编号：2025-11 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他： | | 参与单位名称 | 西部证券 孙寅、周安桐、程宵凯，国泰基金 王韶怀，平安 | | 及人员姓名 | 养老 郭松 | | 时间 | 年 月 日（星期四）14:00-15:00 2025 9 18 | | 地点 | 青岛银行股份有限公司总行 6 楼会议室 | | 上市公司接待 | 本行高管、相关部门负责人及工作人员 | | 人员姓名 | | | | 1.青岛银行下半年金融市场业务投资策略如何? | | | 答：上半年，本行加强金融投资规模与收益监控，有效 | | | 应对债市波动，实现了金融市场非息收入的同比增长。2025 | | | 年上半年，投资收益和公允价值变动损益合计 15.10 亿元， | | | 同比增加 2.12 亿元，同比增长 16.37%。下一步，本行将持 | | | 续优化投资交易策略，加强市场研判，精确择时，灵活调仓， | | 投资者关系活 动主要内容 | 提升资产投资 ...

| 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601009 南京银行 | | -4086.56万 | 7.25% | -3889.05万 | -6.90% | -197.51万 | -0.35% | | 601229 | 上海银行 | 2646.11万 | 3.54% | 1670.36万 | 2.23% | -4316.47万 | -5.77% | | 001227 兰州银行 | | 2543.06万 | 9.78% | -1470.95万 | -5.66% | -1072.11万 | -4.12% | | 601665 齐鲁银行 | | 2024.12万 | 3.92% | 1170.13万 | 2.27% | -3194.25万 | -6.19% | | 600928 西安银行 | | 1098.84万 | 5.91% | -129.18万 | -0.70% | -969.66万 | -5.22% | | ...

Group 1 - Qingdao Bank's stock price decreased by 2.01% on September 18, trading at 4.87 CNY per share with a total market capitalization of 28.345 billion CNY [1] - The bank's main business segments include corporate banking (47.29%), financial market business (26.27%), retail banking (21.87%), and other unallocated projects (4.57%) [1] - Year-to-date, Qingdao Bank's stock price has increased by 30.91%, but it has seen a decline of 6.70% over the last five trading days, 4.13% over the last 20 days, and 7.77% over the last 60 days [1] Group 2 - As of June 30, the number of shareholders of Qingdao Bank reached 51,100, an increase of 0.51% from the previous period [2] - For the first half of 2025, Qingdao Bank reported a net profit of 3.065 billion CNY, representing a year-on-year growth of 16.05% [2] - Since its A-share listing, Qingdao Bank has distributed a total of 6.341 billion CNY in dividends, with 2.794 billion CNY distributed over the last three years [3]

Group 1 - Several city commercial banks in A-shares have seen significant share buybacks amid stock price corrections [1][2] - Qilu Bank announced a plan for its directors and senior management to buy back shares worth no less than 3.5 million yuan between September 16, 2025, and December 31, 2025 [1] - Suzhou Bank's directors and senior management plan to buy back shares worth at least 4.2 million yuan from September 8, 2025, to December 31, 2025, reflecting confidence in the bank's future [1] Group 2 - Major shareholders of several city commercial banks are also increasing their stakes [2] - Qingdao Bank's major shareholder plans to buy between 233 million and 291 million shares, raising their total stake to between 19% and 19.99% [2] - Nanjing Bank's major shareholder increased their stake from 12.56% to 13.02% by acquiring 56.78 million shares [2] Group 3 - Chengdu Bank's controlling entities increased their holdings by 4.77 million and 4.36 million shares, with total investments of approximately 87 million yuan and 79.6 million yuan respectively [3] - As of September 17, only four out of 42 A-share listed banks showed a price increase over the past 60 days, while the majority experienced declines, with some city commercial banks dropping over 10% [3]

Core Viewpoint - A surge in bank stock buybacks has been observed, driven by strong fundamentals in the banking sector, with over 60% of listed banks reporting growth in both revenue and net profit in the first half of 2025 [1][7]. Group 1: Bank Buybacks - Multiple banks, including Everbright Bank, Nanjing Bank, Huaxia Bank, and Suzhou Bank, have announced significant share buybacks by major shareholders and management [1][2][3][4]. - Everbright Bank's major shareholder plans to increase its stake by investing between 50 million to 100 million yuan, while Nanjing Bank's major shareholder increased its stake by 5677.98 million shares, raising its ownership from 12.56% to 13.02% [2][3]. - Huaxia Bank's management completed their buyback plan ahead of schedule, acquiring shares worth 3190.2 million yuan, exceeding the planned minimum by 106.34% [3]. Group 2: Financial Performance - In the first half of 2025, 42 listed banks reported a total revenue of 2.92 trillion yuan and a net profit of approximately 1.1 trillion yuan, with 26 banks achieving growth in both metrics [7]. - The banking sector has seen improvements in asset quality and net interest margins, contributing to a positive outlook for future growth [4][8]. Group 3: Market Sentiment and Investment Value - The buyback activities are seen as a vote of confidence from shareholders and management regarding the banks' long-term investment value and future prospects [4][5]. - Analysts suggest that the recent buybacks and the overall performance of bank stocks indicate a recovery in valuations, with many banks announcing mid-term dividend plans, enhancing their investment appeal [7][8]. Group 4: Long-term Trends - The banking sector is undergoing a significant transformation, shifting from traditional growth models to a focus on quality and resilience, which is expected to enhance capital efficiency and increase non-interest income [9]. - This transformation is likely to position bank stocks as a balanced defensive and income-generating asset in investment portfolios, particularly in a low-interest-rate environment [9].

