Market Overview - On February 2, the city commercial bank sector declined by 0.3% compared to the previous trading day, with Qilu Bank leading the decline [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Individual Bank Performance - Shanghai Bank (601229) closed at 66.6, up 1.62% with a trading volume of 821,000 shares and a transaction value of 776 million [1] - Beijing Bank (601169) closed at 5.35, up 0.94% with a trading volume of 2.4269 million shares and a transaction value of 1.304 billion [1] - Nanjing Bank (6001009) closed at 10.62, up 0.85% with a trading volume of 844,400 shares and a transaction value of 902 million [1] - Qilu Bank (601665) closed at 5.73, down 1.55% with a trading volume of 715,600 shares and a transaction value of 415 million [2] - Hangzhou Bank (600926) closed at 15.92, down 1.49% with a trading volume of 521,800 shares and a transaction value of 840 million [2] Capital Flow Analysis - The city commercial bank sector saw a net inflow of 17.93 million from institutional investors, while retail investors experienced a net outflow of 157.95 million [2] - Major banks like Shanghai Bank and Jiangsu Bank had significant net inflows from institutional investors, with Shanghai Bank receiving 71.52 million, accounting for 9.22% of its total [3] - Conversely, retail investors showed a notable outflow from several banks, including Beijing Bank, which saw a retail net outflow of 64.17 million, representing 4.92% [3]

Core Viewpoint - The A-share market's banking sector experienced a counter-trend increase, with several banks showing significant gains despite overall market conditions [1]. Group 1: Stock Performance - CITIC Bank saw an increase of 3.48%, with a total market capitalization of 414 billion [2] - Shanghai Bank increased by 2.49%, with a market cap of 134.6 billion [2] - Huaxia Bank rose by 2.05%, with a market cap of 103 billion [2] - Other banks such as Industrial Bank, Everbright Bank, and Nanjing Bank also reported gains exceeding 1% [1][2] - Agricultural Bank, Industrial and Commercial Bank, and China Merchants Bank had market caps of 2386.9 billion, 2619.6 billion, and 2304.7 billion respectively, with slight increases [2] Group 2: Year-to-Date Performance - Year-to-date performance shows that most banks have negative returns, with CITIC Bank down 3.38% and Shanghai Bank down 6.24% [2] - Notably, Qingdao Bank has a positive year-to-date return of 17.86%, indicating strong performance relative to its peers [2] - Other banks like Agricultural Bank and Industrial Bank have year-to-date declines of 11.20% and 7.31% respectively [2]

Core Viewpoint - The A-share market has seen a rise in bank stocks, with several banks experiencing significant gains despite overall market trends [1] Group 1: Stock Performance - CITIC Bank increased by 3.48%, with a total market capitalization of 414 billion [2] - Shanghai Bank rose by 2.49%, with a market cap of 134.6 billion [2] - Huaxia Bank saw a gain of 2.05%, with a market value of 103 billion [2] - Industrial Bank increased by 1.98%, with a market cap of 403.6 billion [2] - Everbright Bank rose by 1.81%, with a total market capitalization of 199.7 billion [2] - Nanjing Bank increased by 1.52%, with a market cap of 132.2 billion [2] - Beijing Bank saw a rise of 1.51%, with a market value of 113.7 billion [2] - Agricultural Bank increased by 1.49%, with a market cap of 23,869 billion [2] - Industrial and Commercial Bank rose by 1.38%, with a market value of 26,196 billion [2] - Zhejiang Bank increased by 1.37%, with a market cap of 81 billion [2] - Bank of Communications rose by 1.36%, with a market value of 592.9 billion [2] - Shanghai Pudong Development Bank increased by 1.29%, with a market cap of 338.7 billion [2] - Qingdao Bank saw a rise of 1.15%, with a market value of 30.7 billion [2] - Bank of China increased by 1.12%, with a market cap of 17,496 billion [2] - Minsheng Bank rose by 1.07%, with a market value of 165.9 billion [2] - China Construction Bank increased by 1.03%, with a market cap of 23,047 billion [2] - Ping An Bank rose by 1.02%, with a market value of 212.3 billion [2] Group 2: Year-to-Date Performance - CITIC Bank has a year-to-date decline of 3.38% [2] - Shanghai Bank has decreased by 6.24% year-to-date [2] - Huaxia Bank has a year-to-date decline of 4.34% [2] - Industrial Bank has decreased by 9.45% year-to-date [2] - Everbright Bank has a year-to-date decline of 3.15% [2] - Nanjing Bank has decreased by 6.47% year-to-date [2] - Beijing Bank has a year-to-date decline of 1.82% [2] - Agricultural Bank has decreased by 11.20% year-to-date [2] - Industrial and Commercial Bank has a year-to-date decline of 7.31% [2] - Zhejiang Bank has decreased by 2.96% year-to-date [2] - Bank of Communications has a year-to-date decline of 7.45% [2] - Shanghai Pudong Development Bank has decreased by 18.25% year-to-date [2] - Qingdao Bank has increased by 17.86% year-to-date [2] - Bank of China has a year-to-date decline of 5.24% [2] - Minsheng Bank has decreased by 1.04% year-to-date [2] - China Construction Bank has a year-to-date decline of 5.06% [2] - Ping An Bank has decreased by 4.12% year-to-date [2]

