据悉，两家银行的实际控制人均为成都市国资委，高管之间的交叉流动早有先例。成都银行副董事长、 行长徐登义此前曾任成都农商银行副董事长、行长；而成都农商银行副董事长、行长王忠钦也曾长期在 成都银行任职。业内人士认为，此次人事调整进一步凸显了金融机构间高层管理人才的流动常态。 两家银行高度评价任期贡献 8月17日，成都银行与成都农商银行同步进行高层人事调整，实现"掌舵人"对调。 据两家银行公告显示，王晖辞去成都银行董事长、董事等职务，调任成都农商银行党委委员、书记，并 提名董事长人选；黄建军辞去成都农商银行董事长、董事等职务，调任成都银行党委委员、书记，并提 名董事长人选。 8月17日，A股上市的成都银行发布公告，该行20年"老将"王晖因"组织工作调动"辞去该行董事长、董事 等全部职务，接任者为原成都农商银行董事长黄建军，其已出任成都银行党委书记，并获提名担任董事 长。 同日，成都农商银行也发布公告，确认王晖将调任该行，担任党委书记，并获提名担任董事长。 成都银行年内获实控人增持 截至2025年一季度末，成都银行总资产达13348亿元，较2024年末增长6.77%，首次突破1.3万亿元大 关。 2024年，该行实现 ...

Core Viewpoint - Significant personnel changes have occurred in the financial system of Sichuan, particularly involving the leadership of Chengdu Bank and Chengdu Rural Commercial Bank, with a mutual exchange of chairpersons between the two banks [1][2]. Group 1: Personnel Changes - Wang Hui has resigned from his positions as Chairman, Director, and various committee roles at Chengdu Bank, effective August 17, 2025, and will no longer hold any position at the bank [1]. - Huang Jianjun has been appointed as the new Chairman of Chengdu Bank and has also taken on roles within the Communist Party committee of the bank, replacing Wang Hui [1][2]. - Concurrently, Wang Hui has been appointed as a committee member and Secretary of the Communist Party at Chengdu Rural Commercial Bank, taking over from Huang Jianjun, who has resigned from his roles at that bank [2]. Group 2: Financial Performance - As of the end of 2024, Chengdu Bank's total assets, deposits, and loans reached 1.25 trillion yuan, 880 billion yuan, and 740 billion yuan respectively, marking increases of 2.8 times for assets and deposits, and 5 times for loans compared to pre-listing figures [2]. - Chengdu Bank reported an operating income of 22.982 billion yuan for 2024, a year-on-year increase of 5.9%, and a net profit of 12.858 billion yuan, up 10.17% [2]. - Chengdu Rural Commercial Bank's total assets, loans, and deposits stood at 914.263 billion yuan, 487.569 billion yuan, and 672.724 billion yuan respectively by the end of 2024 [3]. - The bank achieved an operating income of 18.35 billion yuan in 2024, reflecting a growth of 5.86%, and a net profit of 6.471 billion yuan, which is an increase of 11.46% [3]. Group 3: Asset Quality and Investment Plans - The non-performing loan ratios for Chengdu Bank and Chengdu Rural Commercial Bank were reported at 0.66% and 1.02% respectively [4]. - Chengdu State-owned Assets Supervision and Administration Commission is in the process of implementing a share buyback plan for Chengdu Bank, with an adjusted investment amount ranging from 700 million yuan to 1.4 billion yuan, and the plan has been extended for six months [4].

Core Viewpoint - The article discusses the recent leadership changes at Chengdu Bank and Chengdu Rural Commercial Bank, highlighting the appointment of new chairpersons and the banks' significant growth in assets and market position [2][4][5]. Group 1: Leadership Changes - Wang Hui has resigned as the chairman of Chengdu Bank, effective immediately, and Huang Jianjun has been appointed as the new chairman [2]. - Wang Hui has been a key figure in Chengdu Bank's growth since 2005, serving as chairman since 2018, and has overseen substantial asset increases during his tenure [3][4]. - Huang Jianjun returns to Chengdu Bank after five years, having held various positions within the bank and most recently serving as the chairman of Chengdu Rural Commercial Bank [5][6]. Group 2: Financial Performance - Chengdu Bank's total assets reached 1.33 trillion yuan by the end of March 2023, with projections to grow to 1.25 trillion yuan by the end of 2024 [4]. - The bank has achieved a compound annual growth rate of 2.8 times in total assets, deposits, and loans over the past four years, maintaining a leading position in the industry [4]. - Chengdu Bank's return on equity stands at 17.81%, the highest among A-share listed banks for five consecutive years, with its market capitalization doubling since its listing [4]. Group 3: Chengdu Rural Commercial Bank Growth - Chengdu Rural Commercial Bank's total assets are projected to exceed 1 trillion yuan, with a current total of approximately 983.68 billion yuan as of June 2023 [2][6]. - The bank has expanded its asset base significantly from 520 billion yuan in 2020 to over 910 billion yuan by the end of 2024, marking five consecutive years of substantial growth [6]. - The bank is the largest in terms of coverage in Chengdu, with over 500 operational outlets and a workforce of more than 9,000 employees [6]. Group 4: IPO Plans - Chengdu Rural Commercial Bank has initiated the process for an IPO, with the first phase focusing on problem identification and solution formulation [7]. - The IPO guidance will be conducted in three phases, with the final phase aimed at preparing for the stock issuance and listing application by mid-2024 [8].

