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中央城市工作会议解读:城市更新主线明确,关注信贷和资产质量改善机遇
Yin He Zheng Quan· 2025-07-16 11:12
| | | 分析师 行业点评报告 · 银行业 城市更新主线明确,关注信贷和资产质量改善机遇 中央城市工作会议解读 2025年7月16日 核心观点 银行 张一纬 ☎:010-8092-7617 网: zhangyiwei_yj@chinastock.com.cn 分析师登记编码:S0130519010001 研究助理 袁世麟 网: yuanshilin_yj@chinastock.com.cn 相对沪深 300 表现图 2025-07-15 -20% 相关研究 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 事件: 7月14-15日,中央城市工作会议举行,以推进城市更新为重要抓手, ● 大力推动城市结构优化、动能转换、品质提升等。从银行角度带来增量信贷和 资产质量改善机遇: 政策效果兑现高度依赖资金配套,拓展银行增量信贷空间:会议以城市更 ● 新为核心抓手,着力推动基础设施升级、加快构建房地产发展新模式、建设便 捷高效的智慧城市,撬动增量融资需求。今年 5月发布的《关于持续推进城市 更新行动的意见》指出要健全多元化投融资方式,包括中央预算内资金、超 ...
银行股上行未“阻挡”抛售,重庆华宇落袋为安,再次减持齐鲁银行
Hua Xia Shi Bao· 2025-07-16 08:06
今年年初以来,银行股表现亮眼,多次强势领涨。市场热情高涨之际,手握银行原始股的大股东们,有 的正悄然"落袋为安"。 日前,齐鲁银行发布公告称,该行大股东重庆华宇集团有限公司(下称"重庆华宇")计划在未来2个月 内通过大宗交易方式进行减持,减持比例不超过该行总股本的1.1%。记者注意到,就在不久前的6月24 日,该行股价盘中触及6.76元,录得上市以来新高。此次减持若以齐鲁银行7月15日收盘价6.23元/股进 行粗略估算,重庆华宇或将变现约3.8亿元。 对于该行大股东为何选择此时进行大规模减持,《华夏时报》记者于7月15日致电该行相关部门进行采 访,对方表示需将采访提纲发送至相关邮箱,不过,记者按此操作后,并未在发稿前收到回复。 王怀涛补充道,大宗交易本身不直接计入当日的连续竞价交易和收盘价计算,因此其成交行为不会直接 影响交易当天的盘中价格和收盘价。但其盘后公布的交易细节(如折价幅度、成交量)可能传递市场信 号,影响投资者情绪和对后续走势的判断,从而产生间接影响。 此外,根据证监会发布的《上市公司股东减持股份管理暂行办法》,大股东通过大宗交易减持,受让方 需锁定6个月,这意味着短期抛压延迟。 再现减持 根据齐 ...
齐鲁银行(601665) - 齐鲁银行股份有限公司关于实施“齐鲁转债”赎回暨摘牌的第三次提示性公告
2025-07-16 07:46
证券代码:601665 证券简称:齐鲁银行 公告编号:2025-034 可转债代码:113065 可转债简称:齐鲁转债 齐鲁银行股份有限公司 关于实施"齐鲁转债"赎回暨摘牌的 第三次提示性公告 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: 截至 2025 年 7 月 16 日收市后,距离 2025 年 8 月 8 日("齐鲁转债"最后 交易日)仅剩 17 个交易日,2025 年 8 月 8 日为"齐鲁转债"最后一个交易日。 最后转股日:2025 年 8 月 13 日 截至 2025 年 7 月 16 日收市后,距离 2025 年 8 月 13 日("齐鲁转债"最后 转股日)仅剩 20 个交易日,2025 年 8 月 13 日为"齐鲁转债"最后一个转股日。 本次提前赎回完成后,"齐鲁转债"将自 2025 年 8 月 14 日起在上海证 券交易所摘牌。 投资者所持"齐鲁转债"除在规定时限内通过二级市场继续交易或按 5.00 元/股的转股价格进行转股外,仅能选择以 100 元/张的票面价格加当期应计利息 (合计人民 ...
【盘中播报】沪指跌0.18% 钢铁行业跌幅最大
Zheng Quan Shi Bao Wang· 2025-07-16 06:50
| 申万行业 | 行业涨跌(%) | 成交额(亿元) | 比上日(%) | 领涨(跌)股 | 涨跌幅(%) | | --- | --- | --- | --- | --- | --- | | 综合 | 1.07 | 19.26 | -16.86 | 天宸股份 | 9.97 | | 美容护理 | 1.03 | 38.11 | -30.73 | 锦波生物 | 3.57 | | 汽车 | 0.87 | 737.60 | 13.65 | 雷迪克 | 12.52 | | 医药生物 | 0.84 | 1008.79 | 0.14 | 广生堂 | 16.11 | | 轻工制造 | 0.76 | 159.98 | -6.84 | 天元股份 | 10.02 | | 机械设备 | 0.75 | 963.66 | -0.32 | 德固特 | 20.00 | | 社会服务 | 0.69 | 101.27 | -17.18 | 科锐国际 | 12.36 | | 农林牧渔 | 0.65 | 125.39 | -22.31 | 生物股份 | 10.04 | | 纺织服饰 | 0.64 | 118.35 | -6.15 | 聚杰微纤 | 2 ...
