Core Viewpoint - The article discusses the impact of the U.S. tariff policy on Zhejiang's foreign trade and emphasizes the need for local enterprises to adapt and explore new markets to mitigate the effects of reduced exports to the U.S. [1][3] Group 1: Impact of U.S. Tariffs - The Zhejiang Provincial Council for the Promotion of International Trade surveyed over 1,600 foreign trade enterprises, revealing that most respondents aim to explore emerging markets to compensate for reduced exports to the U.S. [3][5] - Different foreign trade enterprises are affected differently by the U.S. tariffs, with those overly reliant on the U.S. market and lacking overseas bases facing significant pressure, while high-value and irreplaceable export products maintain an advantage. [5] Group 2: Strategic Recommendations - Experts suggest that Zhejiang enterprises should optimize their supply chain systems, diversify market layouts, and enhance domestic market development to reduce reliance on the U.S. market. [3][5] - The chief economist of Zhejiang Commercial Bank recommends strengthening technological innovation and independent research and development to accelerate industrial upgrades and reconstruct stable supply chains. [3][5] Group 3: Future Initiatives - The Zhejiang Provincial Council for the Promotion of International Trade plans to launch a series of 30 events this year under the "Zhejiang Going Global" initiative to help enterprises effectively respond to risks and explore diverse markets. [5]

Core Viewpoint - Since 2025, A-share listed banks have seen significant increases in shareholding by executives and major shareholders, particularly accelerating since April 2023, driven by policy guidance, market confidence, and valuation recovery needs [1][4]. Group 1: Recent Actions and Announcements - On April 9, Huaxia Bank announced that its directors, supervisors, and senior management plan to voluntarily increase their shareholding by at least 30 million yuan within six months starting from April 11, 2025 [2]. - Jiangsu Bank also reported that its senior management and some directors plan to increase their A-share holdings by at least 20 million yuan through concentrated bidding [2]. - Postal Savings Bank and Chengdu Bank disclosed their major shareholders' ongoing shareholding increases, with Postal Savings Bank's major shareholder increasing 19.91 million shares, representing 0.02% of its total issued shares [2]. Group 2: Market Impact and Analyst Insights - The recent surge in shareholding among A-share listed banks reflects confidence from both local state-owned platforms and internal management teams regarding the banks' fundamentals [3]. - Analysts predict that this trend will boost market sentiment, attract long-term investors to the banking sector, and enhance governance structures by aligning management interests with shareholder returns [3][4]. - The scale of shareholder increases is expected to grow, particularly among state-owned banks due to their strong capital positions and lower valuations, while regional banks may also participate if supported by shareholders [4].

【导读】陈海强正式获聘为浙商银行行长 4月10日晚间，浙商银行（601916）发布公告称，经该行董事会审议，同意聘任陈海强为该行行长，任 职资格尚待国家金融监督管理总局核准。 同时，在陈海强任职资格获核准前，其代为履行行长职责，该行董事长陆建强不再代为履职。 4月2日，浙商银行发布公告称，根据中共浙江省委决定，陈海强出任浙商银行党委副书记，并获提名为 浙商银行行长。 形成"一正三副"格局 此前，浙商银行行长一职曾空缺近8个月。随着陈海强的获聘，浙商银行高管层架构也将呈现"一正三 副"格局，分别为：行长陈海强、副行长景峰、骆峰、林静然。同时，上述人员也均为"70后"高管，体 现出浙商银行管理层具有年轻化特色。 在浙商银行业绩说明会上，陈海强表示，浙商银行不会一味追求规模情结，不走"垒大户"的老路，不会 关注短期业绩、挣快钱，这些都是该行追求长期价值的选择方向。 据他介绍，近年来，该行及时优化调整风险偏好，推动授信风控逻辑，从重视财务指标向重视社会口碑 转变，从门槛式审批向陪伴式服务转变，从把关式静态风控向过程式动态风控转变。 副行长补位行长一职 据悉，陈海强在浙商银行任职长达10年，此前曾担任浙商银行副行长职务 ...

证券代码：601916 证券简称：浙商银行 公告编号：2025-020 浙商银行股份有限公司 关于聘任行长的公告 1 附件：陈海强先生简历 陈海强先生，1974 年 10 月出生，本公司党委副书记、执行董事、副行长。 硕士学位、正高级经济师。陈先生曾任国家开发银行浙江省分行副主任科员， 招商银行宁波北仑分理处副主任（主持工作）、宁波北仑支行行长、宁波分行 党委委员、行长助理、副行长，浙商银行宁波分行党委书记、行长，浙商银行 行长助理兼杭州分行党委书记、行长，浙商银行首席风险官，浙商银行党委委 员、副行长。现兼任浙江省国际商会常务副会长。 截至本公告日，陈海强先生持有本公司 A 股股票 754,000 股，其与本公司 的董事、监事、高级管理人员及其他持股 5%以上的股东不存在关联关系；未受 过中国证监会及其他部门的处罚或证券交易所惩戒，不存在《公司法》《公司 章程》等相关规定中禁止任职的条件，不存在被中国证监会确定为市场禁入者 且尚未解除的情形。 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。 2025年4月10日，浙商银行股份 ...

