证券代码：601963 证券简称：重庆银行 公告编号：2025-063 可转债代码：113056 可转债简称：重银转债 重庆银行股份有限公司 关于股东权益变动的提示性公告 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。 重要内容提示： 本次权益变动未触及要约收购，未导致本行第一大股东发生变化。 近日，重庆银行股份有限公司（以下简称"本行"）收到本行第一大股东重 庆渝富资本运营集团有限公司（以下简称"渝富资本"）发来的关于权益变动的 告知函。为贯彻落实市委六届四次、五次、六次全会精神及市委、市政府最新工 作部署，贯彻市国资委突出主责主业、增强核心功能、整合优化改革精神，重庆 渝欣创商业管理有限公司（与渝富资本受同一股东控制）接重庆市国有资产监督 管理委员会通知，同意其将子公司重庆渝立商业管理有限公司持有的重庆渝立物 资有限公司（以下简称"渝立物资"）100%股权无偿划转至重庆国创投资管理 有限公司。 因渝立物资持有本行 629,499 股 A 股股份，上述划转事项完成后，渝富资本 及其一致行动人的构成将发生变动，渝立物资将不再是渝 ...

证券代码：601963 证券简称：重庆银行 公告编号：2025-062 可转债代码：113056 可转债简称：重银转债 经中国证券监督管理委员会《关于核准重庆银行股份有限公司公开发行可转 换公司债券的批复》（证监许可〔2022〕505 号）核准，重庆银行股份有限公司 （以下简称"本行"）获准向社会公开发行面值总额人民币 130 亿元的可转换公 司债券（以下简称"可转债"或"重银转债"），每张面值人民币 100 元，按面 值发行，期限 6 年，票面利率第一年为 0.20%、第二年为 0.40%、第三年为 1.00%、 第四年为 1.70%、第五年为 2.50%、第六年为 3.50%。 经上海证券交易所《关于重庆银行股份有限公司可转换公司债券上市交易的 通知》（上海证券交易所自律监管决定书〔2022〕93 号）同意，本行 130 亿元可 1 累计转股情况：截至 2025 年 9 月 30 日，累计已有人民币 856,000 元重银转 债转为本行 A 股普通股股票，因转股形成的股份数量累计为 80,463 股，占重 银转债转股前本行已发行普通股股份总额的 0.0023%。 本季度转股情况：自 2025 年 7 月 ...

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 致：香港交易及結算所有限公司 公司名稱: 重慶銀行股份有限公司 呈交日期: 2025年10月9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) | 01963 | 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 | | | 1,579,020,812 | RMB | | 1 | RMB | | 1,579,020,812 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,579,020,812 | RMB | | | 1 RMB | | 1,579,020,812 | | 2. 股份分類 | 普通股 | 股份類別 | A ...