23股获杠杆资金净买入超亿元
Zheng Quan Shi Bao Wang· 2025-07-16 05:08
Summary of Key Points Core Viewpoint - As of July 15, the total market financing balance reached 1.88 trillion yuan, marking a continuous increase for seven consecutive trading days, indicating a growing interest from investors in the market [1]. Financing Balance and Individual Stocks - The financing balance in the Shanghai market was 945.53 billion yuan, increasing by 2.69 billion yuan, while the Shenzhen market's balance was 925.83 billion yuan, up by 2.25 billion yuan. The North Exchange saw a slight decrease of 488.44 thousand yuan [1]. - On July 15, a total of 1,848 stocks received net financing purchases, with 472 stocks having net purchases exceeding 10 million yuan. Notably, 23 stocks had net purchases over 100 million yuan [1]. - The top net purchase stock was Dongshan Precision, with a net buy of 666.5 million yuan, followed by Zhongji Xuchuang and Shenghong Technology with net buys of 400.4 million yuan and 235 million yuan, respectively [1]. Industry and Sector Analysis - In terms of industry concentration, the stocks with net purchases exceeding 100 million yuan were primarily in the electronics, computer, and non-bank financial sectors, with 7, 4, and 3 stocks respectively [1]. - Among the stocks with significant net purchases, the main board had 14 stocks, the ChiNext board had 8 stocks, and the Sci-Tech Innovation board had 1 stock [1]. Financing Balance as a Percentage of Market Value - The average financing balance as a percentage of the circulating market value for the stocks with large net purchases was 3.82%. Jianghuai Automobile had the highest ratio at 9.95%, followed by Hainan Huatie, Dongfang Caifu, and Hand Information with ratios of 7.47%, 7.40%, and 7.37% respectively [2]. - The detailed ranking of net purchases on July 15 included stocks like Dongshan Precision, Zhongji Xuchuang, and Shenghong Technology, with respective net buy amounts of 666.5 million yuan, 400.4 million yuan, and 235 million yuan [2][3].
刚刚,熔断!飙涨220%!
中国基金报· 2025-07-16 04:54
Market Overview - The overall market is experiencing a pullback, with the Shanghai Composite Index closing at 3500.62 points, down 0.12% [2] - The total trading volume for the market was 927 billion, showing a significant decrease compared to the previous day [3] Financial Sector Performance - The financial sector, particularly banks and insurance companies, is underperforming, contributing to the decline of the Shanghai Composite Index [3][8] - Major insurance companies like New China Life and China Life have seen declines exceeding 1%, with New China Life down 2.69% [8] - Among 42 bank stocks, only China Bank remained flat, while others, including Xiamen Bank and Qilu Bank, experienced declines of nearly 4% and 2.89% respectively [13] New IPOs and Market Movements - N Huadian New Energy, the largest IPO of the year, saw its stock price rise by as much as 219.81% during trading, reaching a peak of 10.17 yuan per share [12] - The company raised 18.171 billion yuan through the issuance of 4.969 billion shares, with plans for investment in renewable energy projects [15] Hong Kong Market Performance - The Hong Kong market is showing positive trends, with the Hang Seng Index up 0.28% and the Hang Seng Technology Index up 0.61% [5] - Anta Sports led the gains in the Hang Seng Index, rising by 2.73% [6] Notable Stock Movements - The stock of Weiyali surged by 918% upon its resumption of trading, reflecting significant market interest [17] - The stock price of Weiyali reached 33.2 HKD per share during trading, before settling at 11 HKD, marking a 237.42% increase [18]
侃股:如何看待银行股遭减持
Bei Jing Shang Bao· 2025-07-15 12:02
近期齐鲁银行发布公告称,股东重庆华宇集团有限公司(以下简称"重庆华宇")计划在未来2个月内通 过大宗交易方式进行减持,减持比例不超过该行总股本的1.1%。银行股出现大股东减持的情况比较少 见,尤其是在银行股屡创新高的当下,大股东的减持更是引发市场关注。实际上,个别银行股遭遇减持 是市场规律使然,股价涨到一定幅度,有股东想要兑现部分收益在情理之中。整体而言,股东减持对于 银行股整体的估值影响有限。 银行股大股东减持的直接动因,往往是出于对收益与风险的权衡。当前,部分银行股股价已攀升至历史 高位,对于银行股的大股东而言,锁定部分收益、实现资本回笼是合理的商业决策。例如,重庆华宇作 为齐鲁银行的重要股东之一,其减持行为可能源于自身资金需求或投资组合调整,而非对银行股基本面 的否定。 单一股东的减持对银行股整体估值影响有限。银行板块的估值逻辑更多依赖于宏观经济环境、货币政策 导向及行业基本面。只要银行资产质量稳健、盈利能力保持强劲,短期资本流动不会动摇其长期估值。 此外,政策层面亦为银行股提供支撑。监管层持续推动商业银行补充资本金、优化治理结构。这些举措 有助于夯实银行基本面,对冲短期减持带来的负面影响。 银行股个别 ...
