智通财经APP讯，青岛银行(03866)公布，该行于2025年9月15日收到青岛国信产融控股(集团)有限公司 (以下简称"国信产融控股")出具的《关于增持青岛银行股份有限公司股份的告知函》和《简式权益变动 报告书》。国信产融控股于2025年9月15日通过港股通渠道增持该行H股股份58.25万股，占该行股份总 数的0.01%。本次增持后，国信产融控股持有该行股份655,205,743股，占该行股份总数的11.26%。国信 产融控股及其一致行动人合计持有本行股份873,053,673股，占该行股份总数的15.00%，权益变动合计 数触及5%整数倍。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Bank of Qingdao Co., Ltd.* 青 島 銀 行 股 份 有 限 公 司 * （ 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ） （H股股份代號：3866） 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條作出。 如下公告已於深圳證券交易所網站刊登，僅供參閱。 青島銀行股份有限公司 (1)關於股東及其一致行動人權益變動觸及5%整數倍的提示性公告； (2)簡式權益變動報告書 特此公告。 承董事會命 青島銀行股份有限公司* 景在倫 董事長 中國山東省青島市 2025年9月16日 於本公告日期，董事會包括執行董事景在倫先生、吳顯明先生、陳霜女士及劉 鵬先生；非執行董事周雲傑先生、Rosario Strano先生、譚麗霞女士、Giamberto Giraldo先生及鄧友成先生；獨立非執行董事邢樂成先生、張旭先生、張文礎先 生、杜 ...

青岛银行股份有限公司 简式权益变动报告书 上市公司名称：青岛银行股份有限公司 股票上市地点：深圳证券交易所、香港联合交易所有限公司 股票简称：青岛银行 股票代码：002948（A 股）、03866（H 股） 名称：青岛国信金融控股有限公司 住所：山东省青岛市崂山区仙霞岭路 31 号 1 号楼 通讯地址：山东省青岛市市南区香港西路 48 号海天中心 T2 写字楼 一致行动人 2： 名称：青岛国信资本投资有限公司 住所：山东省青岛市崂山区仙霞岭路 31 号 1 号楼 通讯地址：山东省青岛市市南区香港西路 48 号海天中心 T2 写字楼 权益变动性质：信息披露义务人增持股份 签署日期：二〇二五年九月十五日 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办 法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告 书》及相关法律、法规及部门规章的有关规定编写。 信息披露义务人：青岛国信产融控股（集团）有限公司 住所：山东省青岛市市南区香港西路 48 号海天中心 T2 写字楼 通讯地址：山东省青岛市市南区香港西路 48 号海天中心 T2 写字楼 一致行动人 1 ...

的提示性公告 本行股东青岛国信产融控股（集团）有限公司保证向本行提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本行及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 青岛银行股份有限公司（以下简称"本行"）于2025年9月15日收到青岛国信产 融控股（集团）有限公司（以下简称"国信产融控股"）出具的《关于增持青岛银行 股份有限公司股份的告知函》和《简式权益变动报告书》。国信产融控股于2025年 9月15日通过港股通渠道增持本行H股股份582,500股，占本行股份总数的0.01%。本 次增持后，国信产融控股持有本行股份655,205,743股，占本行股份总数的11.26%。 国信产融控股及其一致行动人合计持有本行股份873,053,673股，占本行股份总数的 15.00%，权益变动合计数触及5%整数倍，现将相关情况公告如下： | 信息披露义务人 | 青岛国信产融控股（集团）有限公司 | | | --- | --- | --- | | 法定代表人 | 刘冰冰 | | | 注册资本 | 1,000,000万元 | | | 住所 | 山东省青岛市市南区香港西路48号海天中心T2写字 ...

青岛银行公告，信息披露义务人青岛国信产融控股（集团）有限公司及其一致行动人计划继续通过二级 市场交易增持青岛银行股份，增持后信息披露义务人及其一致行动人的合计持股比例将达19.00%至 19.99%之间。2025年9月15日，信息披露义务人通过港股通渠道增持青岛银行58.25万股H股，占上市公 司已发行股份的比例为0.01%。此次权益变动前，信息披露义务人及其一致行动人持股比例为14.99%， 变动后为15.00%。信息披露义务人表示，增持行为基于对青岛银行股票长期投资价值的认可和支持青 岛银行长期发展的考虑。 ...

