FF301 致：香港交易及結算所有限公司 公司名稱: 貴州銀行股份有限公司（「本行」） 呈交日期: 2026年2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) | 06199 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 2,200,000,000 | RMB | | 1 RMB | | 2,200,000,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 2,200,000,000 | RMB | | 1 RMB | | 2,200,000,000 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | ...

值得注意的是，上述股票的持有人钟山开投与竞得方贵州水投均为国资背景企业。贵州水投也是贵州银行的股东之一。据贵州银行定期报告，截至2025年6 月末，该公司持有贵州银行逾1.91亿股，占该行总股本的1.31%，为第九大内资股股东。 1月15日，贵州水投还以约1842.51万元的价格，在法拍市场拿下贵州宏财投资集团有限责任公司所持有的贵州银行2000万股内资股。 1月26日至27日，贵阳市中级人民法院通过淘宝司法拍卖网络平台，对贵州钟山开发投资（集团）有限责任公司（以下简称"钟山开投"）持有的贵州银行1亿 股股票进行了首次公开拍卖。拍卖竞价结果显示，贵州水投资本管理有限责任公司（以下简称"贵州水投"）以最高应价胜出，拍卖成交价为9200万元。 日前，贵州银行1亿股股票在阿里拍卖平台上拍卖成交。 ...

一笔由国资持有的贵州银行（HK06199，股价0.980港元，市值142.96亿港元）1亿股股票，首拍即告落 槌成交。 目前，贵州宏财投资集团名下仍有约6025万股贵州银行内资股在同一平台变卖，变卖价约为6131万元， 在评估价基础上打了逾6折。虽然该笔股权60天的变卖期已过大半，但截至发稿时仍无人报名。 法拍市场股东连续"扫货" 2026年1月26日至27日，贵阳市中级人民法院通过淘宝司法拍卖网络平台，对贵州钟山开投公司持有的 贵州银行1亿股股票进行了首次公开拍卖。 公开信息显示，贵州钟山开投公司是一家综合性国有企业，由贵州省六盘水市钟山区国有资产和金融服 务中心控股，实际控制人为六盘水市钟山区人民政府。公司主要承接六盘水市钟山区内社会重大项目的 经营建设和房地产开发销售运营业务，已发展成为当地城投背景房地产开发公司的龙头企业。 近年来，贵州钟山开投公司因对外担保借款合同纠纷等多次涉诉，并被列为被执行人。根据竞买公告， 本次拍卖源于"（2025）黔01执恢340号"执行案件，拍卖标的为1亿股贵州银行股票，不包括股息、红利 等，议价9200万元，并以相同的价格起拍。拍卖期间，仅一名竞拍者报名参与。 1月26日 ...

智通财经记者 | 安震 此前，苏州农商银行（苏农商行，603323.SH）吸收合并张家港渝农商村镇银行议案获通过，但反对票 达13.08%。 相比之下，银行日常经营中股东对议案表决赞成比例通常在99%以上，而吸收合并中小地方银行为何频 繁遭到部分股东反对？ 中小股东"发声"投下反对票 从上市银行公告的一些案例中可以看出，部分股东对于银行吸收合并议案存在不同意见。 比如，1月15日，苏农商行召开2026年第一次临时股东会，审议通过了关于吸收合并江苏张家港渝农商 村镇银行并设立分支机构的议案。该议案获得85.97%的同意票，反对票占比13.08%，弃权票占比 0.95%。其中，持股5%以下的股东同意比例为80.25%，反对和弃权比例分别为18.42%和1.34%。 这样的情况并非孤例。贵州银行（06199.HK）在第三次临时股东大会上审议通过收购盘州万和村镇银 行、凯里东南村镇银行和白云德信村镇银行并设立支行的三项议案。每项议案反对票均超过1.5%，弃 权票均超过3.7%。 此外，去年11月，贵阳银行（601997.SH）拟收购息烽发展村镇银行并设立分支机构的议案获得80.83% 的赞成票，反对票达19.07%， ...

