证券之星消息，10月10日股份制银行板块较上一交易日下跌0.01%，招商银行领跌。当日上证指数报收于3897.03，下跌0.94%。深证成指报收于 13355.42，下跌2.7%。股份制银行板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601916 | 浙商银行 | 3.02 | 1.00% | 187.79万 | 5.66亿 | | 600015 | 半夏银行 | 6.56 | 0.46% | 230.34万 | 15.19亿 | | 600000 | 浦发银行 | 11.84 | 0.34% | - 93.76万 | 11.13亿 | | 000001 | 平安银行 | 11.43 | 0.26% | 108.79万 | 12.44亿 | | 601166 | 兴业银行 | 19.69 | 0.10% | 122.49万 | 24.18亿 | | 666109 | 中信银行 | 7.26 | 0.00% | 61.73万 | 4.50亿 | | 600016 | 民生 ...

假日经济动能强劲，信用卡成普惠金融"场景引擎" 从跨省游、长线旅行的持续升温，到本地生活、线上购物的稳定增长，"双节黄金周"期间，多元化的消 费活力正加速释放。 有数据显示，在此轮"假日消费"浪潮中，服务类消费表现尤为亮眼，文旅、餐饮、娱乐等改善型需求持 续释放，反映出消费结构升级的长期趋势与内需市场的深厚潜力。 转自：新华财经 中秋月圆，国庆欢歌，八天"超长黄金周"正点燃着积攒已久的消费热情。无论是计划一场奔赴山海的诗 意远行，还是宅家享受"云购物"的惬意，消费者的钱包都在悄然酝酿一场盛大的"出行"。 如何让每一笔支出更划算、更实在？近期，浦发银行信用卡重磅推出"'浦'惠不停，即刻出发"主题活 动，以"66好吃""66好玩""66好省"三大活动标签，精准覆盖假日生活中的"食、行、购"三大核心场景， 为持卡人送上一份实用的消费攻略。 当前，在国家"扩内需、促消费"的政策导向下，服务消费已成为经济增长的重要引擎之一。在此背景 下，信用卡作为连接消费意愿与行动的关键桥梁，其撬动消费潜力的作用愈发凸显。此次活动，浦发银 行信用卡正是着眼于这一桥梁作用，通过场景化、精准化的服务，将金融活水精准滴灌至消费一线，有 效激 ...

浙商汇金转型升级A（001604）基金经理为周文超。 数据显示，浙商证券资管旗下1只基金重仓浦发银行。浙商汇金转型升级A（001604）二季度持有股数 1.51万股，占基金净值比例为4.34%，位居第三大重仓股。根据测算，今日浮亏损失约302元。连续5天 下跌期间浮亏损失9815元。 浙商汇金转型升级A（001604）成立日期2016年2月3日，最新规模257.21万。今年以来收益21.56%，同 类排名4661/8166；近一年收益20.21%，同类排名4552/8014；成立以来收益63.26%。 10月10日，浦发银行跌0.17%，截至发稿，报11.78元/股，成交11.13亿元，换手率0.30%，总市值 3693.58亿元。浦发银行股价已经连续5天下跌，区间累计跌幅5.23%。 资料显示，上海浦东发展银行股份有限公司位于上海市中山东一路12号,香港中环夏悫道12号美国银行 中心15及24楼，成立日期1992年10月19日，上市日期1999年11月10日，公司主营业务涉及 吸收公众存 款;发放短期、中期和长期贷款;办理结算;办理票据贴现;发行金融债券;代理发行、代理兑付、承销政府 债券;买卖政府债券;同 ...

今年以来，中国人民银行北京市分行以推动多层次债券市场发展为核心目标，针对柜台债券业务稳步扩 容工作制定专项推进方案，组织辖内金融机构开展政策宣讲会，为金融机构拓展柜台债券业务提供明确 方向指引。在中国人民银行北京市分行的指导下，浦发银行北京分行全面梳理属地客群特征，精准分析 不同机构的流动性需求与业务痛点，快速锁定目标客户，以"定制化"服务方案打通业务落地的关键环 节。通过"创新赋能"与"平台赋能"双轮驱动，持续提升服务质效。 本报讯 （记者吕东） 近日，浦发银行北京分行与首创证券紧密协作，成功落地北京市首单柜台债券借贷业务，这不仅为柜台 债券交易模式提供了新的实践样本，也为盘活柜台市场存量债券资产、提升中小金融机构的流动性管理 能力提供了新路径。 在"数智化战略"引领下，浦发银行北京分行积极抢抓市场机遇，凭借对北京市场需求的敏锐洞察与业务 上的主动创新，今年已落地多笔市场首单业务，包括北交所首单科技创新绿色短期公司债投资、全国首 单数据中心持有型不动产ABS、全国首批暨北京首单股权投资机构科技创新债等，在绿色金融、科技金 融、债券市场等多个领域实现突破，也为后续开展更多创新金融业务奠定了坚实基础。 （编辑 ...

