7月17日晚间， 杭州 银行率先发布202 5 年半年度业绩快报，成为 A股 首家披露业绩快报 的上市银行。 中国基金报记者 王思文 上市银行半年 度 业绩 预告 正式开启 ！ 【导读】首份上市银行半年度业绩快报出炉，杭州银行净利增速超16% 不良贷款率仍然保持在0.76% 业绩快报显示，202 5 年 上半年杭州 银行实现营业收入 200.93 亿元，较2024年上半年增 长3.89 %；归属于上市公司股东的净利润 为116.62 亿元， 较2024年上半年 增长 16.67 %。 业务规模方面， 截至202 5 年6月末， 杭州银行 总资产 达到2.24万 亿元，较 上年末 增长 5.83 %；贷款 总额为1.01万 亿元，较 上年末 增长 7.67 %；存款 总额为1.34万 亿元，较 上年末 增长 5.17 %。 资产质量方面，截至202 5 年6月末，该行的不良贷款率 仍然保持在 0. 76 %，拨备覆盖率 为520.89 %，较 上年末下降了20.56 个百分点。 另外，该行的 核心一级资本充足率及资本 充足率分别为9.74%和14.64%，分别较上年末提升0.89个百分点 和 0.84个百分点。 ...

Macro Dynamics - Trump announced a potential 25% tariff on imports from Japan starting August 1, and indicated a possible trade agreement with India soon [1] - Japan's exports to the US have declined for three consecutive months, with a 26.7% drop in automobile exports in June, leading to an overall 11.4% decrease in exports to the US [6] Industry Updates - The price of silicon wafers has increased significantly, with N-type G10L single crystal silicon wafers rising by 22.09% to an average price of 1.05 yuan per piece, driven by rising raw material prices and improved supply-demand dynamics [5] Financial Institutions - Hangzhou Bank reported a net profit of 11.662 billion yuan for the first half of the year, a year-on-year increase of 16.67% [7] - Hongta Securities announced a plan to repurchase shares worth 100 million to 200 million yuan at a price not exceeding 12.76 yuan per share [8] - An expert from the Dalian branch of the Industrial and Commercial Bank of China is under investigation for serious violations of discipline and law [10] Market Data - The ChiNext Index rose by 1.76%, with strong performance in the CPO sector, while the overall market saw a trading volume exceeding 1.5 trillion yuan [11] - The total margin financing balance increased by 6.808 billion yuan, reaching 1.878165 trillion yuan across both exchanges [12] - The Hang Seng Index fell by 0.08%, while the Hang Seng Tech Index rose by 0.56%, with notable gains in several technology stocks [13] Company Dynamics - Meituan's CEO announced the "Same Boat Fund" to support delivery riders, with over 20 million yuan distributed to nearly 7,000 riders and their families [15] - Zhongwei Company expects a net profit increase of 31.61% to 41.28% year-on-year for the first half of 2025, with projected revenue of approximately 4.961 billion yuan [16] - TSMC's executives expressed optimism about the resumption of sales to China, viewing it as a positive development for the company [17] - Helen Piano announced a potential change in control, leading to a temporary suspension of its stock [18]

Corporate Announcements - Helen Piano's actual controllers are planning a change in control, leading to a suspension of trading starting July 18, 2025, for up to 2 trading days [3] - Tiger Med is selling 95.09% of its stake in Lixin Pharmaceutical to Charoen Pokphand Group for approximately $34.11 million [4] - Stik's wholly-owned subsidiary plans to invest about 509 million yuan in expanding high-end functional film production [5] - Oriental Yuhong's wholly-owned subsidiaries intend to acquire 100% of Chile's Construmart for approximately $123 million, which operates around 31 building material supermarkets [6] Performance Reports - Hangzhou Bank reported a net profit of 11.662 billion yuan for the first half of 2025, a year-on-year increase of 16.67% [8] - Tuojing Technology expects a net profit increase of 101% to 108% for Q2 2025, with revenue projected between 1.21 billion to 1.26 billion yuan [9] - Microchip Biotech anticipates a net profit of 30.06 million yuan for H1 2025, reversing a loss from the previous year, driven by increased sales of specific products [10] - Zhongwei Company expects a net profit increase of 31.61% to 41.28% for H1 2025, with revenue around 4.961 billion yuan [12] - Qianyuan Power reported a net profit of 12.7 million yuan for H1 2025, a decrease of 4.54% year-on-year [13] - Xiamen Tungsten's net profit for H1 2025 was 972 million yuan, down 4.41% year-on-year, attributed to the absence of significant investment gains from the previous year [14] Major Contracts - State Grid Information Technology announced winning contracts totaling 966 million yuan from the State Grid Corporation for equipment procurement [16] - Beizhi Technology signed a contract worth 164 million yuan with Jushi Group for equipment procurement [17] - Mould Technology received a project letter for exterior parts from a luxury car client, with expected total sales of 2.044 billion yuan over five years [18] Shareholder Actions - Huasheng Lithium Battery's shareholder plans to reduce holdings by up to 2.24% of the company's total shares [20] - Hongta Securities intends to repurchase shares worth 100 million to 200 million yuan at a price not exceeding 12.76 yuan per share [22]

