Company Dynamics - Nanjing Bank announced that its major shareholder, Nanjing Zijin Investment Group, has increased its stake in the bank by acquiring 56.78 million shares, representing 0.46% of the total share capital [2] - Following this acquisition, the combined shareholding of Zijin Group and its subsidiary, Zijin Trust, rose from 12.56% to 13.02%, reaching a whole number increment [2] - Zijin Trust, established in 1992, underwent a restructuring in 2010 and is now a mixed-ownership entity with state-owned and international investors [2] Financial Performance - In 2024, Zijin Trust reported a net profit of 1.041 billion yuan, an increase of 69.13 million yuan, reflecting a year-on-year growth of 7.11% [3] - The impact of Zijin Trust's increased stake in Nanjing Bank on the business development and market dynamics of both entities is anticipated to be significant and warrants ongoing observation [3]

Group 1 - The core viewpoint emphasizes the need for financial and real economy symbiosis, with the "Five Major Articles" being essential for addressing economic transformation challenges and promoting new productive forces in Jiangsu [1] - The People's Bank of China Jiangsu Branch introduced the "Action Plan for Solidly Promoting the Five Major Articles of Finance to Support High-Quality Economic Development in Jiangsu," outlining implementation paths and expected significant achievements by 2027 [1][2] - The plan aims to enhance financing accessibility and the adaptability of financial products to meet supply and demand in key areas and weak links [1][2] Group 2 - The plan includes 21 specific measures to strengthen financial support, focusing on technology finance innovation, green finance enhancement, inclusive finance expansion, pension finance support, and digital finance empowerment [2] - Specific initiatives include a special guarantee plan for supporting technological innovation, exploring commercial medical insurance forms, and applying quantum-resistant technology for secure data sharing [2][3] Group 3 - Technology finance is prioritized, with a focus on supporting major national technology tasks and technology-based enterprises through a comprehensive support mechanism [3] - The plan emphasizes enhancing the adaptability of financial products and services for technology enterprises, promoting loan linkage, and establishing a technology finance alliance [3] Group 4 - The plan encourages financial institutions to innovate transformation financial products with incentive mechanisms linked to enterprise transformation outcomes, exemplified by a loan to Jiangsu Xingyang Shipbuilding Equipment Manufacturing Co., Ltd. [4] - Jiangsu has established a "Transformation Financing Subject Library" to promote eligible enterprises and projects, with over 2 billion yuan in transformation financial loans already disbursed [4][5] Group 5 - The plan also focuses on improving financial services for people's livelihoods, including establishing financial service centers for private enterprises and enhancing credit support for agriculture and rural infrastructure [5] - By the end of August, the comprehensive financial service platform in Jiangsu had over 201,000 registered users and facilitated credit access for 485,300 small and micro enterprises, amounting to 6.49 trillion yuan [5]

【导读】大股东再出手，南京银行获紫金信托增持5677.98万股 9月11日晚间，南京银行发布公告称，该行于近日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）增持该行股份的告知函。 8月4日，南京银行发布公告称，南京高科股份有限公司（以下简称南京高科）以集中竞价方式增持该行股份750.77万股，占该行总股本的0.06%。同样， 此番增持后，南京高科对该行的持股比例重回"9"字头，持股比例由原来的8.94%增加至9.00%。 此外，同月，南京银行大股东江苏交通控股有限公司无偿受让其全资子公司持有该行全部股份4.96亿股，占该行总股本的4.02%，持股比例也由原来的 9.99%升至14.01%。 从财报数据来看，今年上半年，南京银行实现营收、净利润双增。截至今年6月末，该行实现营业收入284.8亿元，同比增长8.64%；实现归母净利润 126.19亿元，同比增长8.84%。 在资产负债方面，截至今年6月末，该行资产总额为29014.38亿元，较上年末增长11.96%；负债总额为26912.97亿元，较上年末增长12.16%。 此外，在资产质量方面，截至今年6月末，该行不良贷款率为0.84%，较上年末上升 ...

【 导读 】 大股东再出手，南京银行获紫金信托增持5677.98万股 中国基金报记者 马嘉昕 9月11日晚间，南京银行发布公告称，该行于近日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）增持该行股份的告知 函。 紫金集团的控股子公司紫金信托有限责任公司（以下简称紫金信托）于7月18日至9月10日期间，以自有资金通过上交所交易系统，以集中 竞价交易方式增持该行股份5677.98万股，占该行总股本的0.46%。 此次增持后，紫金集团及其控股子公司紫金信托合计持股比例由12.56%增加至13.02%，触及1%整数倍，同时，本次增持不触发要约收 购。据悉，这也是"南银转债"成功转股导致持股稀释后，紫金集团及其控股子公司对该行持股比例重回13%以上。 此外，同月，南京银行大股东江苏交通控股有限公司无偿受让其全资子公司持有该行全部股份4.96亿股，占该行总股本的4.02%，持股比 例也由原来的9.99%升至14.01%。 从财报数据来看，今年上半年，南京银行实现营收、净利润双增。截至今年6月末，该行实现营业收入284.8亿元，同比增长8.64%；实现 归母净利润126.19亿元，同比增长8.84%。 在资产负 ...

