Group 1 - The core viewpoint of the articles highlights that A-share listed banks in China are distributing significant cash dividends, with the six major state-owned banks leading the way, collectively announcing a total cash dividend of 204.657 billion yuan for the mid-term [1][2] - By December 15, 2025, 26 A-share listed banks are expected to disclose mid-term or quarterly dividend plans, with total dividends projected to exceed 260 billion yuan, where the six major state-owned banks account for 78.7% of the total dividends [1][2] - The major state-owned banks, including Industrial and Commercial Bank of China, Agricultural Bank of China, and others, have maintained a dividend payout ratio of 30% or more of their net profit [2] Group 2 - The Industrial and Commercial Bank of China leads the dividend distribution with 50.396 billion yuan, followed by other major banks with significant amounts, indicating a strong trend in dividend payouts among these institutions [2] - In the joint-stock bank category, several banks, including Industrial Bank and China CITIC Bank, are also participating in dividend distributions, with some like Industrial Bank and Ningbo Bank introducing mid-term dividend plans for the first time [2] - The banking sector has shown strong performance in the A-share market, with the overall bank sector rising by 10.71% this year, and specific banks like Agricultural Bank of China seeing a remarkable increase of 48.88% in their stock prices [3]

Group 1 - The core viewpoint of the news is that the State-owned Enterprise Dividend Index has shown positive performance, with significant increases in specific constituent stocks, indicating a favorable environment for dividend-paying stocks [1][2]. - As of December 15, 2025, the State-owned Enterprise Dividend Index rose by 0.56%, with notable stock performances including COFCO Sugar rising by 9.99% and Shanxi Coal International by 4.00% [1]. - The State-owned Enterprise Dividend ETF (159515) also experienced an increase of 0.53%, reflecting strong investor interest in dividend-paying assets [1][2]. Group 2 - The liquidity of the State-owned Enterprise Dividend ETF has improved, with an average daily transaction volume of 2.7164 million yuan over the past month and a weekly scale growth of 2.3717 million yuan [1]. - The ETF's share count increased by 3 million shares in the past week, indicating a significant uptick in investor participation [1]. - The State-owned Enterprise Dividend Index is designed to reflect the performance of 100 listed companies with high cash dividend yields and stable dividend policies, which are selected from state-owned enterprises [2]. Group 3 - The report highlights that dividend assets are attractive in a low-interest-rate environment, appealing to risk-averse investors seeking stable returns [2]. - The manufacturing PMI showed a slight recovery to 49.2% in November, indicating improvements in both production and demand, which supports the overall economic stability [2]. - The top ten weighted stocks in the State-owned Enterprise Dividend Index account for 16.99% of the index, with companies like COSCO Shipping and Jizhong Energy among the leaders [2][4].

Investment Rating - The report indicates a positive outlook for the insurance sector, recommending specific companies such as China Pacific Insurance, China Ping An, China Life (H), and China Taiping, while also recommending New China Life Insurance [4][17]. Core Insights - The financial industry experienced a mixed performance, with the non-bank financial index rising by 0.81%, outperforming the CSI 300 index by 0.89 percentage points. The insurance sector showed a notable increase of 2.36%, while the banking sector declined by 1.77% [2][11]. - The central economic work conference emphasized a proactive fiscal policy, which is expected to benefit the insurance sector by increasing infrastructure asset supply and improving credit risk perceptions [14][15]. - The report highlights the potential for valuation recovery in the brokerage sector, driven by regulatory changes that align public fund interests with long-term investor returns [18][19]. Summary by Sections 1. Weekly Performance and Sector Insights - The non-bank financial index rose by 0.81%, with the insurance sector outperforming the CSI 300 index by 2.44 percentage points [2][11]. - The banking sector underperformed, with a decline of 1.77%, attributed to macroeconomic policy expectations [3][21]. 2. Insurance Sector Data Tracking - The insurance sector's premium income showed steady growth, with life insurance and property insurance premiums increasing by 9.6% and 4.0% year-on-year, respectively [17][26]. - The report notes that the 10-year government bond yield decreased to 1.84%, which is favorable for the insurance sector's investment strategies [31]. 3. Brokerage Sector Data Tracking - The brokerage sector's PB valuation stands at 1.37x, indicating potential for valuation recovery as earnings improve [19][42]. - Regulatory changes in public fund sales are expected to enhance the industry's focus on long-term investor interests [18][19]. 4. Banking Sector Data Tracking - The banking sector's PB valuation is at 0.54x, suggesting it remains undervalued [21][25]. - The central economic work conference's focus on domestic demand and flexible monetary policy is expected to support the banking sector's growth [22][23].

