太平洋证券发布研报称，重庆银行（601963）(01963)依托区域重大战略，对公业务驱动规模稳步增长; 同时负债成本有效管控支撑息差表现，资产质量指标持续改善。预计2025-2027年公司营业收入为 145.16、155.15、166.77亿元，归母净利润为53.63、57.47、62.14亿元，每股净资产为16.34、17.89、 19.35元，对应10月10日收盘价的PB估值为0.40、0.37、0.34倍。首次覆盖给予"增持"评级。 贷款增速强劲，对公业务深度受益区域战略 公司深度受益于"成渝地区双城经济圈"等区域战略，贷款投放保持高速增长。上半年公司贷款总额较年 初+13.63%，其中公司贷款表现尤为突出，较年初大幅+20.65%至3776.38亿元，成为拉动规模扩张的核 心引擎，零售贷款增速相对平缓，较年初+2.03%。贷款投向与区域发展战略紧密结合，上半年公司向 成渝地区双城经济圈提供信贷支持近1400亿元，服务西部陆海新通道建设融资余额超470亿元。 负债成本管控成效显著，净利差逆势扩张 2025年上半年公司净利差同比+8bp至1.35%，核心驱动力在于计息负债平均成本率同比大幅-36bp至 ...

Core Insights - The city commercial bank sector experienced a rise of 1.16% on October 10, with Qilu Bank leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Qilu Bank (601665) closed at 5.89, up 2.97% with a trading volume of 950,900 shares and a transaction value of 558 million yuan [1] - Shanghai Bank (601229) closed at 9.19, up 2.57% with a trading volume of 1,210,400 shares and a transaction value of 1.108 billion yuan [1] - Suzhou Bank (002966) closed at 8.25, up 2.23% with a trading volume of 555,600 shares and a transaction value of 456 million yuan [1] - Hangzhou Bank (600926) closed at 15.54, up 1.83% with a trading volume of 668,700 shares and a transaction value of 1.037 billion yuan [1] - Jiangsu Bank (616009) closed at 10.12, up 1.30% with a trading volume of 1,581,700 shares and a transaction value of 1.598 billion yuan [1] Capital Flow - The city commercial bank sector saw a net outflow of 417 million yuan from institutional investors, while retail investors contributed a net inflow of 176 million yuan [2] - Shanghai Bank had a net inflow of 101 million yuan from institutional investors, but a net outflow of 51.32 million yuan from speculative funds [3] - Jiangsu Bank experienced a net inflow of 59.37 million yuan from institutional investors, with a net outflow of 68.54 million yuan from speculative funds [3]

Core Insights - The A-share market has seen a rise in bank stocks, with notable increases in Qilu Bank, Huaxia Bank, and Shanghai Bank, all exceeding 2% [1] Group 1: Stock Performance - Qilu Bank's stock increased by 2.27%, with a total market capitalization of 36 billion and a year-to-date increase of 9.53% [2] - Huaxia Bank's stock rose by 2.14%, with a market cap of 106.2 billion and a year-to-date decline of 12.44% [2] - Shanghai Bank's stock saw a 2.12% increase, with a market cap of 130 billion and a year-to-date increase of 2.11% [2] - Beijing Bank's stock increased by 1.65%, with a market cap of 117.3 billion and a year-to-date decline of 5.30% [2] - Suzhou Bank's stock rose by 1.61%, with a market cap of 36.7 billion and a year-to-date increase of 3.45% [2] - Chongqing Bank's stock increased by 1.57%, with a market cap of 31.4 billion and a year-to-date increase of 1.65% [2] - Minsheng Bank's stock rose by 1.52%, with a market cap of 175.6 billion and a year-to-date increase of 1.47% [2] - Hangzhou Bank's stock increased by 1.51%, with a market cap of 112.3 billion and a year-to-date increase of 7.77% [2]

