对于可转换公司债券发行上市概况，南京银行披露称，公司于2021年6月15日向社会公开发行人民币200 亿元的可转换公司债券(以下简称"可转债""南银转债")，每张面值人民币100元，按面值发行，期限6 年。公司200亿元可转换公司债券于2021年7月1日起在上海证券交易所挂牌交易，债券简称"南银转 债"，债券代码"113050"，票面利率：第一年0.20%、第二年0.40%、第三年0.70%、第四年1.20%、第五 年1.70%、第六年2.00%。 21世纪经济报道记者叶麦穗广州报道今年以来，已有包括南银转债、杭银转债和苏行转债等银行转债先 后触及强赎区。与此同时，中信转债已经到期摘牌，浦银转债也将在今年10月到期。也就是说，今年至 少有5只银行转债先后摘牌。 对此，业内人士认为银行转债密集触发强赎，与银行股股价走强有较大关系，据同花顺（300033）统 计，今年中证银行指数上涨11%，位列行业涨幅榜前列，包括中农工建四大行在内，今年先后有11只银 行股股价创出历史新高。股价不断走高，让不少转债触及强赎区。此外，市场供需格局的变化也助推了 这波强赎潮。进入强赎时间 6月16日，南京银行（601009）公告称， ...

证券简称: 南京银行 证券代码: 601009 编号: 2025-031 优先股简称：南银优 1 优先股代码：360019 南银优 2 360024 可转债简称：南银转债 可转债代码：113050 南京银行股份有限公司 关于实施"南银转债"赎回暨摘牌的第一次提示性公告 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。 重要内容提示： 赎回登记日：2025 年 7 月 17 日 赎回价格：100.1537 元/张 赎回款发放日：2025 年 7 月 18 日 最后交易日：2025 年 7 月 14 日 截至 2025 年 6 月 17 日收市后，距离 2025 年 7 月 14 日（"南银转债"最后交易 日）仅剩 19 个交易日，2025 年 7 月 14 日为"南银转债"最后一个交易日。 最后转股日：2025 年 7 月 17 日 截至 2025 年 6 月 17 日收市后，距离 2025 年 7 月 17 日（"南银转债"最后转股 日）仅剩 22 个交易日，2025 年 7 月 17 日为"南银转债"最后一个转股日 ...

Market Overview - A-shares experienced a low open and high close, with the Shanghai Composite Index rising by 0.35%, Shenzhen Component Index by 0.41%, and ChiNext Index by 0.66% [1] - The total market turnover reached 12,435 billion, with over 3,500 stocks in the market closing in the green [1] Stablecoin Concept - The stablecoin concept surged throughout the day, with the digital currency sector rising by 4.72%, making it the top-performing industry concept [2] - Notable stocks included Tianyang Technology and Sifang Jingchuang hitting the 20% limit up, while Lakala rose over 15% [2] - The positive sentiment is attributed to favorable policies boosting investor confidence, with long-term prospects for stablecoins expected to drive the virtual asset industry [3] Financial Sector Performance - The banking sector showed strong performance, with Qingnong Commercial Bank and Sunong Bank rising over 3%, and several banks reaching historical highs [4] - The People's Bank of China reported an increase in social financing scale and new RMB loans, indicating a robust financial environment [4] - Analysts suggest that bank stocks have strong earnings certainty and recommend focusing on their investment value due to stable fundamentals and low valuations [5] Real Estate Sector Activity - The real estate sector exhibited strong performance, with a 1.69% overall increase, and 81 out of 91 stocks rising [6] - Positive policy signals from the government aim to stabilize the real estate market, with measures to optimize existing policies and enhance market expectations [6][7] - The National Bureau of Statistics indicated that the real estate market is moving towards stabilization, supported by the implementation of various policies [7]

证券代码：601009 证券简称：南京银行 公告编号：2025-027 优先股简称：南银优1 优先股代码：360019 南银优2 360024 可转债简称：南银转债 可转债代码：113050 南京银行股份有限公司 2024年年度权益分派实施公告 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。 重要内容提示： ● 每股分配比例 A股每股现金红利人民币0.19931元（含税） ● 相关日期 本次利润分配方案经公司2025年5月16日的2024年年度股东大会审议通过。 二、分配方案 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的公司全体普通股股东。 3.分配方案： 2024年末期利润分配以实施权益分派的股权登记日普通股总股本11,761,106,276股为基数，每股派发现 金红利人民币0.19931元（含税），共计派发现金红利人民币2,344,106,091.87元（四舍五入）。 三、相关日期 ■ 四、分配实 ...

