Core Viewpoint - The A-share market has seen a collective rise in bank stocks, with notable increases in Postal Savings Bank and Ping An Bank exceeding 2% [1] Group 1: Stock Performance - Postal Savings Bank (601658) increased by 2.67%, with a total market value of 691.7 billion and a year-to-date increase of 6.39% [2] - Ping An Bank (000001) rose by 2.11%, with a market value of 244.5 billion and a year-to-date increase of 11.07% [2] - Qingnong Commercial Bank (002958) saw a rise of 1.99%, with a market value of 19.9 billion and a year-to-date increase of 21.86% [2] - Other banks such as Chongqing Rural Commercial Bank (601077), CITIC Bank (601998), Agricultural Bank of China (601288), and others also reported increases ranging from 1.08% to 1.78% [2] Group 2: Market Trends - The overall trend indicates a positive sentiment in the banking sector, with multiple banks showing significant year-to-date performance improvements, particularly Qingnong Commercial Bank and Agricultural Bank of China, both exceeding 20% [2] - The collective rise in bank stocks suggests a potential recovery or growth phase in the banking industry, attracting investor interest [1]

Core Insights - The 2025 Fortune China 500 list shows a significant increase in the number of commercial banks, rising from 28 to 33, marking a record high [1] - Regional banks are demonstrating strong performance, reflecting the deep empowerment of China's regional economic development strategies [2] - State-owned and joint-stock banks remain the backbone of the banking sector, with total revenues of approximately $1.33 trillion and profits exceeding $266.2 billion, accounting for about 35% of the overall profits of the Fortune 500 [3] Commercial Banks Performance - The total revenue of the 33 commercial banks in the list reached approximately $1.33 trillion, with a combined profit of over $266.2 billion [3] - Major state-owned banks like ICBC, ABC, and CCB maintained stable rankings, with ICBC leading at $221.46 billion in revenue [3][4] - Joint-stock banks showed mixed results, with China Merchants Bank improving its ranking to 49th with $70.39 billion in revenue [3][4] Regional Banks Highlights - Regional banks such as Jiangsu Bank, Beijing Bank, and Ningbo Bank performed well, with Jiangsu Bank ranking 162nd with $21.88 billion in revenue [5] - Chengdu Bank emerged as the "progress king" in the banking sector, climbing 35 places to rank 324th with $6.56 billion in revenue [6][7] - New entrants like Guangzhou Rural Commercial Bank and Chengdu Rural Commercial Bank made notable debuts, ranking 354th and 383rd respectively [7] Strategic Insights - The performance of regional banks is attributed to their ability to align with local economic strategies, providing ample credit demand and diverse opportunities [2][7] - Continuous improvement in corporate governance and a focus on differentiated services are essential for regional banks to achieve long-term value growth [7]

证券代码：601997 证券简称：贵阳银行 公告编号：2025-033 优先股代码：360031 优先股简称：贵银优 1 贵阳银行股份有限公司 2025年第二次临时股东大会决议公告 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。 重要内容提示： 本次会议是否有否决议案：无 (一)股东大会召开的时间：2025 年 7 月 25 日 (二)股东大会召开的地点：贵阳银行总行 401 会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股 份情况： | 1、出席会议的股东和代理人人数 | 711 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 1,372,761,296 | | 3、出席会议的股东所持有表决权股份数占公司有 | 37.5461 | | 表决权股份总数的比例（%） | | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持 情况等。 本次股东大会由公司董事会召集，董事长张正海先生因公务未能 出席会议，经公司半数以上董事共同推举，由董事盛军先生主持会议。 ...

致：贵阳银行股份有限公司 北京市金杜律师事务所（以下简称本所）接受贵阳银行股份有限公司（以下 简称公司）的委托，根据《中华人民共和国证券法》（以下简称《证券法》）、 《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督管理委员会 《上市公司股东会规则（2025 修订）》（以下简称《股东会规则》）等中华人 民共和国境内（以下简称中国境内，为本法律意见书之目的，不包括中国香港特 别行政区、中国澳门特别行政区和中国台湾省）现行有效的法律、行政法规、部 门规章、规范性文件和现行有效的《贵阳银行股份有限公司章程》（以下简称《公 司章程》）的有关规定，指派律师出席了公司于 2025 年 7 月 25 日召开的 2025 年第二次临时股东大会（以下简称本次股东会），并就本次股东会相关事项出具 本法律意见书。 为出具本法律意见书，本所律师审阅了公司提供的以下文件，包括但不限于： 1． 经公司 2023 年年度股东大会审议通过的《公司章程》； 2． 公司 2025 年 7 月 8 日刊登于《中国证券报》《上海证券报》《证券时 报》《证券日报》及上海证券交易所网站（http://www.sse.com.cn/）的《贵阳 ...

