作为定增市场的核心参与者和重要服务提供方，券商正积极把握这一波业务浪潮，迎来多重发展机遇。 一方面，券商通过担任主承销商或财务顾问，直接分享投行业务的增长红利。数据显示，上述76家上市公司中，有62家公布了合计9.04亿元的发行费用，其 中保荐承销费用占比极高。头部券商凭借其专业优势，占据了主导地位。中信证券以21家主承销商（含联席）的数量领跑，中信建投和国泰海通紧随其后， 分别担任了13家和10家公司的主承销商。 在募资规模上，四大国有银行中国银行、邮储银行、交通银行和建设银行成为绝对主力。这四家银行的定增募资金额均超过1000亿元，且目的均为补充流动 资金，合计贡献了市场过半的募资总额。其余72家公司的定增规模则相对较小，主要用于项目融资和资产收购等。 对于定增市场的火爆，深圳市前海排排网基金销售有限责任公司研究员隋东分析指出，这得益于多重利好因素：宏观经济持续复苏增强了企业扩张意愿，战 略投资者认定标准放宽等政策降低了融资门槛，审核流程优化提升了发行效率，定增项目本身展现出的赚钱效应也激发了投资者的参与热情。 券商抢抓机遇，业务模式多元 另一方面，券商也积极以机构投资者身份参与认购，抢占投资先机。截至7 ...

Core Viewpoint - The Ministry of Agriculture and Rural Affairs is enhancing financial policy support to promote the integrated development of rural tourism and agricultural consumption, with a focus on supporting farmers and new agricultural entrepreneurs through collaboration with Postal Savings Bank of China [1] Group 1: Financial Support Initiatives - Postal Savings Bank will invest 100 billion yuan in loans from 2025 to 2027 to support key rural tourism and leisure agriculture areas, aiming to enhance financial services for the sector [1] - The bank will implement a "one location, one policy" approach to tailor financial solutions based on local industry characteristics and conditions, facilitating the development of cultural tourism loans [2] Group 2: Loan Flexibility and Risk Mitigation - The bank will offer flexible loan terms, credit limits, and repayment methods to meet the diverse funding needs of farmers and businesses, including "more income, more loans" options [2] - Measures such as risk compensation and guarantee deposits will be introduced to alleviate financing difficulties for rural leisure industry operators, along with policies to ease repayment pressures for those facing temporary operational challenges [2] Group 3: Implementation and Coordination - Postal Savings Bank will establish a coordination mechanism with local agricultural departments to effectively meet customer needs and innovate financial products [3] - The bank aims to leverage its funding, network, and comprehensive operational advantages to support the high-quality development of leisure agriculture and contribute to the rural revitalization strategy [3]

Group 1 - The A-share private placement market has shown significant recovery this year, with 76 listed companies completing private placements by July 30, raising a total of 663.3 billion yuan, a year-on-year increase of 667.15% [1][3] - The active participation in the private placement market spans various industries, with capital goods, materials, and technology hardware and equipment leading in the number of listed companies involved [3] - Four major banks, including Bank of China and Postal Savings Bank, have raised over 100 billion yuan each through private placements, primarily for liquidity support [3] Group 2 - The growth in the private placement market has directly boosted the investment banking revenue for securities firms, with underwriting and advisory fees making up a significant portion of the issuance costs [4] - A total of 31 securities firms acted as lead underwriters for private placements, with CITIC Securities leading by underwriting 21 companies [4] - 62 out of the 76 companies that completed private placements disclosed their issuance costs, totaling 904 million yuan [4] Group 3 - Securities firms have actively participated in private placements, with 8 firms and 5 asset management companies involved in 25 companies, totaling 46 subscription instances [5] - Leading firms like GF Securities and Hua'an Asset Management have been prominent in participating in private placements, enhancing their returns and supporting the real economy [5] - The substantial subscriptions by top securities firms signal positive market sentiment, boosting investor confidence and market activity [5]

Group 1 - The A-share market has seen a significant increase in private placements, with 76 companies completing placements and raising a total of 663.3 billion yuan, a year-on-year increase of 667.15% [1][2] - The majority of companies involved in private placements are from the capital goods, materials, and technology hardware sectors, with 21, 10, and 9 companies respectively [2] - Four banks raised over 100 billion yuan each through private placements, aimed at supplementing liquidity, while the remaining companies raised less than 20 billion yuan for various purposes [2] Group 2 - Securities firms are capitalizing on the recovery of the private placement market, benefiting from increased underwriting fees and potential investment returns from subscribed shares [3] - The expansion of private placement business is expected to enhance the revenue of securities firms, with underwriting and advisory fees being a significant portion of the issuance costs [3][4] - A total of 31 securities firms acted as lead underwriters for private placements, with CITIC Securities leading by underwriting 21 companies [4] Group 3 - Securities firms' participation in private placements is seen as beneficial for both their own profitability and the support of the real economy and industry upgrades [5][6] - The large-scale subscriptions by leading securities firms send positive signals to the market, boosting investor confidence and trading activity [6]

证券之星消息，7月30日国有大型银行板块较上一交易日上涨1.05%，农业银行领涨。当日上证指数报收 于3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。国有大型银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) | | | --- | --- | --- | --- | --- | --- | --- | | 601288 | 农业银行 | 6.23 | 1.47% | 512.58万 | | 31.88 Z | | 601658 | 邮储银行 | 5.69 | 1.43% | 327.80万 | | 18.71亿 | | 656109 | 建设银行 | 9.32 | 0.87% | 114.95万 | | 10.70亿 | | 601398 | 工商银行 | 7.49 | 0.81% | 390.73万 | | 29.27亿 | | 601328 | 交通银行 | 7.68 | 0.79% | 181.68万 | | 13.95 Z | | 601988 | 中国银行 | 5.53 | 0.73% | 304.30万 | | ...

