Group 1 - Fujian State-owned Assets Management Company plans to reduce its stake in Fuguang Co., Ltd. by up to 3%, amounting to a maximum of 481.68 million shares [1] - Ice Wheel Environment Technology Co., Ltd. intends to reduce its stake in Qingda Environmental Protection by up to 3%, totaling a maximum of 372.68 million shares [2] - Wang Zhong, a shareholder of Jiangshan Oupai, plans to reduce his stake by up to 3%, which equates to a maximum of 531.51 million shares [6] Group 2 - Huadong Medicine's subsidiary, Zhejiang Daer Biotechnology Co., Ltd., received approval for a clinical trial of DR10624 injection for hypertriglyceridemia [3] - Guangdong Construction won a bid for a lithium battery intelligent manufacturing project worth 1.524 billion yuan [4] - Qilu Bank reported a net profit of 5.713 billion yuan for 2025, a year-on-year increase of 14.58% [5] Group 3 - Chang'an Automobile plans to repurchase shares worth between 1 billion and 2 billion yuan [8] - The company reported a January sales figure of 134,700 vehicles, a year-on-year decrease of 51.14% [31] - Foton Motor's January sales reached 55,553 vehicles, reflecting a year-on-year growth of 10.99% [35] Group 4 - Hongchang Technology plans to acquire a 21% stake in Liangzhi Joint Technology for 54.6 million yuan, aiming for control [11] - Suwen Electric Power's subsidiary is participating in an investment fund focused on high-tech industries [19] - Tangyuan Electric's application for a stock issuance to specific investors has been approved by the CSRC [20] Group 5 - JinkoSolar announced it has no orders related to "space photovoltaics" and remains focused on ground photovoltaic products [39] - High Measurement Co. clarified that it has not engaged in any space photovoltaic business or collaborations with relevant teams [40] - Jin Jing Technology noted that the TCO glass market is still small and has minimal impact on its revenue [13]

证券研究报告 公司研究 [Table_ReportType] 公司点评报告 [Table_StockAndRank] 齐鲁银行(601665) | 增持 | | --- | | 投资评级 | 上次评级 增持 [Table_Author] 张晓辉 银行业分析师 执业编号：S1500523080008 邮 箱：zhangxiaohui@cindasc.com 齐鲁银行 2025 半年度业绩快报点评： 营收利润稳步增长，资产质量持续优 相关研究 [Table_OtherReport] 齐鲁银行 2025 三季报点评：息差提升， 资本实力持续增强 ➢ 资产规模稳步扩容，迈上 8000 亿新台阶。截至 2025 年末，齐鲁银行 资产总额达 8043.81 亿元，同比增长 16.65%，年内新增超 1100 亿元。 存贷规模同步增长，存款总额 4895.31 亿元、贷款总额 3828.34 亿元， 分别同比增长 11.37%、13.55%，增速分别较 2024 年末+0.96pct、 +1.24pct。齐鲁银行保持稳增长、调结构、促转型、提质效的发展模式， 信贷投放对接山东区域实体经济需求，彰显本土金融主力军作用。此外， ...

齐鲁大地的又一家城商行发布业绩快报，依然是净利润两位数的增长。 在发布亮眼业绩的同时，齐鲁银行也披露了重要的人事调整。根据第九届董事会第二十次会议决议公 告，董事会审议通过了关于聘任首席合规官的议案，同意聘任张华行长兼任首席合规官，任期至本届董 事会届满为止。 此次会议由郑祖刚董事长主持。公告特别提及，由于公司股东重庆华宇集团有限公司股权质押比例超过 50%，根据监管规定，对其提名的蒋宇董事的表决权予以了限制。最终该议案以12票同意全票通过（蒋 宇董事表决权受限）。 2月4日，齐鲁银行发布2025年度业绩快报及相关人事任命公告。 资产规模方面，截至2025年末，齐鲁银行资产总额达到8043.81亿元，较上年末大幅增长16.65%，成功 跨越8000亿门槛。 齐鲁银行的存贷款业务均保持双位数增长，其中贷款总额3828.34亿元，增长13.55%；存款总额4895.31 亿元，增长11.37%，显示出强劲的业务拓展能力。 在保持规模扩张的同时，齐鲁银行的资产质量和风险抵御能力指标都在增强。快报数据显示，截至2025 年末，该行不良贷款率为1.05%，较上年末下降0.14个百分点；拨备覆盖率达到355.91%，较上 ...

