与此同时，青岛银行、成都银行、光大银行均获得大股东增持。9月2日，青岛银行公告称，股东国信产 融控股计划通过二级市场交易的方式增持该行股份，增持后国信产融控股及其一致行动人的合计持股比 例将达19.00%至19.99%之间，拟增持该行股份的数量不少于2.33亿股，且不超过2.91亿股。本次拟增持 股份的目的为，基于对青岛银行股票长期投资价值的认可，支持该行长期发展。 成都银行、光大银行股东增持计划已取得进展，增持金额合计超过1.3亿元。截至9月11日，光大集团通 过上海证券交易所系统以集中竞价方式增持光大银行A股股份1397万股，占该行总股本的0.02%，增持 金额约5166万元；2025年8月27日至2025年9月4日期间，成都欣天颐累计增持成都银行股份436.45万 股，占该行股份总数的比例为0.103%，累计增持金额约为7959万元。 银行股再掀增持潮，又一家上市银行披露董监高自愿增持计划。 9月15日，齐鲁银行发布公告称，该行部分董事、监事、高级管理人员和总行部门、分行主要负责人等 计划通过上海证券交易所交易系统集中竞价交易方式，以自有资金共计不低于人民币350万元自愿增持 齐鲁银行股份。增持实施期限 ...

证券之星消息，9月15日城商行板块较上一交易日下跌0.85%，西安银行领跌。当日上证指数报收于 3860.5，下跌0.26%。深证成指报收于13005.77，上涨0.63%。城商行板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600926 杭州银行 | | 6163.77万 | 10.04% | -5266.80万 | -8.58% | -896.97万 | -1.46% | | 601997 | 贵阳银行 | 1944.81万 | 11.17% | 69.64万 | 0.40% | -2014.45万 | -11.58% | | 601229 | 上海银行 | 1932.91万 | 3.85% | -361.26万 | -0.72% | -1571.66万 | -3.13% | | 002948 青岛银行 | | 1430.11万 | 8.35% | 856.70万 | 5.00% | -2 ...

Global Research ab 10 September 2025 China Banks Takeaways from 2025 macro, financial and property tour Economic support has been on government's agenda; long-term reform needed On 3-5 Sept, we hosted a China macro, financial & property tour in Hangzhou and Beijing, with experts from government think tanks and as ex-regulators. We also visited several banks, developers and property agents. Compared with our tours in Sept 2024 and Jan 2025, macro experts now acknowledge the impact of government moves to supp ...

行 业 研 2025 年 09 月 14 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 0% 12% 24% 36% 48% 60% 2024-09 2025-01 2025-05 银行 沪深300 相关研究报告 《理财规模有望受益，投资基金偏好 或生变—基金销售费新规征求意见稿 点评》-2025.9.10 《测算：高息定存到期规模、节奏与 成 本 改 善 空 间 — 行 业 点 评 报 告 》 -2025.8.21 《"过度减点"贷款减少，定价暂难突 破成本线—2025Q2 央行货币政策执 行报告学习》-2025.8.17 存款非银化延续，贷款投放或"价在量先" ——8 月金融数据点评 刘呈祥（分析师） 朱晓云（分析师） liuchengxiang@kysec.cn 证书编号：S0790523060002 zhuxiaoyun@kysec.cn 证书编号：S0790524070010 M2-M1 剪刀差持续收窄，存款非银化趋势延续 8 月 M1、M2 同比增速分别为 6.00%（环比+0.4pct）、8.80%（环比持平），M2-M1 剪刀差延续收窄。8 月人民币存款同比少增 1600 亿元，居民 ...

