| 6.25 | +0.05 | +0.81% | | | | | | --- | --- | --- | --- | --- | --- | --- | | 行业 | | 银行 +0.70% | | | | | | 今开 | 6.20 | 最高 | 6.26 | 成交额 | | 3.15亿 | | 昨日 | 6.20 | 最低 | 6.15 | 市净率 | | 0.80 | | 市值1 | 384.62亿 | 换手 | 0.82% | 干皮 M | | 6.98 | | 分时 | 五日 | 日K | 間K | 月K | 周期 | 0 | | 叠加 | 竟价 | | | 五档 | | 分笔 | | 6.26 | | | 0.97% | 英5 | 6.29 | 706 | | | | | | 英4 | 6.28 | 582 | | | | | | 英3 | 6.27 | 1.317 | | | | | | 英2 | 6.26 | 2.057 | | | | | | 英1 | 6.25 | 720 | | | | | | 89.98% | | 10.029 | | 6.14 | | | -0.97% | 录1 | ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 601077 | 渝农商行 | | 2.29 | 811亿 | 23.69 | | 601288 | 农业银行 | 1 | 2.17 | 29679亿 | 65.94 | | 601963 | 重庆银行 | | 1.58 | 401亿 | 29.62 | | 601998 | 中信银行 | 1 | 1.47 | 4602亿 | 20.77 | | 600919 | 江苏银行 | - | 1.26 | 2063亿 | 20.22 | | 601988 | 中国银行 | 1 | 1.23 | 18527亿 | 9.01 | | 601658 | 邮储银行 | 1 | 1.20 | 7086亿 | 8.98 | | 601818 | 光大银行 | 1 | 1.15 | 2080亿 | -4.77 | | 601229 | 上海银行 | 1 | 1.09 | 1455亿 | 17.92 | | 601187 | 厦门银行 | | 1.08 | 197亿 | 35. ...

证券之星消息，11月11日城商行板块较上一交易日下跌0.0%，上海银行领跌。当日上证指数报收于 4002.76，下跌0.39%。深证成指报收于13289.0，下跌1.03%。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 | | 1.13亿 | 11.75% | 7233.45万 | 7.55% | -1.85 Z | -19.30% | | 600926 杭州银行 | | 7402.94万 | 12.40% | -1627.38万 | -2.73% | -5775.56万 | -9.68% | | 601009 南京银行 | | 6332.60万 | 10.31% | -4413.68万 | -7.18% | -- 1918.92万 | -3.12% | | 002966 苏州银行 | | 3383.95万 | 10.98% | -3686.51万 | -11.9 ...

智通财经记者 | 安震 又有上市银行获董监高增持。 11月7日晚间，齐鲁银行（601665.SH）发布公告称，部分董事、监事及高管，通过集中竞价方式增持公司股份，截至公告披露日，增持计划实施期限过半， 增持合计315万元，占计划增持金额90%。 根据齐鲁银行公告，剩余增持金额约35万元将在今年12月31日之前完成增持。 据智通财经不完全统计，截至11月上旬，已有超过10家上市银行获得股东或董监高"真金白银"增持，国有大行、股份制银行和城商行均有涉及。从增持主体 看，既包括青岛国信产融这样斥资近10亿元的产业资本，也涵盖齐鲁银行、苏州银行（002966.SZ）等多家银行的董监高团队，密集动作向市场传递出对银 行业长期价值的强烈信心。 就在齐鲁银行公告前一日，青岛银行（002948.SZ，03866.HK）公告显示，股东青岛国信产融控股通过港股通渠道，在9月15日至11月5日期间累计增持H股 股份2.43亿股，增持金额达9.57亿元，使其持股比例跃升至15.42%，与一致行动人合计持股达19.17%，正式成为第一大股东。 多类型银行掀增持热潮 该行还表示，本次股东增持股份的目的"是基于对本行股票长期投资价值的认可 ...

