| 序号 | 4695 | 简称 | 更日涨幅 | 年内涨幅 | 股息率(近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月） (%) | | 1 | 002083.SZ | 幸日股份 | 10.02 | 17.95 | 2.57 | | 2 | 601187.SH | 厦门银行 | 2.67 | 25.42 | 4.49 | | 3 | 002807.SZ | 江阴银行 | 1.88 | 17.26 | 4.11 | | 4 | 601288.SH | 农业银行 | 1.74 | 49.11 | 3.17 | | 5 | 000719.SZ | 中原传媒 | 1.56 | 14.32 | 4.84 | | 6 | 600188.SH | 兖矿能源 | 1.55 | 12.17 | 6.32 | | 7 | 603558 SH | 健盛集团 | 1.53 | 5.04 | 5.28 | | 8 | 605599.SH | 菜自股份 | 1.40 | 39.44 | 4.73 | | ರಿ | 600901.SH | 江苏金租 | ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [9] Core Insights - Recent market activity remains high, with brokerage firms expected to continue high growth trends in Q3, enhancing their investment value. Insurance companies have also reported significant increases in investment income due to a recovering capital market, leading to substantial profit growth. This supports the logic of deposit migration, increased equity allocation, and improved new policy costs, indicating a higher certainty of long-term ROE improvement and potential valuation recovery [2][6] - The report recommends companies with stable profit growth and dividend rates, including Jiangsu Jinzu, China Ping An, and China Pacific Insurance, alongside others like New China Life, China Life, Hong Kong Exchanges, CITIC Securities, Dongfang Wealth, Tonghuashun, and Jiufang Zhitu Holdings based on their performance elasticity and valuation levels [6] Summary by Sections Market Performance - The non-bank financial index decreased by 1.3% this week, with a relative excess return of +0.9% compared to the CSI 300, ranking in the middle of the industry [7] - Year-to-date, the non-bank financial index is up by 6.0%, with a relative excess return of -8.7% against the CSI 300, ranking lower in the industry [7] Company Announcements - New China Life expects a net profit of 29.986 billion to 34.122 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 45% to 65% [8] - Dongwu Securities anticipates a net profit of 2.748 billion to 3.023 billion yuan for the same period, also reflecting a 50% to 65% increase year-on-year [8] Financial Data Tracking - The average daily trading volume in the two markets is 21,928.50 billion yuan, down 15.76% week-on-week, with a daily turnover rate of 2.34%, down 36.82 basis points [7][41] - Margin financing balance has increased to 2.46 trillion yuan, up 0.48% week-on-week [48] Investment Business - The equity market has shown overall fluctuations, with the CSI 300 index down 2.22% and the ChiNext index down 5.71% [46] - The brokerage firms' investment assets are approximately 10%-30% in equities and 70%-90% in bonds, necessitating close monitoring of market changes [46] Financing Activities - In September, equity financing reached 41.634 billion yuan, up 86.6% month-on-month, while bond financing totaled 8.11 trillion yuan, up 8.3% [53]

Market Overview - The diversified financial sector experienced a decline of 2.68% on October 17, with Hainan Huate leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Notable gainers included *ST Rindong, which rose by 4.38% to a closing price of 6.91, and Bohai Leasing, which increased by 1.78% to 3.44 [1] - Hainan Huate saw the largest decline, dropping 6.96% to a closing price of 7.09, with a trading volume of 3.57 million shares and a transaction value of 2.50 billion [2] - Other significant decliners included Sichuan Shuangma (-5.82%), State Grid Yingda (-4.77%), and Sinopec Capital (-4.72%) [2] Capital Flow - The diversified financial sector saw a net outflow of 666 million from institutional investors, while retail investors contributed a net inflow of 602 million [2] - The table of capital flow indicates that Bohai Leasing had a net inflow of 85.51 million from institutional investors, while it faced a net outflow of 21.25 million from speculative funds [3] - The overall trend shows a mixed capital flow, with institutional investors withdrawing while retail investors remained active in the market [3]

