【 导读 】 大股东再出手，南京银行获紫金信托增持5677.98万股 中国基金报记者 马嘉昕 9月11日晚间，南京银行发布公告称，该行于近日收到大股东南京紫金投资集团有限责任公司（以下简称紫金集团）增持该行股份的告知 函。 紫金集团的控股子公司紫金信托有限责任公司（以下简称紫金信托）于7月18日至9月10日期间，以自有资金通过上交所交易系统，以集中 竞价交易方式增持该行股份5677.98万股，占该行总股本的0.46%。 此次增持后，紫金集团及其控股子公司紫金信托合计持股比例由12.56%增加至13.02%，触及1%整数倍，同时，本次增持不触发要约收 购。据悉，这也是"南银转债"成功转股导致持股稀释后，紫金集团及其控股子公司对该行持股比例重回13%以上。 此外，同月，南京银行大股东江苏交通控股有限公司无偿受让其全资子公司持有该行全部股份4.96亿股，占该行总股本的4.02%，持股比 例也由原来的9.99%升至14.01%。 从财报数据来看，今年上半年，南京银行实现营收、净利润双增。截至今年6月末，该行实现营业收入284.8亿元，同比增长8.64%；实现 归母净利润126.19亿元，同比增长8.84%。 在资产负 ...

Summary of Key Points Core Viewpoint - The article discusses various companies' stock transactions, highlighting both increases and decreases in shareholdings by major stakeholders, indicating potential shifts in investor sentiment and company performance [1]. Group 1: Increased Shareholdings - Nanjing Bank's subsidiary, Zijin Trust, has increased its holdings by 56.7798 million shares [1]. Group 2: Increased Buyback Plans - Baicheng Pharmaceutical's controlling shareholder has raised the buyback price plan to no more than 80 yuan per share [1]. Group 3: Decreased Shareholdings - Jinpu Garden's shareholders plan to collectively reduce their holdings by no more than 4.58% [1]. - Shanwaishan's shareholders plan to collectively reduce their holdings by no more than 4.08% [1]. - Renxin New Materials' shareholders plan to collectively reduce their holdings by no more than 3.3459% [1]. - Suqian Liansheng's shareholders plan to reduce their holdings by no more than 3% [1]. - Zhiyuan New Energy's controlling shareholder's concerted action party plans to reduce their holdings by no more than 3% [1]. - Huahai Chengke's shareholders plan to reduce their holdings by no more than 3% [1]. - Wenzhou Hongfeng's actual controller, Chen Xiao, plans to reduce his holdings by no more than 2.52% [1]. - Zhongwen Online's shareholders plan to collectively reduce their holdings by no more than 2% [1]. - Jifeng Co., Ltd.'s shareholders plan to reduce their holdings by no more than 2% [1]. - Youfang Technology's directors and supervisors plan to collectively reduce their holdings by no more than 1.3185% [1]. - Maijie Technology's shareholders plan to reduce their holdings by no more than 1% [1]. - Haige Communication's shareholders plan to reduce their holdings by no more than 3.5 million shares [1]. - Wanxun Zikong's shareholder, Zunwei Trading, plans to reduce their holdings by no more than 2.5 million shares [1]. - Minde Electronics' shareholders plan to reduce their holdings by no more than 203.9 thousand shares [1]. - Yinghua Te's shareholder, Xie Li Chuangtou, plans to reduce their holdings by no more than 58.17 thousand shares [1]. - Bidetech's director and deputy general manager, He Ming, plans to reduce his holdings by no more than 8.75 thousand shares [1].

北京商报讯（记者 宋亦桐）9月11日，南京银行发布公告，近日，该行收到大股东南京紫金投资集团有 限责任公司（以下简称"紫金集团"）《关于增持南京银行股份有限公司股份的告知函》，基于对该行未 来发展的信心和价值成长的认可，紫金集团控股子公司紫金信托有限责任公司（以下简称"紫金信托"） 于2025年7月18日至2025年9月10日期间以自有资金通过上海证券交易所交易系统以集中竞价交易方式增 持该行股份。 据悉，紫金集团控股子公司紫金信托于2025年7月18日至2025年9月10日期间，以自有资金通过上海证券 交易所交易系统以集中竞价交易方式增持南京银行股份5677.98万股，占该行总股本的0.46%。紫金集团 及其控股子公司紫金信托合计持股比例由12.56%增加至13.02%，触及1%整数倍。 ...