齐鲁银行(601665) - 齐鲁银行股份有限公司关于实施“齐鲁转债”赎回暨摘牌的第二次提示性公告
2025-07-15 08:32
证券代码:601665 证券简称:齐鲁银行 公告编号:2025-033 可转债代码:113065 可转债简称:齐鲁转债 齐鲁银行股份有限公司 关于实施"齐鲁转债"赎回暨摘牌的 第二次提示性公告 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: 截至 2025 年 7 月 15 日收市后,距离 2025 年 8 月 8 日("齐鲁转债"最后 交易日)仅剩 18 个交易日,2025 年 8 月 8 日为"齐鲁转债"最后一个交易日。 最后转股日:2025 年 8 月 13 日 截至 2025 年 7 月 15 日收市后,距离 2025 年 8 月 13 日("齐鲁转债"最后 转股日)仅剩 21 个交易日,2025 年 8 月 13 日为"齐鲁转债"最后一个转股日。 本次提前赎回完成后,"齐鲁转债"将自 2025 年 8 月 14 日起在上海证 券交易所摘牌。 投资者所持"齐鲁转债"除在规定时限内通过二级市场继续交易或按 5.00 元/股的转股价格进行转股外,仅能选择以 100 元/张的票面价格加当期应计利息 (合计人民 ...
银行股持续走“牛”,这家银行大股东抛出减持计划
券商中国· 2025-07-14 23:31
Core Viewpoint - The A-share banking sector has shown a strong upward trend, with significant stock price increases among listed banks, while some major shareholders are cashing out by reducing their holdings [1][2][4]. Group 1: Stock Performance - On July 14, 2025, 36 out of 42 listed banks in A-shares recorded varying degrees of increase, with notable gains from banks like Pudong Development Bank and Guiyang Bank, which rose over 2% [1]. - Since the beginning of 2025, Qilu Bank's stock has increased by over 20%, and in 2024, it saw a remarkable rise of 49.51%, placing it in the upper-middle range among listed banks [4]. Group 2: Shareholder Actions - Major shareholders of listed banks are increasingly reducing their holdings to realize profits. For instance, Chongqing Huayu Group plans to reduce its stake in Qilu Bank by up to 1.1% through block trading within two months [2][3]. - Chongqing Huayu has previously reduced its holdings in Qilu Bank multiple times, with a notable reduction in October 2024, where it sold 63.7 million shares, amounting to approximately 3.01 billion yuan [4]. Group 3: Institutional Investment Trends - Despite some major shareholders cashing out, other institutional investors, including insurance companies, are actively increasing their stakes in banking stocks. For example, Ping An Life has made multiple investments in Agricultural Bank and Postal Savings Bank [11][12]. - A total of 10 insurance institutions have made 20 stake increases in 16 listed companies, with banking stocks being a significant focus [11]. Group 4: Market Outlook - Analysts remain optimistic about the banking sector, citing improvements in liability costs and stable asset quality as positive indicators for future performance [13]. - The overall dividend yield for banking stocks remains above 4%, making them attractive compared to long-term bonds, suggesting that there is still room for growth in the sector [13].
增减持一览:金证股份董监高赵剑、徐岷波拟合计套现超5亿元





2 1 Shi Ji Jing Ji Bao Dao· 2025-07-14 23:06
Group 1 - The core viewpoint of the news is that companies are actively engaging in share buyback and employee stock ownership plans to enhance investor confidence and align management interests with shareholders [1][2]. - Shenzhen Overseas Chinese Town Holdings Company plans to increase its stake in Huaqiang City A by investing between 111 million and 220 million RMB within six months, currently holding 48.78% of the total shares [1]. - Chengyi Pharmaceutical announced an employee stock ownership plan for 2025, targeting to raise up to 48.2864 million RMB, with a share price set at 5.02 RMB per share, covering up to 228 employees [1][2]. Group 2 - The employee stock ownership plan has performance targets for revenue and net profit from 2025 to 2027, with growth rates set at 30%, 55%, and 85% for revenue, and 35%, 65%, and 100% for net profit [2]. - Several companies have announced plans for share reductions by executives and major shareholders, including Jinzheng Co., which plans to reduce up to 28.8 million shares, equivalent to approximately 568 million RMB [3][4][5]. - The reduction plans are set to commence from July 15, indicating a trend of liquidity events in the market as companies adjust their shareholder structures [7][8].