【导读】"南银转债"提前赎回致持股稀释后，南京高科增持南京银行持股重回9% 中国基金报记者 马嘉昕 8月4日晚间，南京银行发布公告称，该行持股5%以上股东南京高科股份有限公司（以下简称南京高 科）于2025年7月24日至8月4日期间，通过上海证券交易所集中竞价交易系统增持该行股份750.77万 股，占该行总股本的0.06%。 增持后，南京高科持股比例由8.94%增加至9.00%，触及1%整数倍的权益变动刻度。这意味着，在"南银 转债"提前赎回导致持股稀释后，南京高科持股比例重回"9"字头。 事实上，除南京高科外，南京银行近两年也多次被大股东增持。 2024年10月至2025年4月，南京紫金投资集团控股子公司紫金信托合计增持该行7713.05万股，占该行总 股本的0.7%；同期间，该行第十大股东东部机场集团投资有限公司增持该行约1.73亿股，占该行总股本 的1.56%。 从业绩表现来看，截至今年一季度末，南京银行资产总额为27652.38亿元，较年初增长6.71%，其中贷 款总额为13461.20亿元，较年初增长7.14%。 在经营成果方面，报告期内，南京银行实现营业收入141.90亿元，同比增长6.53%；实 ...

Core Viewpoint - Nanjing Bank's major shareholder, Nanjing Gaoke, increased its stake from 8.94% to 9.00%, reflecting confidence in the bank's future growth and value [1][6]. Group 1: Shareholder Actions - Nanjing Gaoke acquired 7.5077 million shares of Nanjing Bank between July 24 and August 4, representing 0.06% of the total share capital [1]. - Following the acquisition, Nanjing Gaoke committed to not reducing its stake within the statutory period [1]. - The increase in shareholding comes after Nanjing Bank's recent early redemption of its convertible bonds, which diluted the holdings of major shareholders [4][5]. Group 2: Market Performance - As of August 4, 2023, nine A-share bank stocks have seen a cumulative increase of over 20% this year, with both Pudong Development Bank and Qingdao Bank exceeding 30% [1][9]. - Nanjing Bank's stock price opened at 11.78 yuan, slightly rising to 11.97 yuan by midday, marking a 1.96% increase [1]. Group 3: Strategic Implications - The increase in shareholding by state-owned shareholders is seen as a demonstration of confidence in the bank's operational resilience and regional development prospects, which is expected to boost market sentiment [7]. - Analysts suggest that such actions by state-owned shareholders serve to stabilize stock prices and enhance the financial ecosystem in the region [7][8]. - The trend of state-owned shareholders increasing their stakes in city commercial banks is indicative of a broader strategy to strengthen management and attract investor confidence [8].

经济观察网南京银行（601009）于8月4日发布公告称，收到持股5%以上股东南京高科（600064）股份 有限公司的《关于增持南京银行股份有限公司股份的告知函》。基于对南京银行未来发展的信心和价值 成长的认可，南京高科于2025年7月24日至8月4日期间，通过上海证券交易所集中竞价交易系统，以自 有资金增持南京银行股份7,507,700股，占总股本的0.06%。此次增持后，南京高科持股比例由8.94%上 升至9.00%，触及1%整数倍变动。(编辑胡群) ...

登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 本公司股东南京高科股份有限公司保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 2025年8月4日，南京银行股份有限公司(以下简称"本公司")收到持股5%以上股东南京高科股份有限公司 （以下简称"南京高科"）《关于增持南京银行股份有限公司股份的告知函》，基于对本公司未来发展的 信心和价值成长的认可，南京高科于2025年7月24日至2025年8月4日期间以自有资金通过上海证券交易 所交易系统以集中竞价交易方式增持本公司股份。现将南京高科有关权益变动情况公告如下： 一、信息披露义务人的基本信息 1.身份类别 ■ 2.信息披露义务人信息 ■ 3.一致行动人信息 本公司股东中不存在南京高科的一致行动人。 二、权益变动触及1%刻度的基本情况 1.本次权益变动为股份增持，不触及要约收购，资金来源均为自有资金。 2.南京高科承诺，在法定期限内不减持所持有的本公司股份。 3.本次权益变动不存在违反《证券法》《上市公司收购管理办法》等法律法规规定情形及其相关承诺 ...

