BANK COMM(601328)

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国有大行定增再迎新进展中国银行、交通银行已完成缴款验资
Zheng Quan Ri Bao· 2025-06-15 15:54
Group 1 - The core viewpoint is that major state-owned banks in China are progressing with capital increases through targeted stock issuances to enhance their core tier one capital, which is crucial for supporting future business development [1][2]. - China Bank has completed a targeted issuance of A-shares, raising a total of 165 billion yuan, fully subscribed by the Ministry of Finance, aimed at increasing its core tier one capital [1]. - The Bank of Communications has also completed a targeted issuance of approximately 14.1 billion A-shares at a price of 8.51 yuan per share, raising a total of 120 billion yuan, which will be used to supplement its core tier one capital [1]. Group 2 - The government has proposed issuing special treasury bonds worth 500 billion yuan to support the capital replenishment of major state-owned commercial banks [1]. - Other banks, such as China Construction Bank and Postal Savings Bank, are also in the process of capital increases, with Construction Bank's application for targeted A-share issuance approved by the Shanghai Stock Exchange [2]. - Analysts believe that capital market replenishment of core tier one capital will help banks meet regulatory requirements, enhance risk resilience, and support sustainable business development [2]. Group 3 - The pricing of the capital increases complies with the regulations set by the China Securities Regulatory Commission, ensuring that the issuance price is not lower than 80% of the average trading price of the stock over the previous 20 trading days, with a premium issuance achieved [3]. - The premium issuance is designed to balance the interests of new and existing shareholders, maximize the benefits for all parties, and positively influence market confidence and bank stock valuations [3].
财爸的5000亿大礼包已送出
表舅是养基大户· 2025-06-15 13:42
而此前宣布的,首批5000亿的注资对象,是中行、交行、建行、邮储,暂时不包括工行、农行。 大家晚上好,周五晚上有两则很重要的公告,我看还没什么人聊,那咱就正好聊聊。 交行、中行,分别在周五晚上公告称,财政部等已完成了对其的定增 ,钱已经打到了两家的账上, 完 成了验资, 可以说,在周末的父亲节之前,财爸送出了接近3000亿的大礼包,下图,来自交行的公 告。 我们之前聊过财爸的5000亿注资计划,既然第一笔钱已经花出去了,不妨再盘一盘,一些要素,以及对 各个主体的影响。 1、从溢价的角度看。 上图有介绍增资的定价计算方法,因为两次公告之间,进行了分红,所以最终中行定增价是5.93块、交 行是8.51块,而两者上周五的收盘价,分别是5.34、7.69, 分别溢价11%、10.6%左右 ,也就是说,财 爸都买贵了10-11%,当然,溢价的原因在于,增资后,会摊薄原有的EPS和股息率,所以算是弥补原有 的股东。 2、这次注资的对象,是中行和交行。 本次注资, 对交行有个额外的重要影响 ——在财政部本次增资之前,财政部持有的交行的A+H股的比 例合计是24%左右,而本次增资后,合计超过了35%,也就是说超过了30%这一 ...
耗时75天!两家大行率先完成千亿定增!
证券时报· 2025-06-15 08:12
Core Viewpoint - The article highlights the successful completion of A-share stock issuances by Bank of Communications and Bank of China, raising a total of 2850 billion yuan in a short period, which is part of a broader initiative to enhance the capital strength of major state-owned banks [1][10][14]. Group 1: Fundraising Details - Bank of Communications raised 120 billion yuan by issuing approximately 141 billion shares at a price of 8.51 yuan per share, which is expected to increase its core Tier 1 capital adequacy ratio by about 1.25 percentage points [5][8]. - Bank of China raised 165 billion yuan by issuing approximately 278.25 billion shares, with all funds allocated to increase its core Tier 1 capital [10][12]. - The Ministry of Finance was the primary investor, contributing approximately 1124.2 billion yuan to Bank of Communications and fully subscribing to the new shares of Bank of China [6][11]. Group 2: Strategic Implications - The successful capital increase is expected to enhance the banks' operational stability and risk resilience, allowing them to better support the real economy and maintain financial stability [8][12]. - The completion of these issuances positions the Ministry of Finance as the controlling shareholder of Bank of Communications, which is anticipated to optimize the bank's equity structure and support its long-term development [9][11]. - The rapid completion of these capital increases, within just 75 days, reflects the urgency and importance of strengthening the capital base of major banks as part of national financial policies [3][20]. Group 3: Regulatory Context - The capital increase initiative is part of a broader government strategy to enhance the core Tier 1 capital of six major commercial banks, with plans to issue special government bonds to support this effort [14][15]. - The Ministry of Finance's approach involved a market-oriented strategy, ensuring that the pricing of the new shares was aligned with market conditions while also considering the capital adequacy levels of the banks [18][19].