Core Viewpoint - Xiamen Bank executed a block trade on December 12, with a transaction volume of 427,300 shares and a total transaction value of 3.2304 million yuan, indicating institutional interest in the stock [1] Group 1: Transaction Details - The block trade price was set at 7.56 yuan per share, which corresponds to the closing price of the stock on the same day, showing no premium or discount [1] - The buyer of the block trade was an institutional special seat, while the seller was UBS Securities Co., Ltd., Shanghai Huayuan Shiqiao Road Securities Branch [1] Group 2: Market Performance - On the day of the transaction, Xiamen Bank's stock closed at 7.56 yuan, reflecting a decrease of 0.26% [1] - The stock had a turnover rate of 1.36% and a total trading volume of 270 million yuan, with a net inflow of main funds amounting to 5.6092 million yuan [1] - Over the past five days, the stock has seen a cumulative increase of 4.71%, although there was a total net outflow of funds amounting to 20.2809 million yuan during the same period [1] Group 3: Company Background - Xiamen Bank was established on November 26, 1996, with a registered capital of 26.39127888 billion yuan [1]

12月12日金融一线消息，厦门银行发布2025年第二次临时股东大会决议公告，公告显示，股东大会已审 议通过《厦门银行股份有限公司关于不再设立监事会的议案》。 | 股东类型 | 同意 | | 反对 | | 弃权 | | | --- | --- | --- | --- | --- | --- | --- | | | 票数 | 比例(%) | 票数 | 比例 | 票数 | 比例 | | | | | | (%) | | (%) | | A 股 | 1, 831, 485, 691 | 99. 9879 | 170, 791 | 0. 0093 | 50, 500 | 0.0028 | 责任编辑：秦艺 12月12日金融一线消息，厦门银行发布2025年第二次临时股东大会决议公告，公告显示，股东大会已审 议通过《厦门银行股份有限公司关于不再设立监事会的议案》。 | 股东类型 | 同意 | | 反对 | | 开视 | | | --- | --- | --- | --- | --- | --- | --- | | | 票数 | 比例(%) | 票数 | 比例 | 票数 | 比例 | | | | | | (%) | | (%) ...

关于厦门银行股份有限公司 2025 年第二次临时股东大会的 法律意见书 | 1 | . | | --- | --- | | V . | 1 | | 리 | | --- | | 一、释义 | | 二、律师声明事项 | | 下 す | | 一、本次股东大会的召集、召开程序 . | | 二、本次股东大会召集人和出席会议人员的资格 | | 三、本次股东大会的表决程序和表决结果 . | 关于厦门银行股份有限公司 2025 年第二次临时股东大会的 法律意见书 本所律师根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公 司股东会规则》等有关法律、法规、规范性文件以及《厦门银行股份有限公司章 程》的规定，按照律师行业公认的业务标准、道德规范和勤勉尽责精神，出具本 法律意见书。 1 引 言 一、释义 在本法律意见书中，除非明确表述或上下文另有定义，下列各项用语具有如 下特定的含义： | 公司 | 是指 | 厦门银行股份有限公司 | | --- | --- | --- | | 本所 | 是指 | 福建天衡联合律师事务所 | | 本所律师 | 是指 | 本法律意见书的经办律师许理想、潘舒原律师 | | 上证所信息公司 | ...

证券代码：601187 证券简称：厦门银行 公告编号：2025-058 厦门银行股份有限公司 2025年第二次临时股东大会决议公告 本公司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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 417 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 1,831,706,982 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 71.6206 | | 份总数的比例（%） | | (四) 表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东大会由公司董事会召集，洪枇杷董事长主持会议。本次股东大会采 取现场和网络投票相结合的方式，符合《公司法》和《公司章程》的规定。 (五) 公司董事、监事和董事会秘书的出席情况 (一) 股东大会召开的时间：2025 年 12 月 12 日 (二) 股东大会召开的地点：厦门市湖滨北路 101 号商业银行大厦 A603 会议室 (三 ...

