1月12日，南京银行发布了今年以来首份股东增持公告。公告显示，公司大股东紫金集团及其子公司紫 金信托于2025年9月11日至2026年1月12日期间，以自有资金通过集中竞价交易合计增持南京银行股份 1.23亿股，占该行总股本的1%。此次增持完成后，紫金集团及其一致行动人紫金信托的合计持股比例 由13.02%提升至14.02%，其中紫金集团持股比例增至11.27%，紫金信托持股比例增至2.75%。 在业绩持续增长的同时，南京银行的成本管控效能与资产质量优势也进一步凸显。数据显示，公司前三 季度成本收入比延续下降趋势，保持高效的成本管控水平，不良贷款率稳定在0.83%，与年初持平，资 产质量基础持续夯实；拨备覆盖率为313.22%，风险抵补能力充足。 此次增持并非紫金集团首次加码南京银行。回溯股权变动轨迹，在本次增持周期启动前，紫金集团体系 已完成一轮对南京银行的增持动作。其中，其控股子公司紫金信托于2025年7月18日至9月10日期间，通 过集中竞价交易累计增持5677.98万股，这一操作直接推动紫金集团及其一致行动人合计持股比例从 12.56%攀升至13.02%。 股东的持续增持，与南京银行稳健向好的经营业绩 ...

Core Insights - The city commercial bank sector experienced a rise of 1.55% on January 13, with Ningbo Bank leading the gains [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Ningbo Bank (002142) closed at 29.26, up 4.24%, with a trading volume of 655,400 shares and a transaction value of 1.904 billion [1] - Hangzhou Bank (600926) closed at 15.96, up 3.70%, with a trading volume of 1,208,400 shares and a transaction value of 1.912 billion [1] - Suzhou Bank (002966) closed at 8.26, up 1.35%, with a trading volume of 485,800 shares [1] - Chengdu Bank (601838) closed at 16.29, up 1.24%, with a trading volume of 426,400 shares and a transaction value of 693 million [1] - Nanjing Bank (600109) closed at 10.88, up 1.21%, with a trading volume of 1,192,800 shares and a transaction value of 1.303 billion [1] - Qilu Bank (601665) closed at 5.69, up 1.07%, with a trading volume of 649,900 shares and a transaction value of 368 million [1] - Chongqing Bank (601963) closed at 10.55, up 0.96%, with a trading volume of 99,300 shares and a transaction value of 10.5 million [1] - Jiangsu Bank (616009) closed at 10.60, up 0.95%, with a trading volume of 1,504,800 shares and a transaction value of 1.593 billion [1] - Xi'an Bank (600928) closed at 3.77, up 0.53%, with a trading volume of 363,100 shares and a transaction value of 13.8 million [1] - Changsha Bank (601577) closed at 9.50, up 0.53%, with a trading volume of 183,100 shares and a transaction value of 174 million [1] Capital Flow - The city commercial bank sector saw a net inflow of 238 million from institutional investors, while retail investors contributed a net inflow of 199 million [2] - The sector experienced a net outflow of 437 million from speculative funds [2] Individual Stock Capital Flow - Hangzhou Bank (600926) had a net inflow of 70.42 million from institutional investors, while it faced a net outflow of 12.4 million from speculative funds [3] - Shanghai Bank (601229) saw a net inflow of 66.71 million from institutional investors, with a net outflow of 33.15 million from speculative funds [3] - Ningbo Bank (002142) had a net inflow of 37.18 million from institutional investors, with a net outflow of 1.4 million from speculative funds [3] - Suzhou Bank (002966) experienced a net inflow of 34.87 million from institutional investors, while facing a net outflow of 24.25 million from speculative funds [3] - Jiangsu Bank (601577) had a net inflow of 20.83 million from institutional investors, with a net outflow of 15.24 million from speculative funds [3]

