| 证券代码：002958 | 证券简称：青农商行 | 公告编号：2025-050 | | --- | --- | --- | | 转债代码：128129 | 转债简称：青农转债 | | 2025 年 10 月 14 日 1 青岛农村商业银行股份有限公司（以下简称本行）第五届监事会第六次临时会议 于 2025 年 10 月 14 日以通讯表决方式召开。会议通知已于 2025 年 10 月 9 日以电子 邮件及书面方式发出。会议应参加表决监事 6 人，实际参加表决监事 6 人。会议的召 开及表决程序符合《中华人民共和国公司法》及本行章程的有关规定。 会议审议通过了以下议案： 一、审议并通过《关于<青岛农商银行 2021-2025 年发展战略规划>实施情况的评 估报告的议案》。 表决结果为：同意 6 票，反对 0 票，弃权 0 票。 特此公告。 青岛农村商业银行股份有限公司监事会 青岛农村商业银行股份有限公司 第五届监事会第六次临时会议决议公告 本行及监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。 ...

Core Viewpoint - Qingdao Rural Commercial Bank's stock has shown a mixed performance in recent trading, with a year-to-date increase of 10.62% but a decline of 15.45% over the past 60 days [1] Group 1: Stock Performance - As of October 14, Qingdao Rural Commercial Bank's stock price rose by 2.22% to 3.23 CNY per share, with a trading volume of 163 million CNY and a turnover rate of 0.94%, resulting in a total market capitalization of 17.945 billion CNY [1] - The stock has seen a net inflow of 15.38 million CNY from main funds, with significant buying and selling activity from large orders [1] - Over the past 20 days, the stock has decreased by 0.62%, while it has increased by 2.22% in the last 5 trading days [1] Group 2: Financial Performance - As of June 30, 2025, Qingdao Rural Commercial Bank reported a net profit of 2.134 billion CNY, reflecting a year-on-year growth of 5.22% [2] - The bank's total revenue for the first half of 2025 was reported as 0.00 CNY [2] Group 3: Shareholder Information - The number of shareholders for Qingdao Rural Commercial Bank decreased by 2.94% to 79,100 as of June 30, 2025, while the average number of circulating shares per person increased by 3.03% to 62,454 shares [2] - The bank has distributed a total of 4.278 billion CNY in dividends since its A-share listing, with 1.222 billion CNY distributed over the past three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 154 million shares, an increase of 4.9131 million shares from the previous period [3]

Market Performance - The rural commercial bank sector increased by 2.42% on October 13, with Yunnan Rural Commercial Bank leading the gains [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Individual Stock Performance - Yunnan Rural Commercial Bank (601077) closed at 6.76, up 4.16% with a trading volume of 1.3361 million shares and a transaction value of 887 million [1] - Shanghai Rural Commercial Bank (601825) closed at 8.28, up 2.10% with a trading volume of 413,300 shares and a transaction value of 339 million [1] - Jiangyin Bank (002807) and Zijin Bank (601860) showed minimal gains of 0.00% and 0.35% respectively, with transaction values of 163 million and 121 million [1] Capital Flow Analysis - The rural commercial bank sector saw a net inflow of 56.4417 million from main funds, while retail funds experienced a net outflow of 42.047 million [1] - Yunnan Rural Commercial Bank had a main fund net inflow of 47.1867 million, but retail funds saw a net outflow of 24.1221 million [2] - Zijin Bank experienced a main fund net inflow of 10.8185 million, with retail funds showing a net outflow of 1.1618 million [2]

Group 1 - The State Council Information Office will hold a press conference to introduce the import and export situation for the first three quarters of 2025 [1] - The Nobel Prize in Economic Sciences will be announced on October 13, 2025, with Andrei Shleifer being a popular candidate in the field of corporate governance [2] - Domestic refined oil prices are expected to decrease for the eighth time this year, with gasoline and diesel prices down by 405 yuan/ton and 390 yuan/ton respectively compared to the end of last year [3] Group 2 - The daily net limit for the "Swap Connect" has been increased to 45 billion yuan, effective from October 13, 2025, as part of an optimization of its operational mechanism [4] - A total of 12 companies will have their restricted shares unlocked today, with a total unlock volume of 1.027 billion shares, amounting to a market value of 21.492 billion yuan [5] - One company has disclosed its stock repurchase progress, with the highest repurchase amount being 1.8788 million yuan [6]

