南京银行，再获增持！

Core Viewpoint - Nanjing Gao Ke increased its stake in Nanjing Bank to 9% after the early redemption of "Nan Yin Convertible Bonds" diluted its holdings, reflecting confidence in the bank's future growth and value [2] Group 1: Shareholding Changes - Nanjing Gao Ke acquired 7.5077 million shares of Nanjing Bank, raising its ownership from 8.94% to 9.00% [2] - Other major shareholders, including Zijin Trust and Dongbu Airport Group, also increased their stakes in Nanjing Bank in the past two years, with Zijin Trust acquiring 77.1305 million shares (0.7%) and Dongbu Airport Group acquiring approximately 173 million shares (1.56%) [3] Group 2: Financial Performance - As of the end of Q1 this year, Nanjing Bank's total assets reached 27,652.38 billion, a 6.71% increase from the beginning of the year, with total loans amounting to 13,461.20 billion, up 7.14% [3] - The bank reported a revenue of 14.19 billion, a year-on-year increase of 6.53%, and a net profit attributable to shareholders of 6.108 billion, up 7.06% [3] - The non-performing loan ratio remained stable at 0.83%, with a provision coverage ratio of 323.69% as of the end of Q1 [3] Group 3: Stock Performance - Nanjing Bank's stock price has been on the rise, reaching 11.97 yuan per share with a total market capitalization of 147.9 billion, reflecting a year-to-date increase of approximately 12.1% [4] - The bank's dividend yield has shown a consistent upward trend, with a yield of 7.67% as of May 28, 2023, compared to 7.86% and 7.23% at the end of 2024 and 2023, respectively [4]