青岛银行股份有限公司 境内同步披露公告 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。 青岛银行股份有限公司根据《香港联合交易所有限公司证券上市规则》规定， 已在香港联合交易所有限公司披露易网站（https://www.hkexnews.hk/）披露后附 公告。 根据《深圳证券交易所股票上市规则》关于上市公司在境内外证券交易所同 步披露公告的规定，特将该公告在深圳证券交易所网站（http://www.szse.cn/）同 步披露，供参阅。 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 青島銀行股份有限公司 特此公告。 青岛银行股份有限公司董事会 2025 年 12 月 1 日 FF301 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 呈交日期: 2025年12月1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 | | | --- | --- | --- | --- | --- | --- | -- ...

FF301 致：香港交易及結算所有限公司 公司名稱: 青島銀行股份有限公司 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: 2025年11月30日 狀態: 新提交 呈交日期: 2025年12月1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) | 03866 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,291,945,474 | RMB | | 1 | RMB | | 2,291,945,474 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 2,291,945,474 | RMB | | 1 | RMB | | 2,291,945,474 | | 2. ...

Core Viewpoint - The financial institutions in Hong Kong have rapidly mobilized to provide support and aid following the fire incident at Hong Kong's Tai Po Wang Fuk Court, demonstrating a commitment to disaster relief and community support [1]. Group 1: Contributions from Financial Institutions - CITIC Group has pledged HKD 15 million to support rescue efforts, victim relocation, and post-disaster reconstruction, while also organizing teams to deliver essential supplies and encouraging employee blood donations [2]. - China Merchants Bank has committed HKD 10 million for disaster relief and has established emergency service channels to provide immediate financial support to affected citizens [3]. - Industrial Bank has donated HKD 10 million to the designated "Tai Po Wang Fuk Court Relief Fund" to assist with medical care for the injured and support for the families of victims [4]. - Pudong Development Bank has also contributed HKD 10 million to the Bai Yulan Charity Foundation for emergency relief and reconstruction efforts, while organizing volunteer teams to assist affected residents [5]. - Shanghai Bank has donated HKD 10 million to the Bai Yulan Charity Foundation, with funds arriving promptly to support rescue and recovery efforts, and has mobilized employees for volunteer work [6]. - Qingdao Bank has opened a cross-border RMB donation "green channel" to facilitate donations to the affected area, waiving remittance fees for quicker support [7].

Core Conclusions - The financial industry experienced a weekly increase of +0.68% in the non-bank financial index, underperforming the CSI 300 index by 0.96 percentage points [1] - The banking sector saw a decline of -0.59%, lagging behind the CSI 300 index by 2.23 percentage points, with state-owned banks, joint-stock banks, city commercial banks, and rural commercial banks showing varied performance [1][9] Insurance Sector Insights - The insurance sector's index rose by +0.20%, underperforming the CSI 300 index by 1.44 percentage points, driven by strong demand for dividend insurance products that align with residents' needs for stable returns and value appreciation [2][12] - Major insurance companies are focusing on dividend insurance as a strategic core, with product offerings expanding significantly ahead of the 2026 "opening red" period [2][12] - The growth of new single premiums is expected to be strong in 2026, supported by improved net present value margins (NBVM) and a favorable regulatory environment for dividend insurance [2][17] Brokerage Sector Insights - The brokerage sector index increased by +0.74%, underperforming the CSI 300 index by 0.90 percentage points, with recent developments in refinancing for two brokerages indicating a cautious approach to capital raising [2][18] - The current environment presents a mismatch between profitability and valuation in the brokerage sector, suggesting potential for valuation recovery [2][19] - Recommendations include strong mid-to-large brokerages with low valuations and those involved in mergers or restructuring [2][19] Banking Sector Insights - The banking sector's index decreased by -0.59%, underperforming the CSI 300 index by 2.23 percentage points, with a focus on high dividend strategies remaining viable [3][20] - The average dividend yield for banks is approximately 4.1%, which is attractive compared to other sectors, particularly in the context of a stable earnings outlook [3][21] - Recommendations include state-owned banks and resilient city commercial banks, with specific attention to banks with strong fundamentals and low volatility [3][22]