Core Viewpoint - The banking sector experienced an initial rise on February 5, with notable increases in stock prices for several banks, indicating positive market sentiment towards the banking industry [1][2]. Group 1: Stock Performance - Qilu Bank saw a significant increase of over 3%, with its latest price at 5.94 and a market capitalization of 36.554 billion [2][3]. - Xiamen Bank's stock rose by 1.80%, reaching a price of 7.34 and a market capitalization of 19.329 billion [2][3]. - Nanjing Bank's stock increased by 1.30%, with a current price of 10.92 and a market capitalization of 135.01 billion [2][3]. - Zijin Bank's stock rose by 1.09%, priced at 2.78 with a market capitalization of 9.873 billion [2][3]. - Chongqing Bank's stock increased by 1.07%, with a price of 10.41 and a market capitalization of 19.601 billion [2][3]. Group 2: Market Trends - The banking sector showed a weekly increase of 0.46%, while it experienced a monthly decline of 0.77% and a quarterly decline of 4.89% [2][3].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601665 证券简称：齐鲁银行 公告编号：2026-004 齐鲁银行股份有限公司 2025年度业绩快报公告 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。 ■ 注：1、非经常性损益根据《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》（2023 年修订）的规定计算。 2、基本每股收益、加权平均净资产收益率根据《公开发行证券的公司信息披露编报规则第9号一一净资 产收益率和每股收益的计算及披露》（2010年修订）的规定计算。加权平均净资产收益率同比下降主要 是本行可转换公司债券转为普通股股票的摊薄影响。 3、"贷款总额""存款总额"均不包含应计利息。 4、截至2025年末，本行已宣告尚未发放的2025年度中期现金股利7.45亿元已反映在2025年度财务报表 中。 二、经营业绩和财务状况情况说明 2025年，本行紧紧围绕中央决策部署和省市工作安排，按照"稳中求进、以进促稳，改革转型、协同发 力，守正创新、强基固本"的总体工作思路，持续夯实发展基础，加快推进转型 ...

截至2025年末，齐鲁银行资产总额8043.81亿元，较上年末增加1148.42亿元，增长16.65%；贷款总额3828.34亿元，较 上年末增加456.92亿元，增长13.55%；存款总额4895.31亿元，较上年末增加499.89亿元，增长11.37%。 资产质量方面，截至2025年末，齐鲁银行不良贷款率1.05%，较上年末下降0.14个百分点；拨备覆盖率355.91%，较上 年末提高33.53个百分点，主要资产质量指标连续七年保持优化。 2月4日，齐鲁银行发布的2025年度业绩快报显示，2025年，该行实现营业收入131.35亿元，同比增长5.12%；其中净息 差1.53%，同比提高2BP，量价齐升带动利息净收入实现105.19亿元，同比增长16.48%；归属于上市公司股东的净利润 57.13亿元，同比增长14.58%。资产利润率0.76%，保持平稳；加权平均净资产收益率12.17%，同比下降0.35个百分 点；基本每股收益1.00元，同比增长3.09%。 （齐鲁银行） ...

Key Points - JinkoSolar has not reported any revenue from "space photovoltaic" orders [1] - Shuangliang Energy has not yet engaged in any space photovoltaic-related business [1] - CITIC Bank has increased its investment in CITIC Financial Leasing Co., Ltd. by 2 billion yuan [1] - Palm Holdings has won a bid for the construction project of high-standard farmland in Shuyang District, Shangqiu City for 2025 [1] - Shanghai Pharmaceuticals plans to transfer its 30% stake in Amgen [1] - Huanxu Electronics expects a net profit of 1.853 billion yuan for 2025, a year-on-year increase of 12.16% [1] - Changan Automobile plans to repurchase shares worth 1 billion to 2 billion yuan [2] - Jinpu Garden plans to reduce its shareholding by no more than 2% [1] - Sileck's subsidiary has received a project confirmation letter from a client, with an expected procurement volume of approximately 360 million cylindrical battery shells [2] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas [2]

[Table_Summary] 核心观点： | Table_Invest] [公司评级 | 买入 | | --- | --- | | 当前价格 | 5.76 元 | | 合理价值 | 7.04 元 | | 前次评级 | 买入 | | 报告日期 | 2026-02-04 | [Table_Page] 公告点评|城商行Ⅱ 证券研究报告 [Table_Title] 齐鲁银行（601665.SH） 净息差同比回升，资产质量延续改善 [Table_PicQuote] 相对市场表现 [分析师： Table_Author]倪军 SAC 执证号：S0260518020004 021-38003646 nijun@gf.com.cn 分析师： 林虎 SAC 执证号：S0260525040004 SFC CE No. BWK411 021-38003643 gflinhu@gf.com.cn 请注意，倪军并非香港证券及期货事务监察委员会的注册 持牌人，不可在香港从事受监管活动。 -10% -2% 6% 14% 22% 30% 02/25 04/25 06/25 08/25 10/25 12/25 01/26 齐鲁银行 沪深300 ...

（文章来源：证券日报） 证券日报网讯 2月4日，齐鲁银行发布2025年度业绩快报公告称，公司2025年实现营业收入13，135， 164千元，同比增长5.12%；归属于上市公司股东的净利润5，713，491千元，同比增长14.58%。 ...

证券日报网讯 2月4日，齐鲁银行发布公告称，齐鲁银行2025年度中期利润分配方案：A股每股派发现金 红利0.121元（含税），股权登记日2026年2月10日，除权除息日及红利发放日均为2026年2月11日。 （文章来源：证券日报） ...