中国经济网北京5月19日讯 日前，17家A股上市城商行的2025年一季度报告已披露完毕。从归母净 利润表现来看，江苏银行今年首季实现归母净利润97.80亿元夺冠，北京银行、宁波银行分别以76.72亿 元、74.17亿元位列第二、三名。 | 银行名称 | 归母净利润（亿元） | | --- | --- | | 江苏银行 | 97.80 | | 北京银行 | 76.72 | | 宁波银行 | 74.17 | | 上海银行 | 62.92 | | 南京银行 | 61.08 | | 杭州银行 | 60.21 | | 成都银行 | 30.12 | | 长沙银行 | 21.73 | | 重庆银行 | 16.24 | | 苏州银行 | 15.54 | | 贵阳银行 | 14.43 | | 齐鲁银行 | 13.72 | | 青岛银行 | 12.58 | | 郑州银行 | 10.16 | | 西安银行 | 7.12 | | 厦门银行 | 6.45 | | 兰州银行 | 5.59 | 从归母净利润增速来看，2025年第一季度，在17家A股上市的城商行中，有14家实现归母净利润增 长，3家归母净利润有所下滑。其中，杭州银行归母净利 ...

Market Overview - The Shanghai Composite Index rose by 0.45% on August 6, with 24 out of the 28 sectors experiencing gains. The top-performing sectors were defense and military industry, and machinery equipment, with increases of 3.07% and 1.98% respectively [1] - The banking sector saw a decline of 0.14% [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 9.652 billion yuan, with seven sectors experiencing net inflows. The machinery equipment sector led with a net inflow of 4.367 billion yuan, followed closely by the defense and military industry with a net inflow of 4.283 billion yuan [1] - The pharmaceutical and biological industry had the largest net outflow, totaling 9.049 billion yuan, followed by the telecommunications sector with a net outflow of 2.949 billion yuan [1] Banking Sector Performance - In the banking sector, there were 42 stocks, with 11 rising and 26 falling. The sector experienced a net outflow of 1.067 billion yuan [2] - The top three banks with the highest net outflow were Minsheng Bank, China Construction Bank, and Industrial and Commercial Bank of China, with outflows of 263.15 million yuan, 213.00 million yuan, and 174.41 million yuan respectively [2][3] - The individual stock performance showed that Changshu Bank had the highest net inflow of 41.12 million yuan, followed by Hangzhou Bank and Chongqing Rural Commercial Bank with inflows of 32.14 million yuan and 22.64 million yuan respectively [2][3]

Core Viewpoint - The Xiamen Regulatory Bureau has approved the appointment of Zhang Qiufan as the Vice President of Xiamen Bank, emphasizing the importance of compliance with financial regulations and ongoing education in economic and financial laws [1] Group 1 - The approval of Zhang Qiufan's qualifications as Vice President of Xiamen Bank has been officially granted [1] - Xiamen Bank is required to ensure that the newly approved personnel adhere to regulatory requirements and report their onboarding status within three months [1] - Continuous learning and a strong awareness of risk compliance are mandated for the approved personnel to effectively fulfill their responsibilities [1]

证券之星消息，8月5日城商行板块较上一交易日上涨1.54%，齐鲁银行领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。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) | | --- | --- | --- | --- | --- | --- | | 601665 | 齐鲁银行 | 6.26 | 2.96% | 88.29万 | 5.47 乙 | | 002948 | 青岛银行 | 5.06 | 2.43% | 42.91万 | 2.15亿 | | 601229 | 上海银行 | 10.49 | 2.04% | 62.51万 | 6.50亿 | | 601997 | 贵阳银行 | 6.52 | 2.03% | 49.77万 | 3.22亿 | | 601187 | 厦门银行 | 7.10 | 2.01% | 36.41万 | 2.57亿 | | 6000000 | 南京银行 | 11.96 | 1.87% | 56.35万 | 6.72亿 | | 601577 | 长沙银行 | 10.19 | 1. ...

