Group 1 - On September 28, Nanjing Bank disclosed an increase in shareholding, with BNP Paribas and its QFII increasing their stake to a total holding ratio of 17.02% [2] - Nine A-share listed companies announced share reductions, including Jisong Intelligent, Jinhai Tong, and others [1][2] Group 2 - Jisong Intelligent's shareholder Anyuan Investment plans to reduce its stake by no more than 2.6801% [2] - Jinhai Tong's shareholder Xunuo Investment intends to reduce its stake by no more than 3% [2] - Directors and executives of Dihun Network plan to collectively reduce their stake by no more than 1.63% [2] - The controlling shareholder and actual controller of United Precision plan to reduce their stake by no more than 3% [2] - Shareholders of Weiteng Electric, including Zhenjiang Guokong and Oasis New City, plan to reduce their stakes by no more than 1% each [2] - Wuhan Huikong Group intends to reduce its stake in Changjiang Communication by no more than 1% [2] - The controlling shareholder of Keli'er, Nie Pengju, plans to reduce his stake by no more than 2% [2] - Shareholder Xinjiang Runfeng plans to reduce its stake in Changxin Technology by no more than 2.60% [2] - A director and senior management personnel of Zhongtai Co. plan to reduce their shares [2]

人民财讯9月28日电，南京银行(601009)9月28日公告，法国巴黎银行（QFII）于9月22日至9月26日期 间，以集中竞价交易方式增持该行股份1.08亿股，占该行总股本的0.87%。增持完成后，法国巴黎银行 及法国巴黎银行（QFII）合计持股比例由16.14%增加至17.02%，这是在 "南银转债" 成功转股导致持股 稀释后，其持股比例再次回到"17%"上方。 自7月份以来，南京银行大股东南京高科、紫金信托相继开展增持。其中，南京高科增持该行股份 13072.59万股，持股比例达到9.99%。紫金集团控股子公司紫金信托增持5677.98万股，二者合计持股比 例增至13.02%。 转自：证券时报 ...

北京商报讯（记者 宋亦桐）9月28日，南京银行发布公告，近日，该行收到大股东法国巴黎银行《关于 增持南京银行股份有限公司股份的告知函》，法国巴黎银行（QFII）于2025年9月22日至2025年9月26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1.08亿股，占该行 总股本的0.87%。法国巴黎银行及法国巴黎银行（QFII）合计持股比例由16.14%增加至17.02%，触及 1%整数倍。 ...

南京银行被多家股东增持，此前已提前赎回"南银转债"。 法巴银行增持南京银行 9月28日，南京银行发布公告称，法国巴黎银行（QFII）于2025年9月22日至2025年9月26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108,093,950股，占本公司总股本的0.87%。法国巴黎银行及法国巴黎银行（QFII）合计持股比例由16.14%增加至17.02%。 | | | | | | 川広人 １/０工程 Ｘ (日) ツ ▽ ▽ 1円 / 4/1 × 1 * 1 * 1 円 / 4/1 × | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 投资者名称 | 变动前股数(股) | 变动前 比例 | 变动后股数(股) | 变动后 比例 | 权益变动方 | 权益变动的 | 资金来源 | | | | | | | 式 | 时间区间 | | | | | (%) | | (%) | | | | | 发生直接持股变动的主体: | | | | | | | 自有资金 ☑ | | 法国巴黎银行 (QFII) | 419, 851, 157 | ...

【导读】南京银行获得大股东法国巴黎银行增持 中国基金报记者 储是 南京银行被多家股东增持，此前已提前赎回"南银转债"。 法巴银行增持南京银行 9月28日，南京银行发布公告称， 法国巴黎银行（QFII） 于2025年9月22日至2025年9月26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108,093,950股，占本公司总股本的0.87%。 法国巴黎银行及法国巴黎银行（QFII）合计持股 比例由16.14%增加至17.02%。 | 投资者名称 | 变动前股数(股) | 变动前 比例 | 变动后股数(股) | 变动后 比例 | 权益变动方 式 | 权益变动的 时间区间 | 资金来源 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | (%) | | (%) | | | | | 发生直接持股变动的主体: | | | | | | | 自有资金 ☑ | | 法国巴黎银行 (QFII) | 419, 851, 157 | 3.40 | 527, 945, 107 | 4. 27 | 集中竞价 ☑ 大宗交易 □ 其他: / ...

