Market Overview - The A-share market showed mixed performance on July 14, with the Shanghai Composite Index up by 0.43% while the Shenzhen Component and ChiNext Index fell by 0.23% and 0.74% respectively [2] - The total market turnover was 987.4 billion yuan, slightly lower than the previous day, with 2,686 stocks rising and 2,528 stocks declining [3] Sector Performance - Precious metals, banking, and power sectors performed well, while financial technology and related stocks saw declines [3] - The PEEK materials index rose by 5.39%, and humanoid robots gained 2.17%, indicating strong interest in these sectors [4] Humanoid Robot Sector - The humanoid robot concept stocks surged, with notable gains in companies like Longrong Co. and Degute, both hitting the daily limit up [6] - Recent commercial developments include the upcoming launch of the Mocha robot by Chery and a 120 million yuan humanoid robot procurement order won by Yushun and Zhiyuan [9] Banking Sector - The banking sector continued its upward trend, with Guizhou Bank rising over 3% and several other banks increasing by more than 2% [9][10] Financial Technology Sector - The financial technology index declined, with stocks like Dazhihui and Jinzhen falling by over 9% [11] - Multiple cities issued risk warnings regarding stablecoins, indicating regulatory scrutiny in this area [13] Cryptocurrency Market - Bitcoin surpassed 120,000 yuan per coin, reaching a new historical high [15] - Upcoming legislative discussions in the U.S. regarding cryptocurrency regulations are expected to enhance market transparency [15]

Market Overview - The A-share market showed mixed performance on July 14, with the Shanghai Composite Index up by 0.43%, while the Shenzhen Component Index and the ChiNext Index fell by 0.23% and 0.74% respectively [2][3] - The total trading volume for the market reached 987.4 billion CNY, a slight decrease from the previous day, with 2,686 stocks rising and 2,528 stocks falling [3] Sector Performance - The precious metals, banking, and power sectors performed well, while the financial technology sector, including stock trading software and stablecoin concepts, faced declines [3][5] - Notable gains were seen in the humanoid robot concept stocks, with companies like Yushun Robotics and others experiencing significant increases [8][11] Humanoid Robot Sector - The humanoid robot concept stocks surged, with companies like Changrong Co. and Degute achieving daily price limits, indicating strong investor interest [8][9] - Recent commercial developments include the upcoming launch of the Mocha robot by Chery and a procurement order worth 120 million CNY for humanoid robots by Yushun and Zhiyuan [11] Banking Sector - The banking sector continued to show strength, with several banks, including Guiyang Bank and Agricultural Bank of China, reporting gains of over 2% [11][12] - This sector's performance has been a stabilizing factor for the overall market [11] Financial Technology Sector - The financial technology index experienced a downturn, with stocks like Dazhihui and Jinzhen falling by over 9% [14][17] - Multiple regions, including Beijing and Shenzhen, issued risk warnings regarding stablecoins, contributing to the sector's decline [14][18] Cryptocurrency Market - Bitcoin surpassed the 120,000 USD mark, reaching a new historical high, with predictions suggesting it could rise to 200,000 USD by the end of the year [23]

Group 1 - Guizhou Province's Qiandongnan Prefecture has been severely affected by a major flood disaster, prompting immediate action from the Guizhou Securities Industry Association and its member units to provide aid and support [1] - As of July 4, 13 member units have participated in the relief efforts, donating a total of 943,700 yuan, which includes 231,500 yuan for emergency funding and 712,200 yuan worth of supplies to meet the urgent needs of affected residents [1] - Guizhou Southern Dairy Co., Ltd. mobilized aid supplies, sending four vehicles loaded with 14,100 cartons of milk to the disaster area to provide essential nutrition to the affected population [1] Group 2 - Guiyang Bank established a special task force and a "Youth Volunteer Service Team" to conduct post-disaster recovery efforts, ensuring the restoration of damaged facilities and providing basic living packages to affected employees [2] - Guizhou Langma Information Technology Co., Ltd. organized a team to deliver essential supplies to the disaster area, while Shanghai Zhonglian (Guiyang) Law Firm initiated a donation campaign to support the affected communities [3] - The Guizhou Provincial Transportation Planning and Surveying Design Institute formed an emergency response leadership group, with over 20 party members actively participating in on-site disaster relief efforts [3]