耗时75天!两家大行率先完成千亿定增!
券商中国· 2025-06-15 03:59
Core Viewpoint - The article highlights the rapid completion of capital increases by China’s major banks, specifically the successful issuance of A-shares by Bank of Communications and Bank of China, raising a total of 2850 billion yuan in just 75 days, which is part of a broader government initiative to strengthen the capital base of state-owned banks [1][2][5]. Group 1: Capital Increase Details - Bank of Communications successfully issued approximately 141 billion A-shares at a price of 8.51 yuan per share, raising 1200 billion yuan, which is expected to enhance its core Tier 1 capital adequacy ratio by about 1.25 percentage points [2][3]. - Bank of China issued around 278.25 billion A-shares, raising 1650 billion yuan, with all shares subscribed by the Ministry of Finance, aimed at increasing the bank's core Tier 1 capital [3][4]. - The Ministry of Finance's total investment in this round of capital increase across four major banks amounts to 5000 billion yuan, with a significant portion allocated to Bank of Communications and Bank of China [5][7]. Group 2: Strategic Implications - The completion of these capital increases is seen as a move to strengthen the banks' capital positions, enhance their operational stability, and improve their ability to support the real economy [3][4]. - The Ministry of Finance's increased stake in Bank of Communications, now over 35%, positions it as the controlling shareholder, which is expected to optimize the bank's equity structure and support its long-term development [3][4]. - Bank of China aims to leverage this capital increase to enhance its capital adequacy ratios and promote high-quality growth, reinforcing its commitment to supporting the real economy [4][6].
交通银行完成定向增发股票发行,募集资金1200亿元
news flash· 2025-06-13 13:18
6月13日,交通银行发布《向特定对象发行A股股票发行情况报告书》,披露其向财政部、中国烟草总 公司及其全资子公司双维投资定向增发A股股票已完成缴款验资,定向增发的股票发行工作圆满完成。 本次定向增发共发行约141亿股A股股票,发行价格为8.51元/股,募集资金1200亿元,预计可提升交行 核心一级资本充足率约1.25个百分点。 ...
交通银行: 交通银行验资报告(毕马威华振验字第2500411号)
Zheng Quan Zhi Xing· 2025-06-13 12:45
| 交通银行股份有限公司 | | | | --- | --- | --- | | 验资报告 | | | | KPMG Huazhen LLP | | 毕马威华 | | 振会计师事务所 | | | | Oriental Plaza | | 中国北京 | | Beijing 100738 | | 东方广场毕马 | | 威大楼 8 层 | | | | China | | 邮政编 | | 码:100738 | | | | Telephone +86 (10) 8508 5000 | | 电话 +86 | | (10) 8508 5000 | | | | Fax | +86 (10) 8518 5111 | 传真 +86 | | (10) 8518 5111 | | | | Internet | kpmg.com/cn | 网址 | | kpmg.com/cn | | | | 验资报告 | | | | 毕马威华振验 | | | | 字第 2500411 号 | | | | 交通银行股份有限公司: | | | | 我们接受委托,审验了交通银行股份有限公司 (以下简称"交通银行") 截至 2025 年 6 月 | | | ...
交通银行: 北京市金杜律师事务所关于交通银行股份有限公司向特定对象发行A股股票发行过程和认购对象合规性的法律意见书
Zheng Quan Zhi Xing· 2025-06-13 12:45
Core Viewpoint - The legal opinion issued by Beijing Jindu Law Firm confirms the compliance of the issuance process and subscription objects for the A-share stock issuance by Bank of Communications, stating that all necessary approvals and authorizations have been obtained, and the process is legal and compliant [1][5][9]. Group 1: Approval and Authorization - The internal approvals and authorizations for the A-share issuance have been obtained through relevant resolutions from the general meetings [5]. - Regulatory approvals from the China Securities Regulatory Commission and other relevant authorities have been granted for the issuance plan [5]. Group 2: Issuance Process and Results - The issuance involves specific objects, including the Ministry of Finance and strategic investors such as China Tobacco and Shuangwei Investment, with subscription agreements signed on March 30, 2025 [5][6]. - The issuance price was set at 8.71 yuan per share, later adjusted to 8.51 yuan per share due to profit distribution adjustments [7][8]. - The total number of shares issued was 14,101,057,578, raising a total of 120 billion yuan, with a net amount of approximately 119.94 billion yuan after deducting related expenses [8][9]. Group 3: Compliance and Verification - The subscription funds from the Ministry of Finance and other investors are confirmed to be legal and compliant, with no issues related to fund sources or financial assistance from the issuer [6][9]. - The payment and verification processes have been conducted in accordance with relevant regulations, confirming the legality and fairness of the issuance process [9].
