北京商报讯（记者 宋亦桐）11月28日，巴南金融监管分局发布《关于上海浦东发展银行股份有限公司 收购重庆巴南浦发村镇银行股份有限公司设立分支机构的批复》，同意上海浦东发展银行股份有限公司 收购重庆巴南浦发村镇银行股份有限公司并设立上海浦东发展银行股份有限公司重庆巴南支行，承接重 庆巴南浦发村镇银行股份有限公司清产核资后的资产、负债、业务和员工。 ...

Market Overview - The banking sector saw a decline of 0.92% on November 28, with Industrial Bank leading the drop [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Individual Bank Performance - The closing prices and changes for major banks are as follows: - China Merchants Bank: 42.95, -0.56% - Zheshang Bank: 3.07, -0.65% - Ping An Bank: 11.61, -0.85% - Minsheng Bank: 4.09, -0.97% - Huaxia Bank: 6.93, -1.00% - Citic Bank: 7.76, -1.02% - Everbright Bank: 3.61, -1.10% - Pudong Development Bank: 11.48, -1.20% - Industrial Bank: 21.11, -1.31% [1] Capital Flow Analysis - The banking sector experienced a net inflow of 264 million yuan from institutional investors, while retail investors saw a net outflow of approximately 969,840 yuan [1] - Detailed capital flow for individual banks shows: - China Merchants Bank: 32.5 million net inflow from institutions, 36.1 million net outflow from retail - Industrial Bank: 47.9 million net inflow from institutions, 45.1 million net outflow from retail [2] - Ping An Bank: 30.6 million net inflow from institutions, 31.7 million net outflow from retail [2] - Huaxia Bank: 16.3 million net inflow from institutions, 30.9 million net outflow from retail [2] - Pudong Development Bank: 60.9 million net outflow from institutions, 69.1 million net inflow from retail [2] - Everbright Bank: 87.1 million net outflow from institutions, 20.3 million net inflow from retail [2]

Core Viewpoint - The continuous share buybacks by major shareholders in various banks indicate strong confidence in the banks' future performance, even as the broader market struggles to maintain stability around the 3000-point mark [1]. Shareholder Actions - China Citic Financial Asset Management Co., Ltd. increased its stake in Everbright Bank from 8.00% to 9.00%, acquiring approximately 275 million A-shares and 315 million H-shares, totaling 1.00% of the bank's total equity [6][7]. - In November, several banks, including Nanjing Bank and Chengdu Bank, reported significant share purchases by their major shareholders, reflecting confidence in their growth potential [7][8]. Market Performance - The banking sector has shown resilience, with the banking index rising nearly 8% in the fourth quarter, driven by shareholder and executive buybacks [10]. - The banking sector has seen a net increase in share purchases amounting to approximately 9.03 billion yuan, ranking first among 31 industries [8]. Investment Sentiment - Analysts suggest that the ongoing buybacks by bank shareholders and executives signal a strong belief in the long-term investment value of these banks, particularly those with stable operations and strong regional economic resilience [10][11]. - The increase in share buybacks is seen as a positive indicator for market valuation, providing a clear valuation anchor for investors [10].

新华财经北京11月27日电（记者吴丛司）浦发银行北京分行27日在京举办第一届"'浦'润万物生，'园'来 是一家"主题年度园区论坛。该行在论坛上发布了《园区综合金融服务方案》，旨在进一步精准赋能园 区各方发展。 据介绍，该方案针对园区"五方一人"，即园区运营方、使用方、产权方、建设方、其他相关方及园区内 工作活动人群，构建全方位、定制化的综合金融服务体系——既提供多维度金融产品满足资金需求，也 涵盖政策咨询、产业资源对接、员工定制权益等非金融服务。 上述负责人进一步表示，近年来，浦发银行北京分行根据北京市城市发展规划和产业发展布局，以园区 为抓手，聚焦新一代信息技术、医药健康、集成电路、智能网联汽车、绿色能源与节能等行业，因地制 宜为园区的建设、运营，以及入驻企业等打造差异化服务体系，赋能新质生产力加速发展，积极推动科 技—产业—金融良性循环。后续，该分行将通过建立园区服务长效机制、组建专业服务团队等，持续优 化服务体系，推动重点产业提质升级。 本次论坛汇聚来自园区运营方、使用方、产权方、建设方等80余家代表。与会代表围绕园区经济发展核 心、优化营商环境、提升综合金融服务能力、构建可持续产业生态等话题展开了深入 ...

公告编号：临2025-074 优先股代码：360003 360008 优先股简称：浦发优1 浦发优2 证券代码：600000 证券简称：浦发银行 上海浦东发展银行股份有限公司 2025年11月27日 根据相关规定，谢伟行长自2025年11月26日起就任公司董事、副董事长。 特此公告。 上海浦东发展银行股份有限公司 董事会 关于副董事长任职资格获核准的公告 本公司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。 近日，上海浦东发展银行股份有限公司（以下简称"公司"）收到《国家金融监督管理总局关于谢伟浦发 银行董事、副董事长任职资格的批复》（金复〔2025〕679号），国家金融监督管理总局已核准谢伟先 生公司董事、副董事长的任职资格。 ...