Core Viewpoint - The A-share banking sector is experiencing a "mini bull market," with major banks reaching historical highs due to enhanced economic recovery expectations, attractive dividend yields in a low-interest environment, and sustained inflow of long-term funds [1][3][4]. Group 1: Market Performance - As of July 10, 2025, 34 out of 42 A-share listed banks saw their stock prices rise, with Minsheng Bank leading at a 5.31% increase, and Guiyang Bank at 3.24% [3]. - The banking sector has shown a robust performance with an overall increase of 9.66% over the past month [3][4]. Group 2: Fundamental Drivers - The strong performance of bank stocks is supported by improved profitability and asset quality, driven by asymmetric interest rate cuts that lower funding costs and enhance non-interest income [4]. - The recovery in consumer spending has positively impacted card transaction fees, while active capital markets have boosted income from wealth management services [4]. Group 3: Long-term Fund Inflows - Significant inflows from domestic insurance funds and social security funds have increased their holdings in bank stocks, providing solid financial support for price increases [3][4]. - The current price-to-book ratio of the banking sector is 0.72, below the global average, and the dividend yield exceeds that of 10-year government bonds, making it an attractive investment option [4]. Group 4: Market Sentiment and Future Outlook - While some analysts are optimistic about the continuation of the upward trend due to high dividend yields and institutional support, others express caution regarding the rising valuations and potential narrowing of net interest margins [5]. - The banking sector is viewed as a defensive asset amid global economic uncertainties, with expectations of continued fund inflows and a potential "slow bull" market in the medium to long term [6].

Group 1 - The banking sector continues to rise, with major banks such as ICBC, ABC, and others breaking previous highs and setting new records [1] - Minsheng Bank leads the gains with an increase of over 7%, while other banks like ICBC and CMB also show significant growth [1][2] - The Bank ETF (512800) has reached a new high since its listing, with a trading volume of 570 million yuan, indicating strong market activity [2] Group 2 - As of July 9, the Bank ETF (512800) has a fund size exceeding 12.8 billion yuan, making it the largest and most liquid among the 10 bank ETFs in the market [4] - The Bank ETF tracks the CSI Bank Index, which has seen a cumulative increase of 18.24% this year, outperforming both the CSI 300 and SSE Composite Index by 16.8 and 14.02 percentage points respectively [4][5] - Analysts suggest viewing the current bank stock rally as the beginning of a long-term trend, driven by low interest rates and the revaluation of RMB assets [5] Group 3 - Investors looking for cost-effective exposure to the banking sector are encouraged to consider the Bank ETF (512800) and its associated funds [6] - The Bank ETF passively tracks the CSI Bank Index, which includes 42 listed banks in A-shares, serving as an efficient investment tool for the overall banking sector [6]

Core Viewpoint - Guiyang Bank's nominated director Liang Cheng has resigned before obtaining regulatory approval, which is an unusual occurrence in the industry [2] Group 1: Management Changes - Guiyang Bank's executive team has seen continuous changes in 2025, with the resignation of Director and Chief Risk Officer Deng Yong in January and Chief Auditor Yan Hongwu in May due to retirement age [3] Group 2: Financial Performance - In Q1 2025, Guiyang Bank reported operating income of 3.029 billion yuan, a year-on-year decrease of 16.91% [3] - The bank's net profit attributable to shareholders was 1.443 billion yuan, down 6.82% year-on-year [3] - The non-performing loan balance reached 12.459 billion yuan, an increase of 1.192 billion yuan from the end of the previous year, with a non-performing loan ratio of 1.66%, up 0.08 percentage points from the end of the previous year [3] - As of the end of 2024, Guiyang Bank's total assets amounted to 705.669 billion yuan, an increase of 17.601 billion yuan from the beginning of the year, maintaining its position as the largest legal financial institution in Guizhou Province [3] - The total loan amount was 339.142 billion yuan, increasing by 15.101 billion yuan from the beginning of the year, while total deposits reached 419.208 billion yuan, up by 18.988 billion yuan [3]