Market Overview - The Shanghai Composite Index fell by 0.64% on January 13, with six industries experiencing gains, led by the oil and petrochemical sector at 1.62% and the pharmaceutical and biotechnology sector at 1.21% [1] - The banking sector rose by 0.65% [1] - The defense and military industry and electronics sector saw the largest declines, at 5.50% and 3.30% respectively [1] Capital Flow - The net outflow of capital from the two markets was 162.743 billion yuan, with only four industries seeing net inflows [1] - The pharmaceutical and biotechnology sector had the highest net inflow of 4.348 billion yuan, followed by the oil and petrochemical sector with a net inflow of 586 million yuan [1] - The electronics sector experienced the largest net outflow, totaling 37.010 billion yuan, followed by the computer industry with a net outflow of 23.107 billion yuan [1] Banking Sector Performance - The banking sector had a net inflow of 465 million yuan, with 32 out of 42 stocks rising [2] - Agricultural Bank led the net inflow with 203 million yuan, followed by Industrial and Commercial Bank with 177 million yuan and Ping An Bank with 135 million yuan [2] - Major stocks with significant net outflows included China Merchants Bank, Nanjing Bank, and Bank of China, with outflows of 598 million yuan, 43.3815 million yuan, and 36.6624 million yuan respectively [2] Individual Bank Performance - Agricultural Bank increased by 1.20% with a turnover rate of 0.15% and a main capital flow of 202.928 million yuan [3] - Industrial and Commercial Bank rose by 0.90% with a turnover rate of 0.14% and a main capital flow of 176.699 million yuan [3] - Ping An Bank saw a slight decrease of 0.09% with a main capital flow of 134.859 million yuan [3] - Other notable performers included Ningbo Bank with a 4.24% increase and a main capital flow of 102.158 million yuan [3] Additional Banking Data - Jiangsu Bank increased by 0.95% with a main capital flow of 115.957 million yuan [4] - Xiamen Bank experienced a decrease of 0.69% with a negative capital flow of -146.21 thousand yuan [4] - China Merchants Bank had a minimal increase of 0.02% but a significant negative capital flow of -59.814 million yuan [4]

2026年，银行股的首波增持来了。 1月12日晚间，有2家银行公布了增持公告，其中渝农商行公告，公司部分高管今年以来以自有资金从二 级市场买入该行A股股票19.2万股，成交价格区间为每股人民币6.36元至6.42元，以此计算，此次增持涉 资最高达123.26万元。此外南京银行也表示，大股东紫金集团及其关联方于2025年9月11日至2026年1月 12日以自有资金通过二级市场合计增持该公司股份1.23亿股。据悉银行去年的"成绩单"将于今年3月21 日披露，平安银行将饮"头啖汤"，市场认为去年银行的业绩或已筑底，预计上市银行归母净利润增速和 营收同比双增。 21世纪经济报道记者叶麦穗 两家上市银行获增持 1月12日，重庆农商行发布公告，该行部分董事、高级管理人员于2026年1月5日至1月7日期间，以自有 资金从二级市场买入该行A股股票19.2万股，成交价格区间为每股人民币6.36元至6.42元。其中，执行董 事、董事长刘小军增持该行5万股股份，变动后持股数为5万股股份；执行董事、行长隋军增持该行4.7 万股股份，变动后持股数为12.24万股股份；副行长张进增持该行3万股股份，变动后持股数为3万股股 份；副行长谭彬 ...

【文/羽扇观金工作室】 近期，银行业增资扩股热潮持续升温，地方银行成为其中的主力军。 1月12日晚，南京银行发布公告，大股东紫金投资集团及其控股子公司紫金信托于2025年9月11日至2026 年1月12日期间，以集中竞价交易方式累计增持该行12347.2万股股份，占总股本的1%，合计持股比例 从13.02%提升至14.02%。南京紫金集团是南京市国资集团的全资子公司。 | 投资者名称 | 变动前股数 | 变动前 | 变动后股数 | 变动后比 | 权益变动方 | 权益变动的 | 资金来源(仅 | | --- | --- | --- | --- | --- | --- | --- | --- | | | (股) | 比例(%) | (股) | 例(%) | ਸੀ | 时间区间 | 增持填写) | | 发生直接持股变动的主体: | | | | | | | | | | | | | | | | 自有资金 ☑ | | 南京紫金投 | | | | | 集中竞价 四 | 2025/09/11 | 银行贷款 □ | | 资集团有限 | 1, 330, 914, 235 | 10. 76 | 1, 393, 290, 843 | ...