以下为原文： 国家金融监督管理总局遵义监管分局 行政处罚信息公开表 (遵金罚决字〔2026〕 7-10号) | 序号 | 当事人名 | 行政处罚决 | 主要违法违 | 行政处 | 作出决 | | --- | --- | --- | --- | --- | --- | | | 称 | 定书文号 | 规行为 | 罚内容 | 定机关 | | 1 | 绥阳黔北 村镇银行 | 遵金罚决字 (2026) 7 | | 罚款30 | | | | 有限责任 | | | 万元 | | | | 公司 荷物波 | 를 | | | | | | (时任绥 阳黔北村 | 遵金罚决字 | | | | | 2 | 镇银行有 | (2026) 8 | | 警告 | | | | 限责任公 | 를 | | | | | | 司营销团 | | | | | | | 队经理) | | 贷前调查不 | | | | | 李瑶(时 | | 尽职,严重 | | 遵义金 | | | 任绥阳黔 | | 违反审慎经 | | 融监管 | | | 北村镇银 | 遵金罚决字 | 营规则 | | 分局 | | 3 | 行有限责 | (2026) 9 | | 警告 | | | | ...

Core Viewpoint - The article discusses the increasing trend of personal non-performing loan (NPL) transfers in the banking sector, driven by regulatory changes and the rising pressure of bad debts on financial institutions [1][5]. Group 1: Market Dynamics - The personal NPL transfer market is experiencing a surge, with transaction volumes rising from 186.48 billion in 2021 to 965.30 billion in 2023, and projected to reach 1583.50 billion in 2024 [3][4]. - As of January 22, 2026, there were 20 new announcements for personal NPL transfers within the month, indicating heightened activity in the market [2][8]. - The average discount rate for personal NPL packages has significantly decreased, with rates dropping from 8%-10% before 2023 to around 5% in 2026 [10][11]. Group 2: Regulatory Impact - A regulatory notification extended the trial period for bulk transfers of personal NPLs until December 31, 2026, allowing a wider range of financial institutions to participate in the transfer process [2][4]. - The expansion of trial institutions to include city commercial banks and rural commercial banks has led to a notable increase in the volume of NPL transfers [5][17]. Group 3: Borrower Profile and Economic Context - The borrower demographic for personal NPLs includes failed entrepreneurs, unemployed individuals relying on credit cards for living expenses, and consumers with excessive debt [4][20]. - The economic backdrop, characterized by macroeconomic fluctuations and income instability, has exacerbated the bad debt situation, compelling banks to offload risk assets [5][20]. Group 4: Challenges in Asset Recovery - The recovery rates for NPLs have declined, with some packages facing average recovery rates below 6%, marking the lowest in five years [12][13]. - Financial institutions are facing challenges in asset valuation and recovery due to incomplete documentation and inefficient legal processes [26][28]. Group 5: Strategic Adjustments - Banks are adapting their strategies by improving the quality of NPL packages, such as reducing overdue times and increasing the concentration of borrowers in economically developed areas [24][25]. - There is a push for enhanced transparency and standardization in the NPL transfer process to improve market confidence and asset pricing [28].

特殊支付安排 贵州银行公告显示，该行与龙里国丰村镇银行签署的存款承接协议于2026年1月12日签署确认协议后生 效。根据协议，自承接日起，龙里国丰村镇银行就标的存款项下形成的债务及相关权利，由贵州银行承 接。截至承接日，标的存款本息总额共计19.13亿元，扣除龙里国丰村镇银行随债务承继的相关权益 后，最终承接对价为18.49亿元。 外界对于此次交易关注的焦点在于支付安排。贵州银行并非直接支付现金，而是通过获取一项信托计划 的受益份额来完成对价支付——龙里国丰村镇银行以资产收益权委托设立信托计划，贵州银行则以承接 存款形成的债权领受相应信托计划受益份额，用以支付承接存款的对价。 "也就是通过债权置换信托计划受益份额，不直接以现金支付，跳出'股权并购+现金承接'的传统框架， 无需复杂股权谈判即可快速承接存款债务。"国家金融与发展实验室副主任曾刚向记者介绍。 天眼查信息显示，龙里国丰村镇银行成立于2008年12月，由贵州银行作为主发起行设立，其股东包括贵 州银行（持股25.36%）、贵州贵明实业股份有限公司（持股8.93%）、贵定县国有资本营运有限责任公 司（持股8.93%）等。 近日，一宗涉及19.13亿元存款的 ...