Core Viewpoint - Oriental Asset has increased its stake in Shanghai Pudong Development Bank (SPDB) through the purchase of common shares and convertible bonds, which is expected to improve the financial statements of asset management companies (AMCs) [1][2][3] Group 1: Stake Increase Details - As of September 29, Oriental Asset holds 1.073 billion shares of SPDB, representing a 3.44% stake, and 8.6 million convertible bonds [2] - Oriental Asset was not among the top ten shareholders of SPDB as of the end of Q2, indicating a significant increase in holdings during Q3 [2] - The SPDB board has agreed to nominate Ji Hongmei, currently the Party Secretary of Oriental Asset's Shanghai branch, as a candidate for the bank's board [2] Group 2: Financial Reporting Benefits for AMCs - AMCs can improve their financial statements by investing in bank stocks, as they use the equity method for long-term investments in banks [3] - The ability to exert significant influence over the invested entity, such as appointing a director, allows AMCs to apply the equity method [3] - SPDB's current price-to-book ratio is 0.53, allowing AMCs to acquire bank equity at a cost below the fair value of identifiable net assets [3][4] Group 3: Convertible Bond Redemption Concerns - SPDB issued 50 billion yuan in convertible bonds in October 2019, maturing on October 27, 2025, with an outstanding balance of 24.572 billion yuan yet to be converted [5] - Successful conversion of the bonds would enhance the bank's core Tier 1 capital, while failure to convert would require repayment of principal and interest [5][6] - The market is closely watching whether Oriental Asset will replicate the "Everbright model" by increasing its stake in SPDB's convertible bonds to alleviate repayment pressure [6]

Core Viewpoint - Oriental Asset has increased its stake in Shanghai Pudong Development Bank (SPDB) through the purchase of common shares and convertible bonds, which is expected to improve the financial statements of asset management companies (AMCs) [1][2][3] Group 1: Stake Increase Details - As of September 29, Oriental Asset holds 1.073 billion shares of SPDB, representing a 3.44% stake, and 8.6 million convertible bonds [2] - Oriental Asset was not among the top ten shareholders of SPDB at the end of Q2, indicating a significant increase in holdings during Q3 [2] - The SPDB board has agreed to nominate Ji Hongmei, currently the Party Secretary of Oriental Asset's Shanghai branch, as a candidate for the bank's board [2] Group 2: Financial Reporting Benefits for AMCs - AMCs can improve their financial statements by investing in bank stocks, as they use the equity method for long-term investments in banks [3] - The ability to exert significant influence over the invested bank, such as by appointing board members, allows AMCs to use the equity method for accounting [3] - SPDB's current price-to-book ratio is 0.53, allowing AMCs to acquire bank equity below the fair value of identifiable net assets, which can enhance their operating income [3][4] Group 3: Convertible Bond Redemption Concerns - SPDB's convertible bonds, issued in October 2019, amount to 50 billion yuan, with a maturity date of October 27, 2025, and an outstanding balance of 24.572 billion yuan yet to be converted [5] - Successful conversion of these bonds would supplement the bank's core Tier 1 capital, while failure to convert would require repayment of principal and interest to bondholders [5][6] Group 4: Potential for "Everbright Model" Replication - The "Everbright Model" refers to the significant increase in holdings of Everbright Bank's convertible bonds by China Huarong (now known as CITIC Financial Asset), which alleviated repayment pressure [6] - If Oriental Asset continues to increase its holdings in SPDB's convertible bonds and converts them, it could similarly relieve repayment pressure and positively impact SPDB's core Tier 1 capital [6]