Core Viewpoint - Several major shareholders and executives of listed banks have taken the opportunity to increase their holdings during the recent stock price fluctuations, reflecting confidence in the banks' fundamentals and future prospects, as well as highlighting the long-term investment value of bank stocks at current valuations, particularly their high dividend yields [2][5]. Group 1: Shareholder Actions - Since August, multiple listed banks, including Huaxia Bank, Chengdu Bank, Suzhou Bank, Nanjing Bank, Qingdao Bank, and Shanghai Bank, have announced plans or progress regarding share buybacks by major shareholders or executives [2][5]. - For instance, Nanjing Bank's major shareholder, Zijin Group's subsidiary, increased its holdings by 56.78 million shares, accounting for 0.46% of the total share capital, between July 18 and September 10 [2]. - Huaxia Bank completed its buyback plan by acquiring 4.23 million shares for a total of 31.9 million yuan, after initially announcing a plan to buy back at least 30 million yuan worth of shares [3][4]. Group 2: Market Context - The banking sector index has experienced a significant decline since reaching a peak around July 10, with smaller banks facing even larger drops [3][4]. - The stock price of Huaxia Bank fell from a high of 8.72 yuan per share on July 10 to 7.28 yuan per share by September 9 [4]. - Chengdu Bank's buyback plan was delayed due to its stock price exceeding the set upper limit, but it resumed with a total investment of 170 million yuan over a short period [4]. Group 3: Investment Sentiment - Analysts suggest that the recent buybacks by major shareholders and executives signal their recognition of the banks' long-term investment value and confidence in future operations, which can help stabilize stock price expectations [5][6]. - The banking sector is viewed as a defensive investment during market downturns due to its low valuations and high dividend characteristics, providing relatively stable returns [6]. - The banking sector index has seen a 64% increase from December 2023 to July 2025, with a maximum drawdown of over 10% in 2023 [7]. Group 4: Institutional Investment Trends - Insurance funds have increasingly targeted undervalued, large-cap, low-volatility banks, with several banks experiencing multiple stake increases from these funds [7]. - Public funds have also shown a rising interest in bank stocks, with the proportion of active public funds in bank stocks reaching 4.9% by the end of Q2, the highest since Q2 2021 [8]. - Despite the inflow of funds, there are concerns regarding net interest margin pressures and potential asset quality issues due to the real estate downturn, leading to some portfolio adjustments [8].

格隆汇9月11日丨南京银行(601009.SH)公布，紫金集团控股子公司紫金信托于2025年7月18日至2025年9 月10日期间，以自有资金通过上海证券交易所交易系统以集中竞价交易方式增持本公司股份5677.98万 股，占本公司总股本的0.46%。紫金集团及其控股子公司紫金信托合计持股比例由12.56%增加至 13.02%，触及1%整数倍。责任编辑：钟离 ...

南京银行股份有限公司关于持股 5%以上股东权益 变动触及 1%刻度的提示性公告 本公司大股东南京紫金投资集团有限责任公司及其控股子公司紫金信托有限责任公 司保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 近日，南京银行股份有限公司(以下简称"本公司")收到大股东南京紫金 投资集团有限责任公司（以下简称"紫金集团"）《关于增持南京银行股份有限 公司股份的告知函》，基于对本公司未来发展的信心和价值成长的认可，紫金集 团控股子公司紫金信托有限责任公司（以下简称"紫金信托"）于 2025 年 7 月 18 日至 2025 年 9 月 10 日期间以自有资金通过上海证券交易所交易系统以集中 竞价交易方式增持本公司股份。现将紫金集团及其控股子公司紫金信托有关权益 变动情况公告如下： 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 证券代码：601009 证券简称：南京银行 公告编号：2025-065 优先股简称：南银优 1 优先股代码：360019 南银优 2 360024 | | □控股股东/实际控制人及其一致 ...

格隆汇9月11日丨南京银行(601009.SH)公布，紫金集团控股子公司紫金信托于2025年7月18日至2025年9 月10日期间，以自有资金通过上海证券交易所交易系统以集中竞价交易方式增持本公司股份5677.98万 股，占本公司总股本的0.46%。紫金集团及其控股子公司紫金信托合计持股比例由12.56%增加至 13.02%，触及1%整数倍。 ...

