登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601399 证券简称：国机重装 公告编号：2026-009 国机重型装备集团股份有限公司 关于持股5%以上股东及其一致行动人减持股份计划公告 本公司董事会、全体董事及相关股东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： ● 大股东持股的基本情况 国机重型装备集团股份有限公司（以下简称"公司"）股东中国农业银行股份有限公司四川省分行（以下 简称"农行四川省分行"）持有公司股份450,282,826股，占公司总股本的6.24%，中国农业银行股份有限 公司江苏省分行（以下简称"农行江苏省分行"）持有公司股份9,571,031股，占公司总股本的0.13%。农 行四川省分行、农行江苏省分行同属于中国农业银行股份有限公司辖属分支机构，构成一致行动人，合 计持有公司股份459,853,857股，占公司总股本的6.37%。 上述股份来源均为公司重新上市前股份，且已于2021年6月8日全部解除限售并上市流通。 若在减持计划实施期间公司发生送股、资本公积金转增股本、配股等股份变动事项，减持 ...

活动采取"发放宣传折页+现场讲解+节日礼品派发"的形式,融入春节民俗元素,累计覆盖消费者500余人 次,发放宣传折页200余份,送出定制春联80副,取得了良好的社会反响。现场讲解重点围绕"防范电信诈 骗""理性消费理财""安全用卡"三大主题展开,结合"虚假刷单骗局""冒充亲友借钱""银行卡外借出租"等 典型案例,帮助消费者识别风险、规避陷阱。 为响应春节期间公众金融知识需求,提升消费者风险防范意识,农行德州开发区支行在澳德乐商场开展"守 好钱袋子 过个安心年"主题教育宣传活动。 活动还通过发放节日春联,将知识普及与节日祝福相结合,吸引了中老年群体积极参与；通过走访入驻商 户并赠送定制文具,带动了年轻人加入互动。活动中,超过70%的参与者表示对"钓鱼短信识别技巧""谨防 投资养老诈骗"等内容有了更深入的认识。 本次活动以"节日+金融"的创新形式,实现了知识普及与公众参与的双赢。下一步,农行德州开发区支行将 继续探索"接地气、易传播"的宣传模式,为筑牢全民金融安全防线贡献力量! (宋康) ...

值此2026新春佳节来临之际,为传承中华优秀传统文化、筑牢金融安全防线,近日,农行德州分行携手德州 老年大学、德州新华书店,共同举办新春送福联暨金融消费者教育活动。 本次活动以"文化传福+金融护民"为核心,打造特色惠民服务场景。现场邀请德州老年大学书法爱好者挥 毫泼墨,书写"马踏祥云驮福至,春融农行护平安"等寓意吉祥的春联与福字,将墨香年味与新春美好祝福送 到市民手中；农行德州分行工作人员同步开展金融知识普及,通过发放宣传折页、面对面答疑、拆解典 型案例等形式,向市民重点讲解反诈技巧、个人信息保护、理性投资等核心知识,把专业金融安全内容融 入喜庆的节日氛围,让市民在迎新春的同时,提升金融风险防范意识。 活动现场人气高涨、氛围热烈,累计为市民送出福联50余副、金融知识宣传折页80余份,得到现场群众的 广泛点赞与认可。此次活动创新金融服务与文化传播融合模式,既让市民收获满满的"文化获得感",更筑 牢节日金融安全"防护墙",提升公众"金融安全感",进一步拓宽了金融服务的触达渠道与服务温度。 未来,农行德州分行将持续坚守"金融为民"理念,把传统文化传播与金融消费者权益保护工作深度结合,以 更接地气、更暖人心的服务举措 ...