北京银行新掌门人选落地进程持续推进。 1月下旬引关注 已通过董事会提名 关文杰近期的职务变动引发业内高度关注，成为2026年开年城商行领域的核心人事看点。 1月28日，北京银行发布公告，该行董事会2026年第一次会议于当日召开。会议通过了《关于提名关文 杰先生为董事候选人的议案》，同意提名关文杰为该行董事候选人，任期三年，任职资格尚需监管机构 核准。同日，该行发布召开2026年第一次临时股东会的通知显示，将于2026年2月12日投票审议选举关 文杰先生为董事的议案。 据了解，关文杰原为北京农商行董事长。1月27日，北京农商行在官网披露，该行董事会已收到关文杰 提交的书面辞职报告。这也意味着，关文杰将集齐北京三家市属银行履历"大满贯"。 南都·湾财社记者对时间线进行梳理发现，此次人事调整节奏紧凑。1月20日，业内传出消息，关文杰已 正式被任命为北京银行党委书记；仅两天后的1月22日晚间，北京银行官方微信发布2026年工作会议相 关信息。推文显示，党委书记关文杰发表讲话，党委副书记、行长戴炜作工作报告。 值得注意的是，这也是其履新后首次公开亮相，更是首次对全行年度经营工作作出公开部署。 与北京银行履新进程同步，关 ...

Core Viewpoint - The "Social Security and Banking Cooperation" initiative in Dongcheng District has shown significant progress, with new partnerships established and high satisfaction rates among the public [1][3]. Group 1: Initiative Overview - The "Social Security and Banking Cooperation" initiative has been operational for over 9 months, resulting in 126,100 service visits and a public satisfaction rate of 98.02% [3]. - The initiative aims to provide convenient social security services to the public while enhancing efficiency for social security and promoting development for banks [3]. Group 2: New Partnerships - Postal Savings Bank and Bank of China have recently joined the "Social Security and Banking Cooperation" network, increasing the total number of service points to 7 [1][6]. - The existing network includes Industrial and Commercial Bank of China, China Construction Bank, Bank of Communications, Beijing Bank, and Beijing Rural Commercial Bank, serving a total of 35,000 insured units and over 1.67 million insured individuals [6]. Group 3: Service Areas - The service network covers key areas along the central axis, including Zhongguancun Dongcheng Park, "Hangkongyuan" Technology Park, Dongzhimen, Wangfujing-Longfusi, Tiantan, and Yongdingmenwai [6]. - This strategic placement aims to provide high-frequency and low-risk social security services to the local population [6].