【导读】南京银行获得大股东法国巴黎银行增持 中国基金报记者 储是 南京银行被多家股东增持，此前已提前赎回"南银转债"。 法巴银行增持南京银行 9月28日，南京银行发布公告称，法国巴黎银行（QFII）于2025年9月22日至2025年9月26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108,093,950股，占本公司总股本的0.87%。法国巴黎银行及法国巴黎银行（QFII）合计持股比例由16.14%增加至17.02%。 8月，南京银行另一股东南京高科也完成一轮增持。据公告，7月24日至8月4日期间，南京高科通过二级市场增持750.77万股，持股比例从8.94%增至 9.00%。 业内人士分析，可转债转股后持股比例被稀释，股东可能出于维持或提升股权占比的考量而增持。 7月，南京银行提前赎回"南银转债"，总股本增至12,363,567,245股。受此影响，南京银行的主要股东持股比例稀释。 | 投资者名称 | 变动前股数(股) | 变动前 比例 | 变动后股数(股) | 变动后 比例 | 权益变动方 | 权益变动的 | 资金来源 | | --- | --- | --- | --- ...

| 证券代码：601009 | | 证券简称：南京银行 | 公告编号：2025-070 | | --- | --- | --- | --- | | 优先股简称：南银优 | 1 | | 优先股代码：360019 | | 南银优 | 2 | | 360024 | 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 本公司大股东法国巴黎银行及法国巴黎银行（QFII）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"）收到大股东法国巴 黎银行《关于增持南京银行股份有限公司股份的告知函》，法国巴黎银行（QFII） 于 2025 年 9 月 22 日至 2025 年 9 月 26 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。现将法国巴黎银行及法国巴黎银行 （QFII）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 | | □控股股东/实际控制人及其一致行动人 □其他 5%以上大股 ...

1. Report Industry Investment Rating No information about the report industry investment rating is provided in the given content. 2. Core Viewpoints of the Report - External environment factors such as interest rate fluctuations, bond supply - demand, and policy orientation jointly impact bond investment returns. In H1 2025, the bond investment of 42 listed banks showed certain characteristics in scale, structure, and profit and loss, but there are still challenges in maintaining stable returns in the future [1]. - The overall bond investment scale of 42 listed banks expanded steadily in H1 2025. There were differences in the investment structure among different types of banks, with state - owned banks and city commercial banks having stable growth in the bond allocation portfolio, while joint - stock banks and rural commercial banks increased their efforts in the bond trading portfolio. The bond investment portfolio generally presented a pattern of "stable foundation and flexible gain" [1]. - The coupon income of 42 listed banks was generally stable in H1 2025 but showed a slight year - on - year decline. The fair value change loss was significant, and the investment income increased. However, the bond investment of the banking industry still faces pressure to maintain stable returns [1]. 3. Summary According to the Table of Contents 3.1 42 Listed Banks' Bond Investment Volume - **Overall Bond Investment Scale: Steady Expansion**: In H1 2025, the total scale of the three types of bond - type financial assets of 42 listed banks showed a steady expansion trend. The growth of debt investment - type financial assets measured at amortized cost was relatively slow, while the growth of trading financial assets measured at fair value and included in current profits and losses was relatively large, indicating that banks increased the proportion of trading positions [9]. - **Differentiated Bond Investment Distribution Structures among Different Bank Types**: In H1 2025, state - owned banks and city commercial banks showed stable growth in the bond allocation portfolio, which may be related to their participation in the primary - market issuance of important national and regional bond varieties. Joint - stock banks and rural commercial banks slightly weakened their bond allocation power but significantly increased their efforts in the bond trading portfolio, showing a differentiated feature of "stable allocation by large banks and prominent trading flexibility by small and medium - sized banks" [13]. - **Bond Investment Allocation Tilted towards Government - Related Bonds**: In H1 2025, commercial banks increased their allocation of government - related bonds, with an average month - on - month increase of about 10% for state - owned banks, joint - stock banks, and city commercial banks, and a slightly smaller increase for rural commercial banks. The allocation of financial bonds and other bonds was differentiated. All banks held a relatively large scale of government - related bonds, followed by financial bonds and credit - related bonds [18]. - **Correlation between Financial Asset Types and Bond Variety Structures**: The banking industry maintained a stable growth of interest - rate bonds in the bond allocation portfolio and increased the allocation of credit bonds, while the allocation of financial bonds was relatively weak. In the bond trading portfolio, interest - rate bonds and financial bonds were the core varieties, with a more significant increase than credit bonds, showing a "stable foundation and flexible gain" pattern [22]. 3.2 42 Listed Banks' Bond Investment Profit and Loss - **Coupon Income: Generally Stable and Still the Main Source of Income**: In H1 2025, the total coupon income of 42 listed banks decreased slightly year - on - year. Although the scale of held - to - maturity bonds increased, the decline in the coupon rate of newly issued bonds led to a decrease in coupon income. In the future, coupon income is still expected to be the main source of bond investment income for commercial banks [26]. - **Fair Value Change Loss: Losses in the Trading Level**: In H1 2025, the total fair value change loss of 42 listed banks decreased significantly year - on - year, indicating that it was difficult to obtain capital gains through short - term trading in the volatile bond market, and there were floating losses in bond trading [28]. - **Investment Income: Growth in All Bank Types**: In H1 2025, the actual investment income of 42 listed banks in the bond field increased significantly year - on - year. Although the book value appreciation of bond - type trading financial assets and other debt investment - type financial assets was not as good as that of the previous year, banks could still increase their investment income by selling floating - profit old bonds and waiting for the maturity of high - coupon bonds [31]. 3.3 Attribution and Summary - **External Environment Driving Factors: Interest Rate Fluctuations, Bond Supply - Demand, and Policy Orientation Jointly Impact Bond Investment Returns**: In H1 2025, the "more adjustments and fewer opportunities" bond market environment led to a general decline in the prices of existing bonds, resulting in a significant year - on - year decline in the fair value change loss of listed banks' bond investment. The supply of national bonds, local government bonds, and policy - based financial bonds increased, but the coupon rate of newly issued bonds decreased, leading to a decline in coupon income. Regulatory policies indirectly affected bond investment performance [35]. - **Banking Industry's Bond Investment Pressure and Future Outlook** - Overall Income Shows a Positive Trend but There Are Still Hidden Concerns: In H1 2025, the actual bond investment income of 42 listed banks increased slightly year - on - year, but the coupon income faced downward pressure in the interest - rate downward cycle, and it was more difficult to obtain spread income through band trading. Since H2 2025, the "stock - strong and bond - weak" pattern has emerged, and the loss caused by fair value change will be more obvious [3]. - Different Bank Types Show Differentiated Performance, and State - owned Banks' Pressure Is Relatively Controllable: State - owned banks can maintain a certain profit - making ability in the low - interest - rate volatile bond market due to their advantages in bond allocation and trading portfolios. Joint - stock banks, city commercial banks, and rural commercial banks are more vulnerable, and they may increase their capital allocation in the equity market, commodity market, and related structured fixed - income products in the future [3].