Core Viewpoint - The city commercial bank sector experienced a decline of 0.62% on November 28, with Shanghai Bank leading the drop, while the overall stock market showed slight gains [1][2]. Market Performance - The Shanghai Composite Index closed at 3888.6, up 0.34% - The Shenzhen Component Index closed at 12984.08, up 0.85% [1]. Individual Stock Performance - Chongqing Bank: Closed at 11.20, up 0.72%, with a trading volume of 84,100 shares and a turnover of 94.08 million yuan - Xiamen Bank: Closed at 7.15, up 0.56%, with a trading volume of 156,600 shares and a turnover of 112 million yuan - Hangzhou Bank: Closed at 15.59, up 0.13%, with a trading volume of 295,600 shares and a turnover of 461 million yuan - Zhengzhou Bank: Closed at 2.00, unchanged, with a trading volume of 667,700 shares and a turnover of 13.3 million yuan - Nanjing Bank: Closed at 11.57, down 0.09%, with a trading volume of 333,200 shares and a turnover of 38.6 million yuan - Qingdao Bank: Closed at 4.84, down 0.41%, with a trading volume of 332,000 shares and a turnover of 16 million yuan - Changsha Bank: Closed at 9.64, down 0.41%, with a trading volume of 124,200 shares and a turnover of 12 million yuan - Lanzhou Bank: Closed at 2.36, down 0.42%, with a trading volume of 408,600 shares and a turnover of 96.46 million yuan - Xi'an Bank: Closed at 3.83, down 0.52%, with a trading volume of 182,100 shares and a turnover of 6.97 million yuan - Ningbo Bank: Closed at 28.37, down 0.56%, with a trading volume of 195,600 shares and a turnover of 557 million yuan [1][2]. Capital Flow Analysis - The city commercial bank sector saw a net outflow of 379 million yuan from institutional investors, while retail investors contributed a net inflow of 86.74 million yuan [2][3]. - The following stocks had notable capital flows: - Hangzhou Bank: Net inflow of 9.48 million yuan from institutional investors - Qilu Bank: Net inflow of 6.55 million yuan from institutional investors - Suzhou Bank: Net inflow of 6.07 million yuan from institutional investors - Qingdao Bank: Net inflow of 3.22 million yuan from institutional investors - Lanzhou Bank: Net inflow of 2.34 million yuan from institutional investors - Zhengzhou Bank: Net outflow of 0.96 million yuan from institutional investors - Guizhou Bank: Net outflow of 1.41 million yuan from institutional investors - Xi'an Bank: Net outflow of 2.69 million yuan from institutional investors - Nanjing Bank: Net outflow of 9.30 million yuan from institutional investors - Chongqing Bank: Net outflow of 9.87 million yuan from institutional investors [3].

Core Viewpoint - The banking sector is witnessing significant share buybacks from major shareholders and executives, indicating confidence in the banks' future performance and value growth, despite market fluctuations around the 3000-point level [1][10]. Group 1: Shareholder Actions - On November 27, Everbright Bank announced that CITIC Financial Asset Management increased its stake in the bank, marking the seventh bank to report shareholder or executive buybacks in November [1]. - CITIC Financial Asset raised its shareholding in Everbright Bank from 8.00% to 9.00%, acquiring approximately 275 million A-shares and 315 million H-shares, totaling 1.00% of the bank's total equity [6]. - Other banks, such as Nanjing Bank and Chengdu Bank, also reported significant share buybacks by their major shareholders, with Nanjing Bank's major shareholder increasing their stake by 1.04% [6][8]. Group 2: Market Performance - The banking index has seen a nearly 8% increase in the fourth quarter, with major banks like Agricultural Bank of China and Industrial and Commercial Bank of China reaching historical highs [10]. - The continuous buybacks by shareholders and executives are providing support for bank stock prices, reflecting confidence in the long-term investment value of these banks [10][11]. Group 3: Investment Trends - Over half of the listed banks have disclosed buyback plans from major shareholders or executives, with the top five banks by buyback amount being Nanjing Bank (7.38 billion), Suzhou Bank (1.74 billion), Everbright Bank (1.24 billion), Shanghai Pudong Development Bank (890 million), and Chengdu Bank (610 million) [8]. - The banking sector has attracted significant net buybacks amounting to approximately 12.63 billion, ranking second among all sectors, only behind transportation [7][8].

