| | | 重庆银行股份有限公司关于股东权益变动 将触及 1%刻度的提示性公告（重庆地产及其一致行动人） 本行股东重庆市地产集团有限公司及其一致行动人保证向本行提供的信息真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本行董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 | 重要内容提示： | | --- | | 权益变动方向 | 比例增加☑ | 比例减少□ | | --- | --- | --- | | 权益变动前合计比例 | 5.10% | | | 权益变动后合计比例 | 6.60% | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ | 否☑ | | 是否触发强制要约收购义务 | 是□ | 否☑ | 近日，重庆银行股份有限公司（以下简称"本行"）收到股东重庆市地产集 团有限公司（以下简称"重庆地产集团"）发来的《关于增持重庆银行股份的函》。 根据《重庆市国有资产监督管理委员会关于市地产集团收购市水投集团所持重庆 银行股份的批复》，同意重庆地产集团收购重庆市水利投资（集团）有限公司所 持本行 52,000,000 股 A 股股份，交易金额不高于 5.8 亿元。重庆地产集团 ...

重庆银行公告，股东重庆市水利投资（集团）有限公司持有2.95亿股，占8.50%，拟自2025年9月2日至 2025年11月30日，通过大宗交易减持不超过5200万股，即不超过1.50%，减持后持股降至7.00%；重庆 市国有资产监督管理委员会批复同意重庆市地产集团有限公司收购上述股份，交易金额不高于5.8亿 元。 ...

Investment Rating - The report maintains a positive outlook on the banking sector, indicating that insurance funds are expected to continue allocating to high-dividend, high ROE bank stocks, establishing a solid and sustainable funding base for a long-term bullish trend in the banking sector [3][4]. Core Insights - The report emphasizes the necessity for insurance companies to invest in high-dividend assets due to the low interest rate environment and asset scarcity, making bank stocks an attractive option [4]. - It highlights that the banking sector has shown stable performance with an average ROE of approximately 12% from Q1 2015 to Q1 2025, which is significantly higher than the average of non-financial listed companies [4][8]. - The report suggests that insurance funds are currently under-allocated in bank stocks, with a potential increase in allocation that could lead to an influx of over 330 billion yuan into the banking sector [4][16]. Summary by Sections Why Invest - The low interest rate environment and asset scarcity compel insurance companies to seek stable, high-dividend investments, with bank stocks meeting these criteria [4][6]. Current Allocation - As of Q1 2025, insurance funds have over 7 trillion yuan allocated to equities, with approximately 570 billion yuan in bank stocks, indicating a low allocation compared to other indices [4][10]. Future Potential - The report estimates that insurance funds could potentially allocate an additional 330 billion yuan to bank stocks, based on the upper limits of equity allocation [16]. Investment Recommendations - The report recommends focusing on high-quality city commercial banks and undervalued joint-stock banks, suggesting specific banks such as Chongqing Bank and Industrial Bank for investment [4][17].

Core Viewpoint - Chongqing Bank's stock closed at 10.36 yuan, down 1.15%, with a rolling PE ratio of 6.92 times and a total market value of 35.997 billion yuan [1] Group 1: Financial Performance - For Q1 2025, the company reported operating income of 3.581 billion yuan, a year-on-year increase of 5.30%, and a net profit of 1.624 billion yuan, also up by 5.33% [3] - The company's PE (TTM) is 6.92, while the industry average is 7.51 and the industry median is 6.67 [3] Group 2: Shareholder Information - As of March 31, 2025, the number of shareholders is 35,943, a decrease of 4,248 from the previous count, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 3: Industry Recognition - Chongqing Bank has received multiple awards in 2024, including recognition for mobile internet application service capabilities and as a model for financial technology innovation [2] - The bank was also awarded for its achievements in network security and was recognized as a typical case for strong agricultural support in the banking sector [2]

Market Overview - The Shanghai Composite Index rose by 0.45% on August 6, with 24 out of the 28 sectors experiencing gains. The top-performing sectors were defense and military industry, and machinery equipment, with increases of 3.07% and 1.98% respectively [1] - The banking sector saw a decline of 0.14% [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 9.652 billion yuan, with seven sectors experiencing net inflows. The machinery equipment sector led with a net inflow of 4.367 billion yuan, followed closely by the defense and military industry with a net inflow of 4.283 billion yuan [1] - The pharmaceutical and biological industry had the largest net outflow, totaling 9.049 billion yuan, followed by the telecommunications sector with a net outflow of 2.949 billion yuan [1] Banking Sector Performance - In the banking sector, there were 42 stocks, with 11 rising and 26 falling. The sector experienced a net outflow of 1.067 billion yuan [2] - The top three banks with the highest net outflow were Minsheng Bank, China Construction Bank, and Industrial and Commercial Bank of China, with outflows of 263.15 million yuan, 213.00 million yuan, and 174.41 million yuan respectively [2][3] - The individual stock performance showed that Changshu Bank had the highest net inflow of 41.12 million yuan, followed by Hangzhou Bank and Chongqing Rural Commercial Bank with inflows of 32.14 million yuan and 22.64 million yuan respectively [2][3]

