公开资料显示，青岛银行第一大股东的海尔集团目前其通过旗下多家企业合计持有公司10.56亿股A股， 占股份总额的18.14%。而随着青岛国信集团此番的增持行动，即使按照增持后下限19.00%来计算，海 尔集团若不采取行动，则将退居第二大股东之列。 智通财经APP获悉，青岛银行(03866)现涨近4%，截至发稿，涨4.16%，报4.51港元，成交额2438.19万港 元。 消息面上，青岛银行发布公告，青岛国信产融控股及其一致行动人计划通过二级市场交易的方式增持该 行股份，增持后其合计持股比例将达19.00%至19.99%之间。据悉，青岛国信集团当前合计持股比例约 14.99%，意味着本次增持青岛银行股份数量为2.33亿股至2.91亿股，对应增持比例为4.01%至5.00%。 ...

Core Viewpoint - The article highlights a trend of bank shareholders and executives increasing their stakes in their respective banks, indicating confidence in the long-term value and growth potential of these institutions [1][3][6]. Group 1: Shareholder Actions - Qingdao Bank announced that its shareholder Guoxin Chanquan Holdings plans to increase its stake to between 19.00% and 19.99%, with a minimum of 233 million shares and a maximum of 291 million shares to be acquired within six months [1]. - Nanjing Bank's major shareholder, Nanjing Gaoke, increased its stake from 8.94% to 9.00% by acquiring 7.5077 million shares, reflecting confidence in the bank's future [3]. - Shanghai Bank reported that ten executives purchased a total of 440,000 shares at prices ranging from 10.46 to 10.70 yuan per share, committing to lock these shares for two years [5]. Group 2: Broader Market Trends - A total of nine banks have disclosed shareholder or executive buyback plans this year, indicating a broader trend in the banking sector [2]. - Other banks, including Jiangsu Bank and Suzhou Bank, have also reported significant share buybacks, with Jiangsu Bank's buyback amounting to 21.648 million shares valued at approximately 24.2782 million yuan [6]. - The article notes that many buyback plans are announced when bank stock valuations are at historical lows, suggesting a strategic move to signal confidence in long-term value [6]. Group 3: Adjustments to Buyback Plans - Chengdu Bank adjusted its buyback plan due to its stock price exceeding the original upper limit, proposing a new range of 700 million to 1.4 billion yuan without a price cap [7]. - Huaxia Bank announced a plan for executives to voluntarily increase their holdings by at least 30 million yuan, although the implementation has been delayed due to market conditions [9]. Group 4: Market Outlook - Analysts suggest that the banking sector is showing signs of recovery, with improved profitability and stable asset quality, indicating potential for upward earnings growth [9]. - The article emphasizes that the current environment presents a significant opportunity for long-term investment in bank stocks, given their defensive attributes and relatively high dividend yields [6][9].

9月2日晚间，青岛银行公告称，股东国信产融控股计划通过二级市场交易增持公司股份，增持后其及其 一致行动人合计持股比例将达到19.00%至19.99%之间，增持数量不少于2.33亿股且不超过2.91亿股，实 施期限为自公告披露之日起6个月内，并将在取得金融监管批复之日起6个月内完成。增持计划基于对公 司长期投资价值的认可及支持公司长期发展。至此今年已经有9家银行披露了股东或者高管增持计划。 （文章来源：21世纪经济报道） ...

Group 1 - Qingdao Bank announced that its shareholder Guoxin Chanquan Holdings plans to increase its stake through secondary market transactions, aiming for a total holding of 19.00% to 19.99% after the increase, with a minimum of 233 million shares and a maximum of 291 million shares to be acquired within six months [1] - Nanjing Bank's major shareholder, Nanjing Gaoke, increased its stake by 7.51 million shares, raising its holding from 8.94% to 9.00%, reflecting confidence in the bank's future development [2] - Shanghai Bank reported that ten directors and senior management purchased a total of 440,000 shares, with a total investment estimated between 4.60 million to 4.70 million yuan, indicating strong internal confidence in the bank's value [3] Group 2 - Suzhou Bank's major shareholder, Guofazhong Group, completed its share increase plan, acquiring 118 million shares for a total investment of 856 million yuan, based on confidence in the bank's long-term value [4] - Chengdu Bank adjusted its share increase plan due to rising stock prices, with a new plan to invest between 700 million to 1.4 billion yuan without a price cap, reflecting ongoing confidence in the bank's future [5] - Huaxia Bank announced a plan for its directors and senior management to voluntarily increase their holdings by at least 30 million yuan, demonstrating confidence in the bank's long-term investment value [6] Group 3 - The trend of share increases among banks is concentrated when valuations are at historical lows, indicating a strong internal belief in long-term value [4] - Analysts noted that the banking sector's profitability is stabilizing, with expectations for continued growth in earnings, suggesting a favorable investment environment for bank stocks [6]