Group 1 - New stock offering for Zhigao Machinery with an issuance price of 17.41 CNY per share and a subscription limit of 1.0203 million shares [2] - In July, A-share new accounts reached 1.9636 million, a nearly 20% increase from June and over 70% year-on-year growth, with individual investors accounting for 1.954 million [3] - The revised Anti-Money Laundering Law will take effect on January 1, 2025, with new regulations being drafted for customer due diligence and transaction record management [5] Group 2 - Hainan Province aims for its four leading industries to account for 70% of GDP by 2027, with a focus on high-quality economic development and the integration of productive services with advanced manufacturing [7] - Shanghai's "Explorer Program" aims to support basic research in key industries, with joint funding from local enterprises and associations [6] - Companies like Nanjing Bank and Guizhou Moutai are actively increasing their shareholdings and repurchasing shares, indicating strong market confidence [11]

三维股份：股东赤钥10号投资基金计划减持不超过1%公司股份 成都先导：股东拟合计减持不超500万股公司股份 (本文来自第一财经) 雪迪龙：拟减持不超公司总股本1%股份 南京银行：股东南京高科增持股份，持股比例由8.94%增加至9%； ...

Core Viewpoint - Nanjing Bank's major shareholder, Nanjing Gaoke, increased its stake from 8.94% to 9.00% after a recent share dilution due to the early redemption of convertible bonds, reflecting confidence in the bank's future growth and value [1][2]. Group 1: Shareholding Changes - Nanjing Gaoke acquired 7,507,700 shares of Nanjing Bank between July 24 and August 4, representing 0.06% of the total share capital [1]. - Following the early redemption of "Nanjing Bank Convertible Bonds," the total share capital increased to 12,363,567,245 shares, leading to a dilution of major shareholders' stakes [2]. - Other major shareholders also experienced dilution, with the combined stake of BNP Paribas and its QFII dropping from 16.38% to 16.14%, and Jiangsu Traffic Holding and Jiangsu Yunsong Capital Management's stake decreasing from 14.21% to 14.01% [2]. Group 2: Financial Performance - In Q1 2025, Nanjing Bank reported a revenue of 14.19 billion yuan, a year-on-year increase of 6.53%, and a net profit attributable to shareholders of 6.11 billion yuan, up 7.06% [3]. - The bank's total assets reached 2,765.24 billion yuan, growing 6.71% year-to-date, while total liabilities increased by 7.08% to 2,569.24 billion yuan [3]. - The deposit total was 1,657.24 billion yuan, reflecting a 10.77% increase, and loans amounted to 1,346.12 billion yuan, up 7.14% [3]. Group 3: Industry Trends - Nanjing Gaoke's stake increase is part of a broader trend where multiple listed banks have seen significant shareholder buybacks this year, including banks like Everbright Bank and Bank of China [4]. - From January 20 to July 22, 2025, CITIC Financial Assets increased its stake in Everbright Bank by 543 million shares, raising its holding from 7.08% to 8.00% [4]. - In June, CITIC Financial Assets also significantly increased its stake in Bank of China, with a purchase of 2.384 billion H-shares, raising its ownership from 17.32% to 18.02% [4].