Financial Performance - The company reported a revenue of 20.093 billion RMB for the first half of 2025, an increase of 3.89% compared to the same period last year [1][2] - The net profit attributable to shareholders reached 11.662 billion RMB, reflecting a growth of 16.67% year-on-year [1][2] - The basic earnings per share increased to 1.75 RMB, up by 6.71% from 1.64 RMB in the previous year [1] Asset and Liability Overview - As of June 30, 2025, total assets amounted to 223.5595 billion RMB, representing a 5.83% increase from the end of the previous year [2] - Total loans reached 100.9418 billion RMB, marking a growth of 7.67% [2] - Total deposits were reported at 133.8282 billion RMB, which is a 5.17% increase [2] Asset Quality - The non-performing loan ratio stood at 0.76%, unchanged from the previous year [1] - The provision coverage ratio decreased to 520.89%, down by 20.56 percentage points [1] - The loan-to-deposit ratio was reported at 3.95%, a decrease of 0.16 percentage points [1]

证券代码：600926 证券简称：杭州银行 公告编号：2025-064 优先股代码:360027 优先股简称:杭银优 1 杭州银行股份有限公司 2025年半年度业绩快报公告 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。 本公告所载2025年半年度主要财务数据为初步核算的合并 报表数据，未经会计师事务所审计，具体数据以公司2025年半年 度报告中披露的数据为准，提请投资者注意投资风险。 一、2025年半年度主要财务数据和指标 5、上表基本每股收益、加权平均净资产收益率均未年化计算。 二、经营业绩和财务状况情况说明 2025年上半年，公司坚持以习近平新时代中国特色社会主义 思想为指导，紧紧围绕"从严治行、转型发展"主题主线，积极 做好客户经营，保持了良好的发展态势，为圆满完成全年各项目 标任务、实现"二二五五"战略顺利收官打下了坚实基础。 经营效益持续提升。2025年1-6月，公司实现营业收入200.93 亿元，较上年同期增长3.89%；实现归属于上市公司股东的净利 润116.62亿元，较上年同期增长16.67%。 1 单位： ...

杭州银行（600926）发布2025年半年度业绩快报，2025年1-6月，公司实现营业收入200.93亿元，较上 年同期增长3.89%；实现归属于上市公司股东的净利润116.62亿元，较上年同期增长16.67%。 ...

智通财经7月17日电，杭州银行(600926.SH)发布2025年半年度业绩快报，营业收入为200.93亿元，同比 增长3.89%；归属于上市公司股东的净利润为116.62亿元，同比增长16.67%。公司总资产为22,355.95亿 元，较上年末增长5.83%；贷款总额为10,094.18亿元，较上年末增长7.67%。不良贷款率为0.76%，拨备 覆盖率为520.89%。 杭州银行：上半年净利同比增长17% ...

