Core Viewpoint - UBS upgraded the rating of Minsheng Bank (600016)(01988) from "Neutral" to "Buy" based on its valuation being at a deep discount, with a projected price-to-book ratio of only 0.22 times for 2026 compared to 0.47 times for CITIC Bank (00998) [1] Group 1: Valuation and Earnings Outlook - The target price for Minsheng Bank was slightly adjusted down from HKD 5.43 to HKD 5.30 [1] - UBS believes that the market is currently pricing in ongoing profit pressure for Minsheng Bank, while the analysis suggests that provisioning risks may have peaked [1] - Earnings are expected to reach a balance in 2026 and turn to positive growth starting in 2027, indicating significant potential for valuation re-rating beyond recent weak equity returns [1] Group 2: Earnings Forecast Adjustments - UBS raised the earnings per share forecast for Minsheng Bank for the years 2026 to 2029 by 5-6% [1] - Due to short-term market volatility, the cost of equity (CoE) was slightly increased to 11.5% [1]

瑞银发表研报，将民生银行评级由"中性"上调至"买入"，基于其估值处于深度折让，2026年预测市账率 仅0.22倍；以及受益于营收改善及资产负债表风险已大规模释放，盈利很可能自2026年开始迎来拐点。 该行认为，市场当前仍以盈利压力将持续存在的定价逻辑来看待民行，而瑞银分析认为其拨备风险可能 已见顶。随着盈利预计在2026年达到平衡，并自2027年起转为正增长，该行认为其估值重评潜力将超过 近期的股本回报率疲软。瑞银将民行2026至29年每股盈利预防上调5-6%，但同时因短期市场波动，轻 微上调资金成本(CoE)至11.5%，目标价从5.43港元轻微下调至5.3港元。 ...

三、中国民生银行应督促上述核准任职资格人员持续学习和掌握经济金融相关法律法规，牢固树立风险 合规意识，熟悉任职岗位职责，忠实勤勉履职。 二、中国民生银行应要求上述核准任职资格人员严格遵守金融监管总局有关监管规定，自中国民生银行 政许可决定作出之日起3个月内到任，并按要求及时报告到任情况。未在上述规定期限内到任的，本批 复文件失效，由决定机关办理行政许可注销手续。 2026年2月2日，衡水金融监管分局发布批复称，《中国民生银行（600016）石家庄分行关于核准李炜明 任职资格的请示》（民银石发〔2026〕6号）及相关说明解释材料收悉。经审核，现批复如下： 一、核准李炜明民生银行股份有限公司衡水分行行长助理的任职资格。 ...

Core Viewpoint - Minsheng Bank is actively engaging in cross-border business opportunities in Hainan Free Trade Port, emphasizing its commitment to support enterprises and international capital in the region [2][3][4]. Group 1: Event Overview - The event titled "Integrating the Benefits of Customs Closure and Seizing Opportunities in Hainan" gathered over 30 representatives from various industries to discuss new cross-border business opportunities under the comprehensive customs closure of Hainan Free Trade Port [2]. - Representatives from Hainan International Economic Development Bureau, People's Bank of China Hainan Branch, and Yangpu International provided insights on the advantages of free trade port policies and the EF account system [3]. Group 2: Minsheng Bank's Strategy - Minsheng Bank's Vice President Li Wenshi highlighted the bank's strategic focus on Hainan Free Trade Port's construction needs and its commitment to leveraging its six major platforms for cross-border business [3]. - The bank's Haikou branch aims to transform into a specialized service platform for cross-border business by 2025, aligning with the financial innovation policies of Hainan Free Trade Port [4]. Group 3: Financial Performance and Goals - Since its establishment in 2017, Minsheng Bank has facilitated offshore trade settlements amounting to $34.53 billion, with a service network extending to nearly 100 countries [4]. - The bank plans to enhance its cross-border financial services by improving resource allocation, risk management, and customer service quality, focusing on the unique characteristics of Hainan Free Trade Port [4]. Group 4: Collaboration and Future Plans - The successful event reinforced the foundation for cooperation between banks and enterprises, expanding the collaborative ecosystem among stakeholders [4]. - Minsheng Bank intends to continue exploring new cross-border business opportunities and support the high-quality development of Hainan Free Trade Port, integrating into the national strategy for high-level opening-up [4].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國民生銀行股份有限公司（在中華人民共和國註冊成立的股份有限公司） 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01988 | 說明 | H 股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 8,320,295,289 | RMB | | 1 RMB | | 8,320,295,289 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 8,320,295,289 | RMB | | 1 RMB | | 8,320,295,289 | ...

