给您带来不便，敬请谅解！如有疑问，欢迎通过兴业银行App、客服热线95561或您身边的营业网点等 渠道咨询。感谢您的理解和支持！兴业银行将全力为您提供优质的服务。 2026年2月4日，兴业银行发布公告称，感谢您对借记卡积点换礼服务的支持与信任。因春节前后物流公 司停运影响，您在2026年2月5日至2月25日期间兑换的商品将延缓配送。期间您可以在积点换礼专区正 常兑换下单，预计2026年2月26日起按订单先后顺序陆续安排发货。您可通过"兑换记录"查询您的详细 配送信息。 祝愿您和家人新春愉快，万事顺意！ ...

2月9日金融一线消息，兴业银行发布公告称，根据业务发展需要，该行将在2026年2月14日以后关闭代 理上海黄金交易所个人贵金属买卖业务个人网银交易渠道，柜面、手机银行等交易渠道正常开放。 当前贵金属市场剧烈波动，市场风险较大，再次提醒尚未完成解约的个人客户尽快办理延期合约平仓/ 库存卖出、出金和解约操作。该行将继续根据市场状况和业务发展需要调整客户交易渠道。 当前贵金属市场剧烈波动，市场风险较大，再次提醒尚未完成解约的个人客户尽快办理延期合约平仓/ 库存卖出、出金和解约操作。该行将继续根据市场状况和业务发展需要调整客户交易渠道。 责任编辑：王馨茹 2月9日金融一线消息，兴业银行发布公告称，根据业务发展需要，该行将在2026年2月14日以后关闭代 理上海黄金交易所个人贵金属买卖业务个人网银交易渠道，柜面、手机银行等交易渠道正常开放。 责任编辑：王馨茹 ...

沪深300ESGETF南方（560180）业绩比较基准为沪深300ESG基准指数收益率，管理人为南方基金管理 股份有限公司，基金经理为李佳亮，成立（2023-04-13）以来回报为18.28%，近一个月回报为-2.59%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 2月9日，沪深300ESGETF南方（560180）开盘涨0.34%，报1.188元。沪深300ESGETF南方（560180） 重仓股方面，贵州茅台开盘涨0.20%，中际旭创涨3.89%，宁德时代涨0.38%，招商银行涨0.00%，中国 平安涨0.82%，美的集团跌0.45%，紫金矿业涨3.50%，长江电力涨0.04%，兴业银行涨0.00%，比亚迪涨 0.76%。 ...

Investment Rating - The industry rating is "Buy" [4] Core Views - The trade return ratio has turned positive again, and the service trade deficit has significantly narrowed [16][18] - The cross-border capital flow is expected to gradually return, positively impacting domestic liquidity [5][19] - The service trade deficit for December 2025 was 966 billion CNY, a year-on-year decrease of 466 billion CNY, with a full-year deficit of 13,760 billion CNY, down 2,544 billion CNY, approximately 16% [18] Summary by Sections 1. Current Observation - The State Administration of Foreign Exchange (SAFE) released data on China's international balance of payments for December 2025, indicating a potential impact on the central bank's willingness to settle foreign exchange [16] - The trade return ratio is at a historical high, with a monthly unconverted trade net outflow of 447 billion CNY, a year-on-year increase of 1,392 billion CNY [17] 2. Arbitrage Trading Returns - The arbitrage trading return rate for 10Y US Treasury bonds in CNY has dropped significantly to -1.77%, indicating a shift in cross-border capital dynamics [17] 3. Service Trade Deficit - The service trade deficit has narrowed significantly, with major contributions from improved policies for foreign visitors, reduced international shipping costs, and enhanced competitiveness in high-tech services [18] 4. Cross-Border Liquidity Outlook - Despite the recent appointment of Kevin Warsh as the next Federal Reserve Chair, the trend of cross-border capital return is expected to continue, influenced by the Fed's monetary policy stance [19][21] - The short-term liquidity in the US remains tight, with limited space for balance sheet reduction, while long-term prospects depend on economic performance [20][21]

Investment Rating - The industry investment rating is maintained at "Overweight" [2] Core Insights - The report anticipates new RMB loans in January to be between 5.1 to 5.25 trillion yuan, with a corresponding loan growth rate declining to approximately 6.3% [4][6] - The expected new social financing scale for January is projected to be between 7.41 to 7.57 trillion yuan, maintaining a stock growth rate of around 8.3% [21][25] - The report highlights a strong performance in corporate activities, with expectations for increased credit supply due to a favorable lending environment and government policies [8][28] Summary by Sections 1. RMB Loans - New RMB loans are expected to be between 5.1 to 5.25 trillion yuan, with a growth rate declining to around 6.3% [4][6] - The monthly increase is projected to vary between a decrease of 300 million to an increase of 1.2 billion yuan [8] 2. Social Financing - The anticipated new social financing scale for January is between 7.41 to 7.57 trillion yuan, with a stock growth rate around 8.3% [21][25] - The report notes that the net financing scale of local government bonds and corporate credit bonds is expected to be 1.181 trillion yuan and 490.3 billion yuan respectively [25] 3. Liquidity - M1 and M2 growth rates are expected to rise due to a low base effect, with M1 projected at 4.0% and M2 at 8.7% [26] - The report indicates that the increase in government and credit bonds' net financing will impact market liquidity [26] 4. Investment Recommendations - The report suggests a shift in bank stock investment logic from "pro-cyclical" to "weak-cyclical," emphasizing the attractiveness of high-dividend bank stocks during economic stagnation [28] - Two main investment lines are recommended: regional banks with strong certainty and large banks with high dividends [28]