Core Points - The city commercial bank sector experienced a decline of 0.23% on December 12, with Hangzhou Bank leading the drop [1] - The Shanghai Composite Index closed at 3889.35, up 0.41%, while the Shenzhen Component Index closed at 13258.33, up 0.84% [1] Summary by Category Stock Performance - Hangzhou Bank closed at 15.12, down 0.92% with a trading volume of 543,600 shares and a transaction value of 824 million yuan [2] - Qilu Bank closed at 5.63, down 0.71% with a trading volume of 1,165,000 shares and a transaction value of 657 million yuan [2] - Qingdao Bank closed at 4.58, down 0.65% with a trading volume of 370,100 shares and a transaction value of 169 million yuan [2] - Chongqing Bank closed at 10.84, down 0.64% with a trading volume of 118,200 shares and a transaction value of 129 million yuan [2] - Chengdu Bank closed at 16.35, down 0.49% with a trading volume of 390,900 shares and a transaction value of 642 million yuan [2] - Lanzhou Bank closed at 2.32, down 0.43% with a trading volume of 529,700 shares and a transaction value of 123 million yuan [2] - Xiamen Bank closed at 7.56, down 0.26% with a trading volume of 358,000 shares and a transaction value of 270 million yuan [2] - Ningbo Bank closed at 27.72, down 0.25% with a trading volume of 215,400 shares and a transaction value of 596 million yuan [2] - Changsha Bank closed at 9.48, down 0.21% with a trading volume of 321,800 shares and a transaction value of 306 million yuan [2] - Jiangsu Bank closed at 10.39, down 0.19% with a trading volume of 1,989,400 shares and a transaction value of 2.066 billion yuan [2] Capital Flow - The city commercial bank sector saw a net outflow of 9.0898 million yuan from institutional investors, while retail investors contributed a net inflow of 230 million yuan [4] - Speculative funds experienced a net outflow of 2.21 billion yuan [4]

证券代码：601187 证券简称：厦门银行 公告编号：2025 -057 2020年12月，厦门银行股份有限公司（以下简称"公司"）在全国银行间债券市场发行了规模为人民币10 亿元的无固定期限资本债券（以下简称"本期债券"）。根据本期债券募集说明书相关条款的约定，本期 债券设有发行人赎回选择权，发行人有权在本期债券第5个计息年度的最后一日（2025年12月10日）， 按面值全部赎回本期债券。 截至本公告日，经国家金融监督管理总局厦门监管局批准，公司已行使赎回权并全额赎回了本期债券。 特此公告。 厦门银行股份有限公司 董事会 2025年12月11日 厦门银行股份有限公司 关于赎回无固定期限资本债券的公告 厦门银行股份有限公司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。 ...

厦门银行是大陆首家具有台资背景的银行。近年来，该行深耕对台金融业务，推出台胞信用卡、台e 贷、薪速汇、台企专项授信等一系列创新产品及场景应用。 厦门银行发布"闽台安居贷" 为台胞在闽购房提供金融支持 中新社福州12月11日电 (记者 闫旭)"这是我刚刚拿到的'红本本'！有了它，我在福州真正有了家的归属 感。"11日，在福州市晋安区两岸社区交流中心，台胞张俊一拿着不动产权证书兴奋地说道。 当天，厦门银行发布"闽台安居贷"。厦门银行副行长刘永斌介绍，"闽台安居贷"针对台胞在福建购房置 业的痛点与难点，为台胞提供额度充足、期限灵活、办理便捷的安居金融支持，并首创为常住台湾地区 的台胞提供同等待遇的在闽住房按揭贷款服务。 在福州就业、生活了10余年的张俊一，通过申请"闽台安居贷"在马尾区购置了一套商品房。"之前申请 购房贷款时遇到两道门槛，一是需要在当地找一名担保人，二是需要回台湾办理繁琐的认证资料。"张 俊一说，"闽台安居贷"帮他消除了这两个障碍，贷款审批非常迅速、顺利。 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使 ...