Summary of Key Points Core Viewpoint - The article discusses various companies' stock transactions, highlighting both increases and decreases in shareholdings by major stakeholders, indicating potential shifts in investor sentiment and company performance [1]. Group 1: Increased Shareholdings - Nanjing Bank's subsidiary, Zijin Trust, has increased its holdings by 56.7798 million shares [1]. Group 2: Increased Buyback Plans - Baicheng Pharmaceutical's controlling shareholder has raised the buyback price plan to no more than 80 yuan per share [1]. Group 3: Decreased Shareholdings - Jinpu Garden's shareholders plan to collectively reduce their holdings by no more than 4.58% [1]. - Shanwaishan's shareholders plan to collectively reduce their holdings by no more than 4.08% [1]. - Renxin New Materials' shareholders plan to collectively reduce their holdings by no more than 3.3459% [1]. - Suqian Liansheng's shareholders plan to reduce their holdings by no more than 3% [1]. - Zhiyuan New Energy's controlling shareholder's concerted action party plans to reduce their holdings by no more than 3% [1]. - Huahai Chengke's shareholders plan to reduce their holdings by no more than 3% [1]. - Wenzhou Hongfeng's actual controller, Chen Xiao, plans to reduce his holdings by no more than 2.52% [1]. - Zhongwen Online's shareholders plan to collectively reduce their holdings by no more than 2% [1]. - Jifeng Co., Ltd.'s shareholders plan to reduce their holdings by no more than 2% [1]. - Youfang Technology's directors and supervisors plan to collectively reduce their holdings by no more than 1.3185% [1]. - Maijie Technology's shareholders plan to reduce their holdings by no more than 1% [1]. - Haige Communication's shareholders plan to reduce their holdings by no more than 3.5 million shares [1]. - Wanxun Zikong's shareholder, Zunwei Trading, plans to reduce their holdings by no more than 2.5 million shares [1]. - Minde Electronics' shareholders plan to reduce their holdings by no more than 203.9 thousand shares [1]. - Yinghua Te's shareholder, Xie Li Chuangtou, plans to reduce their holdings by no more than 58.17 thousand shares [1]. - Bidetech's director and deputy general manager, He Ming, plans to reduce his holdings by no more than 8.75 thousand shares [1].

北京商报讯（记者 宋亦桐）9月11日，南京银行发布公告，近日，该行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》，基于对该行未 来发展的信心和价值成长的认可，紫金集团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7月18日至2025年9月10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 持该行股份。 据悉，紫金集团控股子公司紫金信托于2025年7月18日至2025年9月10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南京银行股份5677.98万股，占该行总股本的0.46%。紫金集团 及其控股子公司紫金信托合计持股比例由12.56%增加至13.02%，触及1%整数倍。 ...

Core Viewpoint - Several major shareholders and executives of listed banks have taken the opportunity to increase their holdings during the recent stock price fluctuations, reflecting confidence in the banks' fundamentals and future prospects, as well as highlighting the long-term investment value of bank stocks at current valuations, particularly their high dividend yields [2][5]. Group 1: Shareholder Actions - Since August, multiple listed banks, including Huaxia Bank, Chengdu Bank, Suzhou Bank, Nanjing Bank, Qingdao Bank, and Shanghai Bank, have announced plans or progress regarding share buybacks by major shareholders or executives [2][5]. - For instance, Nanjing Bank's major shareholder, Zijin Group's subsidiary, increased its holdings by 56.78 million shares, accounting for 0.46% of the total share capital, between July 18 and September 10 [2]. - Huaxia Bank completed its buyback plan by acquiring 4.23 million shares for a total of 31.9 million yuan, after initially announcing a plan to buy back at least 30 million yuan worth of shares [3][4]. Group 2: Market Context - The banking sector index has experienced a significant decline since reaching a peak around July 10, with smaller banks facing even larger drops [3][4]. - The stock price of Huaxia Bank fell from a high of 8.72 yuan per share on July 10 to 7.28 yuan per share by September 9 [4]. - Chengdu Bank's buyback plan was delayed due to its stock price exceeding the set upper limit, but it resumed with a total investment of 170 million yuan over a short period [4]. Group 3: Investment Sentiment - Analysts suggest that the recent buybacks by major shareholders and executives signal their recognition of the banks' long-term investment value and confidence in future operations, which can help stabilize stock price expectations [5][6]. - The banking sector is viewed as a defensive investment during market downturns due to its low valuations and high dividend characteristics, providing relatively stable returns [6]. - The banking sector index has seen a 64% increase from December 2023 to July 2025, with a maximum drawdown of over 10% in 2023 [7]. Group 4: Institutional Investment Trends - Insurance funds have increasingly targeted undervalued, large-cap, low-volatility banks, with several banks experiencing multiple stake increases from these funds [7]. - Public funds have also shown a rising interest in bank stocks, with the proportion of active public funds in bank stocks reaching 4.9% by the end of Q2, the highest since Q2 2021 [8]. - Despite the inflow of funds, there are concerns regarding net interest margin pressures and potential asset quality issues due to the real estate downturn, leading to some portfolio adjustments [8].

格隆汇9月11日丨南京银行(601009.SH)公布，紫金集团控股子公司紫金信托于2025年7月18日至2025年9 月10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5677.98万 股，占本公司总股本的0.46%。紫金集团及其控股子公司紫金信托合计持股比例由12.56%增加至 13.02%，触及1%整数倍。责任编辑：钟离 ...

南京银行股份有限公司关于持股 5%以上股东权益 变动触及 1%刻度的提示性公告 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。 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 7 月 18 日至 2025 年 9 月 10 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 1.身份类别 证券代码：601009 证券简称：南京银行 公告编号：2025-065 优先股简称：南银优 1 优先股代码：360019 南银优 2 360024 | | □控股股东/实际控制人及其一致 ...

格隆汇9月11日丨南京银行(601009.SH)公布，紫金集团控股子公司紫金信托于2025年7月18日至2025年9 月10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5677.98万 股，占本公司总股本的0.46%。紫金集团及其控股子公司紫金信托合计持股比例由12.56%增加至 13.02%，触及1%整数倍。 ...