Group 1 - The A-share market saw a general rise in bank stocks, with notable increases in Ningbo Bank and Hangzhou Bank, both rising over 3% [1] - Other banks such as Chongqing Bank, Agricultural Bank, and Xian Bank also experienced gains of over 1% [1] Group 2 - Ningbo Bank's stock increased by 3.92%, with a total market capitalization of 192.6 billion [2] - Hangzhou Bank's stock rose by 3.25%, with a market cap of 115.2 billion [2] - Chongqing Bank and Agricultural Bank saw increases of 1.34% and 1.33% respectively, with market caps of 36.8 billion and 26,669 billion [2] - The year-to-date performance shows that Ningbo Bank and Hangzhou Bank have increased by 3.84% and 3.99% respectively, while Nanjing Bank has decreased by 3.94% [2]

Core Viewpoint - The A-share market saw a significant increase in bank stocks on January 13, with notable gains from several banks, indicating a positive trend in the banking sector [1]. Group 1: Stock Performance - Ningbo Bank (002142) experienced a rise of 3.92%, with a total market capitalization of 192.6 billion [2]. - Hangzhou Bank (600926) increased by 3.25%, with a market cap of 115.2 billion [2]. - Chongqing Rural Commercial Bank (601077) saw a gain of 2.46%, with a market value of 75.8 billion [2]. - Nanjing Bank (601009) rose by 2.14%, but has a year-to-date decline of 3.94%, with a market cap of 135.8 billion [2]. - Agricultural Bank of China (601288) increased by 1.33%, with a substantial market capitalization of 2,666.9 billion [2]. - Other banks such as Chengdu Bank (601838), Zijin Bank (601860), and Xi'an Bank (600928) also reported gains of 1.24%, 1.08%, and 1.07% respectively [2].

