关于 2025 年第三季度可转债转股结果暨股份变动公告 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。 特别提示： | 证券代码：002958 | 证券简称：青农商行 | 公告编号:2025-049 | | --- | --- | --- | | 转债代码：128129 | 转债简称：青农转债 | | 青岛农村商业银行股份有限公司 可转债转股情况：截至 2025 年 9 月 30 日，累计已有人民币 316,100 元青农转债 转为本行 A 股普通股，累计转股股数为 65,185 股，占青农转债转股前本行已发行普 通股股份总额的 0.0012%。 未转股可转债情况：截至 2025 年 9 月 30 日，尚未转股的青农转债金额为人民币 4,999,683,900 元，占青农转债发行总量的比例为 99.9937%。 根据《深圳证券交易所股票上市规则》、《深圳证券交易所上市公司自律监管指 引第 15 号——可转换公司债券》的有关规定，青岛农村商业银行股份有限公司（以 下简称本行）现将自 2025 年 7 月 1 日至 2025 年第三季度末可转换公司债券（以下简 称可转 ...

Core Insights - The rural commercial bank sector experienced a decline of 0.68% on October 9, with Yunnan Rural Commercial Bank leading the drop [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Sector Performance - The following banks showed varying performance: - Su Nong Bank: Closed at 5.03, up 1.21% with a trading volume of 267,900 shares and a turnover of 134 million yuan [1] - Zijin Bank: Closed at 2.83, up 1.07% with a trading volume of 391,700 shares and a turnover of 110 million yuan [1] - Qing Nong Commercial Bank: Closed at 3.14, up 0.96% with a trading volume of 304,500 shares and a turnover of 95.06 million yuan [1] - Zhangjiagang Bank: Closed at 4.31, up 0.23% with a trading volume of 217,600 shares and a turnover of 93.71 million yuan [1] - Ruifeng Bank: Closed at 5.32, up 0.19% with a trading volume of 128,300 shares and a turnover of 68.16 million yuan [1] - Wuxi Bank: Closed at 5.88, unchanged with a trading volume of 89,600 shares and a turnover of 52.64 million yuan [1] - Jiangyin Bank: Closed at 4.43, down 0.45% with a trading volume of 326,800 shares and a turnover of 145 million yuan [1] - Changshu Bank: Closed at 6.79, down 0.73% with a trading volume of 465,400 shares and a turnover of 317 million yuan [1] - Hu Nong Bank: Closed at 8.12, down 0.73% with a trading volume of 297,500 shares and a turnover of 242 million yuan [1] - Yunnan Rural Commercial Bank: Closed at 6.45, down 2.12% with a trading volume of 655,100 shares and a turnover of 421 million yuan [1] Capital Flow Analysis - The rural commercial bank sector saw a net outflow of 9.51 million yuan from main funds, while speculative funds had a net inflow of 59.77 million yuan, and retail investors experienced a net outflow of 50.26 million yuan [1] - Specific capital flows for selected banks include: - Yunnan Rural Commercial Bank: Main funds net inflow of 61.64 million yuan, speculative funds net inflow of 21.83 million yuan, and retail net outflow of 83.48 million yuan [2] - Ruifeng Bank: Main funds net inflow of 4.05 million yuan, speculative funds net outflow of 1.54 million yuan, and retail net outflow of 2.51 million yuan [2] - Qing Nong Commercial Bank: Main funds net inflow of 2.37 million yuan, speculative funds net outflow of 6.20 million yuan, and retail net outflow of 3.83 million yuan [2] - Zhangjiagang Bank: Main funds net inflow of 1.55 million yuan, speculative funds net outflow of 3.13 million yuan, and retail net inflow of 1.58 million yuan [2] - Wuxi Bank: Main funds net outflow of 0.93 million yuan, speculative funds net inflow of 0.63 million yuan, and retail net inflow of 0.30 million yuan [2] - Zijin Bank: Main funds net outflow of 1.10 million yuan, speculative funds net inflow of 3.72 million yuan, and retail net outflow of 2.62 million yuan [2] - Jiangyin Bank: Main funds net outflow of 5.86 million yuan, speculative funds net outflow of 11.33 million yuan, and retail net inflow of 17.19 million yuan [2] - Hu Nong Bank: Main funds net outflow of 6.30 million yuan, speculative funds net inflow of 6.54 million yuan, and retail net outflow of 0.25 million yuan [2] - Su Nong Bank: Main funds net outflow of 22.55 million yuan, speculative funds net inflow of 20.66 million yuan, and retail net inflow of 0.19 million yuan [2] - Changshu Bank: Main funds net outflow of 42.38 million yuan, speculative funds net inflow of 28.58 million yuan, and retail net inflow of 13.80 million yuan [2]