Core Points - The announcement indicates a change in shareholder equity for Chongqing Bank, with no triggering of a mandatory takeover and no change in the largest shareholder [2][5] - The equity change involves the transfer of 100% equity of Chongqing Yuli Material Co., Ltd. from Chongqing Yuli Commercial Management Co., Ltd. to Chongqing Guochuang Investment Management Co., Ltd. [2][3] - The transfer affects the shareholding structure of the first major shareholder, Chongqing Yufu Capital Operating Group Co., Ltd., reducing its combined shareholding from 762,767,251 shares (21.95%) to 762,137,752 shares (21.93%) [3][4] Equity Change Details - Before the equity change, Chongqing Yufu Capital and its concerted actors held 762,767,251 shares, representing 21.95% of the total share capital [3] - After the equity change, the combined shareholding decreased to 762,137,752 shares, which is 21.93% of the total share capital [3] - The equity transfer does not require a report on equity changes or a takeover report, and it does not affect the daily operations of the bank [4][5] Convertible Bond Information - As of September 30, 2025, a total of RMB 856,000 of the convertible bonds have been converted into 80,463 shares, accounting for 0.0023% of the total shares before conversion [8][10] - In the third quarter of 2025, RMB 25,000 of convertible bonds were converted into 2,575 shares [8][10] - The remaining unconverted amount of convertible bonds is RMB 12,999,144,000, which is 99.9934% of the total issued amount [8][10]

Summary of Key Points Core Viewpoint - The announcements from six listed banks in A-shares regarding the results of convertible bond conversions indicate a significant amount of capital being converted into ordinary shares, reflecting the banks' strategies to enhance their equity base and manage capital effectively [1][2][3]. Group 1: Bank-Specific Announcements - Shanghai Pudong Development Bank reported that as of September 30, 2025, a total of RMB 25.43 billion of its convertible bonds have been converted into 2.00 billion shares, representing 6.82% of the total ordinary shares before conversion [1]. - Industrial Bank announced that RMB 8.65 billion of its convertible bonds have been converted into 388.66 million shares, accounting for 1.87% of its total ordinary shares prior to conversion [1]. - Shanghai Bank disclosed that RMB 22.17 million of its convertible bonds have been converted into 2.47 million shares, which is 0.0174% of its total ordinary shares before conversion [1]. - Chongqing Bank stated that RMB 856,000 of its convertible bonds have been converted into 80,463 shares, making up 0.0023% of its total ordinary shares prior to conversion [1]. - Changshu Bank reported that RMB 511,000 of its convertible bonds have been converted into 72,349 shares, representing 0.003% of its total ordinary shares before conversion [2]. - Zijin Bank indicated that RMB 432,000 of its convertible bonds have been converted into 98,352 shares, which is 0.0027% of its total shares before conversion [2].

因渝立物资持有本行62.95万股A股股份，上述划转事项完成后，渝富资本及其一致行动人的构成将发生 变动，渝立物资将不再是渝富资本的一致行动人。 （原标题：重庆银行(01963)：重庆渝欣创商业将渝立物资100%股权无偿划转至重庆国创投资） 智通财经APP讯，重庆银行(01963)发布公告，近日，重庆银行股份有限公司(以下简称"本行")收到本行 第一大股东重庆渝富资本运营集团有限公司(以下简称"渝富资本")发来的关于权益变动的告知函。为贯 彻落实市委六届四次、五次、六次全会精神及市委、市政府最新工作部署，贯彻市国资委突出主责主 业、增强核心功能、整合优化改革精神，重庆渝欣创商业管理有限公司(与渝富资本受同一股东控制)接 重庆市国有资产监督管理委员会通知，同意其将子公司重庆渝立商业管理有限公司持有的重庆渝立物资 有限公司(以下简称"渝立物资")100%股权无偿划转至重庆国创投资管理有限公司。 ...