Core Viewpoint - China Minsheng Bank celebrated its 30th anniversary with a public welfare event, emphasizing its commitment to social responsibility and sustainable development through various charitable initiatives [1][4]. Group 1: Event Overview - The event titled "Serving the Public, Caring for People's Livelihood" gathered representatives from various organizations, experts, and media partners to discuss the bank's social responsibility practices over the past three decades [1]. - Key figures from charitable organizations praised Minsheng Bank's long-term efforts in the public welfare sector [1]. Group 2: Achievements in Public Welfare - Minsheng Bank has made significant contributions in areas such as rural revitalization, education, healthcare, and public innovation, with a total of over 2.9 billion yuan donated to targeted assistance in Henan Province [3]. - The bank has supported various projects, including 18 years of funding for AIDS prevention initiatives, totaling 53.3 million yuan, and has established schools to aid in education [3]. - The "ME Public Innovation Grant Program," in collaboration with the China Rural Development Foundation, has provided 127 million yuan to 275 innovative public welfare projects, benefiting over 410,000 individuals [3]. Group 3: New Initiatives - The 11th "ME Plan" funding ceremony took place during the event, supporting a new batch of outstanding public welfare projects [2]. - The "Bright Youth · Beijing Action" project was officially launched, focusing on enhancing the psychological health education system for youth in Beijing [2].

本行董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性承担法律责任。 4.关于制定《中国民生银行合作机构管理办法》的决议 议案表决情况：同意14票，反对0票，弃权0票。 中国民生银行股份有限公司（以下简称"本行"）第九届董事会第十七次会议于2026年1月30日在北京以 现场方式召开，会议通知、会议文件和补充会议通知、补充会议文件分别于2026年1月16日和2026年1月 23日以电子邮件方式发出。会议由高迎欣董事长召集并主持。会议应到董事15名，现场出席董事6名， 董事长高迎欣，副董事长王晓永，董事温秋菊、宋焕政、刘寒星、张俊潼现场出席会议；电话/视频连 线出席董事9名，副董事长刘永好，董事史玉柱、宋春风、梁鑫杰、林立、郑海阳、曲新久、杨志威、 程凤朝通过电话/视频连线参加会议。会议符合《中华人民共和国公司法》《中国民生银行股份有限公 司章程》的规定，表决所形成决议合法、有效。 会议审议通过了如下决议： 1.关于修订《中国民生银行市场风险限额管理办法》的决议 议案表决情况：同意14票，反对0票，弃权0票。 2.关于修订《中国民生银行洗钱、恐怖融资和规 ...

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分內容而產生或因倚 賴該等內容而引致之任何損失承擔任何責任。 中國民生銀行股份有限公司 CHINA MINSHENG BANKING CORP., LTD. （在中華人民共和國註冊成立的股份有限公司） （股份代號：01988） 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條由中國民生銀行 股份有限公司（「本行」）作出。 茲載列本行在上海證券交易所網站及中國報章刊登之《中國民生銀行股份有限公 司第九屆董事會第十七次會議決議公告》，僅供參閱。 中國，北京 2026年1月30日 於本公告日期，本行執行董事為高迎欣先生、王曉永先生及張俊潼先生；非執行 董事為劉永好先生、史玉柱先生、宋春風先生、梁鑫傑先生、林立先生及鄭海陽 先生；獨立非執行董事為曲新久先生、溫秋菊女士、宋煥政先生、楊志威先生、 程鳳朝先生及劉寒星先生。 证券简称：民生银行 A 股代码：600016 优先股简称：民生优 1 优先股代码：360037 编号：2026-002 中国民 ...

证券简称：民生银行 A 股代码：600016 优先股简称：民生优 1 优先股代码：360037 编号：2026-002 中国民生银行股份有限公司 第九届董事会第十七次会议决议公告 1. 关于修订《中国民生银行市场风险限额管理办法》的决议 议案表决情况：同意 14 票，反对 0 票，弃权 0 票。 2. 关于修订《中国民生银行洗钱、恐怖融资和规避防扩散定向金融制裁风 险管理办法》的决议 议案表决情况：同意 14 票，反对 0 票，弃权 0 票。 1 3. 关于修订《中国民生银行标准化工作管理办法》的决议 议案表决情况：同意 14 票，反对 0 票，弃权 0 票。 本行董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 中国民生银行股份有限公司（以下简称"本行"）第九届董事会第十七次会议 于 2026 年 1 月 30 日在北京以现场方式召开，会议通知、会议文件和补充会议通知、 补充会议文件分别于 2026 年 1 月 16 日和 2026 年 1 月 23 日以电子邮件方式发出。 会议由高迎欣董事长召集并主持。会议应到董事 15 名，现场 ...

1月30日，民生银行大宗交易成交100万股，成交额375万元，占当日总成交额的0.29%，成交价3.75元， 较市场收盘价3.75元持平。 | 股票基金信息 | | --- | | | 证券商标 民生银行 | 证券代码 600016 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 3.75 375 | 100 | 去奇是教餐留气器 | 悉雷瑟盛顿的有限 | 卖出营业部 | 是否为专场 ко | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 026-01-30 | | | | | | | | | ...