11月26日，国家金融监督管理总局官网披露的行政许可信息显示，大连监管局日前做出关于大连甘井子 浦发村镇银行股份有限公司解散的批复。 华东地区某资深银行从业人士表示，这种看似单一的地方金融机构变动，实则折射出我国金融体系深化 改革、持续优化市场结构与风险防控能力的宏观图景，"随着年内多地出现类似村镇银行解散或被吸收 合并的案例，一种更加市场化、法治化的中小金融机构退出与整合机制正在加速形成"。 批复还明确，接此批复文件后，大连甘井子浦发村镇银行应立即停止一切经营活动，于15个工作日内向 国家金融监督管理总局大连监管局缴回金融许可证，对外做好解散公告，并依法办理注销登记手续；未 尽事宜按照国家金融监督管理总局有关规定办理。 有序解散与平稳过渡 根据上述批复信息，国家金融监督管理总局大连监管局同意大连甘井子浦发村镇银行解散，大连甘井子 浦发村镇银行全部资产、负债、业务、网点、人员及其他权利和义务将由上海浦东发展银行承接。 村镇银行整合再深化 近年来，多地村镇银行改革重组提速，不少主发起行旗下的村镇银行被吸收合并，改制成分支机构。纵 观2025年，我国村镇银行体系的结构性改革持续深化。 前述华东地区某资深银行从业人 ...

Core Viewpoint - Major state-owned banks and some joint-stock banks in China have recently suspended the sale of 5-year large-denomination time deposits, with current offerings primarily focused on 1-month to 3-year products [1] Group 1: Bank Actions - Six major state-owned banks, including ICBC, ABC, BOC, CCB, BOCOM, and PSBC, along with several joint-stock banks, have withdrawn long-term deposit products [1] - Many small and medium-sized banks have also announced the suspension of 3-year and 5-year fixed deposit products while simultaneously lowering interest rates across various deposit terms [1] - The remaining large-denomination time deposits are mostly concentrated in 1-month, 3-month, and 3-year terms, with 3-year products becoming the primary long-term offering [1] Group 2: Interest Rate Trends - The interest rates for 3-year large-denomination time deposits generally range from 1.5% to 1.75%, with reports of "tight quotas" and "sold out" situations being common [1] - The average net interest margin for commercial banks has dropped to a historical low of 1.42% in Q3, reflecting the pressure on bank profitability [2] Group 3: Strategic Adjustments - The adjustments in long-term deposit products are a response to the narrowing net interest margin, aimed at alleviating profitability pressures [2][3] - The shift indicates a transition from a focus on scale expansion to a more refined approach that emphasizes the quality of liabilities [3] Group 4: Future Outlook - There is potential for further reductions in deposit rates as banks continue to adjust high-cost deposit products [4] - Investors are advised to monitor market dynamics closely, including LPR adjustments and regulatory changes, while diversifying their asset allocation based on risk preferences [4]

Group 1 - The banking sector is currently seen as a defensive investment, with several banks showing positive performance, such as Agricultural Bank rising over 2% [1] - The largest bank ETF (512800) has shown resilience, recovering from early losses and closing up 0.36%, indicating strong market interest [1][3] - The banking sector's price-to-book (PB) ratio is at 0.73, significantly lower than international peers, suggesting potential for valuation recovery [3] Group 2 - Institutional investors are increasingly favoring the banking sector, with insurance funds continuing to increase their holdings, indicating ongoing investment value [3] - The recent performance of the bank ETF (512800) reflects a growing interest, with a fund size increase to 206.15 billion, up 131.27 billion since the beginning of the year [5] - The bank ETF has seen a net inflow of 2.7 billion over the past two days, highlighting strong demand for banking sector investments [3]

"如何将赛事的短期人流转化为城市的长期消费活力？通过精心策划和组织体育赛事，可以有效激发市 民参与热情，推动住宿、旅游、餐饮等行业的发展，进而提升城市形象和经济活力。"在全场嘉宾的见 证下，上海市商务委员会、中国银联、锦江国际集团、东浩兰生集团和浦发银行共同启动"跑马嗨购 节"，标志着赛事、消费、文旅三方生态形成闭环。 八项定制权益齐发力，联动商圈释放消费新活力。浦发银行"跑马嗨购节"活动以金融力量串联消费场 在2025上海马拉松(以下简称"上马")开跑之际，一场以"上海何以迎客来"为主题的活动于11月27日在上 海外滩FTC举行，来自国内外体育、文化、企业等领域的代表齐聚一堂，围绕服务、生态、责任话题开 展热烈讨论，以期破解城市迎客命题，为上海建设国际化服务标杆城市注入创新动能。浦发银行党委副 书记、行长谢伟，上海市商务委员会二级巡视员汤超，黄浦区副区长沈丹娜，中国银联党委委员、执行 副总裁胡浩中，锦江国际集团党委委员、财务总监蔡涛，东浩兰生集团副总裁周瑾，浦发银行总行零售 业务总监、总行零售业务部总经理张瑞林等出席。 地标共建：助力外滩FTC打造全球访客"首选地" "这片承载远东华尔街历史底蕴的外滩FTC ...

北京商报讯（记者 孟凡霞 周义力）11月27日，浦发银行发布公告，该行近期收到《国家金融监督管理 总局关于谢伟浦发银行董事、副董事长任职资格的批复》，国家金融监督管理总局已核准谢伟担任该行 董事、副董事长的任职资格。根据相关规定，谢伟自2025年11月26日起就任该行董事、副董事长。 ...