Core Insights - On October 13, a total of 12 companies had their restricted shares unlocked, with a total unlock volume of 1.027 billion shares, amounting to a market value of 21.492 billion yuan based on the latest closing prices [1] Summary by Category Unlock Volume - The companies with the highest unlock volumes were Qingnong Commercial Bank, Weijie Chuangxin, and Kechuan Technology, with unlock shares of 500 million, 239 million, and 131 million respectively [1] Unlock Market Value - In terms of unlock market value, Weijie Chuangxin, Kechuan Technology, and Shenghui Integrated ranked highest, with market values of 8.207 billion, 3.947 billion, and 2.951 billion yuan respectively [1] Unlock Ratio - The companies with the highest unlock ratios relative to their total share capital were Kechuan Technology, Shenghui Integrated, and Weijie Chuangxin, with unlock ratios of 69.95%, 65.0%, and 55.63% respectively [1]

Economic Indicators - The National Bureau of Statistics will release the CPI and PPI data for September on October 15, with expectations of a year-on-year CPI growth rate remaining flat and a month-on-month increase of 0.2% [1] - The PPI is anticipated to show a year-on-year decline of 2.4% and a month-on-month decrease of 0.3% [1] Financial Data - Additional financial data for September, including new loans, M2, and social financing, is expected to be released next week [2] Oil Price Adjustment - The next round of fuel price adjustments will occur on October 13 at 24:00, with a projected decrease of 20 yuan per ton for gasoline and diesel based on a reference crude oil price of $64.97 per barrel, reflecting a change rate of -0.34% [3] Trade Events - The 138th Canton Fair will be held from October 15 to November 4, featuring a record exhibition area of 1.55 million square meters and over 32,000 participating companies [4] - The 2025 Bay Area Semiconductor Industry Ecosystem Expo will take place from October 15 to 17 in Shenzhen, attracting over 600 leading companies and institutions from more than 20 countries [4] - The 2025 World Intelligent Connected Vehicles Conference will be held in Beijing from October 16 to 18, focusing on innovations in AI, communication, data utilization, and chip technology within the automotive industry [4] Stock Market Developments - A total of 41 stocks will face lock-up expiration next week, with significant unlocks including 577 million shares of China Merchants Port valued at 11.967 billion yuan and 412 million shares of Meihua Medical valued at 9.804 billion yuan [5][6] - Notable stocks with high unlock ratios include Meihua Medical, Andar Intelligent, and Kecuan Technology, all exceeding 50% [5] New Stock Opportunities - Five new stocks are set to be issued next week, including Marco Polo on October 13, He Yuan Bio on October 14, Chao Ying Electronics on October 15, Xi'an Yicai on October 16, and Bi Bei Te on October 17 [9][10]

Core Insights - Qingdao Rural Commercial Bank has obtained clearing member status from Shanghai Clearing House, becoming the first rural commercial bank in Shandong Province to achieve this qualification, marking a significant milestone in its operational capabilities [1] - The successful launch of the first general repurchase business in the province demonstrates the bank's strength in comprehensive financial services and robust risk management [1] Group 1 - The clearing member status allows Qingdao Rural Commercial Bank to directly participate in specific clearing businesses such as general repurchase and central bond lending, enhancing its operational efficiency and liquidity management [2] - The integration into the net clearing system enables the bank to improve transaction efficiency, strengthen risk control through a central counterparty clearing mechanism, and create a collaborative platform for market participants [2] - The general repurchase business serves as an innovative trading model in the interbank bond market, providing new tools for asset-liability management and enhancing the trading environment for market partners [2] Group 2 - Qingdao Rural Commercial Bank aims to actively engage in financial market innovations and contribute to the high-quality development of the real economy by leveraging advanced financial tools like general repurchase [3] - The bank is committed to exploring diverse cooperation models and maintaining financial market stability while supporting the growth of the real economy [3]