Investment Rating - The industry investment rating is "Buy" [2] Core Insights - The report analyzes 132 regional banks in the Sichuan-Chongqing area, highlighting the growth and structural changes in the banking sector [6][27] - The asset growth rates of major city commercial banks in the region are higher than those of listed city commercial banks, indicating a robust expansion [38] - Profitability metrics show that city commercial banks in the region have lower ROE compared to listed banks, while rural commercial banks outperform them [6][27] - Asset quality is slightly weaker in regional banks compared to listed banks, with higher non-performing loan ratios [6][27] Summary by Sections Economic Structure Analysis - Sichuan province is positioned as a key driver for western development, with a focus on enhancing the Chengdu-Chongqing economic circle [13][14] - In 2025, Chengdu's GDP is projected to account for 38.7% of the province's total, with significant growth in various sectors [15] Banking Sector Overview - The Sichuan-Chongqing region has 132 commercial banks, including 14 city commercial banks, 65 rural banks, and 51 rural commercial banks [27] - The asset growth rates for major city commercial banks in the region are 15.6% and 18.2%, surpassing the 14.2% growth of listed city commercial banks [38] Asset and Liability Structure - The proportion of loans to total assets has been increasing since 2016, with city commercial banks in Sichuan projected to have a loan ratio of 56.1% by 2024 [38][40] - The financial investment ratio for city commercial banks is on a downward trend, with a slight recovery noted in the first half of 2025 [40][46] Profitability and Asset Quality - The average ROE for city commercial banks in the region is 10.97%, lower than the 11.99% average for listed city commercial banks [6][27] - Non-performing loan ratios for city commercial banks in the region are higher than those of listed banks, indicating potential asset quality concerns [6][27] Capital Adequacy - Capital adequacy ratios for regional banks are comparable to those of listed banks, providing a safety margin for operations [6][27]

Core Insights - The article highlights the increasing trend of Chinese families traveling abroad during the Spring Festival, contributing significantly to the global tourism market [1][11] - Agricultural Bank of China (ABC) is enhancing its credit card services to cater to the needs of travelers, offering various benefits and promotions to facilitate their journeys [11][14] Group 1: Travel Trends - In the first eight months of 2025, the total number of inbound and outbound trips in China reached 460 million, with 14.366 million trips during the Spring Festival [11] - During the New Year's holiday in 2026, the number of outbound trips was 6.615 million [11] Group 2: Financial Services Enhancements - ABC launched the "Wow Treasure Accompanying You" service series, introducing a family card product with unlimited 1% cashback on overseas UnionPay transactions [11][14] - The bank also provides services such as loss insurance and convenient card binding for travelers [11][14] Group 3: Technological Innovations - In January 2026, ABC announced the support for binding its Visa credit cards with Apple Pay, allowing customers to make payments easily and securely using their mobile devices [13] - This innovation aims to enhance customer experience by eliminating the need for physical cash and cards while ensuring the security of personal payment information [13] Group 4: Customer-Centric Approach - ABC focuses on providing simple and sincere financial services, contrasting with high-end cards that have complex rules [14] - The bank's initiatives aim to ensure that every penny spent by customers is worthwhile, especially during the peak consumption season of the Spring Festival [14] Group 5: Support for Specific Demographics - ABC is addressing the needs of specific groups such as students studying abroad and business travelers by offering tailored services and information [16] - Customers can handle currency exchange and cross-border transactions at 20,000 outlets nationwide, with 1,700 locations providing specialized overseas financial services [16] Group 6: Expanding Payment Ecosystem - ABC is enhancing the acceptance of foreign cards in key tourist destinations and cities, supporting various payment methods to improve the experience for foreign visitors [17] - The bank has established a comprehensive payment ecosystem in popular areas, including airports and tourist attractions, to facilitate seamless transactions [17] Group 7: Event Support and Reliability - ABC has provided reliable payment services for international events, achieving zero errors in foreign card transactions during major conferences [19] - The bank's commitment to high-quality service is evident in its proactive measures to ensure a stable payment environment during significant events [19]

