证券之星消息，8月26日农商行板块较上一交易日下跌0.93%，无锡银行领跌。当日上证指数报收于 3868.38，下跌0.39%。深证成指报收于12473.17，上涨0.26%。农商行板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601128 | 常熟银行 | 7.67 | -0.13% | 37.49万 | | 2.88 Z | | 601860 | 紫金银行 | 66'Z | -0.66% | 42.99万 | | 1.29亿 | | 601077 | 渝农商行 | 6.44 | -0.77% | 1 48.69万 | | 3.14亿 | | 002839 | 张家港行 | 4.52 | -0.88% | 33.41万 | | 1.51亿 | | 603323 | 苏农银行 | 5.40 | -1.10% | 27.60万 | | 1.49 Z | | 601825 | 沪农商行 | 8.76 | -1.13% | 23.72万 | | 2.08亿 | ...

证券之星消息，8月25日农商行板块较上一交易日上涨0.67%，瑞丰银行领涨。当日上证指数报收于 3883.56，上涨1.51%。深证成指报收于12441.07，上涨2.26%。农商行板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601528 | 瑞丰银行 | 5.85 | 1.92% | 25.55万 | 1.48亿 | | 601128 | 常熟银行 | 7.68 | 1.05% | 48.12万 | 3.68亿 | | 601860 | 紫金银行 | 3.01 | 1.01% | 75.52万 | 2.27亿 | | 002807 | 江阴银行 | 5.00 | 0.81% | 42.64万 | 2.12亿 | | 601825 | 沪农商行 | 8.86 | 0.68% | 27.57万 | 2.43亿 | | 002839 | 张家港行 | 4.56 | 0.66% | 46.59万 | 2.12亿 | | 002958 | 青农商行 | 3.54 | 0.57% ...

Core Viewpoint - The China Securities Index for Hong Kong-listed tradable mainland banks has shown a mixed performance, with a recent decline over the past month but an overall increase year-to-date [1]. Group 1: Index Performance - The HKT Mainland Bank Index is reported at 1183.60 points, having decreased by 4.99% over the past month, increased by 4.64% over the past three months, and risen by 17.74% year-to-date [1]. - The index is part of a series that includes HKT Hong Kong Real Estate, HKT Mainland Consumption, and HKT Mainland Banks, reflecting the overall performance of related securities in the Hong Kong market [1]. Group 2: Index Composition - The top ten holdings in the HKT Mainland Bank Index are as follows: China Construction Bank (31.15%), Industrial and Commercial Bank of China (24.07%), Bank of China (17.23%), China Merchants Bank (10.32%), Agricultural Bank of China (7.87%), CITIC Bank (3.5%), Postal Savings Bank of China (2.56%), Minsheng Bank (1.4%), Chongqing Rural Commercial Bank (0.71%), and China Everbright Bank (0.64%) [1]. - The index is exclusively composed of financial sector stocks, with a 100% representation from this industry [3]. Group 3: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day following the second Friday of June and December each year [3]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3].

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，8月22日农商行板块较上一交易日下跌1.03%，渝农商行领跌。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。农商行板块个股涨跌见下表： 从资金流向上来看，当日农商行板块主力资金净流出3298.64万元，游资资金净流出542.42万元，散户资 金净流入3841.06万元。农商行板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603323 苏农银行 | | 1802.11万 | 7.63% | -59.33万 | -0.25% | -1742.78万 | -7.38% | | 601528 瑞丰银行 | | 1522.66万 | 12.02% | -952.96万 | -7.52% | -569.70万 | ...

Core Viewpoint - The report from Kaiyuan Securities indicates that the total amount of high-interest fixed deposits maturing in 2025 for listed banks is approximately 39.7 trillion yuan, with a significant portion maturing in the first quarter [1] Group 1: Maturing Deposits - The estimated total of high-interest fixed deposits (2 years and above) maturing in 2025 is 39.7 trillion yuan, with 19.8 trillion yuan for 2-year, 17.4 trillion yuan for 3-year, and 2.5 trillion yuan for 5-year deposits [1] - The maturity schedule shows that 42% of these deposits will mature in Q1, followed by 16% in Q2, 18% in Q3, and 24% in Q4 [1] - An additional 19.6 trillion yuan of high-interest fixed deposits is expected to mature in the first half of 2026 [1] Group 2: Deposit Repricing and Cost Rate - The average cost rate for deposits is projected to decline to 1.61% in 2025 due to the repricing of fixed deposits, with quarterly rates expected to be 1.68%, 1.64%, 1.58%, and 1.53% for Q1, Q2, Q3, and Q4 respectively [5] - The repricing of fixed deposits is expected to improve the deposit cost rates by 11.7 basis points in Q1, 4.2 basis points in Q2, 5.7 basis points in Q3, and 5.1 basis points in Q4 [5] - For 2026, the average deposit cost rate is expected to further decline to 1.52% in the first half of the year [5] Group 3: Interest Rate Changes - The interest rate reduction for 2025 maturing 3-year deposits is estimated to be between 125 to 150 basis points, while 2-year deposits will see a reduction of 60 to 100 basis points [3] - The interest rate reduction for 2026 maturing deposits is projected to be 60 basis points for 2-year, 135 basis points for 3-year, and 145 basis points for 5-year deposits [4] Group 4: Investment Recommendations - Kaiyuan Securities suggests that the effective decrease in bank liability costs will alleviate the interest rate inversion phenomenon for government bonds, with a potential recovery in bond allocation space by Q4 2025 [6] - The report recommends investment in CITIC Bank and highlights beneficiaries such as Agricultural Bank of China, China Merchants Bank, Beijing Bank, Jiangsu Bank, Hangzhou Bank, and Chongqing Rural Commercial Bank [6]