| | | | 货币市场传导 债券市场做市 研究和创新业务 | | 合规稳健经营 | | --- | --- | --- | --- | --- | --- | | 机构名称 | 稳定融出、合 理定价的交易 | 稳市表现 | 资金紧张时期 - 情况 情况 | 稳市表现 | 事故、流动性安全问题等 | | | 范围 | | 数量 | | | | 中国农业银行股份有限公司 | 中国工商银行股份有限公司 | | --- | --- | | 中国建设银行股份有限公司 | 中国银行股份有限公司 | | 交通银行股份有限公司 | 中国邮政储蓄银行股份有限公司 | | 国家开发银行 | 中国进出口银行 | | 中国农业发展银行 | 上海浦东发展银行股份有限公司 | | 招商银行股份有限公司 | 中信银行股份有限公司 | | 兴业银行股份有限公司 | 华夏银行股份有限公司 | | 平安银行股份有限公司 | 中国光大银行股份有限公司 | | 广发银行股份有限公司 | 中国民生银行股份有限公司 | | 浙商银行股份有限公司 | 恒丰银行股份有限公司 | | 渤海银行股份有限公司 | 北京银行股份有限公司 | | 宁波银行股份有限 ...

成都银行所属申万行业为：银行-城商行Ⅱ-城商行Ⅲ。所属概念板块包括：破净股、低市盈率、价值成 长、高派息、MSCI中国等。 截至6月30日，成都银行股东户数4.46万，较上期减少1.83%；人均流通股94868股，较上期增加1.87%。 2025年1月-6月，成都银行实现营业收入0.00元；归母净利润66.17亿元，同比增长7.29%。 分红方面，成都银行A股上市后累计派现178.56亿元。近三年，累计派现101.26亿元。 机构持仓方面，截止2025年6月30日，成都银行十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股2.47亿股，相比上期增加4398.63万股。华泰柏瑞沪深300ETF（510300）位居第十大流通 股东，持股4534.71万股，相比上期增加407.06万股。 9月12日，成都银行盘中下跌2.10%，截至14:22，报18.22元/股，成交3.09亿元，换手率0.40%，总市值 772.24亿元。 资金流向方面，主力资金净流出2340.97万元，特大单买入1140.78万元，占比3.69%，卖出3641.06万 元，占比11.79%；大单买入7378.73万元，占比23.90 ...

Group 1 - A-shares of bank stocks weakened, with notable declines in several banks including Shanghai Pudong Development Bank, which fell over 3% [1] - Qilu Bank experienced a decline of 2%, while other banks such as Chongqing Rural Commercial Bank, Chengdu Bank, and others saw drops exceeding 1% [1] - The overall market performance for these banks indicates a bearish trend in the banking sector [1] Group 2 - Shanghai Pudong Development Bank reported a decline of 3.68%, with a total market capitalization of 414.8 billion [2] - Qilu Bank's stock decreased by 2.07%, with a market value of 35 billion [2] - Other banks like Chongqing Rural Commercial Bank and Chengdu Bank also reported declines of 1.81% and 1.67% respectively, with market capitalizations of 73.8 billion and 77.6 billion [2]

图片来源：界面图库 智通财经记者 | 曾令俊 在银行股股价震荡回调的这一个多月时间里，多家上市银行大股东或董监高"趁机"完成了增持。 据智通财经记者梳理，自8月份以来，已有华夏银行（600015.SH）、成都银行（601838.SH）、苏州银 行（002966.SZ）、南京银行（601009.SH）、青岛银行（002948.SZ）、上海银行（601229.SH）等多家 上市银行发布大股东或董监高增持自家股份计划或计划进展的相关公告。 比如，9月11日，南京银行发布公告，大股东紫金集团控股子公司紫金信托于7月18日至9月10日期间， 以自有资金通过上交所交易系统以集中竞价交易方式增持该行股份5677.98万股，占该行总股本的 0.46%。 "多家上市银行重要股东或高管在股价回调后增持，一方面反映了他们对公司基本面和未来前景的信 心，另一方面也凸显了银行股在当前估值下的长期投资价值，特别是其高股息率的吸引力。"华北某券 商银行业分析师对智通财经记者说。 回调阶段完成增持 华夏银行的增持计划始于今年4月11日。彼时，该行公告称，计划在6个月内以自有资金合计增持不低于 3000万元。不过四个后（8月11日），该行公告 ...