分红方面，江苏金租A股上市后累计派现76.37亿元。近三年，累计派现40.23亿元。 10月17日，江苏金租盘中上涨2.07%，截至11:14，报5.93元/股，成交1.58亿元，换手率0.47%，总市值 343.49亿元。 机构持仓方面，截止2025年6月30日，江苏金租十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股7598.00万股，相比上期增加1850.38万股。华泰柏瑞上证红利ETF（510880）位居第七大 流通股东，持股6948.65万股，相比上期减少1418.74万股。汇添富品质价值混合（017043）位居第八大 流通股东，持股6450.00万股，相比上期减少650.00万股。 资金流向方面，主力资金净流入1134.40万元，特大单买入1574.23万元，占比9.95%，卖出1275.33万 元，占比8.06%；大单买入4243.99万元，占比26.83%，卖出3408.49万元，占比21.55%。 江苏金租今年以来股价涨19.80%，近5个交易日涨5.14%，近20日涨6.27%，近60日跌2.79%。 资料显示，江苏金融租赁股份有限公司位于江苏省南京市建邺区嘉陵江东街99号金 ...

Market Overview - The diversified financial sector experienced a decline of 0.24% on October 15, with Zhongyou Capital leading the drop [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Stock Performance - Notable gainers in the diversified financial sector included: - *ST Nengmao (600599): Closed at 8.15, up 5.03% with a trading volume of 17,700 and a turnover of over 14.30 million [1] - Nanhua Futures (603093): Closed at 21.18, up 2.92% with a trading volume of 76,100 and a turnover of 159 million [1] - Yimingqi (001236): Closed at 11.13, up 2.02% with a trading volume of 111,500 and a turnover of 123 million [1] - Decliners included: - Zhongyou Capital (000617): Closed at 11.55, down 2.20% with a trading volume of 3,096,700 [2] - Electric Investment (000958): Closed at 6.46, down 0.46% with a trading volume of 325,400 [2] - Jiangsu Jinzu (600901): Closed at 5.78, down 0.34% with a trading volume of 401,900 [2] Capital Flow - The diversified financial sector saw a net outflow of 672 million from institutional investors, while retail investors contributed a net inflow of 531 million [2] - The sector's capital flow indicated that: - Nanhua Futures (603093) had a net inflow of 10.95 million from institutional investors [3] - *ST Nengmao (600599) experienced a significant net inflow of 4.92 million from institutional investors [3] - Retail investors showed a net inflow of 105.70 million into Zhangye Futures (001236) [3]

Core Insights - The article highlights the top-performing stocks in the S&P China A-Share Dividend Opportunity Index, showcasing significant price increases and dividend yields for various companies [1]. Group 1: Stock Performance - The top stock, 渝农商行 (601077.SH), experienced a price increase of 5.92% and a year-to-date increase of 24.04%, with a dividend yield of 4.25% [1]. - 泸州老窖 (000568.SZ) saw a 4.20% increase, with an 11.18% year-to-date rise and a dividend yield of 4.49% [1]. - 厦门银行 (601187.SH) recorded a 4.04% increase, a 21.43% year-to-date rise, and a dividend yield of 4.63% [1]. Group 2: Dividend Yields - The article lists several companies with notable dividend yields, including 家非亚 (002572.SZ) at 7.81%, and 究矿能源 (600188.SH) at 6.62% [1]. - 农业银行 (601288.SH) has a year-to-date increase of 39.52% and a dividend yield of 3.39% [1]. - 招商银行 (600036.SH) shows a year-to-date increase of 9.53% with a dividend yield of 4.85% [1].