出品｜搜狐财经 作者｜汪梦婷 7月17日，睿远基金旗下产品披露2025年二季报，明星基金经理傅鹏博、赵枫调仓动作浮出水面。 今年二季度，傅鹏博、朱璘管理的睿远成长价值仍维持高仓位运作，立讯精密、寒武纪、巨星科技获增持，中国移动、迈为股份等6只个股被减持，新易盛 新进前十大重仓，最新持股数约731万股。 赵枫管理的睿远均衡价值调仓较为明显，此前的头号重仓股中国移动退出重仓前十，山西汾酒、万华化学、三诺生物一并退出，立讯精密、杭州银行、中国 太平、神马电力取而代之。此外，赵枫大笔增持分众传媒，持股数环比增加63%。 今年二季度，睿远成长价值混合仓位有所下降，权益投资比例92.16%，相比一季度降低1.46%。 截止报告期末，睿远成长价值混合期末资产净值为186.66亿元，相比一季度末的184.30亿元略有增加。期末份额144.44亿份，相比一季度末的150.89亿份减少 6.45亿份。 业绩方面，二季度睿远成长价值A、C季内净值增长率分别为5.8%和5.7%，同期业绩比较基准收益率为1.67%。 从调仓动作上看，今年二季度睿远成长价值混合前十大重仓股中，有3只个股获增持，即立讯精密、寒武纪、巨星科技，持股数环比分 ...

如何看待股东对银行股的减持？或者说，股东减持银行股说明了什么？ 最近，银行股遭到股东减持一事受到市场的关注。7月13日晚，齐鲁银行发布公布，重庆华宇根据自身 发展需要，拟在公告披露之日起3个交易日后的2个月内，通过大宗交易方式减持不超过6043.81万股， 即减持比例不超过该行总股本的1.10%。按发布公告时齐鲁银行的收盘价6.42元/股测算，重庆华宇有望 套现3.88亿元。 如齐鲁银行的股东重庆华宇以及杭州银行的股东中国人寿，他们就是这样的财务投资者或战略投资者， 两家银行成功上市后，择机退出就是两位股东所要做的事情。实际上，这次减持并不是两位股东的首次 减持。如齐鲁银行的股东重庆华宇，早在2024年7月，齐鲁银行就曾发布公告称，重庆华宇根据自身发 展需要，计划通过集中竞价或大宗交易方式减持不超过6369.89万股股份，减持比例不超过其总股本的 1.32%。同年10月，齐鲁银行公告称，重庆华宇累计通过集中竞价和大宗交易方式减持6369.89万股，占 齐鲁银行总股本的1.32%，减持价格区间为4.59元/股—5.18元/股，减持总金额约3.01亿元。 又比如杭州银行的股东中国人寿，此前曾三度减持共4.8%的杭 ...

Core Viewpoint - The A-share banking sector is experiencing significant pressure, with a notable decline in stock prices following a substantial increase earlier in the year, raising concerns about a potential market overheating [1][3]. Group 1: Market Performance and Trends - As of July 16, the Shenwan Banking Index has recorded a year-to-date increase of 15.20%, with all 42 A-share listed banks showing gains, and some like Xiamen Bank and Shanghai Pudong Development Bank exceeding 30% [3][9]. - The average dividend yield for A-share listed banks has dropped to approximately 3.8%, down from 5.01% a year ago, indicating a significant compression in yield [9]. - The price-to-earnings (PE) ratio of the China Securities Banking Index has risen to 7.4 times, the highest since April 2018, reflecting increased valuation levels [9]. Group 2: Shareholder Actions - China Life Insurance plans to completely divest its stake in Hangzhou Bank, which it has held for 16 years, potentially achieving an investment return of over 180% [2][5]. - Other banks, such as Changsha Bank and Qilu Bank, have also seen major shareholders announce plans to reduce their stakes, indicating a trend of profit-taking among large investors [6][7]. Group 3: Fundamental Analysis - In Q1 2025, the combined operating revenue of 42 A-share listed banks fell by 1.72% year-on-year, while net profit attributable to shareholders decreased by 1.2%, highlighting a trend of revenue growth without profit increase [10]. - The average net interest margin for listed banks is approximately 1.58%, remaining below the industry warning line of 1.8%, suggesting ongoing pressure on traditional lending profitability [10][11]. Group 4: Long-term Outlook - Despite short-term valuation pressures, many institutions maintain a positive outlook on the long-term investment value of bank stocks, citing the potential for asset quality improvement and continued appeal of high-dividend assets [13][14]. - Analysts suggest that the future performance of bank stocks will increasingly depend on individual banks' actual performance, emphasizing the need for selective investment in banks with competitive advantages [11][15].