Core Viewpoint - The article discusses the tightening of gold-related business by banks in response to recent volatility in gold prices and the upcoming Chinese New Year holiday, highlighting the need for investors to manage risks effectively during this period [3][4][6]. Group 1: Market Conditions - As of February 12, gold prices are experiencing high volatility, with London gold at $5063 per ounce and Shanghai gold at 1123 yuan per gram, while retail prices in major cities reach up to 1556 yuan per gram [3][4]. - The gold market has seen significant fluctuations, with prices peaking above $5600 per ounce at the end of January and then dropping below $4500, indicating a volatility of over 20% within three trading days [6]. Group 2: Bank Responses - Major banks, including China Construction Bank, Industrial Bank, and Bank of Communications, have raised margin requirements and implemented dynamic trading limits on gold transactions to mitigate risks associated with market volatility [4][5][6]. - The minimum investment amounts for gold accumulation products have been increased by several banks, with China Bank raising the threshold from 950 yuan to 1200 yuan, and Construction Bank increasing it to 1500 yuan [5][6]. Group 3: Investor Guidance - Analysts suggest that investors should be cautious about holding positions over the holiday, as the Shanghai Gold Exchange will be closed while international markets remain open, creating a "time difference risk" [6][9]. - For those considering gold as a long-term investment, a strategy of gradual buying and holding is recommended, with a suggested allocation of 5% to 10% of the investment portfolio to gold as a risk hedge [10].

股票近期走势根据内部数据库，农业银行（601288.SH）近7天（2026年2月6日至2月12日）股价呈现震 荡下行趋势。截至2月12日收盘，股价报6.61元，单日下跌2.65%，区间累计跌幅为1.34%。期间最高价 为2月10日的6.81元，最低价为2月9日的6.60元，振幅达3.13%。资金面上，2月12日主力资金净流出7.05 亿元，换手率0.14%，显示短期抛压有所增加。板块方面，银行板块同期下跌1.41%，国有大型银行板 块下跌1.75%，农业银行表现略弱于行业平均水平。 近期事件近期农业银行涉及两项关键事件：一方面，农行上海市分行于2月11日率先落地上海市首笔"民 间投资专项担保计划"贷款，该政策旨在支持中小微企业融资，可能对农行普惠金融业务形成正向催 化。另一方面，国家金融监督管理总局济宁监管分局于2月12日对农行微山县支行开出罚单，因票据业 务管理不审慎罚款45万元，或对局部合规管理带来短期压力。此外，银行板块整体呈现结构性行情，中 小银行领涨而大型银行回调，农行年初至今股价下跌13.93%，与行业分化趋势一致。 经济观察网 农业银行（601288）（601288.SH）近7天股价呈现震荡下行 ...

Core Viewpoint - The company, Guojizhongzhuang (601399.SH), has received a notification from Agricultural Bank of China (ABC) Sichuan and Jiangsu branches regarding their share reduction plan, indicating a potential decrease in shareholding by these banks [1] Group 1: Share Reduction Plan - ABC Sichuan and Jiangsu branches plan to reduce their holdings by a total of up to 72.13 million shares through centralized bidding, which represents no more than 1% of the company's total share capital [1] - Additionally, the banks intend to reduce their holdings by up to 144 million shares through block trading, accounting for no more than 2% of the company's total share capital [1]

Group 1 - The core point of the announcement is that Agricultural Bank of China, Sichuan Branch, and Jiangsu Branch hold a combined total of 460 million shares in China National Machinery Industry Corporation, representing 6.37% of the total shares [1] - Sichuan Branch plans to reduce its holdings by up to 62.56 million shares through centralized bidding and up to 144 million shares through block trading within three months after the announcement [1] - Jiangsu Branch intends to reduce its holdings by up to 9.571 million shares through centralized bidding within the same timeframe [1]

Core Insights - Agricultural Bank of China aims to increase personal consumer loan balance to 604.3 billion yuan by the end of 2025, representing a growth of 127.7 billion yuan from the beginning of 2025 [1] Group 1 - The bank is actively implementing a special action to boost consumption, leveraging the synergy between fiscal and financial policies [1] - The strategy includes promoting the replacement of old consumer goods and the precise implementation of fiscal subsidies for personal consumer loans [1] - The goal is to effectively convert national policy benefits into practical outcomes that serve the public and stimulate consumption [1]