交通银行(601328) - 交通银行向特定对象发行A股股票发行情况报告书


2025-06-13 11:18
证券代码:601328 证券简称:交通银行 优先股代码:360021 优先股简称:交行优 1 交通银行股份有限公司 向特定对象发行 A 股股票 发行情况报告书 联席保荐人(联席主承销商) 联席主承销商 财务顾问 二零二五年六月 发行人全体董事、监事及高级管理人员声明 本行全体董事、监事及高级管理人员承诺本发行情况报告书不存在虚假记载、 误导性陈述或重大遗漏,并对其真实性、准确性、完整性承担相应的法律责任。 1 发行人全体董事、监事及高级管理人员声明 本行全体董事、监事及高级管理人员承诺本发行情况报告书不存在虚假记载、 误导性陈述或重大遗漏,并对其真实性、准确性、完整性承担相应的法律责任。 全体董事签名: 任德奇 张宝江 周万阜 常保升 交通银行股份有限公司 年 月 日 2 殷久勇 穆国新 罗小鹏 张向东 李晓慧 肖 伟 交通银行股份有限公司 年 月 日 3 发行人全体董事、监事及高级管理人员声明 全体董事签名: 本行全体董事、监事及高级管理人员承诺本发行情况报告书不存在虚假记载、 李龙成 交通银行股份有限公司 年 月 日 4 误导性陈述或重大遗漏,并对其真实性、准确性、完整性承担相应的法律责任。 全体董事签名 ...
交通银行(601328) - 交通银行关于向特定对象发行A股股票发行情况的提示性公告


2025-06-13 11:18
交通银行股份有限公司(以下简称"交通银行"或"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。 本公司向特定对象发行A股股票(以下简称"本次发行")发行总结及相关文 件已在上海证券交易所备案通过。本公司将依据相关规定尽快办理本次发行新增 股份的登记托管事宜。 股票代码:601328 股票简称:交通银行 编号:临 2025-044 交通银行股份有限公司 关于向特定对象发行 A 股股票 发行情况的提示性公告 特此公告 交通银行股份有限公司董事会 本 次 发 行 的 具 体 情 况 详 见 本 公 司 同 日 在 上 海 证 券 交 易 所 网 站 (www.sse.com.cn)披露《交通银行股份有限公司向特定对象发行A股股票发行 情况报告书》及相关发行文件。 2025 年 6 月 13 日 ...
交通银行(601328) - 交通银行验资报告(毕马威华振验字第2500411号)


2025-06-13 11:17
KPMG Huazhen LLP 8th Floor, KPMG Tower Oriental Plaza 1 East Chang An Avenue Beijing 100738 China Telephone +86 (10) 8508 5000 Fax +86 (10) 8518 5111 Internet kpmg.com/cn 毕马威华振会计师事务所 (特殊普通合伙) 中国北京 东长安街 1 号 东方广场毕马威大楼 8 层 邮政编码:100738 电话 +86 (10) 8508 5000 传真 +86 (10) 8518 5111 网址 kpmg.com/cn 验资报告 毕马威华振验字第 2500411 号 交通银行股份有限公司: 我们接受委托,审验了交通银行股份有限公司 (以下简称"交通银行") 截至 2025 年 6 月 13 日止,因向特定对象发行 A 股股票新增注册资本及实收资本 (股本) 情况。按照法律法规和 公司章程的要求出资,提供真实、合法、完整的验资资料,保护资产的安全、完整是全体股东 及交通银行的责任。我们的责任是对交通银行新增注册资本及实收资本 (股本) 情况发表审验意 见。 ...