格隆汇10月8日丨青农商行(002958.SZ)公布，此次限售股上市流通数量为5亿股，占总股本的8.9999%。 此次限售股上市流通日期为2025年10月13日(因2025年10月12日为非交易日，上市流通日顺延至2025年 10月13日)。 ...

| 证券代码：002958 | 证券简称：青农商行 | 公告编号：2025-048 | | --- | --- | --- | | 转债代码：128129 | 转债简称：青农转债 | | 青岛农村商业银行股份有限公司 首次公开发行 A 股前已发行股份上市流通提示性公告 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。 特别提示： 1.本次限售股上市流通数量为 500,000,000 股，占本行总股本的 8.9999%。 2.本次限售股上市流通日期为 2025 年 10 月 13 日（因 2025 年 10 月 12 日为非交 易日，上市流通日顺延至 2025 年 10 月 13 日）。 一、首次公开发行前已发行股份概况 经中国证券监督管理委员会《关于核准青岛农村商业银行股份有限公司首次公 开发行股票的批复》（证监许可〔2019〕27 号）核准，本行向社会公开发行人民币普 通股（A 股）555,555,556 股。经深圳证券交易所《关于青岛农村商业银行股份有限公 司人民币普通股股票上市的通知》（深证上〔2019〕140 号）同意，本行于 2019 年 3 月 26 日 ...

招商证券股份有限公司 关于青岛农村商业银行股份有限公司首次公开发行 A 股前 已发行股份部分解除限售并上市流通的核查意见 一、首次公开发行前已发行股份情况 经中国证券监督管理委员会《关于核准青岛农村商业银行股份有限公司首 次公开发行股票的批复》（证监许可〔2019〕27 号）核准，青农商行向社会公 开发行人民币普通股（A 股）555,555,556 股。经深圳证券交易所《关于青岛农 村商业银行股份有限公司人民币普通股股票上市的通知》（深证上〔2019〕140 号）同意，青农商行于 2019 年 3 月 26 日在深圳证券交易所挂牌上市。 首次公开发行前，青农商行总股本 5,000,000,000 股，发行后青农商行总股 本 5,555,555,556 股，包括有限售条件流通股 5,000,000,000 股，无限售条件流通 股 555,555,556 股。 青农商行于 2020 年 8 月 25 日公开发行 50 亿元可转换公司债券，债券简称 "青农转债"，转债代码 128129；青农转债的转股起止日期为 2021 年 3 月 1 日 至 2026 年 8 月 24 日。截至 2025 年 9 月 19 日， ...

Core Viewpoint - Qingdao Rural Commercial Bank has been approved to absorb and merge three village banks, transforming them into branches, which is part of a broader strategy to enhance regional financial services and consolidate its operations [1][3]. Group 1: Mergers and Acquisitions - On September 30, the Shandong Financial Regulatory Bureau announced the approval for Qingdao Rural Commercial Bank to absorb and merge Jining Lanhai Village Bank, Rizhao Lanhai Village Bank, and Shandong Yinan Lanhai Village Bank, converting them into branches [1]. - Since 2024, Qingdao Rural Commercial Bank has frequently absorbed and merged village banks, including proposals to merge additional banks and convert them into branches [3]. - The bank has initiated seven equity increases in its affiliated village banks since the second half of 2024, indicating a strong commitment to consolidating its holdings [3]. Group 2: Financial Performance - As of June 30, the total assets of Qingdao Rural Commercial Bank amounted to 505.246 billion yuan, reflecting a year-on-year growth of 6.28% [4]. - The bank reported an operating income of 5.752 billion yuan, a decrease of 1.83% year-on-year, while the net profit attributable to shareholders was 2.134 billion yuan, an increase of 5.22% [4]. - The non-performing loan ratio stood at 1.75%, a slight decrease of 0.04 percentage points from the end of the previous year, with a provision coverage ratio of 249%, down by 1.53 percentage points [4].