证券之星消息，11月10日城商行板块较上一交易日上涨0.96%，厦门银行领涨。当日上证指数报收于 4018.6，上涨0.53%。深证成指报收于13427.61，上涨0.18%。城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) | | --- | --- | --- | --- | --- | --- | | 601187 | 厦门银行 | 7.44 | 2.90% | 33.15万 | 2.44 Z | | 601229 | 上海银行 | 10.23 | 2.30% | 65.22万 | 6.62亿 | | 601665 | 齐鲁银行 | 6.20 | 1.97% | 72.72万 | 4.50 Z | | 601577 | 长沙银行 | 10.05 | 1.72% | 22.67万 | 2.27亿 | | 600928 | 西安银行 | 4.03 | 1.51% | 25.37万 | 1.02亿 | | 002966 | 苏州银行 | 8.44 | 1.32% | 31.27万 | 2.63亿 | | 600926 | 杭州银行 | 16.11 | ...

Market Overview - The city commercial bank sector experienced a decline of 0.21% on November 7, with Qilu Bank leading the drop [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Individual Bank Performance - Xiamen Bank closed at 7.23, up 0.98% with a trading volume of 333,300 shares and a transaction value of 241 million [1] - Ningbo Bank closed at 29.31, up 0.51% with a trading volume of 297,300 shares and a transaction value of 875 million [1] - Qilu Bank closed at 6.08, down 1.46% with a trading volume of 648,100 shares and a transaction value of 39.86 million [2] - Suzhou Bank closed at 8.33, down 1.07% with a trading volume of 373,400 shares and a transaction value of 314 million [2] Capital Flow Analysis - The city commercial bank sector saw a net outflow of 148 million from institutional investors, while retail investors had a net inflow of 163 million [2] - Jiangsu Bank had a net inflow of 63.24 million from institutional investors, but a net outflow of 39.08 million from speculative funds [3] - Nanjing Bank experienced a net inflow of 24.45 million from institutional investors, with a net outflow of 30.58 million from speculative funds [3]

今日，银行板块跌0.26%，厦门银行、浦发银行、青岛银行为银行板块跌幅最大的公司。 （责任编辑：徐自立） 中国经济网北京11月6日讯 厦门银行（601187.SH）今日股价下跌，截至收盘报7.16元，跌幅 2.59%。浦发银行(600000.SH)今日收报11.66元，跌幅1.69%。青岛银行(002948.SZ)今日股价下跌， 截至收盘报5.06元，跌幅1.36%。 ...

Core Viewpoint - The city commercial bank sector experienced a slight decline of 0.11% on November 6, with Xiamen Bank leading the drop, while the overall market indices showed positive movements with the Shanghai Composite Index up by 0.97% and the Shenzhen Component Index up by 1.73% [1][2]. Group 1: Market Performance - The closing price of Xiamen Bank was 7.16, reflecting a decrease of 2.59% with a trading volume of 539,700 shares and a transaction value of 387 million yuan [2]. - Other notable banks included Changsha Bank, which closed at 9.98 with a rise of 0.91%, and Qilu Bank, which closed at 6.17 with an increase of 0.82% [1]. - The city commercial bank sector saw a net outflow of 608 million yuan from major funds, while retail investors contributed a net inflow of 473 million yuan [2][3]. Group 2: Individual Bank Performance - Beijing Bank had a net inflow from major funds of 20.80 million yuan, while it experienced a net outflow from retail investors of 30.79 million yuan [3]. - Chongqing Bank recorded a net inflow of 11.91 million yuan from major funds but faced a net outflow of 12.20 million yuan from retail investors [3]. - Jiangsu Bank had a net inflow of 202.55 million yuan from major funds, while retail investors contributed a net inflow of 3.33 million yuan [3].

