截至2025年8月20日 13:06，中证国有企业红利指数(000824)上涨0.27%，成分股南钢股份(600282)上涨6.04%，华域汽车(600741)上涨4.49%，厦门银行 (601187)上涨2.53%，中国银行(601988)上涨2.52%，华菱钢铁(000932)上涨2.50%。国企红利ETF(159515)红盘蓄势，最新价报1.15元。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | eolala | 中远海控 | 1.18% | 2.36% | | 000937 | 冀中能源 | 0.00% | 2.00% | | 600546 | 山煤国际 | -0.49% | 1.47% | | 000983 | 山西焦煤 | -0.97% | 1.46% | | 601699 | 潞安环能 | -0.67% | 1.44% | | 600971 | 恒源煤电 | -0.43% | 1.40% | | 601328 | 交通银行 | 0.40% | 1.33% | | 600153 | 建发股份 | -0.80% | 1.30% | | ...

中国人民银行等七部门本月上旬联合发布《关于金融支持新型工业化的指导意见》（以下简称《指导意见》），聚焦新型工业化重大战略任务 需要，提出18条针对性金融支持举措。记者近日采访发现，沿着金融支持新型工业化这一全新"路径"，南京金融机构正在整合多方资源，全力 支持制造业高端化、智能化、绿色化发展。 "多亏有南京银行的助力，不仅提高了授信额度，还提供了5年的贷款，才确保了公司现金流的稳定。"南京圣诺热管有限公司（以下简称"圣诺 热管"）相关负责人日前感慨。这笔让其念念不忘的银行信贷支持，也意味着企业第一次签下长达5年的中长期贷款合同，合作方是位于江宁区 的南京银行东山支行。 记者进一步了解到一个细节，圣诺热管是与该行合作多年的客户，此前在该行的授信额度为1000万元，去年开始额度一下增加到6000万元。而 这次对圣诺热管的信贷支持，同样也是南京银行东山支行近年来落地的首笔5年期中长期贷款业务。 转自：紫金山新闻 "企业新上线一个EMC能源项目，但需为客户垫付长达5年的资金，而且资金总量不低。我们也评估过这个项目，再加上对企业在超导热领域 研发能力的认可，所以第一时间量身定制贷款合同并启动审批流程，全力满足企业资金需 ...

Group 1 - Nanjing Bank (601009.SH) closed at 11.50 yuan, with a decline of 1.29% [1] - CITIC Bank (601998.SH) closed at 7.97 yuan, with a decline of 1.12% [1] - The banking sector experienced an overall increase of 0.52%, with Nanjing Bank and CITIC Bank being the two companies with the largest declines in the sector [1]

泰州，这座兼具千年文化底蕴与现代产业活力的城市，正以"大海新晨"战略为引领，在汽车产业的赛道 上加速奔跑。泰州近年来以汽车制造产业为突破口，加速推进新旧动能转换。2024年，泰州市地区生产 总值历史性突破7020.95亿元，其中以汽车产业为代表的高新技术产业产值占比高达45.9%，成为推动经 济高质量发展的核心引擎。 在这片创新创业的热土上，南京银行泰州分行以服务"国之大者"的使命担当，深度融入"大海新晨"战略 布局，为地方汽车产业转型升级注入强劲动能，让产业链韧性更强劲，让"泰州智造"的品牌更响亮。 产业筑基：打造"大海新晨"汽车产业集群 在汽车及零部件产业领域，目前，泰州市已拥有国家级技术中心、国家制造业单项冠军企业、国家级专 精特新企业、省级以上绿色工厂，并拥有上市企业、高新技术企业、省瞪羚企业、省潜在独角兽企业、 省级专精特新企业等一批优质科创资源，其中规上企业超过300家。更令人振奋的是，企业生产的近40 个汽车零部件品种市场占有率超过30%，"泰州制造"正以过硬的品质赢得市场认可。从发动机零部件到 车载电子系统，从传统燃油车配件到新能源"三电"系统，一条完整而富有韧性的产业链已然成型。 然而，产业 ...

Core Insights - The "Yiqi·Rong" investment and financing matchmaking event for leading talents was held in Suzhou, focusing on providing tailored financial services for young scientists [1][2] - Financial institutions including Suzhou Bank, Jiangsu Bank, and Nanjing Bank offered pre-approval credit of up to 30 million yuan to support young scientific talents and technology-driven enterprises [1] - The event aimed to bridge the gap between talent, technology, and capital, enhancing the growth of young scientists' enterprises and contributing to Suzhou's goal of becoming a global innovation hub [1] Financial Products and Services - Suzhou's technology departments have collaborated with financial institutions to launch specialized financial products for scientific talents, addressing challenges such as initial loans and credit loans for high-risk projects [2] - Notable financial products include the "Suzhou Talent Card," "Innovation Index Loan," "Achievement Transformation Loan," and "Investment and Loan Smart Manager," which aim to match innovative capital with scientific talent projects [2] - The event is part of a broader initiative to provide comprehensive lifecycle services for young scientists, including project incubation, financing connections, and resource integration [2] Event Impact and Future Plans - The "Yiqi·Rong" initiative has successfully hosted over ten investment and financing matchmaking events, serving nearly a hundred leading talent enterprises [2] - Suzhou's technology departments plan to continue regular closed-door matchmaking events to meet the financing needs of leading talent enterprises and stimulate innovation and entrepreneurship among young talents [2]