近日，一宗涉及19.13亿元存款的承接交易，因其"非现金"支付安排引发市场关注。根据贵州银行发布 的公告，该行主发起设立的龙里国丰村镇银行以资产收益权委托设立信托计划，贵州银行以通过承接该 村镇银行全部存款所形成的债权，领受相应信托计划受益份额，并以此完成交易支付。 业内人士认为，这相当于一笔"不付钱"的承接：村镇银行未实际移交存款，贵州银行也暂未支付大额对 价。2026年以来，村镇银行改革持续深化，多家主发起行通过"村改支"等方式推进整合。此次交易被视 为中小银行改革化险中的创新性尝试：在实现存款债务平稳过渡的同时，借助信托工具隔离潜在资产风 险，并缓解主发起行的即时资本与流动性压力。不过，风险并未消失，只是发生了形态转换，其最终处 置成效仍待市场检验。 ● 本报记者 吴杨 特殊支付安排 就引入信托工具的具体考量，记者联系贵州银行采访，截至发稿时未获该行回复。 曾刚表示，这种模式可以避免主发起行大额现金支出，保护流动性和资本充足水平；同时，凭借信托财 产独立性将村镇银行的质地不均的资产包（主要是贷款）隔离在自身资产负债表之外，构成"无现金、 不并表"的处置新模式。"这既为处置潜在不良资产提供了缓冲空间，又能 ...

Core Viewpoint - The article highlights the successful collaboration between Guizhou Bank and local government to finance the Fuling City Urban Central Heating Project, emphasizing the importance of timely financial support for enhancing residents' quality of life and promoting green development [2][4]. Group 1: Project Overview - The Fuling City Urban Central Heating Project has a total investment of approximately 404 million yuan, aiming to utilize industrial waste heat from a nearby power plant to create a clean centralized heating network [2]. - The project is part of Guizhou Province's major engineering projects and is recognized as one of the "Ten Major Livelihood Projects" by the Fuling City government [2][4]. Group 2: Financial Support - Guizhou Bank provided a first tranche loan of 120 million yuan to the project, which was crucial for ensuring heating services before the winter season [1][3]. - The bank's rapid response included the establishment of a special service team to assess the project and expedite the loan approval process, completing it in just over two months [3]. Group 3: Impact and Future Prospects - The project is expected to significantly improve air quality by replacing inefficient coal-fired heating systems, thereby enhancing residents' living conditions [2][4]. - Guizhou Bank aims to continue its collaboration with local governments and quality enterprises to support sustainable development and improve public welfare in the region [4].

Core Viewpoint - Guizhou Bank is set to assume all deposit liabilities of Longli Guofeng Village Bank, totaling 19.13 billion yuan, through a trust plan instead of cash payment, marking an innovative approach in village bank reforms [1][3][5]. Group 1: Transaction Details - The deposit assumption agreement will take effect on January 12, 2026, with a total principal and interest amount of 19.13 billion yuan, and a net consideration of 18.49 billion yuan after deducting related rights [1][2][5]. - The transaction involves Guizhou Bank receiving trust beneficiary shares in exchange for the debt it assumes, which is a rare method in village bank reforms [1][3][4]. Group 2: Strategic Implications - This approach is based on market-oriented and legal principles, aiming to protect the rights of all parties involved and maintain local financial stability [1][5][18]. - The trust structure allows for risk isolation, ensuring the safety of the trust beneficiary rights and optimizing liquidity, which aids in a smooth exit for the institution [6][8][18]. Group 3: Broader Context - Guizhou Bank is also consolidating several other village banks, having completed the acquisition of Tongren Fengyuan Village Bank in 2025 and planning to absorb three more banks pending regulatory approval [2][19][20]. - The bank's actions align with the ongoing nationwide reform of village banks, where over 200 banks have exited the market in the past year, with absorption and restructuring becoming mainstream [4][15].