Summary of Key Points Core Viewpoint - The company, Huaming Power Equipment Co., Ltd., has signed a guarantee contract with Nanjing Bank to provide a joint liability guarantee for its wholly-owned subsidiary, Shanghai Huaming Electric Equipment Manufacturing Co., Ltd., for a loan of 50 million RMB [1][3]. Group 1: Guarantee Overview - On September 26, 2025, the company signed a guarantee contract with Nanjing Bank to secure a loan for Shanghai Huaming amounting to 50 million RMB, including interest, penalties, and other fees [1][3]. - Prior to this guarantee, the total guarantee balance for Shanghai Huaming was 913 million RMB, which increased to 963 million RMB after this transaction [2]. Group 2: Guarantee Approval Process - The company held board meetings on April 10, 2025, and May 15, 2025, to approve the proposal for bank credit guarantees, which was subsequently ratified at the 2024 annual general meeting [1][2]. Group 3: Basic Information of the Guaranteed Entity - Shanghai Huaming Electric Equipment Manufacturing Co., Ltd. was established on April 3, 1995, with a registered capital of 39.11225 million RMB and is located in Shanghai [2]. - The company specializes in manufacturing power facility equipment and related technical services [2]. Group 4: Main Content of the Guarantee Agreement - The guarantee period is set for three years from the maturity date of the principal debt, with provisions for extensions if the principal debt is deferred [3]. - The maximum guarantee amount is capped at 50 million RMB, covering principal, interest, penalties, and other fees [3]. Group 5: Cumulative External Guarantee and Status - As of the announcement date, the total guarantee amount provided by the company and its subsidiaries is 2.0325 billion RMB, with actual guarantees amounting to 450.0281 million RMB, representing 14.15% of the company's audited net assets for 2024 [4]. - There are no overdue guarantees or litigation issues related to the external guarantees provided by the company [4].

Market Overview - The Shanghai Composite Index fell by 0.65% on September 26, with 10 industries experiencing gains, led by the oil and petrochemical sector with a rise of 1.17% and the environmental sector with a 0.38% increase [1] - The banking sector saw a slight increase of 0.08% [1] - The computer and electronics sectors faced the largest declines, with drops of 3.26% and 2.75% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 83.579 billion yuan, with five industries experiencing net inflows [1] - The automotive industry led the net inflow with 0.882 billion yuan, despite a decline of 0.56% in its stock price [1] - The banking sector also saw a net inflow of 0.566 billion yuan, with a daily increase of 0.08% [1] Banking Sector Performance - The banking sector had 42 listed stocks, with 25 stocks rising and 11 stocks falling on the day [2] - Notable net inflows in the banking sector included Agricultural Bank with 0.180 billion yuan, followed by Industrial and Commercial Bank with 0.114 billion yuan, and Nanjing Bank with 0.08877 billion yuan [2] - The stocks with the largest net outflows included Jiangsu Bank, Ningbo Bank, and Hangzhou Bank, with outflows of 0.0659835 billion yuan, 0.0505540 billion yuan, and 0.0371151 billion yuan respectively [2][3] Individual Stock Performance - Agricultural Bank's stock increased by 0.15% with a turnover rate of 0.12% and a main capital flow of 180.29 million yuan [2] - Industrial and Commercial Bank's stock rose by 0.41% with a turnover rate of 0.10% and a main capital flow of 113.51 million yuan [2] - Nanjing Bank's stock saw a significant increase of 2.36% with a turnover rate of 0.66% and a main capital flow of 88.77 million yuan [2] - Other notable performances included Ping An Bank with no change in stock price and a capital flow of 69.46 million yuan, while Shanghai Bank increased by 1.01% with a capital flow of 12.39 million yuan [2]