先，5 月 26 日可转债触发强赎条件后股价未调整直接上涨创新高，受此市场情绪影响，股价超过转债强 赎价的南京银行股价也明显上涨，另外苏农银行、厦门银行、瑞丰银行等中小银行涨幅也靠前， 均为中证 1000 指数成分股，主动公募持仓低；渝农商行、上海银行、重庆银行等股价回调。 分析师及联系人 [Table_Author] 丨证券研究报告丨 行业研究丨行业周报丨银行 [Table_Title] 房地产贷款增速转正，按揭多增 马祥云 盛悦菲 SAC：S0490521120002 SAC：S0490524070002 SFC：BUT916 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Title 房 ...