证券日报网讯 9月18日晚间，南京银行发布公告称，经中国人民银行批准，南京银行股份有限公司于近 日在全国银行间债券市场成功发行"南京银行股份有限公司2025年金融债券（第一期）（债券通）"（以 下简称"本期债券"）。本期债券于2025年9月18日发行完毕，发行总额为人民币130亿元，为3年期固定 利率债券，票面利率1.89%。 （文章来源：证券日报） ...

Core Viewpoint - The banking sector is experiencing a downturn with significant declines in stock prices, while the technology sector remains strong. The banking AH index and the CSI banking index have both dropped over 13% since July 11, leading to a breach of the 120-day moving average for the first time in a year [1]. Group 1: Stock Performance and Dividend Yield - As bank stocks continue to decline, the dividend yield for the banking AH index has risen to 4.6%, suggesting potential value for investors [3][10]. - The banking AH index is currently valued at 0.69 times PB, indicating a certain level of investment attractiveness [10]. - The banking AH total return index has increased by 97.48% since January 1, 2019, outperforming the CSI banking total return index by over 10% and the CSI 300 total return index by 20.83% [10]. Group 2: Shareholder Activity - Several banks have reported shareholder increases, with Everbright Bank's controlling shareholder increasing their stake by 1.397 million shares, representing 0.02% of total shares, with an investment of 51.66 million yuan [4]. - Nanjing Bank received support from its major shareholder, Zijin Group, which increased its stake by approximately 5.678 million shares, raising its total holding from 12.56% to 13.02% [4]. - Other banks, including Huaxia Bank and Suzhou Bank, have also seen active participation from their directors and executives in increasing their holdings, reflecting confidence in future growth [4][5]. Group 3: Institutional Investment Trends - Insurance capital's holdings in the banking sector reached 28.24%, an increase of 1.04% from the previous quarter, although the market value held by insurance companies slightly decreased to 6.5% of the A-share market [6]. - Social security funds have also increased their holdings in the banking sector, with a rise to 51.71%, up 2.48 percentage points [7]. - Insurance companies have made 11 significant investments in listed banks this year, primarily in H-shares, indicating continued interest in the sector due to attractive dividend yields and stable performance [7]. Group 4: Dividend Distribution - As of September 17, 2025, 17 listed banks have announced a total dividend distribution of 237.54 billion yuan for the mid-year, with Industrial and Commercial Bank of China leading with a total dividend of 50.396 billion yuan [8][9]. - Other major banks, including China Construction Bank and Agricultural Bank of China, have also announced substantial dividends, further enhancing the stability and sustainability of bank stock dividends [8].

Group 1 - The core point of the article is that Nanjing Bank has successfully issued a financial bond approved by the People's Bank of China, with a total amount of RMB 13 billion [1] - The bond is a 3-year fixed-rate bond with a coupon rate of 1.89% [1] - The funds raised from this bond issuance will be used to optimize the long-term asset-liability matching structure and to support the development of long-term asset business [1]

南京银行股份有限公司 关于 2025 年金融债券（第一期）（债券通） 发行完毕的公告 特别提示： 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。 经中国人民银行批准，南京银行股份有限公司于近日在全国银行间债券市场 成功发行"南京银行股份有限公司 2025 年金融债券（第一期）（债券通）"（以 下简称"本期债券"）。 本期债券于 2025 年 9 月 18 日发行完毕，发行总额为人民币 130 亿元，为 3 年期固定利率债券，票面利率 1.89%。 本次债券募集的资金将用于优化中长期资产负债匹配结构，增加稳定中长 期负债来源并支持中长期资产业务的开展。 证券简称: 南京银行 证券代码: 601009 编号: 2025-068 优先股简称：南银优 1 优先股代码：360019 南银优 2 360024 1 南京银行股份有限公司董事会 2025 年 9 月 18 日 特此公告。 ...

Core Viewpoint - Nanjing Bank has successfully issued a financial bond in the national interbank bond market, approved by the People's Bank of China, with a total issuance amount of RMB 13 billion [1] Group 1 - The bond issued is a three-year fixed-rate bond with a coupon rate of 1.89% [1] - The funds raised from this bond will be used to optimize the long-term asset-liability matching structure [1] - The issuance aims to increase stable long-term liability sources and support the development of long-term asset business [1]

Market Overview - On September 18, A-shares experienced a significant decline, with all three major indices dropping over 1%, specifically the ChiNext Index down 1.64%, Shanghai Composite Index down 1.15%, and Shenzhen Component Index down 1.06% [1] - The total trading volume in the A-share market reached 3.17 trillion yuan, an increase of 763.7 billion yuan compared to the previous day [1] - Over 4,300 stocks in the market fell, while the robotics sector continued to perform strongly, with Shoukai Co. hitting the daily limit for the 11th time in 12 days [1] Federal Reserve Rate Cut - The Federal Reserve's decision to cut interest rates by 25 basis points was in line with market expectations, with Chairman Powell indicating no broad support for a larger cut [2] - Following the rate cut, global commodity prices, including gold, saw a significant decline, with spot gold dropping from a historical high of $3,700 per ounce to around $3,650 per ounce [2] Banking Sector Performance - The banking sector faced a comprehensive downturn on September 18, with major banks like Changshu Bank and Agricultural Bank of China seeing declines of over 2% [3] - Since reaching a historical high on July 11, the banking sector indices have fallen over 13%, breaking below the 120-day moving average for the first time in a year [3] Shareholder Actions - Despite the downturn in the banking sector, several listed banks have seen shareholder increases, indicating confidence in their future prospects [4][5] - For instance, Everbright Bank's major shareholder has increased its stake by 0.02%, while Nanjing Bank's major shareholder raised its stake from 12.56% to 13.02% [5] Future Market Outlook - Analysts suggest that the recent market decline may be a temporary adjustment, with expectations of a potential upward trend resuming after the correction [8] - Historical patterns indicate that if the market is in a slow bull phase, significant increases may not occur in the next six months, while a fast bull phase could lead to a shorter adjustment period [8] - The possibility of a global central bank rate cut following the Fed's decision could provide further support for the A-share market, potentially leading to a second wave of upward movement [8]