截至2025年8月5日收盘，重庆银行(601963)报收于10.38元，上涨1.76%，换手率0.72%，成交量13.61万 手，成交额1.4亿元。 当日关注点 交易信息汇总 8月5日主力资金净流出133.2万元，占总成交额0.95%；游资资金净流入65.15万元，占总成交额0.46%； 散户资金净流入68.05万元，占总成交额0.49%。 公司公告汇总 H股公告-截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表重慶銀行股份有限公司 截至2025年7月31日的证券变动月报表显示，公司法定/注册股本未发生变化，H股和A股的法定/注册股 本分别为1,579,020,812股和1,895,563,960股，总法定/注册股本为人民币3,474,584,772元。已发行股份方 面，H股保持不变，仍为1,579,020,812股；A股增加了1,545股，达到1,895,563,960股。本月内，因A股可 转债转换，新增发了1,545股A股，转股价调整为每股人民币9.67元。A股可转债的初始转股价为每股人 民币11.28元，经过多次利润分配后最终调整为每股人民币9.67元，转股期自2022年9月30日至2028 ...

（註4） FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 重慶銀行股份有限公司 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 證券代號 (如上市) 01963 說明 H股 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 1,579,020,812 RMB 1 RMB 1,579,020,812 增加 / 減少 (-) RMB 本月底結存 1,579,020,812 RMB 1 RMB 1,579,020,812 證券代號 (如上市) 601963 說明 A股 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 1,895,562,415 RMB 1 RMB 1,895,562,415 增加 / 減少 (-) 1,545 RMB 1,545 本月底結存 1,895,563,960 RMB 1 RMB 1,895,563,960 本月底法定/註冊股本總額： RMB 3,474,584,772 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行 ...

证券之星消息，8月5日城商行板块较上一交易日上涨1.54%，齐鲁银行领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。城商行板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601665 | 齐鲁银行 | 6.26 | 2.96% | 88.29万 | 5.47 乙 | | 002948 | 青岛银行 | 5.06 | 2.43% | 42.91万 | 2.15亿 | | 601229 | 上海银行 | 10.49 | 2.04% | 62.51万 | 6.50亿 | | 601997 | 贵阳银行 | 6.52 | 2.03% | 49.77万 | 3.22亿 | | 601187 | 厦门银行 | 7.10 | 2.01% | 36.41万 | 2.57亿 | | 6000000 | 南京银行 | 11.96 | 1.87% | 56.35万 | 6.72亿 | | 601577 | 长沙银行 | 10.19 | 1. ...

证券之星消息，8月5日冶钢原料板块较上一交易日上涨0.84%，海南矿业领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 696109 | 与南矿业 | 8.10 | 1.76% | 22.15万 | 1.79亿 | | 000923 | 河钢资源 | 14.15 | 1.73% | 9.31万 | ● 1.31亿 | | 000655 | 等龄矿业 | 8.37 | 1.58% | 15.39万 | 1.29亿 | | 600516 | 方大炭素 | 4.82 | 1.05% | - 16.37万 | 7877.81万 | | 600382 | 广东明珠 | 5.47 | 0.74% | 4.86万 | 2660.43万 | | 601121 | 宝地矿业 | 6.44 | 0.63% | 6.30万 | 4055.28万 | | 600295 | 鄂尔多斯 | 1 ...

本月底法定/註冊股本總額： RMB 3,474,584,772 證券代號 (如上市) 601963 說明 A股 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 1,895,562,415 RMB 1 RMB 1,895,562,415 增加 / 減少 (-) 1,545 RMB 1,545 本月底結存 1,895,563,960 RMB 1 RMB 1,895,563,960 致：香港交易及結算所有限公司 公司名稱: 重慶銀行股份有限公司 FF301 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01963 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,579,020,812 | RMB | | 1 RMB | | 1,579,020 ...