Group 1 - A-shares of bank stocks experienced a widespread decline, with notable drops in Qingdao Bank, Jiangsu Bank, and Xiamen Bank, each falling over 2% [1] - Citic Bank, Qilu Bank, Yucheng Rural Commercial Bank, and Changsha Bank also saw declines close to 2% [1]

Core Viewpoint - Chongqing Rural Commercial Bank experienced a decline in stock price, with a current trading price of 6.43 CNY per share and a total market capitalization of 73.026 billion CNY [1] Group 1: Stock Performance - The stock price of Chongqing Rural Commercial Bank has increased by 11.92% year-to-date, but has seen a decline of 1.83% over the last five trading days, 5.86% over the last twenty days, and 8.14% over the last sixty days [1] - As of August 22, the stock recorded a trading volume of 316 million CNY with a turnover rate of 0.55% [1] Group 2: Company Overview - Chongqing Rural Commercial Bank was established on June 27, 2008, and listed on October 29, 2019, primarily providing banking and related financial services [2] - The bank operates through three business segments: corporate banking, personal banking, and financial markets, with revenue contributions of 41.93%, 30.58%, and 27.26% respectively [2] - As of March 31, the number of shareholders was 137,900, a decrease of 5.62% from the previous period [2] Group 3: Financial Performance - For the first quarter of 2025, Chongqing Rural Commercial Bank reported a net profit of 3.745 billion CNY, reflecting a year-on-year growth of 6.25% [2] - The bank has distributed a total of 17.819 billion CNY in dividends since its A-share listing, with 9.818 billion CNY distributed over the last three years [3] Group 4: Shareholding Structure - As of March 31, 2025, Hong Kong Central Clearing Limited was the seventh largest shareholder, holding 433 million shares, a decrease of 228,300 shares from the previous period [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002958 | 青农商行 | 3.54 | 1.43% | 58.57万 | | 2.06亿 | | 601825 | 沪农商行 | 8.88 | 1.25% | 31.01万 | | 2.74亿 | | 601528 | 瑞丰银行 | 5.74 | 1.23% | 23.58万 | | 1.34亿 | | 002807 | 江阴银行 | 5.03 | 1.00% | 50.16万 | | 2.51亿 | | 600908 | 元锡银行 | 6.23 | 0.81% | 18.42万 | | 1.14亿 | | 603323 | 苏农银行 | 5.51 | 0.73% | 36.21万 | | 2666T | | 601860 | 紫金银行 | 3.00 | 0.67% | 75.88万 | | 2.27亿 | | 002839 | 张家港行 | 4.56 | 0.66% | 38.68万 | | 1.76亿 | | 601128 ...

证券之星消息，8月20日农商行板块较上一交易日上涨0.83%，江阴银行领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。农商行板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002807 | 江阴银行 | 4.98 | 1.84% | 72.15万 | 3.59 Z | | 601528 | 瑞丰银行 | 5.67 | 1.43% | 15.64万 | 8807.64万 | | 601077 | 渝农商行 | 6.57 | 1.23% | 89.05万 | 5.85 Z | | 601128 | 常熟银行 | 7.66 | 1.19% | 50.67万 | 3.86亿 | | 002958 | 青农商行 | 3.49 | 1.16% | 51.53万 | 1.80亿 | | 600908 | 无锡银行 | 6.18 | 0.98% | 17.13万 | 1.06亿 | | 603323 | 苏农银行 | 5.47 | ...

Core Viewpoint - The A-share market has seen a broad increase in bank stocks, with notable gains from several banks, including Jiangsu Bank and Postal Savings Bank reaching a historical high [1] Group 1: Stock Performance - Jiangsu Bank increased by 2.61%, with a total market value of 209.2 billion and a year-to-date increase of 21.94% [2] - Hangzhou Bank rose by 2.32%, with a market capitalization of 118.5 billion and a year-to-date increase of 13.76% [2] - Jiangyin Bank saw a 2.04% increase, with a market value of 12.3 billion and a year-to-date increase of 20.15% [2] - Chongqing Rural Commercial Bank increased by 2.00%, with a market capitalization of 75.2 billion and a year-to-date increase of 14.69% [2] - China Bank rose by 1.98%, with a total market value of 1,826.9 billion and a year-to-date increase of 7.50% [2] - Chengdu Bank increased by 1.88%, with a market value of 78.3 billion and a year-to-date increase of 13.12% [2] - Xiamen Bank saw a 1.49% increase, with a market capitalization of 18 billion and a year-to-date increase of 23.97% [2] - Qingnong Commercial Bank increased by 1.45%, with a market value of 19.4 billion and a year-to-date increase of 18.81% [2] - Xi'an Bank rose by 1.30%, with a market capitalization of 17.3 billion and a year-to-date increase of 10.36% [2] - Changsha Bank increased by 1.22%, with a market value of 39.9 billion and a year-to-date increase of 16.42% [2] - Chongqing Bank saw a 1.11% increase, with a market capitalization of 34.7 billion and a year-to-date increase of 12.10% [2] - Changshu Bank increased by 1.06%, with a market value of 25.4 billion and a year-to-date increase of 14.67% [2]