Group 1 - Foreign institutions have shown high frequency and broad coverage in their research on A-share listed companies, with 415 foreign institutions conducting a total of 1,885 research sessions since the second half of the year [1][2] - Key sectors of focus for foreign institutions include industrial machinery, electronic components, integrated circuits, electronic instruments, and medical equipment, with companies like Huichuan Technology, Estun, Huaming Equipment, and Optoelectronics receiving over 80 research sessions each [1][2] - Notable foreign institutions such as Point72, Goldman Sachs, Bank of America Securities, and Citigroup have been particularly active, with Point72 leading with 63 research sessions [2] Group 2 - The current global political and economic uncertainties have increased investor interest in assets with higher certainty, with China being viewed as a stable environment with strong economic resilience [2][3] - Emerging trends such as the rise of new consumption, strong demand for export trade, and investments related to artificial intelligence (AI) are boosting market confidence in China's economic growth prospects [3] - Foreign institutions are optimistic about sectors like technology, high-end manufacturing, and healthcare, with a clear investment logic emerging in these areas [4] Group 3 - The healthcare equipment sector has also attracted significant attention from foreign institutions, driven by long-term growth factors such as an aging population and increased health awareness among residents [5] - Foreign institutions recognize the long-term growth resilience of the Chinese economy and the trend of industrial upgrading, capturing investment opportunities through in-depth research [6]

Group 1: Asset Quality Outlook - The company anticipates maintaining a good asset quality level within the industry despite new challenges posed by economic cycles and external conditions [2] - The bank will focus on key areas and adhere to a risk bottom line, implementing a prudent and efficient credit policy [2] - Continuous improvement of credit risk management processes will be supported by financial technology to enhance risk monitoring systems [2] Group 2: Refinance and Internal Growth - The company emphasizes the importance of balancing dividends with internal capital growth to ensure sustainable development [2] - Internal capital is expected to create greater value for the company's development, especially under current refinancing regulatory requirements [2] - The company aims to enhance performance and maintain steady growth in internal capital to provide better returns for shareholders [2] Group 3: Loan Growth Prospects - The company has focused on supporting key sectors such as small and micro enterprises, manufacturing, and consumer spending, leading to steady loan growth [2] - Future loan growth is expected to be supported by ongoing policy benefits aimed at expanding domestic demand and promoting consumption [2] - The bank plans to continue expanding financial service coverage to effectively meet the financing needs of the real economy [2] Group 4: Compliance and Disclosure - During the investor relations activity, the company ensured compliance with disclosure regulations, with no significant undisclosed information leaks reported [2]

Market Overview - On September 18, the major indices in the A-share market experienced a decline, with the ChiNext Index falling by 1.64%, the Shanghai Composite Index down by 1.15%, and the Shenzhen Component Index decreasing by 1.06% [1] - The total trading volume for the day was 3.17 trillion yuan, compared to 2.4 trillion yuan the previous day [1] Stock Performance - The FTSE China A50 Index futures saw a decline of 1.44%, with over 4,300 stocks in the market experiencing a drop [3] - The banking sector faced a significant downturn, with major banks like Agricultural Bank of China and China Construction Bank dropping over 2% and 1% respectively [5] - Conversely, the robotics sector showed strong performance, with stocks like Shoukai Co. hitting the daily limit for 12 consecutive days [3] Banking Sector Insights - The banking sector has seen a continuous decline, with the AH Index and the China Securities Banking Index both dropping over 13% since July 11 [6] - As of September 17, the dividend yield for the banking AH Index rose to 4.6%, indicating a potential opportunity for investors [8][16] - Several banks have reported shareholder increases, with notable actions from major shareholders like Everbright Group and Zijin Trust [10][11] Dividend Distribution - By September 17, 17 listed banks announced a total dividend of 237.54 billion yuan for the mid-year of 2025, with Industrial and Commercial Bank of China leading with a dividend of 50.396 billion yuan [14][15] - The trend of increasing dividends reflects confidence in the banks' future development and long-term investment value [11] Institutional Investment Trends - Insurance funds have increased their holdings in the banking sector, reaching a position of 28.24% as of the second quarter of 2025, while social security funds also raised their holdings to 51.71% [13] - The banking sector's low valuation and stable dividends continue to attract institutional investors, particularly those seeking steady returns [13][17]