证券之星消息，8月15日城商行板块较上一交易日下跌0.92%，齐鲁银行领跌。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。城商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) | | | --- | --- | --- | --- | --- | --- | --- | | 001227 | 兰州银行 | 2.46 | 0.41% | 75.62万 | | 1.85亿 | | 600926 | 杭州银行 | 15.87 | 0.32% | 74.37万 | | 11.68亿 | | 601838 | 成都银行 | 18.21 | -0.05% | 33.14万 | | 5.99亿 | | 002142 | 宁波银行 | 28.10 | -0.14% | 46.92万 | | 13.06亿 | | 600928 | 西安银行 | 3.80 | -0.26% | 29.01万 | | 1.10亿 | | 601187 | 厦门银行 | 6.77 | -0.29% | 32.61万 | | 2.18亿 | | ...

Investment Rating - The report maintains a "Positive" outlook for the banking industry [6] Core Viewpoints - The growth rate of social financing continues to rebound, with government bonds playing a core driving role [9][10] - The recent policy measures are expected to have a positive impact on credit demand, particularly for household loans [13][14] - Non-bank deposits have significantly increased, indicating improved M1 growth driven by the conversion of household deposits to corporate deposits [18] Summary by Sections Social Financing Growth - In July 2025, social financing grew by 9.0% year-on-year, with a monthly increment of 1.16 trillion yuan, which was below market expectations by 250 billion yuan [9][10] - The increase in government bonds contributed 555.9 billion yuan to social financing, continuing its core role in driving growth [10] - Corporate direct financing increased by 102.9 billion yuan, with bond financing up by 75.5 billion yuan, benefiting from a recovery in the A-share market [10] Loan Growth - Total RMB loans grew by 6.9% year-on-year in July 2025, with a net decrease of 50 billion yuan for the month [13] - Household loans saw a year-on-year decrease of 2.793 billion yuan, while corporate loans decreased by 3.9 billion yuan [13][14] - The report expresses optimism regarding the effectiveness of recent policy measures to support loan growth, particularly for household loans [13] Non-Bank Deposits - M1 grew by 5.6% year-on-year in July, with M2 growing by 8.8%, indicating a narrowing gap between M2 and M1 growth rates [18] - The increase in non-bank deposits by 1.39 trillion yuan aligns with the observed trends in household and corporate deposit conversions [18] - The report notes that the increase in corporate deposits by 320.9 billion yuan is primarily due to significant fiscal spending [18] Investment Recommendations - The report suggests focusing on two investment themes: high-dividend stocks due to the reduction in insurance preset rates and fundamentally strong mid-sized banks [24][25] - Recommended banks for high-dividend strategies include China Construction Bank, Industrial and Commercial Bank of China, China Merchants Bank, and Agricultural Bank of China [25] - For mid-sized banks, the report recommends focusing on Industrial Bank, CITIC Bank, Nanjing Bank, Jiangsu Bank, and Hangzhou Bank [25]

（责任编辑：徐自立） 中国经济网北京8月13日讯 江苏银行(600919.SH)今日收报11.20元，跌幅2.35%。南京银行 (601009.SH)今日收报11.74元，跌幅2.33%。银行板块今日跌0.91%，江苏银行、南京银行为银行板块 跌幅最大的2家公司。 ...

从资金流向上来看，当日城商行板块主力资金净流出3.82亿元，游资资金净流出1.38亿元，散户资金净流 入5.21亿元。城商行板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601009 南京银行 | | 1.35 Z | 15.71% | -1.65 Z | -19.31% | 3077.83万 | 3.60% | | 601665 齐鲁银行 | | 6627.67万 | 10.23% | -4361.83万 | -6.74% | -2265.83万 | -3.50% | | 001227 | 兰州银行 | 965.81万 | 5.77% | -405.00万 | -2.42% | -560.81万 | -3.35% | | 002966 苏州银行 | | 627.64万 | 2.50% | -581.69万 | -2.32% | -45.95万 | -0.18% | | 002936 ...

上市银行红利派发高峰期已至。 6月27日，沪农商行、渝农商行和浙商银行实施了2024年度现金红利派发。至此，已有26家银行落地了 2024年度末期利润分配方案，叠加已实施的中期分红，年度分红合计已达4273.83亿元。 这意味着A股上市银行落地分红总额已完成了近七成。根据wind统计数据，2024年A股上市银行现金分 红总额将达6319.56亿元，相较去年增加了近两百亿元，增幅为3.03%。 今年上市银行的分红动作明显前置，有近一半的A股上市银行集中于6月份落地实施2024年度利润分配 方案。 截至6月27日，有14家银行均完成了2024年中期和末期分红，包括：国有大行中的4家银行，即建设银 行、邮储银行、中国银行、交通银行；股份行中的华夏银行、平安银行；以及8家区域银行，即沪农商 行、渝农商行、厦门银行、南京银行、上海银行、齐鲁银行、紫金银行、苏州银行。 从分红力度看，绝大多数上市银行提高了分红总额。根据Wind统计数据，A股42家银行中，有39家银行 2024年现金分红总额超过上一年，整体分红额度较上一年增加了186亿元。 国有大行是上市银行分红的主力。整体看，六大行2024年分红总额高于2023年，合计 ...