Core Points - The state-owned large bank sector experienced a slight decline of 0.06% on September 30, with Postal Savings Bank leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Bank Performance Summary - Agricultural Bank of China (601288) closed at 6.67, up 0.76%, with a trading volume of 3.0875 million shares and a transaction value of 2.052 billion [1] - China Construction Bank (601939) closed at 8.61, up 0.12%, with a trading volume of 917,200 shares and a transaction value of 787 million [1] - Bank of China (601988) closed at 5.18, down 0.38%, with a trading volume of 1.9213 million shares and a transaction value of 256.6 million [1] - Industrial and Commercial Bank of China (601398) closed at 7.30, down 0.41%, with a trading volume of 2.4457 million shares and a transaction value of 1.784 billion [1] - Bank of Communications (601328) closed at 6.72, down 1.18%, with a trading volume of 1.8487 million shares and a transaction value of 1.247 billion [1] - Postal Savings Bank (601658) closed at 5.75, down 1.37%, with a trading volume of 1.2116 million shares and a transaction value of 697.1 million [1] Fund Flow Analysis - The state-owned large bank sector saw a net outflow of 604 million in main funds, while retail investors contributed a net inflow of 463 million [1] - The detailed fund flow for individual banks shows significant net outflows for major banks, with Agricultural Bank experiencing a net outflow of 5.1906 million from main funds [2] - Postal Savings Bank had a net outflow of 50.5475 million from main funds, but a net inflow of 30.2741 million from retail investors [2]

第 1 頁 共 12 頁 v 1.1.1 | 3. 股份分類 | 優先股 | 股份類別 | 其他類別 (請註明) | 於香港聯交所上市 (註1) | 否 | | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 360033 | 說明 | 境內優先股第三期 | | | | 2. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601988 | 說明 | A股（於上海證券交易所上市） | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | 238,590,135,419 | RMB | | 1 RMB | | 238,590,135,419 | | 增加 / 減少 (-) | | | 0 | | RMB | | 0 | | 本月底結存 | | 238,590,135,419 | RMB | | 1 RMB | | 238 ...

Group 1: Shareholding Increases - Recently, Nanjing Bank announced that BNP Paribas (QFII) increased its shareholding by 108 million shares, raising its total stake from 16.14% to 17.02% [1] - Since the beginning of the year, Nanjing Bank has seen multiple significant shareholders increase their stakes, with Zijin Trust raising its holding from 12.56% to 13.02% by acquiring 56.78 million shares [3] - Another major shareholder, Nanjing Gaoke, increased its stake from 8.94% to 9.00% by purchasing 7.51 million shares [3] Group 2: Bank Sector Trends - A total of 11 A-share listed banks have seen shareholding increases from shareholders or executives this year, indicating a trend where such plans are often announced when bank stock valuations are at historical lows [5] - The banking sector has been experiencing a "red envelope rain" with 17 banks announcing mid-term dividend plans for 2025, including significant contributions from the six major state-owned banks [6] - The six major state-owned banks have all provided dividend plans, with Industrial and Commercial Bank of China (ICBC) planning to distribute approximately 50.40 billion yuan in cash dividends [7][8] Group 3: Market Sentiment and Future Outlook - The banking sector is viewed favorably by institutions due to its low valuations and stable dividends, leading to increased interest from institutional investors [8] - As of September 29, over 300 investigations into listed banks have been conducted, with more than 2,000 institutional inquiries, highlighting the sector's attractiveness [8] - Analysts predict that the inflow of incremental funds will support the banking sector's performance, driven by the high dividend characteristics and significant index weight of bank stocks [8]