Group 1: 恒瑞医药 - Company received approval for clinical trials of HRS-7172 tablets, a new anti-tumor small molecule inhibitor [1] - Subsidiary received approval for SHR-A2009, an antibody-drug conjugate targeting HER3 [1] - Company was established in April 1997, focusing on drug research, production, and sales [1] Group 2: 康德莱 - Controlling shareholder plans to transfer 5% of shares to strategic investor at a price of 10.81 yuan per share, totaling 236 million yuan [1] - Post-transfer, controlling shareholder's stake will decrease from 39.58% to 34.58% [1] - Company was established in July 1998, specializing in medical devices [2] Group 3: 中钢洛耐 - Shareholder plans to reduce holdings by up to 1% of total shares due to fund exit needs [3] - Company was established in August 2006, focusing on high-end refractory materials [3] Group 4: 瑞玛精密 - Subsidiary completed acquisition of land in Mexico for production operations, covering 52,300 square meters at a price of 3.4064 million USD [4] - Company was established in March 2012, specializing in precision metal stamping and related products [4] Group 5: 鸿博股份 - Company confirmed normal operations despite stock price fluctuations exceeding 20% over three trading days [5] - Company was established in June 1999, focusing on lottery services and high-end packaging [6] Group 6: 东芯股份 - Company completed stock trading risk investigation and resumed trading [7] - Company was established in November 2014, specializing in storage chip design and sales [7] Group 7: 凯迪股份 - Company stated that its robot products are still in development and will not generate revenue in the short term [8] - Company was established in August 1992, focusing on linear drive systems [8] Group 8: 诺唯赞 - Major shareholder plans to reduce holdings by up to 3% due to funding needs [9] - Company was established in March 2012, focusing on functional proteins and organic materials [9] Group 9: 君实生物 - Company received approval for clinical trials of JT118 injection, a "two-in-one" recombinant protein vaccine for monkeypox [10] - Company was established in December 2012, focusing on new drug research and related services [10] Group 10: 赛力斯 - Company reported August sales of 45,818 vehicles, with a 19.57% increase in new energy vehicle sales [11] - Company was established in September 2012, focusing on automotive research and sales [11] Group 11: 燕东微 - Major shareholder plans to reduce holdings by up to 1% due to management needs [13] - Company was established in October 1987, focusing on semiconductor products and services [13] Group 12: 中百集团 - Company reported cumulative litigation and arbitration amounts of approximately 262 million yuan over the past 12 months [14] - Company was established in January 1990, focusing on retail business [14] Group 13: 金开新能 - Company received 939 million yuan in renewable energy subsidies, with a 341.67% increase year-on-year [15] - Company was established in March 1997, focusing on renewable energy development and operation [15] Group 14: *ST天茂 - Company plans to terminate stock listing and initiate cash option mechanism for shareholders [16] - Company was established in November 1993, focusing on various insurance services [16] Group 15: 宁德时代 - Company repurchased 8.69 million A-shares for a total of 2.131 billion yuan [17] - Company was established in December 2011, focusing on battery research and production [17] Group 16: 山西高速 - Controlling shareholder plans to increase holdings by 30 to 60 million yuan [18] - Company was established in February 1996, focusing on highway management [18] Group 17: 青岛银行 - Major shareholder plans to increase holdings by 233 to 291 million shares [19] - Company was established in November 1996, focusing on banking services [19] Group 18: 格力电器 - Major shareholder completed share increase of 46.38 million shares for 2.099 billion yuan [20] - Company was established in December 1989, focusing on air conditioning production and sales [20] Group 19: 中国石油 - Company plans to transfer 541 million A-shares to China Mobile Group to enhance strategic cooperation [21] - Company was established in November 1999, focusing on oil and gas exploration and production [21] Group 20: 镇洋发展 - Company announced a merger plan with Zhejiang Huhangyong Highway Co., with a share exchange ratio of 1:1.08 [22] - Company was established in December 2004, focusing on chemical products [22]

增持完成后，青岛国信产融控股及其关联方合计持有青岛银行股权比例将不超过19.99%。青岛银行表 示，将严格按照法律法规要求，及时履行后续信息披露义务。(编辑胡群) 经济观察网青岛银行（002948）9月2日发布公告称，已收到国家金融监督管理总局青岛监管局批复(青 金复〔2025〕180号)，批准青岛国信产融控股(集团)有限公司自批复之日起六个月内，通过二级市场增 持青岛银行股份，增持数量不超过该行总股本的5%。 ...