Meeting Information - The second extraordinary general meeting of shareholders for 2025 will be held on July 25, 2025, at 9:30 AM [1] - The meeting will utilize a combination of on-site and online voting methods [1][2] - The on-site meeting will take place at the 401 conference room of the head office of Guizhou Bank [1] Voting Procedures - The online voting system will be the Shanghai Stock Exchange's shareholder meeting online voting system, available from 9:15 AM to 3:00 PM on the day of the meeting [2][4] - Shareholders can vote through the trading system or the internet voting platform, with specific instructions for identity verification [4][5] - Shareholders holding multiple accounts can aggregate their voting rights across all accounts [4][5] Meeting Agenda - The meeting will review several proposals, including amendments to the company's articles of association and the issuance of technology innovation financial bonds [3][8] - There are no related shareholders that need to abstain from voting on the proposals [3] Attendance Requirements - Shareholders registered by the close of trading on July 18, 2025, are eligible to attend the meeting [5] - Both individual and corporate shareholders must provide specific documentation for attendance [6][7] Contact Information - The contact address for the board of directors is provided, along with a phone number and email for inquiries [6]

证券代码：601997 证券简称：贵阳银行 公告编号：2025-032 优先股代码：360031 优先股简称：贵银优 1 特此公告。 贵阳银行股份有限公司董事会 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。 贵阳银行股份有限公司（以下简称公司）董事会于 2025 年 7 月 7 日收到公司拟任董事梁诚先生的辞职报告。梁诚先生因工作原因提 出辞去其拟担任的公司董事、董事会发展战略委员会委员职务，该辞 任自辞职报告送达公司董事会时生效，辞职后不再担任公司及控股子 公司任何职务。具体情况如下： 二、辞任对公司的影响 公司 2024 年第一次临时股东大会同意选举梁诚先生为公司董事， 其任职资格尚未取得监管部门核准，尚未正式履职。梁诚先生的辞任 -1- 一、辞任的基本情况 姓名 辞任职务 辞任时间 原定任期 到期日 辞任原因 是否继续在上 市公司及其控 股子公司任职 是否存在未 履行完毕的 公开承诺 梁诚 拟任董事、 董事会发 展战略委 员会委员 2025 年 7 月 7 日 2027 年 7 月 3 日 工作原因 否 否 不会影响 ...

证券代码：601997 证券简称：贵阳银行 公告编号：2025-030 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董事会 2025 年 7 月 7 日 贵阳银行股份有限公司 关于修订《公司章程》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。 贵阳银行股份有限公司（以下简称公司）根据《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 公司章程指引》《关于新<公司法>配套制度规则实施相关过渡期安排》、 国家金融监督管理总局《关于公司治理监管规定与公司法衔接有关事 项的通知》等法律法规、监管规定以及监事会改革相关要求，结合实 际情况，对《贵阳银行股份有限公司章程》(以下简称《公司章程》) 进行了修订。 公司于2025年7月7日召开的第六届董事会2025年度第五次临时 会议审议通过了《关于修订<贵阳银行股份有限公司章程>的议案》， 并同意将该议案提交公司股东大会审议。经股东大会审议通过后，《公 司章程》尚需报请国家金融监督管理总局贵州监管局核准后生效。 特此公告。 附件 ...

证券代码：601997 证券简称：贵阳银行 公告编号：2025-031 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 关于召开2025年第二次临时股东大会的通知 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： 一、召开会议的基本情况 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 7 月 25 日9 点 30 分 召开地点：贵阳银行总行 401 会议室 (一)股东大会类型和届次 2025年第二次临时股东大会 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网 络投票相结合的方式 (五)网络投票的系统、起止日期和投票时间。 1 股东大会召开日期：2025年7月25日 本次股东大会采用的网络投票系统：上海证券交易所股东大 会网络投票系统 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 7 月 25 日 至2025 年 7 月 25 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投 票 ...