"十四五"时期，是我国生态文明建设和生态环境保护工作具有里程碑意义的五年，我国实现了从重点打好污染防治攻坚战向全面推进美丽中国建设的跨越式 转变。 多家银行机构在半年度经营业绩发布会上披露了绿色金融最新进展。 邮储银行行长刘建军表示，邮储银行始终担当绿色金融的践行者，累计成立碳中和支行、绿色支行等绿色金融机构45家。 生态环境部部长黄润秋在近日举行的国新办发布会上介绍，"十四五"以来，深入推进以生态环境为导向的项目开发新模式创新，有100多个项目获得金融机 构支持，已获得授信金额2164亿元，发放贷款764亿元。 《2025年第二季度中国货币政策执行报告》显示，信贷投向结构加速优化，绿色金融为经济可持续发展提供有力支持。绿色贷款余额由2019年末的9.9万亿 元增长至2024年末的36.6万亿元，年均增速超过20%。 "在需求端，'双碳'目标推动企业提速生产经营低碳转型，对绿色融资的需求持续攀升，为绿色贷款规模扩张提供坚实的需求基础；在供给端，银行将绿色 领域视作未来信贷业务的核心增长点之一，持续积极创新绿色金融产品体系，有效拓宽绿色贷款供给渠道。"苏商银行特约研究员高政扬在接受《金融时 报》记者采访时表示。 ...

二、中国银行应要求上述核准任职资格人员严格遵守金融监管总局有关监管规定，自中国银行政许可决 定作出之日起3个月内到任，并按要求及时报告到任情况。未在上述规定期限内到任的，本批复文件失 效，由德阳金融监管分局办理注销手续。 三、中国银行应督促上述核准任职资格人员持续学习和掌握经济金融相关法律法规，熟悉任职岗位职 责，忠实勤勉履职。 一、核准张玎中国银行股份有限公司德阳分行行长的任职资格。 2025年9月23日，德阳金融监管分局发布批复称，《中国银行（601988）四川省分行关于张玎高级管理 人员任职资格许可的请示》（川中银报〔2025〕133号）收悉。经审核，现批复如下： ...

Group 1 - The foreign trade in Zaozhuang has shown steady growth, driven by key industries such as machinery, new materials, chemicals, and textiles, with private enterprises being the main contributors [1] - Shandong Tenglong Import and Export Co., Ltd. is a leading foreign trade enterprise in Zaozhuang, focusing on the export of stainless steel fasteners, and is a wholly-owned subsidiary of Shandong Tenda Fastening Technology Co., Ltd. [1] - In July, the Bank of China Shandong Branch held a "Document Bus" training event for local import and export enterprises, with over 40 key foreign trade companies participating [1] Group 2 - Following the training, Shandong Tenglong Import and Export Co., Ltd. invited the Bank of China to provide specialized training for their foreign trade and document personnel, focusing on international settlement documentation and trade financing [1] - The Bank of China Shandong Branch emphasizes a customer-centric service approach, providing customized training services to strengthen relationships with enterprises and support foreign trade expansion [2] - Future plans include deepening cooperation with government departments and hosting specialized service meetings for foreign trade enterprises to optimize regional economic and trade services [2]

中国银行山东省分行（以下简称"山东中行"）聚焦重点场景，积极服务"引进来""走出去"客户，助力营 造国际化、便利化的金融服务环境，目前在外币兑换、现钞预约、薪酬结售汇、外卡收单、零钱包推广 等方面取得显著成效，涉外金融服务水平持续提升。 与此同时，山东中行主动对接出租车公司、商超医院、商圈商户等重点单位，加大标准化、定制化的人 民币"零钱包"推广供应，设立零钱包兑换绿色通道，打通小面额现金支付的堵点。"中行红"色彩的便 民"零钱包"总金额包括300元、500元等多种规格，券别包括20元、10元、5元、1元等多种组合，金额、 券别及张数可根据客户需求灵活定制。目前该行现金柜台全部配备"零钱包"。截至6月末，山东中行累 计发放人民币现金零钱包超8万个，其中出租车行业近1.5万个，其他行业超6.6个。 丰富场景生态，加快外卡受理环境建设。山东中行持续提升外卡受理覆盖率，通过"中银智慧付"为有支 付需求的商户提供外卡收单服务，覆盖全省1800余家商户。在会展中心、高端连锁酒店和餐饮、交通枢 纽、大型购物中心、大型景区等多个境外来华人员高频、大额消费场景，推进外卡受理设备软硬件改 造，并系统开展培训，提升商户对外卡的识 ...