Group 1 - The banking industry is actively providing special loans for stock repurchase and increase to support the stable operation of the capital market, with several banks disclosing their progress and plans in this area [1][2] - Major state-owned banks are intensifying their efforts in stock repurchase and increase loan services, committing to support the financing needs of listed companies and their major shareholders [1][2] - Industrial and Commercial Bank of China has initiated a special action to support listed companies in stock repurchase and increase, addressing corporate funding needs of nearly 50 billion yuan [1] Group 2 - Agricultural Bank of China is focusing on providing special loans for stock repurchase and increase to quality listed companies, having reached cooperation intentions with several central state-owned enterprises and private listed companies [2] - China Bank has supported 73 listed companies' stock repurchase and increase plans, with a total loan intention amount of 25.36 billion yuan as of the end of March [2] - Construction Bank has established a special team for stock repurchase and increase, engaging with over 80 interested companies for loan services [2] Group 3 - As of the end of March, Industrial Bank has reached cooperation with 44 listed companies or major shareholders for stock repurchase and increase loans, with a loan ceiling exceeding 6.6 billion yuan, where over 80% are private enterprises and over 60% are technology companies [6] - As of April 9, Zhejiang Merchants Bank has reached cooperation intentions with nearly 60 listed companies and shareholders for stock repurchase and increase loans, with a planned repurchase amount exceeding 8 billion yuan and a credit fund scale exceeding 5 billion yuan [7] Group 4 - Other banks such as Postal Savings Bank, Huaxia Bank, and Everbright Bank have announced shareholder increase plans, signaling positive prospects for the future development of listed banks [8] - The stock repurchase and increase re-loan program was established in October last year as a new tool to encourage financial institutions to provide loans to eligible listed companies and major shareholders for stock repurchase and increase [8]

在近日召开的2024年度业绩说明会上，浙商银行（601916）(SH601916，股价2.88元，总市值791亿元) 党委书记、董事长陆建强用一组数据来呈现其掌舵3年来的经营成效：总资产站稳3.3万亿元新台阶，近 3年营收复合增长率达到7.5%，高于上市股份制银行同业约10个百分点，其中非息收入占比提升至 33.25%，有效缓解了净息差下降带来的冲击。 他同时说道，"3年来，我们持续加大风险化解力度。"浙商银行稍早前披露的2024年年报显示，2024年 末，该行不良贷款率为1.38%，已连续3年下降。 《每日经济新闻》记者注意到，在业绩说明会前夕，陈海强被提名为浙商银行行长。在此次业绩说明会 上，陈海强以党委副书记、执行董事的身份参加。他在阐述该行智慧经营理念时表示，"浙商银行再也 不一味追求规模情结，再也不走'垒大户'的老路，再也不关注'挣快钱'，这些都是浙商银行追求长期价 值的选择和方向。" 去年营收同比增6.19% 2024年，浙商银行实现营业收入676.50亿元，较上年增长6.19%，增速居于股份行前列；归属于股东的 净利润151.86亿元，较上年增长0.92%，该行2024年度分红比例保持30%以上 ...

作 者丨曹媛 编 辑丨孙超逸 图 源丨图虫 上市银行2 0 2 4年度"成绩单"陆续披露，分红情况也"浮出水面"。 Wi n d数据显示，截至4月8日，已有2 3家A股上市银行公布2 0 2 4年年报，其中包括6家国有大 行、8家股份制银行、3家城商行及6家农商行。 记者统计发现，上述 2 3家上市银行累计派发现金分红5 6 8 8 . 6 2亿元，同比增加超百亿元 。其 中，国有六大行依旧是绝对的"现金奶牛"，2 0 2 4年拟现金分红金额合计超4 2 0 0亿元，且分红 比例均在3 0%及以上。 | | | 2024年银行业分红情况(已披露年报上市银行) | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券简称 | 2024年度累计分 | 2023年度累计分 | 同比增减 | | | | 红总额(亿元) | 红总额(亿元) | (亿元) | | 601398.SH | 工商银行 | 1097.73 | 1092.03 | 5.70 | | 601939.SH | 建设银行 | 1007.54 | 1000.04 | 7.50 | | 601288.SH | 农 ...

证券代码：601916 证券简称：浙商银行 公告编号：2025-018 浙商银行股份有限公司 关于董事、监事、高级管理人员等自愿增持 本公司股份计划的公告 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。 陆建强 党委书记、董事长 陈海强 党委副书记、执行董事 重要内容提示： 本公司部分董事、监事、高级管理人员及总行部门、分行、子公司主要 负责人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 少于 2,000 万元自愿增持本公司 A 股股份。 本公司部分董事、监事、高级管理人员及总行部门、分行、子公司主要 负责人自愿增持计划所需的资金来源为自有资金，不存在因所需资金不到位而导 致增持计划无法实施的风险。 近日，浙商银行股份有限公司（以下简称"本公司"）收到部分董事、监事、 高级管理人员及总行部门、分行、子公司主要负责人拟通过上海证券交易所交易 系统集中竞价交易方式自愿增持本公司 A 股股份的通知。现将有关情况公告如下： 一、增持计划 1、增持主体： 1 总行部门、分行、子公司主要负责人 （上述人士以下统称为"增 ...

证券代码：601916 证券简称：浙商银行 公告编号：2025-019 浙商银行股份有限公司 估值提升计划暨"提质增效重回报"行动方案 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。 经浙商银行股份有限公司（以下简称"浙商银行"或"公司"）第七届董 事会第四次会议审议通过，公司制定发布了《浙商银行股份有限公司估值提升 计划》。公司积极响应上海证券交易所"提质增效重回报"行动倡议，持续提 升公司投资价值和股东回报能力，相关估值提升计划亦为公司"提质增效重回 报"行动方案。公司估值提升计划暨"提质增效重回报"行动方案（以下简称 "估值提升计划"）具体内容如下： 公司积极响应上海证券交易所"提质增效重回报"行动倡议，持续提升本 公司投资价值和股东回报能力，推动公司投资价值合理反映公司质量，增强投 资者信心、维护全体股东利益，促进公司高质量发展，公司制定估值提升计划 暨"提质增效重回报"行动方案。具体内容如下： （一）经营提升 一、触发情形及审议程序 （一）触发情形 2024 年 1 月 1 日至 2024 年 12 月 31 日，公 ...