重庆农村商业银行股份有限公司 本行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： 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 2025/6/26 － 2025/6/27 2025/6/27 ? 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 证券代码：601077 证券简称：渝农商行 公告编号：2025-027 本次利润分配方案经重庆农村商业银行股份有限公司（以下简称"本行"）2025 年 5 月 二、 分配方案 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"）登记在册的本行全体 A 股股东。 | 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 | 2025/6/26 | － | 2025/6/27 | 2025/6/27 | | 四、 分配实施办法 除本行自行发放对象外，本行 A 股股东 ...

证券代码：601077 证券简称：渝农商行 公告编号：2025-027 重庆农村商业银行股份有限公司 2024年年度A 股权益分派实施公告 本行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0.1102元（含税） 相关日期 3. 分配方案： 本次利润分配以方案实施前的本行总股本11,357,000,000股为基数（其中 A 股股本为 8,843,663,959 股），每股派发现金红利人民币0.1102元（含税），共计派发现金红利人民币 1,251,541,400元（含税），其中派发 A 股现金红利人民币 974,571,768.28 元（含税）。 | 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 | 2025/6/26 | － | 2025/6/27 | 2025/6/27 | 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 本次利润分配方案经重庆农村商业 ...

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]

Core Viewpoint - The central financial work conference emphasizes the development of five key areas in finance: technology finance, green finance, inclusive finance, pension finance, and digital finance, with a focus on enhancing support for key sectors such as technological innovation and green transformation [1][2] Group 1: Pension Finance Development - By the end of 2024, Postal Savings Bank and Industrial and Commercial Bank of China (ICBC) each served over 200 million elderly clients [3][4] - The personal pension system has been fully implemented, leading to a rapid increase in personal pension account openings at several listed banks, with ICBC, Bank of Communications, and CITIC Bank seeing their account numbers double [1][7] - As of the end of 2024, China Bank and China Merchants Bank each had over 10 million personal pension accounts [1][7] Group 2: Growth in Personal Pension Accounts - A total of 12 listed banks reported significant growth in personal pension accounts, with China Bank and China Merchants Bank each exceeding 10 million accounts [7][8] - CITIC Bank reported a 136.04% increase in personal pension accounts compared to the previous year, while Industrial Bank saw a 47.67% increase [10][8] - The personal pension account numbers for Beijing Bank and Shanghai Bank surpassed 170,000 and 159,530 respectively by the end of 2024 [7][8] Group 3: Diversification of Pension Financial Products - The National Financial Regulatory Administration has issued guidelines to enhance the quality of pension finance, encouraging banks to diversify their product offerings and improve service adaptability [11][12] - China Bank has launched 262 personal pension products, covering various financial instruments, positioning itself as a leader in product variety [11] - Agricultural Bank of China is focused on enhancing the coverage and quality of its pension financial services, while CITIC Bank has developed a comprehensive pension financial product and service system [12]

Group 1 - The core viewpoint of the articles highlights the adjustments in the CSI 300 index, which includes the addition of Hu Nong Commercial Bank and Yu Nong Commercial Bank, leading to significant passive fund inflows estimated at approximately 29.8 billion and 25.8 billion respectively [1] - The adjustment will take effect on June 16, and the trading activity for both banks has increased significantly, with Hu Nong Commercial Bank and Yu Nong Commercial Bank recording transaction volumes of 46.9 billion and 29.0 billion respectively over four trading days, representing increases of 461% and 67% compared to May [1] - FTSE Russell's announcement of Jiangsu Bank's inclusion in the FTSE China A50 index is expected to enhance market attention and influence, despite the trading impact being relatively minor [1] Group 2 - The banking sector has seen the highest number of stock buybacks, with other sectors including utilities, energy, and transportation also involved [2] - According to CITIC Securities, the recent adjustments in the CSI 300 index have led to increased trading volumes for smaller banks, although a slight weakening in market sentiment is anticipated in the coming week [2] - Two main investment strategies are suggested: focusing on high-value banks with expected earnings growth above peers and selecting banks with unique business models and low volatility for long-term investment [2] Group 3 - Related Hong Kong-listed banks include CITIC Bank, Minsheng Bank, Industrial and Commercial Bank of China, Agricultural Bank of China, Postal Savings Bank of China, China Construction Bank, and Bank of China [3]

Core Viewpoint - The China Securities State-Owned Enterprises Dividend Index (000824) has experienced a decline of 0.66% as of June 5, 2025, indicating a mixed performance among its constituent stocks, with some stocks rising while others fell significantly [1][2]. Group 1: Index Performance - The China Securities State-Owned Enterprises Dividend Index (000824) has decreased by 0.66% as of June 5, 2025 [1]. - The National Enterprise Dividend ETF (159515) has also seen a decline of 0.54%, with the latest price at 1.1 yuan [1]. - Notable gainers include Ninghu Expressway (600377) up by 1.75%, and notable losers include Caibai Co., Ltd. (605599) down by 6.15% [1]. Group 2: Market Analysis - Recent reports indicate that dividend assets have rapidly "shrunk," with the exception of the banking sector, which has shown lackluster performance [1]. - The proportion of stocks with a Sharpe Ratio higher than the index among dividend assets has reached an extreme historical low, suggesting a potential market adjustment followed by upward movement [1]. - Despite the rising valuation levels of dividend assets, there remains significant room for further increases when compared to historical peaks [1]. Group 3: Top Holdings - As of May 30, 2025, the top ten weighted stocks in the China Securities State-Owned Enterprises Dividend Index include COSCO Shipping Holdings (601919) and Jizhong Energy (000937), with the top ten accounting for 15.83% of the index [2].