北京商报讯（记者 宋亦桐）9月16日，青岛银行发布公告指出，该行于2025年9月15日收到青岛国信产 融控股（集团）有限公司（以下简称"国信产融控股"）出具的《关于增持青岛银行股份有限公司股份的 告知函》和《简式权益变动报告书》。 据悉，国信产融控股于2025年9月15日通过港股通渠道增持青岛银行H股股份58.25万股，占该行股份总 数的0.01%。本次增持后，国信产融控股持有青岛银行股份约6.55亿股，占该行股份总数的11.26%。国 信产融控股及其一致行动人合计持有青岛银行股份约8.73亿股，占该行股份总数的15.00%，权益变动合 计数触及5%整数倍。 ...

青岛银行（002948）(03866)公布，该行于2025年9月15日收到青岛国信产融控股(集团)有限公司(以下简 称"国信产融控股")出具的《关于增持青岛银行股份有限公司股份的告知函》和《简式权益变动报告 书》。国信产融控股于2025年9月15日通过港股通渠道增持该行H股股份58.25万股，占该行股份总数的 0.01%。本次增持后，国信产融控股持有该行股份655,205,743股，占该行股份总数的11.26%。国信产融 控股及其一致行动人合计持有本行股份873,053,673股，占该行股份总数的15.00%，权益变动合计数触 及5%整数倍。 ...

智通财经APP讯，青岛银行(03866)公布，该行于2025年9月15日收到青岛国信产融控股(集团)有限公司 (以下简称"国信产融控股")出具的《关于增持青岛银行股份有限公司股份的告知函》和《简式权益变动 报告书》。国信产融控股于2025年9月15日通过港股通渠道增持该行H股股份58.25万股，占该行股份总 数的0.01%。本次增持后，国信产融控股持有该行股份655,205,743股，占该行股份总数的11.26%。国信 产融控股及其一致行动人合计持有本行股份873,053,673股，占该行股份总数的15.00%，权益变动合计 数触及5%整数倍。 ...

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份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Bank of Qingdao Co., Ltd.* 青 島 銀 行 股 份 有 限 公 司 * （ 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ） （H股股份代號：3866） 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條作出。 如下公告已於深圳證券交易所網站刊登，僅供參閱。 青島銀行股份有限公司 (1)關於股東及其一致行動人權益變動觸及5%整數倍的提示性公告； (2)簡式權益變動報告書 特此公告。 承董事會命 青島銀行股份有限公司* 景在倫 董事長 中國山東省青島市 2025年9月16日 於本公告日期，董事會包括執行董事景在倫先生、吳顯明先生、陳霜女士及劉 鵬先生；非執行董事周雲傑先生、Rosario Strano先生、譚麗霞女士、Giamberto Giraldo先生及鄧友成先生；獨立非執行董事邢樂成先生、張旭先生、張文礎先 生、杜 ...

青岛银行股份有限公司 简式权益变动报告书 上市公司名称：青岛银行股份有限公司 股票上市地点：深圳证券交易所、香港联合交易所有限公司 股票简称：青岛银行 股票代码：002948（A 股）、03866（H 股） 名称：青岛国信金融控股有限公司 住所：山东省青岛市崂山区仙霞岭路 31 号 1 号楼 通讯地址：山东省青岛市市南区香港西路 48 号海天中心 T2 写字楼 一致行动人 2： 名称：青岛国信资本投资有限公司 住所：山东省青岛市崂山区仙霞岭路 31 号 1 号楼 通讯地址：山东省青岛市市南区香港西路 48 号海天中心 T2 写字楼 权益变动性质：信息披露义务人增持股份 签署日期：二〇二五年九月十五日 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办 法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告 书》及相关法律、法规及部门规章的有关规定编写。 信息披露义务人：青岛国信产融控股（集团）有限公司 住所：山东省青岛市市南区香港西路 48 号海天中心 T2 写字楼 通讯地址：山东省青岛市市南区香港西路 48 号海天中心 T2 写字楼 一致行动人 1 ...