Market Overview - The rural commercial bank sector experienced a decline of 1.16% on September 30, with the Shanghai Rural Commercial Bank leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Individual Stock Performance - The closing prices and changes for key rural commercial banks are as follows: - Yunnan Rural Commercial Bank: 6.59, -0.15% - Jiangsu Rural Bank: 4.97, -1.00% - Wuxi Bank: 5.88, -1.01% - Zijin Bank: 2.80, -1.06% - Zhangjiagang Bank: 4.30, -1.15% - Ruifeng Bank: 5.31, -1.30% - Jiangyin Bank: 4.45, -1.55% - Qingnong Bank: 3.11, -1.58% - Changshu Bank: 6.84, -1.58% - Shanghai Rural Commercial Bank: 8.18, -1.68% [1] Capital Flow Analysis - The rural commercial bank sector saw a net outflow of 1.93 million yuan from main funds, while speculative funds had a net inflow of 38.39 million yuan, and retail investors experienced a net outflow of 36.46 million yuan [1] - Detailed capital flow for individual banks includes: - Yunnan Rural Commercial Bank: Main funds net inflow of 38.13 million yuan, retail net outflow of 62.35 million yuan - Wuxi Bank: Main funds net inflow of 7.45 million yuan, retail net outflow of 6.08 million yuan - Jiangsu Rural Bank: Main funds net inflow of 3.52 million yuan, retail net outflow of 0.29 million yuan - Ruifeng Bank: Main funds net inflow of 1.14 million yuan, retail net outflow of 2.89 million yuan - Jiangyin Bank: Main funds net inflow of 0.52 million yuan, retail net outflow of 0.55 million yuan - Shanghai Rural Commercial Bank: Main funds net inflow of 0.13 million yuan, retail net inflow of 0.12 million yuan - Zhangjiagang Bank: Main funds net outflow of 10.63 million yuan, retail net inflow of 2.61 million yuan - Zijin Bank: Main funds net outflow of 11.13 million yuan, retail net inflow of 4.80 million yuan - Qingnong Bank: Main funds net outflow of 13.84 million yuan, retail net inflow of 9.58 million yuan - Changshu Bank: Main funds net outflow of 17.22 million yuan, retail net inflow of 22.50 million yuan [2]

Group 1: Shareholding Increases - Recently, Nanjing Bank announced that BNP Paribas (QFII) increased its shareholding by 108 million shares, raising its total stake from 16.14% to 17.02% [1] - Since the beginning of the year, Nanjing Bank has seen multiple significant shareholders increase their stakes, with Zijin Trust raising its holding from 12.56% to 13.02% by acquiring 56.78 million shares [3] - Another major shareholder, Nanjing Gaoke, increased its stake from 8.94% to 9.00% by purchasing 7.51 million shares [3] Group 2: Bank Sector Trends - A total of 11 A-share listed banks have seen shareholding increases from shareholders or executives this year, indicating a trend where such plans are often announced when bank stock valuations are at historical lows [5] - The banking sector has been experiencing a "red envelope rain" with 17 banks announcing mid-term dividend plans for 2025, including significant contributions from the six major state-owned banks [6] - The six major state-owned banks have all provided dividend plans, with Industrial and Commercial Bank of China (ICBC) planning to distribute approximately 50.40 billion yuan in cash dividends [7][8] Group 3: Market Sentiment and Future Outlook - The banking sector is viewed favorably by institutions due to its low valuations and stable dividends, leading to increased interest from institutional investors [8] - As of September 29, over 300 investigations into listed banks have been conducted, with more than 2,000 institutional inquiries, highlighting the sector's attractiveness [8] - Analysts predict that the inflow of incremental funds will support the banking sector's performance, driven by the high dividend characteristics and significant index weight of bank stocks [8]

北京商报讯（记者 宋亦桐）9月30日，山东金融监管局发布多条批复，同意青岛农村商业银行股份有限 公司吸收合并山东沂南蓝海村镇银行股份有限公司、日照蓝海村镇银行股份有限公司、济宁蓝海村镇银 行股份有限公司。 据悉，吸收合并后上述3家村镇银行将改建为青岛农村商业银行股份有限公司的分支机构，青岛农村商 业银行股份有限公司承接上述3家村镇银行的资产、负债、业务及各项权利义务。 ...

本期债券募集资金将依据适用法律和主管部门的批准，用于补充该行其他一级资本。 北京商报讯(记者孟凡霞周义力)9月29日，青岛农商行发布公告称，经中国人民银行和国家金融监督管 理总局青岛监管局批准，该行近日在全国银行间债券市场发行"青岛农村商业银行股份有限公司2025年 无固定期限资本债券(第一期)"(以下简称"本期债券")。 本期债券簿记建档日为2025年9月26日，缴款日为2025年9月29日，发行规模为人民币50亿元，前5年票 面利率为2.54%，每5年为一个票面利率调整期，自发行之日起5年后的每个付息日附发行人有条件赎回 权。 ...