Group 1 - Weiteou signed a strategic cooperation agreement with Qiteng Robotics to focus on safety upgrades in high-risk industries, leveraging new materials and robotics [1] - Dongfang Caifu's subsidiary received approval from the CSRC to issue subordinate bonds totaling up to 20 billion yuan [2] - Haibo Zhongke's controlling shareholder plans to reduce holdings by up to 2.98% of the company's shares [3] Group 2 - Shengyang Technology's subsidiary FTA is expanding into the foreign satellite internet terminal business, which is still in the early commercialization stage [4] - Cangge Mining expects a net profit increase of 43.41%-53.1% for 2025, projecting a profit of 3.7-3.95 billion yuan [5] - Jinlongyu plans to invest approximately 1.2 billion yuan to build a production line for solid-state batteries with an annual capacity of 2 GWh [6] Group 3 - Shengda Resources intends to acquire a 55% stake in Guangxi Laibin Jinshi Mining for 269.5 million yuan [7] - Zhifei Biological's CA111 injection has entered Phase I clinical trials, targeting diabetes and weight loss treatment [8] - Qusleep Technology's specific shareholders plan to reduce their holdings by up to 2.58% of the company's shares [9] Group 4 - Innovation Medical's subsidiary has a product expected to generate revenue of 114,000 yuan in 2025 [11] - Blue Ocean Cursor noted that AI-driven revenue currently constitutes a small portion of overall revenue [12] - *ST Yanshi anticipates a loss for the 2025 fiscal year, with revenue expected to be below 300 million yuan [13] Group 5 - ST Yishite will lift risk warnings and change its stock name, resuming trading on January 14 [14] - Shaoyang Hydraulic clarified that its products do not directly serve commercial aerospace clients [15] - Boss Electric plans to invest 100 million yuan in Youte Smart Kitchen to deepen strategic cooperation [16] Group 6 - Guo An Da's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [17] - *ST Mingjia has lifted the delisting risk warning following the completion of its restructuring plan [18] - Haixiang Pharmaceutical signed an innovative drug cooperation agreement with Wanbangde Pharmaceutical [19] Group 7 - Palm Holdings plans to transfer stakes in two project companies for debt compensation, amounting to 258 million yuan [20] - Bohai Leasing's subsidiary Avolon is projected to have a fleet of 1,132 aircraft by the end of 2025 [21] - Zhenyou Technology reported that satellite internet revenue accounted for approximately 7.15% of total revenue in the first three quarters of 2025 [22] Group 8 - Blue Arrow Electronics intends to acquire at least 51% of Chengdu Xinyi Technology [23] - Shunhao Co. stated that its investment in Tianshu Chuangxin will have a minimal impact on its 2025 performance [24][25] - Baichuan Co.'s deputy general manager plans to reduce holdings by up to 0.65% of the company's shares [26] Group 9 - Zhewen Interconnect reported that its GEO business has not yet formed a mature profit model [27] - XW Communication's controlling shareholder plans to reduce holdings by up to 1% of the company's shares [28] - Electric Science Digital indicated that its satellite communication products are not its main business [29] Group 10 - Bojun Technology expects a net profit increase of 35%-65% for 2025, projecting a profit of 828-1,012 million yuan [30] - Rongchang Bio signed a licensing agreement for the RC148 drug with AbbVie, with an initial payment of 650 million USD [31] - Guoxin Technology's state investment fund plans to reduce holdings by up to 2.37% of the company's shares [32] Group 11 - Hengxuan Technology's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [33][34] - *ST Chengchang announced a stock suspension for investigation due to abnormal trading [35] - Zhongji Xuchuang's subsidiary plans to issue warrants to incentivize its core team [36] Group 12 - Zhuoshengwei expects a net loss of 255-295 million yuan for 2025 [37] - Pingtan Development anticipates a loss for the 2025 fiscal year [38] - Nanjing Bank's major shareholder increased its stake by 123.472 million shares [39] Group 13 - Jingao Technology expects a net loss of 4.5-4.8 billion yuan for 2025 [40] - Mingyang Smart plans to acquire control of Dehua Company, with stock suspension [41] - Vanadium Titanium Co. anticipates a loss for the 2025 fiscal year [42][43] Group 14 - Tianzhihang announced a delay in its "Smart Medical Center Construction Project" [44]

登录新浪财经APP 搜索【信披】查看更多考评等级 1.身份类别 ■ 本公司大股东南京紫金投资集团有限责任公司及其控股子公司紫金信托有限责任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： ■ 近日，南京银行股份有限公司(以下简称"本公司")收到大股东南京紫金投资集团有限责任公司（以下简 称"紫金集团"）《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，紫金集团及其控股子公司紫金信托有限责任公司（以下简称"紫金信托"）于2025年9月 11日至2026年1月12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。现将紫金集团及其控股子公司紫金信托有关权益变动情况公告如下： 一、信息披露义务人及其一致行动人的基本信息 三、其他说明 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.紫金集团及其控股子公司紫金信托承诺，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 ...

人民财讯1月12日电，南京银行（601009）1月12日公告称，该行收到大股东南京紫金投资集团有限责任 公司(简称"紫金集团")《关于增持南京银行股份有限公司股份的告知函》，基于对该公司未来发展的信 心和价值成长的认可，紫金集团及其控股子公司紫金信托有限责任公司(简称"紫金信托")于2025年9月 11日至2026年1月12日期间以集中竞价交易方式增持该行股份合计12347.2万股，占该行总股本的1%。 紫金集团及其控股子公司紫金信托合计持股比例由13.02%增加至14.02%。 ...