Group 1 - The core viewpoint is that the banking sector is experiencing a shift in capital allocation due to a scarcity of certainty, leading to a pursuit of relative safety and high dividend yields in bank stocks [1] - Institutional investors indicate that the demand for high dividend, low valuation bank stocks will persist as policies continue to ease, attracting incremental capital from insurance funds, passive funds, and public funds [1] - The combination of policies promoting dividends and a stable fundamental outlook is driving a revaluation of banks [1] Group 2 - Investors looking for cost-effective exposure to the banking sector can consider the Bank ETF (512800) and its associated funds, which track the performance of 42 listed banks in A-shares [2] - As of August 4, the Bank ETF (512800) has grown to a scale of 14.99 billion yuan, with an increase of over 100% since the beginning of the year, and an average daily trading volume of 574 million yuan [2] - The Bank ETF (512800) is noted for being the largest and most liquid among the 10 bank ETFs in A-shares [2] Group 3 - The banking sector saw a strong performance with significant gains, led by Pudong Development Bank, which rose over 4%, while other banks like Zhejiang Commercial Bank, CITIC Bank, Agricultural Bank, and Huaxia Bank also saw increases of over 2% [3] - The Agricultural Bank reached a historical high during this rally [3]

格隆汇8月5日｜A股市场银行股集体上涨，其中，浦发银行涨超4%，浙商银行、齐鲁银行、江阴银 行、中信银行、南京银行、农业银行、常熟银行、民生银行、华夏银行、厦门银行涨超2%。值得注意 的是，农业银行再创历史新高。 | 代码 | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | | 600000 | 浦发银行 | 3.73 | 4122亿 | 36.38 | | 601916 | 浙商银行 | 2.97 | 953亿 | 24.66 | | 601665 | 齐鲁银行 | 2.47 | 317亿 | 16.65 | | 002807 | 江阴银行 | 2.35 | 118亿 | 15.33 | | 601998 | 中信銀行 | 2.30 | 4696亿 | 23.25 | | 601009 | 南京银行 | 2.21 | 1484亿 | 14.58 | | 601288 | 农业银行 | 2.19 | 22854亿 | 27.78 | | 601128 | 常熟銀行 | 2.14 | 253亿 | 14.22 | | 600016 | 民 ...

Core Viewpoint - Xiamen Bank (601187) has announced the approval of Zhang Qiu's appointment as Vice President by the Xiamen Regulatory Bureau of the National Financial Supervision Administration [1] Group 1 - The announcement was made on August 1 [1] - The approval reference number is (XJZF [2025] No. 70) [1]

Core Viewpoint - Xiamen Bank has received approval for the appointment of Zhang Qiufa as Vice President, indicating a significant leadership change within the company [1] Group 1 - The announcement confirms that the board of directors of Xiamen Bank guarantees the truthfulness, accuracy, and completeness of the content, taking legal responsibility for it [1] - The approval was issued by the Xiamen Regulatory Bureau of the National Financial Supervision Administration [1] - Zhang Qiufa's resume is available on the Shanghai Stock Exchange website, providing transparency regarding his qualifications [1]

Core Viewpoint - Xiamen Bank has approved the appointment of Zhang Qiufa as the vice president, who has extensive experience in retail banking from his previous role at Industrial Bank [1][2]. Group 1: Appointment of Zhang Qiufa - Zhang Qiufa, born in November 1976, has been approved to serve as the vice president of Xiamen Bank after the board's decision in May [2][3]. - He has a strong background in retail banking, having held various senior positions at Industrial Bank, including vice president of the Fujian Management Department [2][3]. Group 2: Financial Performance - Xiamen Bank reported a revenue of 5.759 billion yuan for 2024, a year-on-year increase of 2.79%, while net profit attributable to shareholders decreased by 2.61% to 2.594 billion yuan [4]. - The bank experienced a decline in loan volume, with total loans and advances dropping from 209.7 billion yuan in 2023 to 205.46 billion yuan in 2024, a decrease of 4.24 billion yuan [4]. - In the first quarter of 2024, the bank's revenue fell to 1.214 billion yuan, down 18.42% year-on-year, and net profit decreased by 14.21% to 645 million yuan [4]. Group 3: Regulatory Issues - Xiamen Bank faced regulatory penalties in 2024, including a fine of 400,000 yuan for improper sales of financial products and a warning issued to a branch manager [4]. - The bank's corporate banking app was also reported for illegal collection and use of personal information [4]. Group 4: Market Performance - As of August 1, 2024, Xiamen Bank's stock price was 6.86 yuan per share, with a total market capitalization of 18.1 billion yuan [5]. - The stock showed a slight increase of 0.15% on that day [6].

Group 1 - Xiamen Bank announced the approval of Zhang Qiufan's appointment as Vice President by the National Financial Supervision Administration [1] - Zhang Qiufan, born in November 1976, has extensive experience in the banking sector, having held various positions at Industrial Bank [1] - His previous roles include Vice President of Retail Business Division and General Manager of Retail Business Management Department at Industrial Bank [1]