因渝立物资持有本行62.95万股A股股份，上述划转事项完成后，渝富资本及其一致行动人的构成将发生 变动，渝立物资将不再是渝富资本的一致行动人。 智通财经APP讯，重庆银行(01963)发布公告，近日，重庆银行股份有限公司(以下简称"本行")收到本行 第一大股东重庆渝富资本运营集团有限公司(以下简称"渝富资本")发来的关于权益变动的告知函。为贯 彻落实市委六届四次、五次、六次全会精神及市委、市政府最新工作部署，贯彻市国资委突出主责主 业、增强核心功能、整合优化改革精神，重庆渝欣创商业管理有限公司(与渝富资本受同一股东控制)接 重庆市国有资产监督管理委员会通知，同意其将子公司重庆渝立商业管理有限公司持有的重庆渝立物资 有限公司(以下简称"渝立物资")100%股权无偿划转至重庆国创投资管理有限公司。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （ 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ） （股份代號：1963） 海外監管公告 本公告乃重慶銀行股份有限公司*（「本行」）根據香港聯合交易所有限公司證券上市規則第 13.10B條而作出。 茲載列本行在上海證券交易所網站刊發之《關於可轉債轉股結果暨股份變動公告》，僅供 參閱。 代表董事會 BANK OF CHONGQING CO., LTD.* 重慶銀行股份有限公司* 重慶銀行股份有限公司* 董事長 楊秀明 中國重慶，2025年10月9日 於本公告刊發日期，本行的執行董事為楊秀明先生、高嵩先生及侯曦蒙女士；本行的非 執行董事為黃漢興先生、郭喜樂先生、吳珩先生、付巍先生、周宗成先生及余華先生； 本行的獨立非執行董事為朱燕建先生、劉瑞晗女士、汪欽琳女士、曾宏先生及陳鳳翔先 生。 * 本行經中國銀行業監督管理機構批准持有B0206H250000001號金融許可證，並經重 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 BANK OF CHONGQING CO., LTD.* 重慶銀行股份有限公司* （ 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ） （股份代號：1963） 海外監管公告 本公告乃重慶銀行股份有限公司*（「本行」）根據香港聯合交易所有限公司證券上市規則第 13.10B條而作出。 茲載列本行在上海證券交易所網站刊發之《關於股東權益變動的提示性公告》，僅供參閱。 代表董事會 重慶銀行股份有限公司* 董事長 楊秀明 中國重慶，2025年10月9日 於本公告刊發日期，本行的執行董事為楊秀明先生、高嵩先生及侯曦蒙女士；本行的非 執行董事為黃漢興先生、郭喜樂先生、吳珩先生、付巍先生、周宗成先生及余華先生； 本行的獨立非執行董事為朱燕建先生、劉瑞晗女士、汪欽琳女士、曾宏先生及陳鳳翔先 生。 * 本行經中國銀行業監督管理機構批准持有B0206H250000001號金融許可證，並經重慶市市 ...

证券代码：601963 证券简称：重庆银行 公告编号：2025-063 可转债代码：113056 可转债简称：重银转债 重庆银行股份有限公司 关于股东权益变动的提示性公告 本行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： 本次权益变动未触及要约收购，未导致本行第一大股东发生变化。 近日，重庆银行股份有限公司（以下简称"本行"）收到本行第一大股东重 庆渝富资本运营集团有限公司（以下简称"渝富资本"）发来的关于权益变动的 告知函。为贯彻落实市委六届四次、五次、六次全会精神及市委、市政府最新工 作部署，贯彻市国资委突出主责主业、增强核心功能、整合优化改革精神，重庆 渝欣创商业管理有限公司（与渝富资本受同一股东控制）接重庆市国有资产监督 管理委员会通知，同意其将子公司重庆渝立商业管理有限公司持有的重庆渝立物 资有限公司（以下简称"渝立物资"）100%股权无偿划转至重庆国创投资管理 有限公司。 因渝立物资持有本行 629,499 股 A 股股份，上述划转事项完成后，渝富资本 及其一致行动人的构成将发生变动，渝立物资将不再是渝 ...