Core Viewpoint - The recent announcements from Chengdu Bank regarding the retirement of Vice Chairman Ho Wai Choong and the significant shareholding increase by state-owned enterprises indicate a new phase in the bank's collaboration with strategic investor Hong Leong Bank, reflecting local government confidence in the bank's long-term value [2][5]. Group 1: Management Changes - Ho Wai Choong, who served as Vice Chairman for 17 years, has officially retired and will no longer hold any positions within the company starting September 4, 2025 [3]. - His tenure is noted for facilitating the transformation of Chengdu Bank from attracting foreign investment to internalizing governance experiences, marking a shift towards self-optimization [4]. Group 2: State-Owned Enterprises' Shareholding Increase - On September 4, Chengdu Bank announced that state-owned shareholders, Chengdu Industrial Capital Holding Group and Chengdu Xintianyi Investment, have collectively increased their holdings by over 160 million yuan [5]. - Following this increase, Chengdu Industrial Capital's shareholding rose to 5.84%, while Chengdu Xintianyi's shareholding reached 3.90%, with both committing to not reduce their holdings within the legal timeframe [5]. Group 3: Business Development Potential - The combination of management changes and state-owned capital increases is expected to open new development opportunities for Chengdu Bank [6]. - The bank has achieved record performance in 2024, with total assets, deposits, and loans reaching 1.25 trillion yuan, 880 billion yuan, and 740 billion yuan respectively, marking a continuous growth trend [6]. - Chengdu Bank's non-performing loan ratio has decreased to a historical low of 0.66%, significantly better than the industry average, supported by a robust risk management system developed during Ho's tenure [6]. Group 4: Historical Context and Future Outlook - Chengdu Bank and Hong Leong Bank began their strategic partnership in 2007, with Hong Leong Bank becoming a significant shareholder in 2008 [7]. - The upcoming board seat replacements following Ho's retirement are anticipated to attract new international business collaborations, enhancing the bank's resource acquisition capabilities in areas like local infrastructure and green finance [8].

Summary of Key Points Core Viewpoint - In the recent trading period from September 1 to September 5, a total of 33 companies experienced significant shareholder increases, with a cumulative increase of 393 million shares and a total investment of 6.151 billion yuan. Conversely, 160 companies saw shareholder reductions totaling 9.951 billion yuan [1]. Group 1: Shareholder Activity - The top three companies with the highest increase in shareholder investment were Gree Electric Appliances, with an increase of 41.86 million shares and an investment of 1.897 billion yuan; Yangtze Power, with 41.15 million shares and 1.164 billion yuan; and Chongqing Bank, with 55.6 million yuan [1]. - Three companies had shareholders increase their stakes more than twice in the past five days: Chengdu Bank, Xue Tian Salt Industry, and Jiaoda Sino [1]. - The distribution of shareholder increases showed that 2 companies were from the ChiNext board, 27 from the main board, and 4 from the Sci-Tech Innovation board, with the main board accounting for the majority of the investment [1]. Group 2: Market Performance - The average stock price of companies with shareholder increases fell by 1.80% over the past five days, underperforming the Shanghai Composite Index [2]. - Notable gainers included Nanfang Network Energy, Xue Tian Salt Industry, and Sailun Tire, with increases of 7.38%, 5.42%, and 4.94%, respectively [2]. - The companies with the largest net outflows included Gree Electric Appliances and Kweichow Moutai, with outflows of 1.010 billion yuan and 474 million yuan, respectively [2]. Group 3: Detailed Company Data - A detailed list of companies with shareholder increases included Gree Electric Appliances (41.86 million shares, 1.897 billion yuan, -2.91%), Yangtze Power (41.15 million shares, 1.164 billion yuan, -0.07%), and Chongqing Bank (52 million shares, 556.4 million yuan, -2.44%) [2][3]. - Other companies with significant shareholder increases included Chengdu Bank, Xue Tian Salt Industry, and Nanfang Network Energy, with respective increases and performance metrics detailed [3][4].