该项目融合了富达全球多资产配置的投研能力和专业的风控体系，叠加北银理财的本土渠道优势，共同 为广大投资者打造长期稳健的理财服务平台。 富达基金总经理孙晨表示："资产的长期稳健增值是许多投资者规划财富的核心目标。此次合作是富达 全球智慧与本土实践的又一次结合，我们将继续发挥专长，携手业内优秀机构，助力中国投资者实现财 富管理目标，推动金融市场的长期健康发展。" 北银理财总裁郭振涛表示："此次与富达基金的合作，正是我们引入国际经验、提供价值的重要实践。 依托富达全球领先的多资产配置能力和风控体系，我们期待深耕国内财富管理市场，为客户提供更专 业、更契合其稳健增值投资需求的产品与服务。" 中证报中证网讯(记者王雪青)富达基金管理(中国)有限公司与北京银行（601169）旗下北银理财有限责 任公司近日宣布，双方携手打造的理财合作项目成功落地，这标志着两家机构在深化财富管理能力上的 又一重要举措。基于严控风险、稳健增值的项目合作理念，双方旨在为国内投资者提供专业化、体系化 的财富管理解决方案，精准契合当下投资者寻求资产长期稳健增值的需求。 据悉，作为合作的首个重要载体，富达基金通过多资产投资策略承接北银理财旗下多只理财 ...

证券之星消息，1月29日城商行板块较上一交易日上涨2.54%，青岛银行领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。城商行板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600919 江苏银行 | | 3.22 Z | 14.99% | -1.71 Z | -7.95% | -1.51 Z | -7.04% | | 002142 | 宁波银行 | 1.51亿 | 11.12% | -241.36万 | -0.18% | -1.49 Z | -10.94% | | 601169 | 北京银行 | 1.07 乙 | 8.92% | -2694.44万 | -2.24% | -8037.98万 | -6.68% | | 601229 | 上海银行 | 4165.56万 | 6.03% | 847.76万 | 1.23% | -5013.31万 | ...

1月29日金融一线消息，据北京市政协官方消息，1月28日下午，政协北京市第十四届委员会常务委员会召 开第二十次会议。会议审议通过了《政协北京市第十四届委员会常务委员会关于任免专门委员会主任的决 定》。经政协北京市第十四届委员会常务委员会第二十次会议审议决定，任命霍学文同志为北京市政协经 济委员会主任。 责任编辑：曹睿潼 1月29日金融一线消息，据北京市政协官方消息，1月28日下午，政协北京市第十四届委员会常务委员会召 开第二十次会议。会议审议通过了《政协北京市第十四届委员会常务委员会关于任免专门委员会主任的决 定》。经政协北京市第十四届委员会常务委员会第二十次会议审议决定，任命霍学文同志为北京市政协经 济委员会主任。 责任编辑：曹睿潼 ...

从资金流向上来看，当日城商行板块主力资金净流入7.24亿元，游资资金净流入8565.32万元，散户资金 净流出8.1亿元。城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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600919 江苏银行 | | 2.49 Z | 13.77% | -2499.87万 | -1.38% | -2.24 Z | -12.39% | | eoilea | 北京银行 | 2.15 Z | 16.03% | -3997.26万 | -2.97% | -1.75 Z | -13.06% | | 601229 上海银行 | | 1.08亿 | 13.65% | 4314.61万 | 5.44% | -1.51 Z | -19.09% | | 6000009 | 南京银行 | 8171.13万 | 11.53% | 3568.90万 | 5.04% | -1.17 Z | -16.56% | | 601838 ...

1月28日金融一线消息，"2025（第十三届）银行综合评选"活动获奖名单今日正式揭晓！北京银行获 评"年度卓越绿色金融银行"。 本次评选活动从多领域、多视角对银行机构进行了综合评估，最终评选出多家行业佼佼者，充分体现了 银行业的发展趋势和行业标杆。本次获奖银行在过去一年的发展中展现了卓越的综合实力和优秀的专业 素养，期待在未来能够继续发挥自身优势，坚守初心和使命，为银行业高质量发展与金融强国建设贡献 更多力量。 1月28日金融一线消息，"2025（第十三届）银行综合评选"活动获奖名单今日正式揭晓！北京银行获 评"年度卓越绿色金融银行"。 本次评选活动从多领域、多视角对银行机构进行了综合评估，最终评选出多家行业佼佼者，充分体现了 银行业的发展趋势和行业标杆。本次获奖银行在过去一年的发展中展现了卓越的综合实力和优秀的专业 素养，期待在未来能够继续发挥自身优势，坚守初心和使命，为银行业高质量发展与金融强国建设贡献 更多力量。 责任编辑：曹睿潼 责任编辑：曹睿潼 ...