Group 1 - The core objective of the company is to achieve over 2% revenue growth by 2026 [1]

Core Viewpoint - The successful issuance of 1.1 billion yuan in merger notes by Xiamen International Trade Holdings Group marks a significant innovation in debt financing tools in Fujian Province and the first digital yuan merger note in the country, showcasing the capabilities of Industrial Bank's Xiamen branch in supporting market-oriented mergers and acquisitions [1]. Group 1 - The merger notes, aimed at raising funds for corporate mergers, are a new debt financing tool for non-financial enterprises in the interbank market [1]. - This issuance aligns with the policy direction of optimizing the merger note work mechanism and addresses the funding needs in corporate merger financing, helping to reduce reliance on credit resources [1]. - The successful issuance demonstrates Industrial Bank's professional advantages and innovative capabilities in bond underwriting, contributing to the comprehensive financial service capacity to support quality enterprises in market-oriented mergers [1]. Group 2 - Industrial Bank's Xiamen branch plans to continue enhancing financial support for key areas of the real economy through innovative products like merger notes and sci-tech notes [2]. - The bank aims to guide financial resources to effectively support enterprises in broadening financing channels and reducing financing costs, contributing to the industrial structure upgrade and high-quality economic development in Xiamen [2].

登录新浪财经APP 搜索【信披】查看更多考评等级 重要提示 1、永赢国证港股通互联网交易型开放式指数证券投资基金（以下简称"本基金"）的募集已于2025年12 月24日获中国证监会证监许可〔2025〕2957号文注册。中国证监会对本基金募集申请的注册，并不表明 其对本基金的投资价值、市场前景和收益做出实质性判断或保证，也不表明投资于本基金没有风险。 2、本基金是交易型开放式、股票型证券投资基金、指数基金。 3、本基金的基金管理人为永赢基金管理有限公司（以下简称"本公司"或"永赢基金"），基金托管人为 兴业银行股份有限公司，本基金的登记结算机构为中国证券登记结算有限责任公司。 4、本基金募集对象为符合法律法规规定的可投资于证券投资基金的个人投资者、机构投资者、合格境 外投资者以及法律法规或中国证监会允许购买证券投资基金的其他投资人。个人投资者指依据有关法律 法规规定可投资于证券投资基金的自然人；机构投资者指依法可以投资证券投资基金的、在中华人民共 和国境内合法登记并存续或经有关政府部门批准设立并存续的企业法人、事业法人、社会团体或其他组 织；合格境外投资者指符合《合格境外机构投资者和人民币合格境外机构投资者境内 ...

近期，沪市公司集中派发"现金红包"，掀起春节前分红热潮。据上海证券报记者了解，这也是沪市公司 积极响应"春节前分红"号召，以实际行动践行现金分红的稳定性、常态化。 数据显示，在2026年春节长假到来前的最后6个交易日内，兴业银行、中信证券、长江电力在内的近20 家公司将合计派发约258亿元的"现金红包"。拉长时间线来看，从2025年12月起至2026年春节前，沪市 公司合计发放的分红金额将突破3476亿元，有望冲击3500亿元大关，较上年同期的3000亿元再上新台 阶。截至2月5日，上述现金分红已发放3218亿元。 ◎记者 何昕怡 放眼整个银行业的中期分红情况，6家国有大行发放的"红包"金额稳居前列，共计派发中期现金红利 2046.57亿元，分红比例均超过30%，工商银行的中期分红更是高达503.96亿元。 沪市公司稳健经营积极派现 数据显示，截至2月5日，沪市春节前分红已累计发放3218亿元。记者发现，许多传统行业公司在春节前 积极以丰厚分红回馈投资者，包括长江电力、达仁堂等在内的多家公司将在春节前最后一周内发放现金 红包。这批公司通过夯实主业、提升经营质量、完善分红机制，展现出沪市上市公司高质量发展的鲜明 ...

2026.02.05 本文字数：1126，阅读时长大约2分钟 作者 |第一财经 黄思瑜 春节前最后几个交易日里，近20家沪市公司将合计发放258亿元春节红包。从2025年12月起至春节前， 沪市合计发放的分红金额合计将突破3476亿元。 在业内看来，银行股在分红节奏和分红频次上的变化，成为"春节前分红"政策落地的一个直观体现，让 投资者更早、更清晰地看到现金回报，无疑是一种对于投资者持股感受的提升与优化。 除了银行业外，还有较多传统行业公司在春节前向投资者发放现金红包，包括长江电力 （600900.SH）、达仁堂（600329.SH）等在内的多家公司将在春节前最后一周内发放现金红包。 其中，长江电力将于2月12日发放2025年中期分红，合计派发超过51亿元。该公司自2016年在国内率先 做出10年期高比例现金分红承诺。根据承诺，2016年至2020年每年每股现金分红不低于0.65元；2021年 至2025年每年现金分红比例不低于当年净利润的70%。近五年，长江电力现金分红金额总计达976.90亿 元。 2月4日晚间，达仁堂也发布了2025年季度权益分派实施公告，将每股派发现金红利2.45元（含税），共 计派发 ...