Key Points - The core viewpoint of the articles revolves around various companies' announcements regarding stock performance, financial results, and strategic initiatives, highlighting both growth opportunities and challenges in their respective sectors. Group 1: Company Announcements - Aowei New Materials will resume trading on August 5, 2025, with no significant changes in its fundamentals, reporting a 12.50% increase in revenue to 784 million yuan but a 32.91% decrease in net profit due to foreign exchange losses [1][1] - Guizhou Moutai has repurchased 3.4517 million shares, totaling 5.301 billion yuan, which will be used for capital reduction [1][1] - China Shipbuilding plans to address dissenting shareholder buyout requests, leading to a suspension of its stock from August 13, 2025 [2] - China Heavy Industry is set to be absorbed by China Shipbuilding, potentially leading to its delisting from the Shanghai Stock Exchange [3] - Leshan Electric will implement a low electricity price policy for residential use starting September 1, 2025, which is expected to reduce its revenue by approximately 16.6 million yuan [4] - Ruikeda has begun small-scale supply of humanoid robot products, projecting sales revenue of about 10 million yuan for 2025 [5] - Fuyuan Pharmaceutical's innovative drug FY101 is still in Phase I clinical trials, with significant uncertainty regarding its success [6] - Lvtong Technology plans to acquire 51% of Damo Semiconductor for 530 million yuan to facilitate its strategic transition to the semiconductor industry [8] - Xizang Tianlu sold shares of China Power Construction for a total of 184 million yuan, expecting a net investment gain of approximately 45.75 million yuan [9] - Howey Group anticipates a net profit increase of 39% to 50% for the first half of 2025, driven by growth in its image sensor products [10] - Yipin Hong's subsidiary has received approval for clinical trials of its innovative drug for endometriosis [11] - Huiyu Pharmaceutical's innovative drug for advanced solid tumors has completed its first patient dosing in Phase I trials [12] - XGIMI Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [13] - Longyang Electronics' HVLP copper foil products are still in the verification stage, with no revenue generated yet [14] - ST Yuancheng's independent director is under investigation for serious violations, but this will not affect the company's operations [15] - Xiling Power is focusing on robot components as a strategic direction, expanding its product development [17] - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth to promote lithium sulfide business development [18] Group 2: Financial Performance - Chiplink Integration reported a revenue of 3.495 billion yuan for the first half of 2025, with a net loss of 170 million yuan, an improvement from a loss of 471 million yuan in the previous year [19] - Liaoning Port's net profit for the first half of 2025 increased by 110.78% to 956 million yuan, with total revenue of 5.693 billion yuan [20] Group 3: Share Buybacks and Holdings - Nanjing Bank's shareholder Nanjing High-Tech increased its stake to 9% by acquiring 750,770 shares [21] - Xuedilong plans to reduce its holdings by up to 1% of the total share capital, amounting to 6.36 million shares [21]

北京商报讯（记者 孟凡霞 实习记者 周义力）8月4日，南京银行发布公告称，南京银行收到持股5%以 上股东南京高科股份有限公司（以下简称"南京高科"）《关于增持南京银行股份有限公司股份的告知 函》，基于对该行未来发展的信心和价值成长的认可，南京高科于2025年7月24日至2025年8月4日期间 以自有资金通过上海证券交易所交易系统以集中竞价交易方式增持该行股份750.77万股，占该行总股本 的0.06%。此次增持后，南京高科持股比例由8.94%增加至9.00%，触及1%整数倍。 ...

8月4日，南京银行发布公告称，该行收到持股5%以上股东南京高科股份有限公司（以下简称"南京高科"）《关于增持南京银行股份有限公司股份的告知 函》，基于对该行未来发展的信心和价值成长的认可，南京高科于2025年7月24日至2025年8月4日期间以自有资金通过上海证券交易所交易系统以集中竞价 交易方式增持该行股份。 | 投资者 | 变动前股数 | 变动前 | 变动后股数 | 变动 后比 | 权益变动方 | 权益 | | --- | --- | --- | --- | --- | --- | --- | | 名称 | (股) | 比例 | (股) | 例 | 式 | 时 | | | | (%) | | (%) | | | | 发生直接持股变动的主体: | | | | | | | | 南京高科 股份有限 | 1, 105, 630, 835 | 8. 94 | 1, 113, 138, 535 | 9.00 | 集中竞价 ☑ 大宗交易 □ | 2025, 2025, | | 公司 | | | | | 其他: | | （南京银行） 南京高科于2025年7月24日至2025年8月4日期间，以自有资金通过上海证券交易所交易 ...