Key Insights - The report highlights significant year-on-year revenue growth in Q3, driven by advancements in the semiconductor and AR/VR testing sectors, particularly for companies like Maolai Optics and Junsheng Electronics [4][7] - Companies such as Amazon and Yudong Network have shown resilience in their revenue streams, with Amazon's Q3 revenue reaching $180.2 billion, a 13% increase year-on-year, and Yudong Network's revenue growing by 84.04% in the same period [21][27] - The report indicates a structural shift in the secondary market, with new infrastructure sectors experiencing a favorable market environment despite overall market pressure [18] Group 1: Company Performance - Maolai Optics reported a revenue of 503 million yuan in the first three quarters of 2025, a 34.05% increase year-on-year, with a net profit of 46 million yuan, up 86.57% [4] - Junsheng Electronics achieved a revenue of approximately 154.97 billion yuan in Q3 2025, reflecting a 10.25% year-on-year increase, with a net profit of about 4.13 billion yuan, up 35.4% [7] - Concept Electronics reported a net profit increase of 173.46% year-on-year, with a revenue of 315 million yuan in the first three quarters of 2025 [12] Group 2: Industry Trends - The semiconductor sector is experiencing robust growth, with Maolai Optics reporting that 58.80% of its revenue comes from this field [5] - The report notes a significant increase in new business orders for Junsheng Electronics, with a total of 714 billion yuan in new orders accumulated in the first three quarters of 2025 [9] - The e-commerce sector, particularly Amazon, continues to show resilience, with various revenue streams exceeding expectations, including a 24% increase in advertising service revenue [23][24] Group 3: Future Outlook - Forecasts for Maolai Optics suggest revenues of 673 million yuan, 871 million yuan, and 1.07 billion yuan for 2025-2027, with corresponding net profits of 63 million yuan, 97 million yuan, and 139 million yuan [6] - Junsheng Electronics is expected to achieve revenues of 625.64 billion yuan, 673.16 billion yuan, and 726.56 billion yuan from 2025 to 2027, with net profits projected at 15.39 billion yuan, 18.54 billion yuan, and 21.65 billion yuan [11] - Amazon's revenue is projected to reach $711 billion, $800 billion, and $900 billion for 2025-2027, with net profits of $76.5 billion, $87.9 billion, and $108.9 billion [26]

Investment Rating - The report assigns an "Accumulate" rating for Xiamen Bank (601187) based on its performance recovery and improving asset quality [1][4]. Core Insights - Xiamen Bank's revenue for the first three quarters of 2025 increased by 3.02% year-on-year, while net profit attributable to shareholders rose by 0.25% [4]. - The bank's single-quarter performance showed significant improvement, with Q3 2025 revenue growing by 25.88% year-on-year and net profit increasing by 8.41% [4]. - The bank's loan balance as of Q3 2025 increased by 14.35% year-on-year, with a net increase of 13.6 billion yuan in the quarter, indicating a return to rapid loan growth [4]. - The non-performing loan ratio improved to 0.80% as of Q3 2025, down 3 basis points from the previous quarter, and the proportion of attention loans decreased to 2.29%, down 45 basis points [4]. Summary by Sections Financial Performance - For Q1-Q3 2025, Xiamen Bank's revenue was 5,881 million yuan, with a projected growth rate of 2.12% for 2025 [5]. - The net profit attributable to shareholders is forecasted to be 2,562 million yuan in 2025, reflecting a decline of 1.25% [5]. - Earnings per share (EPS) is expected to be 0.97 yuan in 2025, with a price-to-earnings (P/E) ratio of 7.75 [5]. Asset Quality - The bank's asset quality is showing improvement, with a non-performing loan ratio of 0.80% and a significant decrease in attention loans [4]. - The report highlights a stable net interest margin of 0.99% for the first three quarters of 2025, indicating a recovery from the previous half [4]. Market Performance - Xiamen Bank's stock has outperformed the CSI 300 index, with a 12-month return of 49.4% compared to the index's 17.1% [3]. - The current stock price is 7.52 yuan, with a market capitalization of approximately 19.85 billion yuan [3].