Core Viewpoint - Oriental Asset has increased its stake in Shanghai Pudong Development Bank (SPDB) through the purchase of common shares and convertible bonds, which is expected to improve the financial statements of asset management companies (AMCs) [1][2] Group 1: Stake Increase - As of September 29, Oriental Asset holds 1.073 billion shares of SPDB, representing a 3.44% stake, and 8.6 million convertible bonds [1] - Oriental Asset was not among the top ten shareholders of SPDB as of the end of Q2, indicating a significant increase in holdings during Q3 [1] - The board of SPDB has agreed to nominate Ji Hongmei, currently the Party Secretary of Oriental Asset's Shanghai branch, as a candidate for the bank's board [2] Group 2: Financial Reporting Benefits - AMCs benefit from investing in bank stocks as it can improve their financial statements due to the use of equity method accounting for long-term equity investments [2][3] - The equity method allows AMCs to recognize the difference between the fair value of identifiable net assets and the initial investment cost as non-operating income, positively impacting current profits [3] - As of October 9, SPDB's price-to-book ratio is 0.53, suggesting that Oriental Asset's investment could enhance its non-operating income and improve financial statements [3] Group 3: Convertible Bond Concerns - SPDB issued 50 billion yuan in convertible bonds in October 2019, maturing on October 27, 2025, with an outstanding balance of 24.572 billion yuan yet to be converted [4] - Successful conversion of the bonds would supplement the bank's core Tier 1 capital, while failure to convert would require repayment of principal and interest [4] - The market is closely watching whether Oriental Asset will replicate the "Everbright model" by increasing its stake in SPDB's convertible bonds to alleviate repayment pressure [4]

Summary of Key Points Core Viewpoint - The announcements from six listed banks in A-shares regarding the results of convertible bond conversions indicate a significant amount of capital being converted into ordinary shares, reflecting the banks' strategies to enhance their equity base and manage capital effectively [1][2][3]. Group 1: Bank-Specific Announcements - Shanghai Pudong Development Bank reported that as of September 30, 2025, a total of RMB 25.43 billion of its convertible bonds have been converted into 2.00 billion shares, representing 6.82% of the total ordinary shares before conversion [1]. - Industrial Bank announced that RMB 8.65 billion of its convertible bonds have been converted into 388.66 million shares, accounting for 1.87% of its total ordinary shares prior to conversion [1]. - Shanghai Bank disclosed that RMB 22.17 million of its convertible bonds have been converted into 2.47 million shares, which is 0.0174% of its total ordinary shares before conversion [1]. - Chongqing Bank stated that RMB 856,000 of its convertible bonds have been converted into 80,463 shares, making up 0.0023% of its total ordinary shares prior to conversion [1]. - Changshu Bank reported that RMB 511,000 of its convertible bonds have been converted into 72,349 shares, representing 0.003% of its total ordinary shares before conversion [2]. - Zijin Bank indicated that RMB 432,000 of its convertible bonds have been converted into 98,352 shares, which is 0.0027% of its total shares before conversion [2].

公告编号：临2025-059 证券代码：600000 证券简称：浦发银行 优先股代码：360003 360008 优先股简称：浦发优1 浦发优2 转债代码：110059 转债简称：浦发转债 上海浦东发展银行股份有限公司 关于可转债转股结果暨股份变动公告 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。 重要内容提示： 一、浦发转债的发行上市概况 经中国证券监督管理委员会《关于核准上海浦东发展银行股份有限公司公开 发行可转换公司债券的批复》（证监许可〔2019〕1857 号）核准，上海浦东发展 银行股份有限公司（以下简称"公司"）公开发行了 50,000 万张可转换公司债券 （以下简称"可转债""浦发转债"），每张面值人民币 100 元，发行总额人民币 500 亿元，期限 6 年。 二、浦发转债本次转股情况 截至 2025 年 9 月 30 日，累计已有人民币 25,428,173,000 元浦发转债转为 公司普通股，累计转股股数为 2,002,606,591 股，占浦发转债转股前公司已发行 普通股股份总额的 6.8227%。其中 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600000 | 浦发银行 | 2067.76万 | 2.16% | 2673.38万 | 2.79% | -4741.14万 | -4.95% | | 601998 | 中信银行 | 889.90万 | 2.52% | -1010.01万 | -2.86% | 120.11万 | 0.34% | | 000001 | 平安银行 | 121.54万 | 0.10% | 505.19万 | + 0.43% | -626.72万 | -0.53% | | 601916 | 浙商银行 | -803.71万 | -1.88% | -773.84万 | -1.81% | 1577.55万 | 3.69% | | 600036 招商银行 | | -1.79亿 | -4.58% | -3701.22万 | -0.95% | 2.16/Z | 5.53% | | 600016 | 民 ...