Core Viewpoint - The article highlights the significant increase in shareholding by major shareholders and executives in various banks, indicating strong confidence in the banking sector's future performance amidst market fluctuations [1][11]. Group 1: Shareholding Changes - China Citic Financial Asset Management Co., Ltd. increased its stake in Everbright Bank from 8.00% to 9.00%, acquiring approximately 275 million A-shares and 315 million H-shares, totaling 1.00% of the bank's total equity [6][7]. - Nanjing Bank's major shareholder, BNP Paribas, increased its stake by over 128 million shares, raising its holding to 18.06% [7]. - Chengdu Bank's actual controller and shareholders increased their holdings by approximately 34.2 million shares, investing a total of 611 million yuan [7]. Group 2: Overall Market Trends - Since the beginning of the year, the banking sector has seen net increases in shareholdings amounting to approximately 9.03 billion yuan, ranking first among 31 industries [8]. - The banking sector has experienced a total increase in shareholdings of about 12.63 billion yuan, second only to the transportation industry, with a decrease of around 3.6 billion yuan [8]. - More than half of the listed banks have disclosed plans for major shareholders or executives to increase their holdings, with the top five banks by increase amount being Nanjing Bank (7.38 billion yuan), Suzhou Bank (1.74 billion yuan), Everbright Bank (1.24 billion yuan), Shanghai Pudong Development Bank (890 million yuan), and Chengdu Bank (610 million yuan) [8]. Group 3: Market Performance - The banking index has risen nearly 8% in the fourth quarter, driven by the continuous buying from shareholders and executives [10][11]. - Major banks like Agricultural Bank of China and Industrial and Commercial Bank of China have reached historical highs in stock prices, indicating a strong performance in the banking sector [11]. - Analysts suggest that the ongoing buying activity from shareholders and executives provides support for bank stock prices, especially as the market experiences significant volatility [11]. Group 4: Future Outlook - The article suggests that the ongoing shareholding increases reflect confidence in the long-term investment value of banks, particularly those with stable operations and strong regional economic resilience [12]. - Future valuation recovery for bank stocks is expected to be driven by low valuations, high dividend yields, regional economic support, and favorable policy conditions [12].

Core Viewpoint - The continuous share buybacks by major shareholders in various banks indicate strong confidence in the banks' future performance, even as the broader market struggles to maintain stability around the 3000-point mark [1]. Shareholder Actions - China Citic Financial Asset Management Co., Ltd. increased its stake in Everbright Bank from 8.00% to 9.00%, acquiring approximately 275 million A-shares and 315 million H-shares, totaling 1.00% of the bank's total equity [6][7]. - In November, several banks, including Nanjing Bank and Chengdu Bank, reported significant share purchases by their major shareholders, reflecting confidence in their growth potential [7][8]. Market Performance - The banking sector has shown resilience, with the banking index rising nearly 8% in the fourth quarter, driven by shareholder and executive buybacks [10]. - The banking sector has seen a net increase in share purchases amounting to approximately 9.03 billion yuan, ranking first among 31 industries [8]. Investment Sentiment - Analysts suggest that the ongoing buybacks by bank shareholders and executives signal a strong belief in the long-term investment value of these banks, particularly those with stable operations and strong regional economic resilience [10][11]. - The increase in share buybacks is seen as a positive indicator for market valuation, providing a clear valuation anchor for investors [10].

银行开盘后直线跳水，随后超跌反弹，截止午盘上涨0.73%。其中民生银行上涨2.55%，光大银行上涨 2.38%，农业银行上涨2.07%，青岛银行上涨2.02%，邮储银行、渣打银行、浙商银行等多股涨幅均在 1%上方。 内容只是个人观点，仅供参考，不作为投资依据！欢迎关注交流，互相学习、共同探讨！ 围绕中轴上蹿下跳后上涨0.34%，银行股涨幅居前，大消费紧随其后；互联网跌幅居前，恒生医疗、恒 生科技等紧随其后。 大消费围绕中轴上蹿下跳，截止午盘微涨0.07%。其中泡泡玛特大涨8.8%，思摩尔上涨4.92%，康方生 物上涨4.31%，名创优品上涨4.09%，零跑汽车、古茗上涨3.02%。药明生物逆势下跌4.07%，阿里健 康、周大福等股跌幅均在3%上方。 互联网冲高回落，截止午盘下跌0.93%。其中阿里巴巴下跌2.33%，百度集团、腾讯控股、地平线机器 人、哔哩哔哩等股均小幅收跌；京东集团逆势上涨2%，快手、网易等股均小幅收涨。 ...

化工板块强势反超领涨，电解液、固态电池等多概念发力，化工ETF（516020）午后一度上探逾1.8%，场内放量收涨1.3%。消息面，电解液行业量价齐 升，头部电解液企业订单火爆，批量斩获长协大单。 银行再度彰显防御性，全市场规模最大银行ETF（512800）早盘自水下拉起，午后维持红盘窄震，场内逆市收涨0.36%收复5日、10日线。近期A股走势震 荡，低位补涨及防守型配置机会显现，银行板块配置或正当时。 周四（11月27日），大盘全天冲高回落，沪指微涨0.29%报收3875.26点，创业板指回吐逾2%收跌0.44%。个股整体涨跌参半，全市场成交额1.72万亿元，连 续2日小幅缩量。 | 序号 代码 | | ਦੇ ਵਿੱਚ ਹੈ 名称 | 现价 | 涨跌幅 | 振幅 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 516020 | 主 化工ETF | 0.782 c | 1.30% | 2.07% | 1.13亿 | | 2 | 562060 | 策 标普红利ETF | 0.605 c | 0.50% | 0.83% | 3173.13万 | ...