Market Overview - On September 18, the major indices in the A-share market experienced a decline, with the ChiNext Index falling by 1.64%, the Shanghai Composite Index down by 1.15%, and the Shenzhen Component Index decreasing by 1.06% [1] - The total trading volume for the day was 3.17 trillion yuan, compared to 2.4 trillion yuan the previous day [1] Stock Performance - The FTSE China A50 Index futures saw a decline of 1.44%, with over 4,300 stocks in the market experiencing a drop [3] - The banking sector faced a significant downturn, with major banks like Agricultural Bank of China and China Construction Bank dropping over 2% and 1% respectively [5] - Conversely, the robotics sector showed strong performance, with stocks like Shoukai Co. hitting the daily limit for 12 consecutive days [3] Banking Sector Insights - The banking sector has seen a continuous decline, with the AH Index and the China Securities Banking Index both dropping over 13% since July 11 [6] - As of September 17, the dividend yield for the banking AH Index rose to 4.6%, indicating a potential opportunity for investors [8][16] - Several banks have reported shareholder increases, with notable actions from major shareholders like Everbright Group and Zijin Trust [10][11] Dividend Distribution - By September 17, 17 listed banks announced a total dividend of 237.54 billion yuan for the mid-year of 2025, with Industrial and Commercial Bank of China leading with a dividend of 50.396 billion yuan [14][15] - The trend of increasing dividends reflects confidence in the banks' future development and long-term investment value [11] Institutional Investment Trends - Insurance funds have increased their holdings in the banking sector, reaching a position of 28.24% as of the second quarter of 2025, while social security funds also raised their holdings to 51.71% [13] - The banking sector's low valuation and stable dividends continue to attract institutional investors, particularly those seeking steady returns [13][17]

资料显示，南京银行股份有限公司位于江苏省南京市建邺区江山大街88号，成立日期1996年2月6日，上 市日期2007年7月19日，公司主营业务涉及在经金融监管部门批准的经营范围内开展各项业务活动,主要 包括存贷款业务、票据业务、债券投资业务、同业存放及拆放业务以及结算、代理业务等。主营业务收 入构成为：公司银行业务48.79%，资金业务25.90%，个人银行业务24.98%，其他业务0.33%。 从基金十大重仓股角度 9月18日，南京银行跌2.15%，截至发稿，报10.46元/股，成交5.64亿元，换手率0.43%，总市值1293.23 亿元。南京银行股价已经连续3天下跌，区间累计跌幅5.25%。 截至发稿，吴闻累计任职时间9年330天，现任基金资产总规模120.27亿元，任职期间最佳基金回报 78.03%， 任职期间最差基金回报3.1%。 熊靓累计任职时间1年65天，现任基金资产总规模8061.15万元，任职期间最佳基金回报38.57%， 任职 期间最差基金回报6.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何 ...

Group 1 - Several city commercial banks in A-shares have seen significant share buybacks amid stock price corrections [1][2] - Qilu Bank announced a plan for its directors and senior management to buy back shares worth no less than 3.5 million yuan between September 16, 2025, and December 31, 2025 [1] - Suzhou Bank's directors and senior management plan to buy back shares worth at least 4.2 million yuan from September 8, 2025, to December 31, 2025, reflecting confidence in the bank's future [1] Group 2 - Major shareholders of several city commercial banks are also increasing their stakes [2] - Qingdao Bank's major shareholder plans to buy between 233 million and 291 million shares, raising their total stake to between 19% and 19.99% [2] - Nanjing Bank's major shareholder increased their stake from 12.56% to 13.02% by acquiring 56.78 million shares [2] Group 3 - Chengdu Bank's controlling entities increased their holdings by 4.77 million and 4.36 million shares, with total investments of approximately 87 million yuan and 79.6 million yuan respectively [3] - As of September 17, only four out of 42 A-share listed banks showed a price increase over the past 60 days, while the majority experienced declines, with some city commercial banks dropping over 10% [3]

(一)股东大会召开的时间：2025年9月16日 (二)股东大会召开的地点：江苏省南京市建邺区江山大街88号公司河西总部大楼四楼401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： 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 ■ (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。 本次会议采用现场与网络投票相结合方式，对所需审议议案进行投票表决，表决方式符合《公司法》 《公司章程》及国家相关法律法规的规定。本次股东大会由公司董事长谢宁主持。 (五)公司董事、监事和董事会秘书的出席情况 1、公司有签字权董事10人，出席4人，杨伯豪董事、陈峥董事、徐益民董事、廖定进董事、俞红海独立 董事、吴弘独立董事因公务原因未能出席本次会议； 2、公司在任监事9人，出席6人，王国彬监事、郭俊监事、王家华监事因公务原因未能出席本次会议； 3、董事会秘书的出席情况；其他高管的列席情况。 公司高管共6人列席了会议；公司副行长、董 ...