Report Summary - The report presents the top ten convertible bonds for October 2025, along with an analysis of the issuing companies, including their business profiles, financial performance, and key attractions [13][23][35] Top Ten Convertible Bonds in October 2025 1. Zhongte Convertible Bond - Rating: AAA; 9 - month - end closing price: 112.896 yuan; Conversion premium rate: 85.92%; PE - TTM of the underlying stock: 13.22 [7][13] - Company: A globally leading specialized special - steel material manufacturer with a production capacity of about 20 million tons of special - steel materials per year. It has multiple production and raw - material bases, forming a strategic layout along the coast and rivers [13] - Financials: In 2024, revenue was 109.203 billion yuan (YoY - 4.22%), net profit attributable to shareholders was 5.126 billion yuan (YoY - 10.41%). In H1 2025, revenue was 54.715 billion yuan (YoY - 4.02%), net profit attributable to shareholders was 2.798 billion yuan (YoY + 2.67%) [13] - Key attractions: It is one of the world's most comprehensive special - steel enterprises in terms of variety and specification, with leading cost - control ability and potential for external expansion [14] 2. Shanlu Convertible Bond - Rating: AAA; 9 - month - end closing price: 119.346 yuan; Conversion premium rate: 48.74%; PE - TTM of the underlying stock: 4.08 [7][23] - Company: Mainly engaged in road and bridge construction and maintenance, and also expanding into other fields. It can provide one - stop comprehensive services [23] - Financials: In 2024, revenue was 71.348 billion yuan (YoY - 2.3%), net profit attributable to shareholders was 2.322 billion yuan (YoY + 1.47%). In H1 2025, revenue was 28.575 billion yuan (YoY + 0.26%), net profit attributable to shareholders was 1.029 billion yuan (YoY + 0.89%) [23] - Key attractions: It has the concept of "China - specific valuation", potential for improvement in various aspects under the debt - resolution background, and opportunities from regional infrastructure construction and the Belt and Road Initiative [24] 3. Hebang Convertible Bond - Rating: AA; 9 - month - end closing price: 126.41 yuan; Conversion premium rate: 21.55%; PE - TTM of the underlying stock: - 168.47 [7][35] - Company: With advantages in mineral resources and gas supply, it has completed a basic layout in the chemical, agricultural, and photovoltaic fields [35] - Financials: In 2024, revenue was 8.547 billion yuan (YoY - 3.13%), net profit attributable to shareholders was 31 million yuan (YoY - 97.55%). In H1 2025, revenue was 3.921 billion yuan (YoY - 19.13%), net profit attributable to shareholders was 52 million yuan (YoY - 73.07%) [35] - Key attractions: Its phosphate mines and salt mines have good profit - making potential, and the liquid methionine business is a major profit contributor [36] 4. Aima Convertible Bond - Rating: AA; 9 - month - end closing price: 128.513 yuan; Conversion premium rate: 38.62%; PE - TTM of the underlying stock: 13.41 [7][45] - Company: The leading enterprise in the electric two - wheeled vehicle industry, mainly engaged in R & D, production, and sales of electric two - wheeled vehicles [45] - Financials: In 2024, revenue was 21.606 billion yuan (YoY + 2.71%), net profit attributable to shareholders was 1.988 billion yuan (YoY + 5.68%). In H1 2025, revenue was 13.031 billion yuan (YoY + 23.04%), net profit attributable to shareholders was 1.213 billion yuan (YoY + 27.56%) [45] - Key attractions: It may benefit from government subsidies, new national standards, and potential improvement in gross margin [46] 5. Xingye Convertible Bond - Rating: AAA; 9 - month - end closing price: 120.859 yuan; Conversion premium rate: 29.02%; PE - TTM of the underlying stock: 5.43 [7][54] - Company: One of the first joint - stock commercial banks in China, evolving into a modern financial service group [54] - Financials: In 2024, revenue was 212.226 billion yuan (YoY + 0.66%), net profit attributable to shareholders was 77.205 billion yuan (YoY + 0.12%). In H1 2025, revenue was 110.458 billion yuan (YoY - 2.29%), net profit attributable to shareholders was 43.141 billion yuan (YoY + 0.21%) [54] - Key attractions: It has stable asset quality and scale growth [55] 6. Wentai Convertible Bond - Rating: AA -; 9 - month - end closing price: 128.918 yuan; Conversion premium rate: 20.93%; PE - TTM of the underlying stock: - 23.14 [7][66] - Company: A globally leading semiconductor enterprise adopting the IDM model, providing R & D, manufacturing, and testing services [66] - Financials: In 2024, revenue was 73.598 billion yuan (YoY + 20.23%), net profit attributable to shareholders was - 2.833 billion yuan (YoY - 339.83%). In H1 2025, revenue was 25.341 billion yuan (YoY - 24.56%), net profit attributable to shareholders was 474 million yuan (YoY + 237.36%) [66] - Key attractions: After focusing on the semiconductor business, it benefits from market recovery and has growth potential in the automotive and consumer electronics fields [67] 7. Chongyin Convertible Bond - Rating: AAA; 9 - month - end closing price: 121.778 yuan; Conversion premium rate: 31.87%; PE - TTM of the underlying stock: 5.88 [7][77] - Company: An early local joint - stock commercial bank in the upper reaches of the Yangtze River and Southwest China, with a wide range of business scopes [77] - Financials: In 2024, revenue was 13.679 billion yuan (YoY + 3.54%), net profit attributable to shareholders was 5.117 billion yuan (YoY + 3.8%). In H1 2025, revenue was 7.659 billion yuan (YoY + 7%), net profit attributable to shareholders was 3.19 billion yuan (YoY + 5.39%) [77] - Key attractions: It can benefit from the development of the Chengdu - Chongqing economic circle, has stable asset - scale growth, and effective risk - control strategies [78] 8. Tianye Convertible Bond - Rating: AA +; 9 - month - end closing price: 120.562 yuan; Conversion premium rate: 48.06%; PE - TTM of the underlying stock: 146.42 [7][89] - Company: A leading enterprise in the chlor - alkali chemical industry in Xinjiang, with an integrated circular economy industrial chain [89] - Financials: In 2024, revenue was 11.156 billion yuan (YoY - 2.7%), net profit attributable to shareholders was 68 million yuan (YoY + 108.83%). In H1 2025, revenue was 5.16 billion yuan (YoY - 0.98%), net profit attributable to shareholders was - 9 million yuan (YoY - 228.22%) [89] - Key attractions: It may benefit from the price change of caustic soda and has plans for dividend increase and coal - mine projects [90] 9. Aorui Convertible Bond - Rating: AA -; 9 - month - end closing price: 126.412 yuan; Conversion premium rate: 40.56%; PE - TTM of the underlying stock: 22.72 [7][100] - Company: A company focusing on the R & D, production, and sales of complex APIs and preparations, with leading positions in multiple fields [100] - Financials: In 2024, revenue was 1.476 billion yuan (YoY + 16.89%), net profit attributable to shareholders was 355 million yuan (YoY + 22.59%). In H1 2025, revenue was 822 million yuan (YoY + 12.5%), net profit attributable to shareholders was 235 million yuan (YoY + 24.55%) [100] - Key attractions: It has a growing dealer network, expanding preparation products, and high - quality customer resources [101] 10. Yushui Convertible Bond - Rating: AAA; 9 - month - end closing price: 125.081 yuan; Conversion premium rate: 30.74%; PE - TTM of the underlying stock: 26.93 [7][108] - Company: The largest integrated water supply and drainage enterprise in Chongqing, with a stable monopoly position [108] - Financials: In 2024, revenue was 6.999 billion yuan (YoY - 3.52%), net profit attributable to shareholders was 785 million yuan (YoY - 27.88%). In H1 2025, revenue was 3.519 billion yuan (YoY + 7.16%), net profit attributable to shareholders was 458 million yuan (YoY + 10.06%) [108] - Key attractions: It has a high market share, is expanding business externally, and has effective cost - control measures [109]