7月30日，银行止跌向上，百亿顶流银行ETF（512800）早盘平开后震荡攀升，场内价格一度涨逾1%， 现涨0．94%，实时成交额近8亿元，交投活跃。 | 455 85 81 FB 885 GAR FO MES ROSEM BILL ( ) ( ) > | | | | | --- | --- | --- | --- | | 512800.SHIBIFETFI 2025/04/10 枚0.742 幅0.02%(0.000 FF0.736 高0.744 低0.735 地元 MAS 0.7461 MA10 07541 MA20 0.7481 MA120 @729T MA250 0.6761 MA250 0.6761 (91ED) = 0 | 0.857 +0.008 +0.94% | | 512800 | | 0.920 | SSE (NY 13:25:19 安徽中 | | 通用工作 | | | 净值走势华宝中证假行ETF | 15.36% 120日 | 15.759 | | | 委书 10.15% 委员676729 | -1.72% 250日 | 31.07 | | 0.870 | 盘五 0.861 146009 ...

Market Overview - The cyclical and consumer stocks rebounded, with oil and gas extraction, steel, and coal sectors rising, alongside duty-free shops, liquor, and tourism hotels [1] - The Shanghai Composite Index reached a new high, closing at 3628.53 points, with an intraday peak of 3636.17 points, marking the highest level since October 9, 2024 [3] Financing and Investment Trends - A-share financing balance increased to 19684.21 billion, the highest since July 2015, with the Shanghai market's financing balance surpassing 10000 billion [3] - The structure of incremental funds in A-shares has varied across three market phases this year, with different contributors such as retail investors, private equity, and foreign capital [3] Banking Sector Performance - The banking sector rebounded, with all stocks in the sector rising, particularly Qingnong Commercial Bank and Postal Savings Bank [5] - A-share listed banks' total dividend for 2024 reached 6325.94 billion, a 3.14% increase year-on-year, with state-owned banks accounting for 66.5% of total dividends [8] Insurance Sector Performance - The insurance sector saw significant gains, with China Ping An and New China Life both rising over 2%, and Ping An reaching a new high in this rebound [9] - The dynamic adjustment mechanism for preset interest rates is expected to improve the liability costs and net investment returns for life insurance companies, alleviating asset allocation pressures [9]

7月28日，随着成都银行（601838.SH）2024年分红到账，A股上市银行的"分红季"正式收官。从2024年度累计分红总额来看，42家A股上市银行派发现金 共计6325.94亿元，相较2023年度增加近200亿元，同比增长3.14%。 与此同时，多家银行已经披露2025年中期分红计划。 受访的业内人士认为，银行推出中期分红可以让投资者更早享受银行成长红利。"而且从已披露2025年半年度业绩快报看，部分银行上半年营业收入和归 母净利润均有所增长，因此中期分红的总额也会有一定程度的增长。"银行业分析师张鹏博表示。 分红总额创新高 7月22日，成都银行发布2024年年度权益分派实施公告。根据公告，本次利润分配以总股本42.38亿股为基数，每股派发现金红利0.891元（含税），合计派 发现金红利约37.76亿元。股权登记日为7月25日，除权（息）日及现金红利发放日均为7月28日。 从2024年度累计分红总额来看，42家A股上市银行派发现金共计6325.94亿元，相较2023年度增加近200亿元，同比增长3.14%。 按2024年全年总派息额计算，工商银行（601398.SH）分红金额最高，为1097.73亿元；建 ...

三、筹建期内不得开办金融业务。 四、筹建过程中出现的问题须及时报告河北金融监管局。筹建工作完成后，中国邮政储蓄银行应及时向 河北金融监管局提交开业申请。 2025年7月23日，河北金融监管局发布批复称，《中国邮政储蓄银行股份有限公司河北省分行关于筹建 中国邮政储蓄银行股份有限公司无极县里城道营业所的请示》（冀邮银请〔2025〕4号）收悉。根据 《中国邮政储蓄银行代理营业机构管理办法（修订）》（银监发〔2015〕49号）有关规定，经审核，现 批复如下： 一、同意筹建中国邮政储蓄银行股份有限公司无极县里城道营业所。筹建工作应自批准之日起6个月内 完成，如不能按期完成筹建工作，中国邮政储蓄银行应在筹建期限届满前1个月向河北金融监管局提交 筹建延期报告。 二、筹建工作应严格依照筹建方案进行，建立健全各项规章制度，加强内控管理，防范各类金融风险。 ...

Core Viewpoint - The A-share market has seen a collective rise in bank stocks, with notable increases in Postal Savings Bank and Ping An Bank exceeding 2% [1] Group 1: Stock Performance - Postal Savings Bank (601658) increased by 2.67%, with a total market value of 691.7 billion and a year-to-date increase of 6.39% [2] - Ping An Bank (000001) rose by 2.11%, with a market value of 244.5 billion and a year-to-date increase of 11.07% [2] - Qingnong Commercial Bank (002958) saw a rise of 1.99%, with a market value of 19.9 billion and a year-to-date increase of 21.86% [2] - Other banks such as Chongqing Rural Commercial Bank (601077), CITIC Bank (601998), Agricultural Bank of China (601288), and others also reported increases ranging from 1.08% to 1.78% [2] Group 2: Market Trends - The overall trend indicates a positive sentiment in the banking sector, with multiple banks showing significant year-to-date performance improvements, particularly Qingnong Commercial Bank and Agricultural Bank of China, both exceeding 20% [2] - The collective rise in bank stocks suggests a potential recovery or growth phase in the banking industry, attracting investor interest [1]