Core Insights - The diversified financial sector experienced a rise of 1.72% on October 14, with Zhongyou Capital leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Zhongyou Capital (000617) closed at 11.81, up 7.07% with a trading volume of 4.7463 million shares [1] - Jiangsu Jinzu (600901) closed at 5.80, up 2.84% with a trading volume of 751,300 shares [1] - Other notable performers include COFCO Capital (002423) at 13.65, up 2.40%, and Haide Co., Ltd. (000567) at 6.78, up 1.65% [1] Capital Flow - The diversified financial sector saw a net inflow of 28.5069 million yuan from institutional investors, while retail investors contributed a net inflow of 130 million yuan [2] - However, there was a net outflow of 159 million yuan from speculative funds [2] Individual Stock Capital Flow - Zhongyou Capital had a net inflow of 306 million yuan from institutional investors, but a net outflow of 113 million yuan from speculative funds [3] - LaKala (300773) experienced a net inflow of 84.2307 million yuan from institutional investors, while retail investors had a net outflow of 91.7191 million yuan [3] - COFCO Capital saw a net inflow of 20.3042 million yuan from institutional investors, with a net outflow of 12.0298 million yuan from speculative funds [3]

Meeting Overview - The second extraordinary general meeting of shareholders was held on October 13, 2025, at the company's office in Nanjing, Jiangsu Province [2] - The meeting was convened by the board of directors and chaired by Chairman Zhou Baiqing, utilizing a combination of on-site and online voting methods [2][3] Attendance - Out of 11 current directors, 4 attended the meeting, while 7 were absent due to other commitments [3] - Among 6 current supervisors, 2 attended, with 4 absent for similar reasons [3] - The board secretary and senior management were present at the meeting [3] Resolutions Passed - The following resolutions were approved during the meeting: - Proposal to abolish the supervisory board and amend the Articles of Association [4] - Proposal to amend the Rules of Procedure for Shareholders' Meetings [4] - Proposal to amend the Equity Management Measures [5] - Proposal to amend the Shareholder Commitment Management Measures [5] - Proposal to amend the Rules of Procedure for Board Meetings [5] - Proposal to amend the Independent Director Work System [5] - Proposal to amend the Evaluation Measures for Directors and Supervisors' Performance [5] - Proposal to amend the Management System for Raised Funds [5] - Proposal to amend the Related Party Transaction Management Measures [5] - Proposal to amend the Information Disclosure Management System [6] - Proposal to amend the Major Information Internal Reporting Management Measures [6] - Proposal to amend the Management Measures for Insider Information and Insiders [6] Legal Verification - The meeting was witnessed by Jiangsu Century Tongren Law Firm, with lawyers providing confirmation that the meeting's procedures and resolutions were in compliance with relevant laws and regulations [6]

证券代码：600901 证券简称：江苏金租 公告编号：2025-051 江苏金融租赁股份有限公司 2025年第二次临时股东大会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 10 月 13 日 (二)股东大会召开的地点：江苏省南京市建邺区嘉陵江东街 99 号金融城 1 号楼 江苏金融租赁股份有限公司 405 会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 732 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 4,164,620,423 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 71.8982 | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东大会由公司董事会召集，董事长周柏青主持，会议采用现场投票和 网络投票相 ...

江苏世纪同仁律师事务所 关于江苏金融租赁股份有限公司 2025 年第二次临时股东大会的 法律意见书 江苏金融租赁股份有限公司： 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国 证券法》《上市公司股东会规则》和《上海证券交易所上市公司自律监管指引第 1 号-规范运作》等法律、法规和规范性文件以及《公司章程》的规定，本所受公 司董事会的委托，指派本所律师出席公司 2025 年第二次临时股东大会，并就本 次股东大会（下文亦称"股东会"）的召集、召开程序、出席会议人员资格、召 集人资格、表决程序以及表决结果等事项的合法有效性出具法律意见。 为出具本法律意见书，本所律师对本次股东会所涉及的有关事项进行了审查， 查阅了相关会议文件，并对有关问题进行了必要的核查和验证。 本所律师同意将本法律意见书随公司本次股东会决议一并公告，并依法对本 法律意见书承担相应的责任。 本所律师根据相关法律、法规和规范性文件的要求，按照律师行业公认的业 务标准、道德规范和勤勉尽责精神，出具法律意见如下： 一、关于本次股东会的召集、召开程序 （一）本次股东会由公司董事会召集 2025 年 9 月 26 日，公司召开了第四 ...