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 截至月份: 2025年9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: 重慶銀行股份有限公司 | 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) | 01963 | 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 | | | 1,579,020,812 | RMB | | 1 | RMB | | 1,579,020,812 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,579,020,812 | RMB | | | 1 RMB | | 1,579,020,812 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於 ...

8月29日，重庆银行发布公告，截至2025年7月31日，该行(集团口径)资产总额达到10087亿元，较上年 末增长1521亿元，增幅17.76%，资产规模突破一万亿元，提前完成"十四五"战略规划目标。 香港联交所最新资料显示，10月3日，重庆银行（601963）(01963)股东将股票由花旗银行转入建设亚 洲，转仓市值4.13亿港元，占比3.62%。 ...

Core Viewpoint - The Hong Kong banking sector experienced a widespread decline, with several banks reporting significant drops in their stock prices [1] Group 1: Stock Performance - Jiangxi Bank, Qingdao Bank, and Chongqing Rural Commercial Bank saw declines of over 2% [1] - Jiujiang Bank, Chongqing Bank, Zhengzhou Bank, China Everbright Bank, and Harbin Bank experienced declines of over 1% [1]

Core Viewpoint - The Hong Kong banking sector, particularly the mainland banks, experienced a decline, with several banks reporting significant drops in their stock prices [1] Group 1: Stock Performance - Jiangxi Bank, Qingdao Bank, and Chongqing Rural Commercial Bank saw declines of over 2% [1] - Jiujiang Bank, Chongqing Bank, Zhengzhou Bank, China Everbright Bank, and Harbin Bank experienced declines of over 1% [1]