Summary of Key Points from the Conference Call Industry Overview - The current investment logic for bank stocks has shifted from high dividends to focusing on performance, ROE advantages, long-term governance, and strong fundamentals [1][2] - The overall dividend yield in the AH market is converging towards 4.0%, with state-owned banks also approaching this level [1][2] - Headquartered city commercial banks benefit from regional economic advantages, maintaining double-digit credit growth rates, outperforming the national average [1][3] Key Insights on City Commercial Banks - Leading city commercial banks are expected to continue outperforming in terms of credit growth, with regions like Zhejiang and Jiangsu maintaining credit growth rates of 9-10% [1][3][4] - These banks are gaining market share in their respective provinces and cities, with credit growth rates projected to remain between 10-15% [3][4] - The asset expansion speed and high loan growth contribute to superior performance and profitability for these banks [4][5] Performance Metrics and Future Expectations - City commercial banks are leading the industry in net interest margin, asset scale, and credit growth, with ROE expected to remain between 13% and 17% [6][1] - The banking sector's valuation remains low, with PE and PB ratios among the lowest across major industries [7][8] - There is a divergence in market expectations regarding the stability of interest margins, with some anticipating continued downward pressure [8][9] Specific Bank Performances - Hangzhou Bank is highlighted for its strong profit growth, achieving approximately 17% growth in Q1 2025, with a focus on government and urban construction-related businesses [10][11][13] - Chengdu Bank is expected to maintain a credit growth rate of 14-15% in 2025, benefiting from a high proportion of government-related business [14] - Jiangsu and Nanjing city commercial banks are experiencing significant growth in interest income, with Q1 growth rates between 17% and 20% [15] Dividend and Valuation Insights - Nanjing Bank's recent convertible bond redemption indicates a dividend yield of over 4.3%, suggesting strong dividend potential [17] - The four leading city commercial banks are expected to maintain stable asset quality and low non-performing loan ratios, with growth rates varying from single digits to over 15% for some [18] - The valuation of these banks remains attractive, with Hangzhou Bank noted for its low PB ratio of less than 0.9 and PE ratio of approximately 5.5 to 6 [13] Conclusion on Future Prospects - The outlook for major banks, particularly city commercial banks, remains positive due to their strong fundamentals and market share gains [16][22] - The market is expected to continue favoring banks with robust performance and stable dividends, particularly those with low valuations and high growth potential [21][22]

Group 1 - Nanjing Bank and Hangzhou Bank have announced the delisting of their convertible bonds [1] - Nanjing Bank's convertible bond, "Nan Yin Convertible Bond," will be suspended from trading on July 15, with the last trading day on July 14 and the last conversion day on July 17 [2][3] - The latest closing price of Nan Yin Convertible Bond on June 16 was 142.836 yuan, with a redemption price of 100.1537 yuan, indicating a potential loss of 29.89% for investors who do not sell or convert in time [5][8] Group 2 - Hangzhou Bank's convertible bond, "Hang Yin Convertible Bond," is also subject to forced redemption, with a latest price of 146.02 yuan and a redemption price of 100.4932 yuan, leading to a potential loss of 31.18% for investors [10] - The last trading day for Hang Yin Convertible Bond is July 1, and the last conversion day is July 4 [10] - Nanjing Bank issued 20 billion yuan of Nan Yin Convertible Bond in June 2021, with 75.82% converted by June 13, 2025, leaving an unconverted balance of 4.836 billion yuan [8]

证券代码：601009 证券简称：南京银行 公告编号：2025-029 优先股简称：南银优 1 优先股代码：360019 可转债简称：南银转债 可转债代码：113050 南银优 2 360024 南京银行股份有限公司 关于实施"南银转债"赎回暨摘牌的公告 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。 重要内容提示： 证券停复牌情况：适用 因提前赎回"南银转债", 南京银行股份有限公司（以下简称"公司"）的相 关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 113050 | 南银转债 | 可转债债券停 | 2025/7/15 | | | | | | | 牌 | | | | | 特提醒"南银转债"持有人注意在限期内实施转股或卖出交易，以避免可 能面临的投资损失。 敬请广大投资者详细了解可转债有关规定，理性决策，注意投资风险。 根据《南京银行股份有限公司公开 ...

| 证券简称: | 南京银行 | 证券代码: | 601009 | 编号: | 2025-030 | | --- | --- | --- | --- | --- | --- | | 优先股简称：南银优 1 | | | | 优先股代码：360019 | | | 2 | 南银优 | | | 360024 | | | 可转债简称：南银转债 | | | | 可转债代码：113050 | | 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 年绿色金融债券（第一期）（债券通）" （以下简称"本期债券"）。 本期债券于 2025 年 6 月 16 日发行完毕，发行总额为人民币 100 亿元，为 3 年期固定利率债券，票面利率 1.69%。 本次债券的募集资金将依据适用法律和监管部门的批准，用于满足发行人资 产负债配置需要，充实资金来源，优化负债期限结构，全部用于《绿色债券支持 项目目录（2021 年版）》规定的绿色产业项目。本次债券 ...

| 证券代码：601009 | 证券简称：南京银行 | 公告编号：2025-028 | | --- | --- | --- | | 优先股简称：南银优 1 | | 优先股代码：360019 | | 南银优 2 | | 360024 | | 可转债简称：南银转债 | | 可转债代码：113050 | 南银优 2 360024 一、转股价格调整依据 可转换公司债券转股价格的公告 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。 重要内容提示： 因实施 2024 年度权益分派,公司的相关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | | | | | 期间 | | | | 113050 | 南银转债 | 可转债转股复 | | | 2025/6/20 | 2025/6/23 | | | | 牌 | | | | | 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准 ...

证券代码：601009 证券简称：南京银行 公告编号：2025-027 优先股简称：南银优 1 优先股代码：360019 南银优 2 360024 可转债简称：南银转债 可转债代码：113050 南京银行股份有限公司 2024年年度权益分派实施公告 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。 重要内容提示： 每股分配比例 A 股每股现金红利人民币0.19931元（含税） 2024 年末期利润分配以实施权益分派的股权登记日普通股总股本11,761,106,276股为基 数，每股派发现金红利人民币0.19931元（含税），共计派发现金红利人民币2,344,106,091.87 元（四舍五入）。 三、 相关日期 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/20 | － | 2025/6/23 | 2025/6/23 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次 ...