Core Viewpoint - The People's Bank of China Anshun Branch is actively promoting the beneficial owner information registration policy to enhance compliance and build corporate credit, thereby optimizing the business environment in Anshun City [1][5]. Group 1: Policy Implementation - The Anshun Branch has established nine service stations in collaboration with the municipal government to assist enterprises in registering beneficial owner information, providing a one-stop service that combines financial and administrative support [2]. - The bank has adopted various online and offline methods, including short video tutorials and on-site visits, to ensure that enterprises can easily access financial services and understand relevant policies [2]. Group 2: Financial Support and Impact - Since the implementation of the beneficial owner registration, Anshun City has facilitated 2,486 loans totaling 11.965 billion yuan, an increase of 2.439 billion yuan year-on-year [3]. - Local banks have reduced fees and provided benefits amounting to 4.8295 million yuan, benefiting 15,319 small and micro enterprises [3]. Group 3: Regulatory and Compliance Benefits - The registration process has enabled precise identification of actual corporate control, helping to combat issues like shell companies and illegal fundraising, with 24,800 enterprises having completed the registration [4]. - The completion rate of beneficial owner information registration has surpassed 57.54%, significantly enhancing the efficiency of loan approvals and risk management for financial institutions [5].

Market Overview - The overall market is experiencing a pullback, with the Shanghai Composite Index closing at 3500.62 points, down 0.12% [2] - The total trading volume for the market was 927 billion, showing a significant decrease compared to the previous day [3] Financial Sector Performance - The financial sector, particularly banks and insurance companies, is underperforming, contributing to the decline of the Shanghai Composite Index [3][8] - Major insurance companies like New China Life and China Life have seen declines exceeding 1%, with New China Life down 2.69% [8] - Among 42 bank stocks, only China Bank remained flat, while others, including Xiamen Bank and Qilu Bank, experienced declines of nearly 4% and 2.89% respectively [13] New IPOs and Market Movements - N Huadian New Energy, the largest IPO of the year, saw its stock price rise by as much as 219.81% during trading, reaching a peak of 10.17 yuan per share [12] - The company raised 18.171 billion yuan through the issuance of 4.969 billion shares, with plans for investment in renewable energy projects [15] Hong Kong Market Performance - The Hong Kong market is showing positive trends, with the Hang Seng Index up 0.28% and the Hang Seng Technology Index up 0.61% [5] - Anta Sports led the gains in the Hang Seng Index, rising by 2.73% [6] Notable Stock Movements - The stock of Weiyali surged by 918% upon its resumption of trading, reflecting significant market interest [17] - The stock price of Weiyali reached 33.2 HKD per share during trading, before settling at 11 HKD, marking a 237.42% increase [18]

Core Viewpoint - Guiyang Bank is undergoing significant personnel changes amid a transformation period, raising concerns about its operational stability and performance metrics, particularly with rising non-performing loan rates and declining financial results [1][4]. Personnel Changes - Guiyang Bank announced the resignation of proposed director Liang Cheng due to work reasons, marking the third high-level resignation this year [2][3]. - Liang Cheng's resignation follows the earlier retirements of Chief Risk Officer Deng Yong and Chief Auditor Yan Hongwu, both of whom stepped down due to reaching retirement age [3]. - The bank appointed Li Hongqing as vice president, indicating a shift in leadership amidst ongoing changes [3]. Financial Performance - Guiyang Bank's non-performing loan (NPL) rate reached 1.66% in Q1 2024, the highest for the same period since its listing in 2016, reflecting a rising trend in NPL rates over the years [4]. - In comparison, other A-share city commercial banks reported significantly lower NPL rates, with Chengdu Bank at 0.66% and Hangzhou Bank at 0.76% [5]. - The bank's revenue and net profit attributable to shareholders have declined for two consecutive years, with 2023 showing a revenue drop of 3.50% and a net profit decrease of 8.92%, and further declines in Q1 2024 of 16.91% in revenue and 6.82% in net profit [5]. Strategic Direction - Despite the challenges, Guiyang Bank remains committed to its transformation strategy, focusing on modern banking practices and improving its traditional business structure while leveraging financial technology for new growth opportunities [6].

