我国拥有世界规模最大、门类最全、配套最完备的产业链体系。在全球产业链重构、国内产业快速转型 升级的关键阶段，提升产业链供应链的韧性与安全水平，对于构建新发展格局、推进高质量发展具有重 要意义。 全周期护航产业链发展 经过一年多的经营实践，招商银行已打磨出较成熟的经验和服务范式。"聚力共链"品牌针对现代化产业 体系重点领域、战略性新兴产业和先进制造业等重点产业，沉淀出行业认知能力、行业产品创新能力与 行业风险管理能力，以链主企业为核心向上下游生态圈延伸服务。 研讨会上，"聚力共链"产业升级金融服务合作联盟启动。该联盟的成立，旨在推动产业链、创新链、人 才链、资金链和服务链的深度协同，打造服务产业升级的"无界生态"，将原本分散的产业链转化为紧密 协作、互利共赢的"共赢链"，实现资源整合、融通发展和价值共创。 8月14日，招商银行在上海临港举办"聚力共链 产业启航"产业升级金融服务研讨会。活动汇聚"政银产 投研"多方力量，邀请了近200家产业链链主及核心企业代表参与。各方聚焦产业链发展的核心需求与痛 点，旨在搭建金融服务"产业+生态"平台，探索金融赋能产业升级的新模式、新路径，助力产业链融通 发展迈上新台阶。 深度 ...

金融界8月14日消息，上证指数高开低走，中证国有企业改革指数 (国企改革，399974)下跌0.15%，报 1769.27点，成交额1562.38亿元。 来源：金融界 数据统计显示，中证国有企业改革指数近一个月上涨3.36%，近三个月上涨6.19%，年至今上涨3.12%。 据了解，中证国有企业改革指数选取全部发生及拟发生改革的国有企业上市公司证券作为待选样本，其 中已出台相关股权激励方案和重大资产重组方案的国企上市公司优先入选，以反映国企改革主题上市公 司证券的整体表现。该指数以2014年03月31日为基日，以1000.0点为基点。 从指数持仓来看，中证国有企业改革指数十大权重分别为：紫金矿业（3.36%）、中信证券 （3.17%）、国泰海通（3.07%）、五粮液（2.79%）、招商银行（2.76%）、兴业银行（2.71%）、长江 电力（2.61%）、京东方A（2.5%）、北方华创（2.45%）、中国神华（2.12%）。 从中证国有企业改革指数持仓的市场板块来看，上海证券交易所占比68.84%、深圳证券交易所占比 31.16%。 从中证国有企业改革指数持仓样本的行业来看，信息技术占比19.39%、工业占比19 ...

证券之星消息，8月14日股份制银行板块较上一交易日上涨0.08%，招商银行领涨。当日上证指数报收于3666.44，下跌0.46%。深证成指报收于 11451.43，下跌0.87%。股份制银行板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600036 | 指商银行 | 43.78 | 0.55% | 67.64万 | 29.60亿 | | 600000 | 浦发银行 | 13.87 | 0.29% | 71.28万 | 9.91亿 | | 661698 | 中信银行 | 8.27 | 0.24% | 41.42万 | 3.45 Z | | 601818 | 光大银行 | 4.04 | 0.00% | 136.19万 | 5.53亿 | | 600015 | 华夏银行 | 7.96 | -0.25% | 32.14万 | 2.58亿 | | 601166 | 兴 银行 | 22.73 | -0.31% | 62.94万 | 14.34亿 | | 000001 | 平安银行 | ...

Group 1 - The core viewpoint of the article is that the newly announced interest subsidy policies for personal consumption loans and loans for eight types of service industry entities are expected to stimulate loan demand, although the financial impact on banks is anticipated to be limited [1] - Morgan Stanley estimates that a 10% growth in consumer and eligible service industry loans would only lead to a 0.4% increase in total revenue for banks in 2025 [1] - Despite the limited financial impact, the policy signals are viewed positively as they may improve market sentiment [1] Group 2 - Among the rated bank stocks, Ping An Bank (000001) is expected to benefit the most if it can manage the credit risks associated with the relevant loans [1] - Other banks such as China Merchants Bank (600036), Postal Savings Bank of China (601658), and Bank of China (601988) are also expected to benefit, with a stronger recommendation for China Merchants Bank due to its better risk management capabilities [1]