Core Insights - The article highlights the surprising profitability of Mashang Financial, which, despite having less than half the assets of Zhaolian Financial, has surpassed it in revenue and is approaching parity in net profit [1][3]. Financial Performance - Mashang Financial's revenue for 2024 is reported at 151.49 billion yuan, with net profit reaching 22.81 billion yuan [3]. - The company has incurred a total of 106.93 billion yuan in collection expenses over the past five years, with 2024's collection expenses accounting for 20.65% of its revenue [3][4]. - In the first half of 2025, Mashang Financial reported total assets of 680.99 billion yuan, with revenue of 87.35 billion yuan and net profit of 11.55 billion yuan [3]. Loan Metrics - As of the end of 2024, Mashang Financial's net loan balance was 536.66 billion yuan, with non-performing loan rates of 2.49% [4]. - The net interest margin has shown a decline from 15.78% in 2022 to 13.93% in 2024 [4]. Collection Expenses - The company has consistently invested tens of billions in collection expenses annually, with 2024's collection costs reaching 31.28 billion yuan [3][5]. - The high collection expenses have led to the establishment of a collection industry chain, with 135 collection agencies collaborating with Mashang Financial [5]. Customer Complaints - Mashang Financial has faced significant customer complaints, totaling 76,000, primarily related to aggressive collection practices and high fees [6]. - The complaints include issues such as violent collection tactics and excessive charges, indicating potential reputational risks for the company [6]. Ownership Structure - As of the end of 2024, the top four shareholders of Mashang Financial include Chongqing Department Store, Beijing Zhongguancun Technology, Wumart Technology Group, and Chongqing Bank, with ownership stakes of 31.06%, 29.51%, 16.12%, and 15.53% respectively [7].

Core Insights - The city commercial bank sector experienced a decline of 1.0% on September 30, with Suzhou Bank leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance Summary - Qingdao Bank: Closed at 4.76, unchanged; trading volume of 223,200 shares, turnover of 106 million [1] - Shanghai Bank: Closed at 8.96, down 0.55%; trading volume of 416,300 shares, turnover of 373 million [1] - Beijing Bank: Closed at 5.51, down 0.72%; trading volume of 2,311,600 shares, turnover of 1.272 billion [1] - Hangzhou Bank: Closed at 15.27, down 0.78%; trading volume of 157,990 shares, turnover of 883 million [1] - Lanzhou Bank: Closed at 2.36, down 0.84%; trading volume of 339,500 shares, turnover of 80.379 million [1] - Guiyang Bank: Closed at 5.76, down 0.86%; trading volume of 271,900 shares, turnover of 157 million [1] - Chongqing Bank: Closed at 8.93, down 0.89%; trading volume of 99,700 shares, turnover of 89.151 million [1] - Changsha Bank: Closed at 8.83, down 0.90%; trading volume of 276,800 shares, turnover of 244 million [1] - Chengdu Bank: Closed at 17.25, down 0.92%; trading volume of 279,700 shares, turnover of 482 million [1] - Zhengzhou Bank: Closed at 1.98, down 1.00%; trading volume of 756,400 shares, turnover of 150 million [1] Capital Flow Analysis - The city commercial bank sector saw a net outflow of 462 million from main funds, while speculative funds had a net inflow of 331 million, and retail investors had a net inflow of 131 million [2] - Suzhou Bank: Main fund net inflow of 55.9396 million, speculative fund net outflow of 11.5337 million, retail net outflow of 44.4059 million [3] - Changsha Bank: Main fund net inflow of 33.8793 million, speculative fund net outflow of 13.6525 million, retail net outflow of 20.2268 million [3] - Qilu Bank: Main fund net inflow of 8.6825 million, speculative fund net outflow of 2.7980 million, retail net outflow of 5.8846 million [3] - Hangzhou Bank: Main fund net inflow of 7.6881 million, speculative fund net inflow of 44.2474 million, retail net outflow of 51.9354 million [3] - Guiyang Bank: Main fund net inflow of 4.8665 million, speculative fund net outflow of 1.6412 million, retail net outflow of 3.2254 million [3]