Core Viewpoint - A total of 40 companies will have their restricted shares unlocked next week, amounting to 3.323 billion shares with a total market value of 79.774 billion yuan based on the closing price on October 10 [1] Group 1: Unlocking Schedule and Market Impact - The peak unlocking day is October 13, with 20 companies unlocking shares worth a total of 55.417 billion yuan, accounting for 69.46% of the total unlocking scale for the week [1] - The companies with the highest unlocking market value on October 10 are: China Merchants Port (11.967 billion yuan), Meihua Medical (9.804 billion yuan), and Weijie Chuangxin (8.207 billion yuan) [1] Group 2: Individual Company Unlocking Details - The companies with the largest number of unlocked shares are: China Merchants Port (577 million shares), Qingnong Commercial Bank (500 million shares), and Meihua Medical (412 million shares) [1] Group 3: Types of Restricted Shares - The types of unlocked shares include: 14 companies with original shareholders' restricted shares, 8 companies with restricted shares from directed placements, 6 companies with restricted shares from equity incentives, 5 companies with general equity incentive shares, 4 companies with original placement shares, 2 companies with original shareholders' strategic placement shares, and 1 company with strategic placement shares [1]

Core Viewpoint - The rural commercial bank sector experienced a slight increase of 0.52% on October 10, with Zhangjiagang Bank leading the gains, while the overall market indices, including the Shanghai Composite Index and Shenzhen Component Index, saw declines of 0.94% and 2.7% respectively [1] Group 1: Market Performance - On October 10, the Shanghai Composite Index closed at 3897.03, down 0.94%, and the Shenzhen Component Index closed at 13355.42, down 2.7% [1] - The rural commercial bank sector's individual stock performance showed varying degrees of increase, with Zhangjiagang Bank rising by 1.16% to a closing price of 4.36 [1] Group 2: Trading Volume and Capital Flow - The trading volume for Zhangjiagang Bank was 268,600 shares, with a transaction value of 117 million yuan [1] - The rural commercial bank sector saw a net outflow of 1.7978 million yuan from main funds and a net outflow of 21.0196 million yuan from speculative funds, while retail investors contributed a net inflow of 22.8173 million yuan [1] Group 3: Individual Stock Capital Flow - For the stocks analyzed, the main capital inflow was observed in Hu Nong Bank with 16.1411 million yuan, while the largest outflow was from Changshu Bank at 13.5807 million yuan [2] - Retail investors showed a significant net inflow in Changshu Bank, amounting to 23.4478 million yuan, despite the main and speculative funds showing outflows [2]

Core Insights - The A-share market has seen a rise in bank stocks, with notable increases in Qilu Bank, Huaxia Bank, and Shanghai Bank, all exceeding 2% [1] Group 1: Stock Performance - Qilu Bank's stock increased by 2.27%, with a total market capitalization of 36 billion and a year-to-date increase of 9.53% [2] - Huaxia Bank's stock rose by 2.14%, with a market cap of 106.2 billion and a year-to-date decline of 12.44% [2] - Shanghai Bank's stock saw a 2.12% increase, with a market cap of 130 billion and a year-to-date increase of 2.11% [2] - Beijing Bank's stock increased by 1.65%, with a market cap of 117.3 billion and a year-to-date decline of 5.30% [2] - Suzhou Bank's stock rose by 1.61%, with a market cap of 36.7 billion and a year-to-date increase of 3.45% [2] - Chongqing Bank's stock increased by 1.57%, with a market cap of 31.4 billion and a year-to-date increase of 1.65% [2] - Minsheng Bank's stock rose by 1.52%, with a market cap of 175.6 billion and a year-to-date increase of 1.47% [2] - Hangzhou Bank's stock increased by 1.51%, with a market cap of 112.3 billion and a year-to-date increase of 7.77% [2]