Meeting Overview - The second extraordinary general meeting of shareholders for Guizhou Bank Co., Ltd. is scheduled for July 25, 2025, at 9:30 AM, located at the bank's headquarters in Guiyang, Guizhou Province [1]. - The meeting will be conducted in a hybrid format, allowing for both in-person attendance and online voting [1][3]. Meeting Agenda - The agenda includes reading the meeting notice, reviewing proposals, Q&A sessions, announcing the number of attending shareholders and their represented shares, electing vote counters, voting on proposals, announcing voting results, and reading the legal opinion by a lawyer [1][2]. Shareholder Rights and Responsibilities - Shareholders must adhere to their legal obligations, including silencing mobile devices during the meeting to maintain order [2]. - Shareholders and their proxies have the right to vote, speak, and inquire during the meeting, with specific rules regarding the registration date and voting rights [2][3]. Voting Procedures - Voting will be conducted through both on-site and online methods, with each share carrying one vote. Votes must be clearly marked as "for," "against," or "abstain" [3][4]. - The results from both voting methods will be combined to form the final outcome, with different thresholds for ordinary and special resolutions [4]. Proposal for Amendment of Articles - A proposal to amend the Articles of Association has been submitted for approval, which includes revisions based on various legal and regulatory requirements [4][5]. - The revised Articles will take effect upon approval from the relevant regulatory authority [4]. Legal Compliance - The bank has engaged a law firm to provide legal opinions during the meeting, ensuring compliance with applicable laws and regulations [4][5]. - The bank will not provide gifts to shareholders attending the meeting and will treat all shareholders equally regarding accommodations and transportation [4].

贵阳银行股份有限公司 2025年第二次临时股东大会会议材料 （股票代码：601997） 2025年7月25日 贵阳银行股份有限公司 2025 年第二次临时股东大会 文件目录 | | | 会议议程 | I | | --- | --- | --- | --- | | | | 会议须知 | II | | 议案 | 1 | 关于修订《贵阳银行股份有限公司章程》的议案 | 1 | | 议案 | 2 | 关于修订《贵阳银行股份有限公司股东大会议事规则》的议案 | 49 | | 议案 | 3 | 关于修订《贵阳银行股份有限公司董事会议事规则》的议案 | 67 | | 议案 | 4 | 关于贵阳银行股份有限公司不再设立监事会的议案 | 75 | | 议案 | 5 | 关于贵阳银行股份有限公司发行科技创新金融债券的议案 | 76 | 贵阳银行股份有限公司 2025 年第二次临时股东大会 会议地点：贵州省贵阳市观山湖区长岭北路中天•会展城 B 区金融商务 区东区 1-6 栋贵阳银行总行 401 会议室 召开方式：现场会议+网络投票 召 集 人：本行董事会 一、宣读股东大会会议须知 二、审议议案 三、提问交流 I 会议议程 会议时 ...

Core Viewpoint - The A-share market appears vibrant but is experiencing underlying issues, with significant capital outflows and a lack of strong participation from various sectors [3][5][12]. Market Performance - The Shanghai Composite Index closed at 3532 points, but there was a net outflow of 2.4 billion yuan from major funds, indicating a hidden struggle beneath the surface [3]. - The banking sector showed strength, with Guiyang Bank rising by 4% and Postal Savings Bank increasing by 2.22%, but this was not supported by other sectors, leading to a lack of overall market momentum [3][12]. - The brokerage sector faced disappointment, with a 0.27% average decline, and the critical 5-day moving average at 2087 points is at risk [3][12]. Trading Volume and Market Dynamics - The trading volume in the Shanghai market was only 41 billion yuan, down by over 5 billion yuan compared to the previous Friday, indicating insufficient capital for sustained index growth [5]. - The market is showing a bifurcation, with small-cap stocks like Guangsheng Nonferrous and Silver Star Energy performing well, while other sectors remain sluggish [7]. Policy Impact - Positive policies are still in play, such as Indonesia's nickel export restrictions boosting energy metal stocks, but the impact is less widespread than before [9]. - The financial technology and AI sectors, previously favored by policies, are now underperforming as funds shift towards traditional industries [9]. Sector Analysis - The power sector is emerging as a "second battlefield," with stocks like Yangtze Power and Huaneng Hydropower showing resilience, indicating a potential safe haven for investors during market volatility [12]. - Insurance stocks, particularly China Life and China Pacific Insurance, have shown stability, with reports of significant ETF purchases by insurance giants, suggesting a cautious outlook on the broader market [11]. Key Support Levels - The critical support level for the index is at 3513 points, with 3521 points acting as a dividing line for market strength [12]. - The afternoon trading session will hinge on whether the banking sector can break through the 4626-point resistance and if the brokerage sector can maintain the 2079-point support [14].