作为首都金融生力军，宁波银行北京分行在活动现场设立展位，依托社区场景开展了形式多样的"金融 教育宣传周"活动。通过发放宣传折页、组织趣味知识问答、提供面对面咨询等系列举措，分行将实用 的金融知识送至市民身边，吸引了众多居民驻足参与，成为活动现场一道亮丽的风景线。 秋高气爽，丰收喜悦满京城。2025年9月17日，由北京青年报社、北青传媒等机构联合主办的"丰收邻里 节·消保筑安心——2025北京社区文化节分会场"活动在朝阳区团结湖公园举行。宁波银行北京分行行长 陈辰应邀出席开幕式，并在"高管讲消保"环节以"走出去的主动担当与精准化的温暖服务"为主题，分享 了分行在消费者权益保护方面的实践经验与成果。 折页传情，知识入心。分行工作人员手持精心设计的宣传折页，以漫画图解、案例警示等通俗形式，向 市民普及理性投资、个人信息保护、防范养老诈骗等金融常识。"字大清晰，讲得明白，老年人一看就 懂！"现场一位阿姨称赞道。 当面指导，暖心服务。聚焦老年群体的实际需求，分行安排工作人员提供"一对一"服务，耐心解答养老 金规划、手机银行操作等问题，手把手指导老年人识别诈骗短信、保护银行卡信息。"以前总怕按错 键，今天宁波银行的小同志 ...

截至发稿，郝旭东累计任职时间10年72天，现任基金资产总规模3.11亿元，任职期间最佳基金回报 95.54%， 任职期间最差基金回报-6.12%。 郭纪亭累计任职时间5年360天，现任基金资产总规模1.8亿元，任职期间最佳基金回报32.45%， 任职期 间最差基金回报23.07%。 从基金十大重仓股角度 数据显示，诺德基金旗下1只基金重仓宁波银行。诺德成长优势混合（570005）二季度持有股数11.54万 股，占基金净值比例为2.51%，位居第五大重仓股。根据测算，今日浮亏损失约3.23万元。连续6天下跌 期间浮亏损失26.31万元。 诺德成长优势混合（570005）成立日期2009年9月22日，最新规模1.26亿。今年以来收益24.52%，同类 排名3586/8172；近一年收益45.88%，同类排名3634/7980；成立以来收益284.67%。 诺德成长优势混合（570005）基金经理为郝旭东、郭纪亭。 9月17日，宁波银行跌1.03%，截至发稿，报27.03元/股，成交10.08亿元，换手率0.56%，总市值1784.95 亿元。宁波银行股价已经连续6天下跌，区间累计跌幅7.78%。 资料显示，宁波银 ...

证券代码：002142 证券简称：宁波银行 宁波银行股份有限公司投资者关系活动记录表 编号:2025-27 | 投资者关系活动 | 特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 □其他： | | | 公司投关团队； | | | Aberdeen Investments Alec Jin； | | | Abu Dhabi Investment Authority Nan Li； | | | Capital International Investors Liying Du； | | | East Capital Hao Zhang； | | | Eastspring Investments Jocelyn Wu； | | | FOSUN GROUP Jia Yu； | | | JP Morgan Asset Management Hans Fan； | | 活动参与人员 | Hu； LyGH Capital Raymond | | | Manulife Wenlin Li； | | | Mars ...

宁波银行股份有限公司董事会 2025年9月17日 1 经宁波金融监管局和中国人民银行批准，宁波银行股份有限公 司（以下简称"公司"）于近日在全国银行间债券市场发行了"宁 波银行股份有限公司2025年第一期无固定期限资本债券"（以下简 称"本期债券"）。 本期债券发行规模为人民币100亿元，前5年票面利率为2.30%， 每5年调整一次，在第5年及之后的每个付息日附发行人有条件赎回 权。 本期债券募集资金将依据适用法律和主管部门的批准，用于补 充公司其他一级资本。 特此公告。 证券代码：002142 证券简称：宁波银行 公告编号：2025-031 优先股代码：140001、140007 优先股简称：宁行优01、宁行优02 宁波银行股份有限公司关于 2025 年 第一期无固定期限资本债券发行完毕的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 ...

每经AI快讯，银行股午后震荡走弱，宁波银行跌近2%，农业银行、浦发银行、中信银行等跌超1%。 （文章来源：每日经济新闻） ...

银行股午后震荡走弱，宁波银行跌近2%，农业银行、浦发银行、中信银行等跌超1%。 ...

格隆汇9月16日｜A股市场银行股普跌，其中，宁波银行跌2%，青岛银行、渝农商行、常熟银行、南京 银行、浦发银行、江阴银行、中信银行跌超1%。 ...