Core Viewpoint - The event held in Nanning focuses on leveraging patents and AI technology to enhance heavy metal pollution prevention and promote high-quality development in the critical metals industry, transitioning from "end-of-pipe treatment" to "source prevention" [1][2] Group 1: Event Highlights - The event facilitated the signing of 20 key projects with a total contract value exceeding 20 billion yuan, covering areas such as technology research and development, achievement transformation, and industrial implementation [1] - China Bank's Guangxi branch established credit cooperation with several key enterprises in the critical metals sector, amounting to over 10 billion yuan [1] - The first national "Heavy Metal (including Critical Metals) + AI Patent Pool" was officially launched, integrating core patent technologies from universities, research institutions, and enterprises, utilizing AI algorithms for intelligent matching of technology supply and demand [1] Group 2: Reports and Initiatives - The event released the "Critical Metals Industry Patent Technology Situation Report" and the "Heavy Metal Pollution Prevention Patent Technology Analysis Report," which systematically outlined industry frontier technology dynamics and intellectual property layout, providing precise navigation for industrial innovation [1] - An initiative for cross-regional cooperation in intellectual property to empower the high-quality development of the critical metals industry was announced, along with the unveiling of the Heavy Metal Pollution Prevention and Resource Recycling Engineering Center and the Critical Metals Industry Intellectual Property Innovation Consortium [2]

李庆旗现场参与人民币知识互动学习体验，与中国银行工作人员交流，详细询问数字人民币推广成效及银行员工日常反假能力提升具体举措。他在活动中强 调，人民币知识普及是筑牢货币安全防线的重要基石。一方面要提升银行现金从业人员识假辨假硬实力，坚决守住假币"不误收、不误付"底线；另一方面要 推动全民掌握假币防伪核心技能、规范使用人民币，从源头压缩假币流通空间，为金融安全筑牢反假货币的群众根基。 9月28日，由中国人民银行湖南省分行主办、中国银行湖南省分行承办，以"筑牢货币安全网 守好群众钱袋子"为主题的人民币知识宣传活动在湖南大学成功 举办。中国人民银行湖南省分行党委委员、副行长李庆旗，中国银行湖南省分行党委委员、副行长陈晖出席本次活动。 此次活动创新采用"宣传+互动体验"双轨模式，将反假货币宣传与数字人民币推广有机结合，为人民币知识普及工作打造了沉浸式实践载体。活动现场，数 百名高校教职工、学生及周边群众踊跃参与，现场氛围热烈：宣传区设立咨询服务台，陈列主题宣传展板，借助LED屏循环播放人民币防伪、假币识别等科 普视频，并向参与群众发放宣传折页，系统讲解人民币核心知识；体验区精心设计"反假&数字人民币知多少"知识问答、" ...

Core Points - The signing ceremony for the TAZARA Railway Activation Project took place in Beijing, attended by officials from Tanzania and Zambia, as well as representatives from various Chinese banks and companies [2] - The TAZARA Railway is a symbol of Sino-African friendship, with historical ties dating back to the 1960s when Tanzanian and Zambian presidents sought Chinese assistance for railway construction [4][5] Summary by Sections - **Project Overview** - The TAZARA Railway Activation Project Memorandum of Understanding was signed on September 4, 2024, leading to a collaborative effort between China and the two African nations [7] - The project aims to modernize the railway, enhancing its transport capacity and operational efficiency through systematic upgrades [7] - **Expected Outcomes** - The freight capacity of the TAZARA Railway is projected to increase from approximately 200,000 tons per year to 2.4 million tons, with transportation time potentially reduced by nearly two-thirds [7] - The activation of the railway is expected to stimulate the development of industries such as mining, agriculture, and logistics along the route, creating numerous job opportunities [7] - **Strategic Importance** - The project exemplifies China's commitment to the "Belt and Road" initiative and reflects the principles of "consultation, contribution, and shared benefits" in Sino-African relations [7]