基于对该行股票长期投资价值的认可，支持该行长期发展。国信产融控股计划通过二级市场交易的方式 增持该行股份，增持后国信产融控股及其一致行动人的合计持股比例将达19.00%至19.99%之间，拟增 持该行股份的数量不少于2.33亿股，且不超过2.91亿股。 消息面上，9月2日，青岛银行发布公告，该行于近期获大股东青岛国信产融控股(集团)有限公司通知， 其计划通过二级市场交易的方式增持该行股份，增持后国信产融控股及其一致行动人的合计持股比例将 达到19.00%至19.99%之间，本次增持计划的实施期限为自本公告披露之日起6个月内。 智通财经APP获悉，青岛银行(03866)涨超6%，截至发稿，涨6.24%，报4.6港元，成交额852.16万港元。 ...

Group 1 - The report highlights that the overall economic environment is favorable for the bond market, but structural changes may arise if the stock market continues to perform well, potentially diverting demand from bonds [4] - The report indicates that in H1 2025, Weichai Power's revenue reached 113.15 billion yuan, with a year-on-year growth of 0.6%, while the net profit attributable to shareholders decreased by 4.4% to 5.64 billion yuan [6][7] - The report notes that the heavy truck market in China is recovering, with wholesale sales increasing by 7% in H1 2025, and Weichai Power's engine sales reached 362,000 units, a 41% increase year-on-year [7][8] Group 2 - The report states that the REITs market has seen a significant breakthrough with the approval of the first foreign consumer REITs, indicating a growing interest in this investment vehicle [10][11] - The report mentions that the revenue of Hangcha Group reached 9.302 billion yuan in H1 2025, reflecting an 8.74% year-on-year increase, with a net profit of 1.121 billion yuan, up 11.38% [14][15] - The report highlights that the sales volume of industrial vehicles in China reached 739,000 units in H1 2025, with a year-on-year increase of 11.66%, indicating a robust market demand [15][16] Group 3 - The report indicates that Dou Shen Education achieved a revenue of 450 million yuan in H1 2025, representing a year-on-year growth of 36.13%, with a net profit of 104 million yuan, up 50.33% [20][21] - The report states that Weilon Co., Ltd. reported a revenue of 272 million yuan in H1 2025, with a year-on-year increase of 12.86%, and a net profit of 59 million yuan, up 15.14% [24] - The report notes that China Construction Bank's revenue grew by 10.36% year-on-year in Q2 2025, with a significant contribution from non-interest income, which increased by 18.53% [28][29] Group 4 - The report highlights that Anhui Heli's revenue reached 9.4 billion yuan in H1 2025, with a year-on-year increase of 6.2%, and a net profit of 800 million yuan, down 4.6% [32][33] - The report indicates that the entertainment sector, particularly Cat Eye Entertainment, saw a revenue of 2.47 billion yuan in H1 2025, reflecting a year-on-year growth of 13.9%, despite a net profit decline of 37.3% [38][39] - The report mentions that Jingwei Hengrun achieved a revenue of 2.908 billion yuan in H1 2025, with a year-on-year growth of 43.48%, and successfully turned a profit in Q2 2025 [42][43]

证券代码：002948 证券简称：青岛银行 公告编号：2025-031 青岛银行股份有限公司 关于青岛国信产融控股（集团）有限公司变更股权 获得监管机构批复的公告 本行及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈 述或者重大遗漏。 近日，青岛银行股份有限公司（以下简称"本行"）收到《国家金融监督管理 总局青岛监管局关于青岛银行变更股权的批复》（青金复〔2025〕180 号），国家 金融监督管理总局青岛监管局同意青岛国信产融控股（集团）有限公司（以下简称 "国信产融控股"）自批复之日起六个月内通过二级市场增持本行股份，增持数量 不超过本行总股本的 5%。增持完成后，国信产融控股及其关联方合计持有本行股 权比例不超过 19.99%。后续，本行将严格按照有关法律法规的规定及时履行信息 披露义务。 特此公告。 青岛银行股份有限公司董事会 ...

青岛银行(03866.HK)大股东拟将持股比例增持到19.00%至19.99% 青岛银行(03866.HK)公告，公司于近期获本行大股东青岛国信产融控股（集团）有限公司通知，其计划 通过二级市场交易的方式增持本行股份，增持后国信产融控股及其一致行动人的合计持股比例将达到 19.00%至19.99%之间，本次增持计划的实施期限为自本公告披露之日起6个月内。增持计划将避免在本 行定期报告静默期、重大事项敏感期等期间实施。 计划增持主体为青岛国信产融控股（集团）有限公司。截至本公告披露之日，国信产融控股持有本行 654,623,243股A股，占本行股份总数的11.25%；其一致行动人青岛国信金融控股有限公司持有本行 217,847,280股H股，占本行股份总数的3.74%；其一致行动人青岛国信资本投资有限公司持有本行650股 A股，占本行股份总数的0.00001%。综上，国信产融控股及其一致行动人合计持有本行股份872,471,173 股，占本行股份总数的14.99%。 【今日焦点】 蔚来-SW(09866.HK)第二季度经调整净亏损环比下降34.3% 预计第三季度总交付量增长40.7%至47.1% 新意网集团(0 ...