Core Viewpoint - Morgan Stanley reports that the Chinese government has announced interest subsidies for personal consumption loans and loans for eight types of service industry entities, which is expected to stimulate loan demand, although the financial impact on banks is anticipated to be limited [1] Group 1: Policy Impact - The interest subsidy policy is aimed at personal consumption loans and capital expenditure and working capital loans for specific service industry entities [1] - Morgan Stanley estimates that a 10% growth in consumer and eligible service industry loans would only lead to a 0.4% increase in bank revenues for the year 2025 [1] - Despite the limited financial impact, the policy is viewed positively as it may improve market sentiment [1] Group 2: Bank Recommendations - Among the rated bank stocks, Ping An Bank (000001.SZ) is expected to benefit the most if it can manage related loan credit risks [1] - Other banks such as China Merchants Bank (03968), Postal Savings Bank of China (01658), and Bank of China (03988) are also expected to benefit, with a stronger recommendation for China Merchants Bank due to its risk management capabilities [1]

Group 1 - The core point of the article is the announcement of the public selection results for the custodian bank of the Yancheng Huichuang Blue Ocean Strong Chain Equity Investment Fund, where China Merchants Bank Co., Ltd. has won the bid [1][3] - Jiangsu Huanghai Financial Holding Group Co., Ltd. is the procuring party for the investment fund [3] - The announcement was published on August 9, 2025, indicating the ongoing investment activities in Jiangsu Province [3] Group 2 - China Merchants Bank has invested in a total of 866 enterprises and participated in 5,313 bidding projects [1] - The bank holds significant intellectual property assets, including 2,106 trademark registrations, 1,810 patents, and 40 copyrights [1] - Additionally, the bank possesses 358 administrative licenses, showcasing its extensive operational capabilities [1]

5月31日晚间，招商银行发布《关于购买台州银行股权的进展公告》称，近日中国银行保险监督管理委 员会浙江监管局批复了台州银行关于变更主要股东的申请，同意招商银行受让平安信托和平安人寿合计 持有的台州银行14.8559%的股份，受让后该行将持有台州银行24.8559%的股份。 据了解，该行已与平安信托及平安人寿签署股权转让协议，并于2021年5月31日向平安信托和平安人寿 合计支付股权转让价款人民币31.21亿元。此次股权转让价格按照台州银行2020年12月31日归属母公司 股东的净资产及2021年过渡期损益确定。(孟凡霞 李海颜) ...

Core Viewpoint - Rongchang Biologics (09995) has announced an agreement with China Merchants Bank Yantai Branch to invest RMB 350 million of idle funds in a wealth management product [1] Group 1 - The company will utilize its idle self-owned funds for the investment [1] - The investment is scheduled to take place on August 12, 2025 [1]

Core Viewpoint - Rongchang Biologics (09995) has announced an agreement with China Merchants Bank Yantai Branch to invest RMB 350 million of its idle funds in a wealth management product, scheduled for August 12, 2025 [1] Group 1 - The company will utilize RMB 350 million of its idle self-owned funds for the investment [1] - The agreement is part of the company's strategy to manage its idle funds effectively [1]

Core Viewpoint - The forum hosted by China Merchants Bank emphasizes the high-quality development of wealth management in the Guangdong-Hong Kong-Macao Greater Bay Area, highlighting the potential for growth in China's wealth management industry as it transitions to a globalized stage [1][2]. Group 1: Industry Trends and Changes - China's wealth management industry has significant growth potential as the country shifts from a financial power to a financial stronghold, with rising asset valuations and a recovering capital market attracting global funds [2]. - The low-interest-rate environment in China since 2021 poses challenges for wealth management institutions, impacting investment returns and operational pressures [2]. - Customer demand is evolving towards a more comprehensive approach, requiring wealth management firms to enhance their service capabilities to meet diverse needs [2]. - Wealth management must accelerate its transformation to achieve high-quality development, shifting from a focus on numerous small entities to fewer, stronger ones, and moving towards internationalization [2]. - The technological revolution, particularly AI, is expected to disrupt wealth management, transforming service methods, operational models, and decision-making processes [2]. Group 2: Company Strategies and Achievements - China Merchants Bank is committed to high-quality development in wealth management and asset management, achieving notable results through its strategic focus [2]. - The bank's business model is evolving to prioritize long-term effectiveness, emphasizing customer retention over mere sales [3]. - The bank maintains a balanced and robust business structure, utilizing a multi-asset and multi-strategy approach based on customer risk preferences [3]. - Customer experience is being enhanced through a focus on certainty in supply strategies and effective risk management [3]. - The bank is leveraging technology for efficiency, developing a digital foundation that incorporates cloud, AI, and centralized platforms [3]. Group 3: Future Directions and Collaborations - The bank aims to be a builder of a financial strong nation, integrating into national financial strategies to support the real economy and enhance global competitiveness [3]. - It seeks to create long-term value for clients by prioritizing customer needs and enhancing wealth management experiences [3]. - The bank is positioned as a service provider for global asset allocation, with an international layout centered around Hong Kong [3]. - It is pioneering in the "AI + Finance" space, implementing an "AI First" strategy to become a leading intelligent bank [3]. - The bank emphasizes regulatory compliance and self-discipline, promoting healthy competition within the industry [3].