Core Insights - Recent actions by shareholders and executives of listed banks to increase their holdings indicate a strong confidence in the banking sector's future performance [1][3] - Institutional investors, including insurance and trust companies, are actively investing in bank stocks, highlighting the sector's investment value [1][4] Group 1: Shareholder and Executive Actions - Multiple listed banks have disclosed announcements of share buybacks by shareholders and executives, with significant amounts being committed [2][3] - For instance, Qilu Bank announced a plan for its executives to buy back shares worth at least 3.5 million yuan, while Nanjing Bank's major shareholder increased its stake from 12.56% to 13.02% through a purchase of 56.78 million shares [2] - This trend of increasing shareholdings reflects confidence in the banks' long-term investment value and future growth prospects [3] Group 2: Institutional Investment Trends - Insurance and trust companies have shown a notable increase in their investments in bank stocks, indicating a strong preference for long-term holdings in this sector [4] - Major insurance firms, such as Ping An Life, have actively increased their stakes in banks, focusing on both A-shares and H-shares, which demonstrates a robust commitment to the banking sector [4] - As of June, 18 trust companies were among the top ten shareholders in 25 A-share listed companies, with a total investment value of 59.21 billion yuan, many of which were bank stocks [4] Group 3: Market Outlook and Valuation - Analysts maintain an optimistic outlook for bank stocks, suggesting that there is still room for valuation recovery and highlighting their long-term investment appeal [5] - The banking sector has experienced a phase of adjustment, and the overall performance in the mid-year reports has been positive, with expectations for a rebound in return on equity (ROE) [5] - Factors such as the low interest rate environment and the ongoing shift of household deposits to equity markets are expected to support the demand for bank stocks, enhancing their appeal as a stable income source [5]

Group 1 - Qilu Bank announced a voluntary share buyback plan by its directors, supervisors, and senior management, with a total investment of no less than RMB 3.5 million, scheduled from September 16, 2025, to December 31, 2025, reflecting confidence in the bank's long-term investment value [1] - In September, six listed banks have announced share buyback plans or progress, indicating a trend of major shareholders and executives favoring bank stocks for their long-term investment potential [1] - Suzhou Bank's executives plan to buy back at least RMB 4.2 million worth of shares, citing confidence in the bank's future development [1] Group 2 - Huaxia Bank's share buyback plan was completed with a total of 4.2293 million shares purchased for approximately RMB 31.9 million [2] - Qingdao Bank's major shareholder plans to increase their stake to between 19.00% and 19.99%, intending to buy between 233 million and 291 million shares, based on the long-term investment value of the bank's stock [2] - Share buyback plans from Chengdu Bank and Everbright Bank have progressed, with total investments exceeding RMB 130 million [2] Group 3 - The steady progress of multiple banks' share buyback plans reflects shareholders' optimism about the banks' future development, which is expected to benefit the valuation of the banking sector [3] - The long-term logic of systemic valuation recovery for bank stocks remains unchanged, supported by improved operating conditions and sustained appeal to long-term capital [3] - Factors such as low interest rates and policy incentives are likely to bring stable incremental funds to the banking sector, enhancing the sustainability of valuation recovery [3]

Core Viewpoint - The A-share market experienced a widespread decline in bank stocks, with several banks showing significant drops in their share prices [1] Group 1: Stock Performance - Ningbo Bank's stock fell by 2% [1] - Qingdao Bank, Chongqing Rural Commercial Bank, Changshu Bank, Nanjing Bank, Shanghai Pudong Development Bank, Jiangyin Bank, and CITIC Bank all saw declines of over 1% [1]

Market Overview - On September 15, the city commercial bank sector declined by 0.85% compared to the previous trading day, with Xi'an Bank leading the decline [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Individual Bank Performance - Zhengzhou Bank closed at 2.07, up 0.98% with a trading volume of 1.38 million shares and a transaction value of 286 million yuan [1] - Xi'an Bank closed at 4.19, down 1.87% with a trading volume of 438,000 shares and a transaction value of 184 million yuan [2] - The highest decline was observed in Chengdu Bank, which closed at 18.07, down 0.93% [1] Capital Flow Analysis - The city commercial bank sector experienced a net outflow of 797 million yuan from institutional investors, while retail investors saw a net inflow of 348 million yuan [2] - The main capital inflow and outflow for individual banks varied, with Hangzhou Bank seeing a net inflow of 61.64 million yuan from institutional investors [3] - Conversely, Suzhou Bank experienced a net outflow of 11.76 million yuan from institutional investors [3]

Group 1 - Qingdao Bank's stock price decreased by 2.11% on September 12, trading at 5.11 CNY per share with a total market capitalization of 29.742 billion CNY [1] - The bank's stock has increased by 37.37% year-to-date, but has seen a decline of 3.77% over the last five trading days [1] - The bank's main business segments include corporate banking (47.29%), financial market business (26.27%), retail banking (21.87%), and other unallocated projects (4.57%) [1] Group 2 - As of June 30, the number of shareholders for Qingdao Bank increased to 51,100, with an average of 61,038 circulating shares per person [2] - For the first half of 2025, Qingdao Bank reported a net profit of 3.065 billion CNY, representing a year-on-year growth of 16.05% [2] Group 3 - Since its A-share listing, Qingdao Bank has distributed a total of 6.341 billion CNY in dividends, with 2.794 billion CNY distributed over the last three years [3]