2025.06. 04 本文字数：3405，阅读时长大约6分钟 作者 | 第一财经 亓宁 经历节前短暂调整之后，节后银行板块又成了股市"最靓的仔"。端午假期后首个交易日（6月3 日），银行AH股集体走强，A股沪农商行早盘强势封涨停，带动城农商行和股份行齐涨，多股股价 创下新高。 进入二季度以来，银行股在高股息率、险资增配、公募基金改革调仓等逻辑支撑下被避险资金持续看 好，成为A股首个市值突破10万亿元的板块，银行指数和部分个股频频逆势续创新高。随着5月降准 降息和新一轮存款利率调降落地，低利率环境中关于"存款理财不如买银行股"的讨论进一步升温。 不过，对于6月3日银行股的显眼表现，受访人士认为，主要与沪农商行和渝农商行被纳入市场核心 指数有关，这再度刺激了市场的炒作情绪。"不同于理性投资、价值投资，炒作注定没办法持 续。"有资深银行研究人士提示，要理性看待部分个股股价的过快上涨，银行股投资终究要回归基本 面。 2家农商行纳入核心指数 6月3日，沪农商行开盘即走强，以一个涨停板成为银行板块的"明星"。伴随板块集体大涨，兴业银 行、中信银行、北京银行、浦发银行、杭州银行、南京银行、成都银行、渝农商行股价均在当天创 ...

各位老铁，这里是帮主郑重的收评时间。今天这市场啊，就像端午节包粽子——外面看着热闹，里头藏着门道。沪指涨了0.43%，深成指和创业板指也跟着 回暖，但仔细看，近3400只个股上涨的背后，资金明显在玩"抓大放小"的游戏。咱们今天就拆解拆解，这反弹里到底藏着啥玄机。 先说指数反弹的"底气"从哪来 今天市场能反弹，跟政策预期升温脱不了干系。最近市场对稳增长政策的期待越来越强，加上外资回流的迹象，让不少观望资金试探性进场。不过成交量只 放量了4个亿，说明大家还是有点犹豫，就像煮粽子时火候不够，米粒还没完全开花。这时候得盯紧北向资金的动向，它们要是持续加仓，反弹才有持续 性。 创新药板块爆发：政策松绑+研发提速的双击 创新药今天集体嗨了，舒泰神、海南海药这些票涨停，可不是偶然。去年开始，创新药审批流程大幅缩短，加上老龄化带来的刚性需求，这个板块就像压紧 的弹簧。我跟药企研发总监聊过，现在一款创新药从立项到上市周期比三年前快了30%，这就好比做菜从慢炖变成高压锅，效率上去了，利润空间自然就打 开了。不过要提醒老铁们，别光看涨停就追高，得看企业真正的研发管线厚度，有些票可能只是蹭概念。 银行股稳如泰山：高股息成避风港 沪农 ...

6月首个交易日，银行板块大涨，沪农商行（601825）、渝农商行（601077）股价涨幅居前。截至收 盘，沪农商行涨停，渝农商行涨超6%，成为A股银行板块涨幅最大的两只股票。记者通过两家银行的 投资者热线得知，二者股价大涨可能与被调入沪深300指数有关。5月30日，中证指数有限公司发布指数 调样公告，决定沪深300指数更换7只样本，沪农商行和渝农商行这两只银行股被列入调入名单。除了以 上两家银行外，兴业银行、青岛银行（002948）、上海银行（601229）也在6月3日出现了超4%甚至超 5%的涨幅。记者以投资者身份致电这几家银行的投资者热线，其中大部分表示他们也不清楚大涨的具 体原因。2025年以来，银行板块整体"走牛"。梳理近期业内观点，大致有以下主要逻辑：一是公募基金 和险企等长期资金配置需求；二是银行板块高股息低估值，吸引避险资金；三是宏观政策指向降低银行 系统性风险的方向，有助于银行股的重新定价。(每经) ...

证券代码：601077 证券简称：渝农商行 公告编号：2025-026 重庆农村商业银行股份有限公司 关于股东权益变动的提示性公告 本行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: 1. 本次权益变动为国有股东一致行动人构成发生变动。 2. 重庆农村商业银行股份有限公司（以下简称"本行"）股东重庆渝富资本 运营集团有限公司（以下简称"渝富资本"）及其一致行动人合并持股占本行总 股本的 15.13%。近日，本行收到渝富资本通知，因控股股东变更，本行股东重 庆川仪自动化股份有限公司（以下简称"川仪股份"）不再作为渝富资本的一致 行动人，本行股东重庆市农业投资集团有限公司（以下简称"农投集团"）将成 为渝富资本的一致行动人。本次权益变动后，渝富资本及其一致行动人合并持股 占本行总股本的 15.83%。 3. 本次权益变动不涉及要约收购，不会导致本行无控股股东及实际控制人 现状发生变化。 一、本次权益变动的基本情况 本次权益变动前，渝富资本持有本行 A 股 988,000,000 股，占本行总股本的 8.70%，重庆渝富控 ...