Group 1 - Major shareholders and executives of several banks, including Suzhou Bank, Qingdao Bank, and Nanjing Bank, have announced plans to increase their holdings in their respective banks, reflecting confidence in the future development prospects of the banks and the Chinese capital market [1][2] - Suzhou Bank's chairman and other executives plan to collectively purchase at least 4.2 million yuan worth of shares from September 8 to December 31, using their own funds [2] - Qingdao Bank's major shareholder plans to acquire between 233 million and 291 million shares, increasing their stake to between 19.00% and 19.99% within six months of the announcement [2] Group 2 - The overall performance of the banking sector has shown improvement, with a year-on-year increase in operating income and net profit of 1.0% and 0.8% respectively, indicating a recovery in the banking industry [3] - Non-interest income growth has played a significant role in supporting the improvement of bank performance [3] - Insurance capital has shown a preference for bank stocks, with over 700 stocks in the top ten circulating shareholders list, and six of the top ten heavyweights being bank stocks [4] Group 3 - The investment logic for bank stocks has shifted from a macroeconomic growth cycle to a focus on asset scarcity and stable, sustainable returns [4] - State-owned banks are viewed as core dividend assets due to their high dividends, low valuations, and defensive characteristics, while quality small and medium-sized banks can provide growth and dividend opportunities at certain stages [4]

Core Insights - The rapid growth of technology-based SMEs in Nanjing is significantly supported by financial services, particularly through the efforts of Zijin Guarantee, which addresses the financing challenges faced by these companies [1][2]. Group 1: Financing Solutions - Zijin Guarantee has effectively broken through the financing bottleneck for SMEs by offering innovative products and reducing costs, thus playing a crucial role in promoting inclusive finance and innovation in the region [1][2]. - The upgraded "Ningke Loan" product now covers all high-tech enterprises and technology-based SMEs, with a maximum loan amount increased to 20 million yuan, and interest subsidies provided for first-time borrowers [2]. - The introduction of the "Ziyi Guarantee" product allows for easier application and approval processes, with a maximum limit of 10 million yuan and discounts on guarantee fees for technology enterprises [2]. Group 2: Case Studies and Impact - A specific case involved a technology-based SME in Nanjing that received a 3.9 million yuan guarantee loan through the "Ziyi Guarantee" product, highlighting the timely support provided by Zijin Guarantee [3]. - The collaboration between Zijin Guarantee and Nanjing Bank marks the first instance of the "Ziyi Guarantee" product being utilized, indicating a commitment to expanding partnerships to support the real economy [3]. - Zijin Guarantee aims to enhance its service quality and innovate its models to contribute to the establishment of a financial reform pilot zone for scientific and technological innovation in Nanjing [3].

Group 1 - Recent announcements from banks such as Suzhou Bank, Qingdao Bank, and Nanjing Bank indicate that major shareholders and executives plan to increase their holdings in their respective banks, reflecting confidence in the long-term prospects of the Chinese capital market and the banks' investment value [1][2] - Suzhou Bank's chairman and other executives intend to collectively purchase at least 4.2 million yuan worth of A-shares between September 8 and December 31, funded by their own resources [1] - Qingdao Bank's major shareholder plans to acquire between 233 million and 291 million shares, increasing their stake to between 19.00% and 19.99% within six months from the announcement [1] Group 2 - Nanjing Bank's shareholder, Nanjing Gaoke, increased its stake from 8.94% to 9.00% by purchasing 7.5077 million shares between July 24 and August 4, demonstrating confidence in the bank's future development [2] - More than ten listed banks have reported similar plans for share buybacks this year, indicating a broader trend of confidence among bank executives and major shareholders regarding future growth and profitability [2] - The overall performance of the banking sector has improved, with a year-on-year increase in operating income and net profit of 1.0% and 0.8%, respectively, supported by growth in non-interest income [2] Group 3 - Insurance capital has shown a preference for bank stocks, with over 700 stocks appearing in the top ten circulating shareholders of A-share listed companies, and six of the top ten heavyweights being bank stocks [3] - The stability and quality of bank assets have attracted long-term funds, as banks provide high and stable dividend yields, making them appealing in the current "asset scarcity" environment [3] - The investment logic for bank stocks has shifted from a "growth cycle" based on macroeconomic factors to a focus on "low volatility dividends" driven by asset scarcity, with state-owned banks being core dividend assets due to their high yields and low valuations [3]