Macro Insights - The second quarter monetary policy execution report indicates that the monetary policy will likely remain structurally focused in the second half of the year, emphasizing support for technology innovation, consumption, small and micro enterprises, and stabilizing foreign trade [2][4][18] - Japan's GDP growth in Q2 exceeded expectations, driven by robust exports and corporate investment, with actual GDP growth rising from 0.6% to 1% quarter-on-quarter [3] - The U.S. consumer market remains resilient, with July CPI data showing moderate performance, alleviating concerns over tariff impacts, while PPI data rebounded unexpectedly [5] Industry Analysis - The semiconductor sector has seen significant fund outflows, with over 10 billion yuan exiting semiconductor ETFs, indicating investor divergence regarding the sector's short-term performance [8] - The optional consumption sector shows resilience, with July retail sales excluding automobiles increasing by 4.3%, driven by domestic demand policies and seasonal travel [15][21] - The photovoltaic industry is experiencing a rebound in prices due to supply-side reforms, with strong demand expected to continue, particularly in the silicon material segment [16] - The airline industry is at a low point in its cycle, with passenger demand not meeting expectations; however, a self-regulatory agreement may help improve profitability [19] Company Highlights - Chipong Microelectronics reported a 40.32% year-on-year revenue increase in H1 2025, driven by a diversified strategy in power systems [21] - Hesai Technology achieved a 54% year-on-year revenue growth in Q2 2025, with significant contributions from its ADAS laser radar products [23] - Shengnong Development's H1 2025 net profit surged by 791.93% year-on-year, attributed to operational improvements and investment gains [26] - Chengdu Bank's leadership transition is expected to maintain strategic continuity, supporting its long-term investment value [28]

8月18日，成都银行、成都农商银行均发布公告，宣布两行互换"掌门"：成都农商银行原党委书记、董事长黄建军担任成都银行党委书记、并获提名为成都 银行董事长人选；成都银行原党委书记、董事长王晖任成都农商银行党委书记、并获提名为成都农商银行董事长人选。 成都银行8月18日公告显示，中共成都市委决定，黄建军同志任中共成都银行股份有限公司委员会委员、书记，免去王晖同志中共成都银行股份有限公司委 员会书记、委员职务。中共成都市委同意提名黄建军同志任成都银行股份有限公司董事长，免去王晖同志成都银行股份有限公司董事长职务。按有关规定办 理。 而在此前业绩方面，成都银行发布的公开数据显示，在今年第一季度，该行实现营业收入58.17亿元，同比增长1.79亿元，增幅3.17%；实现归属于母公司股 东的净利润30.12亿元，同比增长1.61亿元，增幅5.64%；基本每股收益0.71元；加权平均净资产收益率3.70%，资产利润率（年化）0.93%。此外，一季度 末，成都银行不良贷款率0.66%，与去年末持平；拨备覆盖率456.00%，有所下降，去年末为479.29%。 另一方面，成都农商银行也于8月18日发布公告称，成都农商银行召开干 ...

王晖自2005年加入成都银行后出任该行党委委员、行长，2018 年起担任党委书记、董事长。值得注意 的是，公告对王晖在成都银行期间作出的成就给予了极高评价，称其"恪尽职守、勤勉尽责、专注专 业"，为"成都银行发展的创业者、见证者和领军人"，明确表示"在王晖带领下，成都银行实现规模、效 益、质量协调统一的跨越式发展。" （文章来源：21世纪经济报道） 近日，成都地区两家重要银行迎来关键人事调整——成都银行与成都农商银行完成掌舵人互换。 两家银行均为成都地区重要地方法人金融机构。其中，成都银行成立于1996年12月，是国有控股的地方 性股份制商业银行，于2018年1月在上海证券交易所主板上市，是四川省首家上市银行、全国第8家A股 上市城市商业银行。截至2024年末，该行注册资金37.36亿元，有在岗员工7800余人，设立256家分支机 构，旗下拥有消费金融、村镇银行等附属机构，总资产超1.25万亿元，各项存款8858亿元，各项贷款 7425亿元。 8月17日，成都银行发布公告称，因组织工作调动，王晖辞去该行董事长等职务，黄建军接任董事长及 党委书记；同日，成都农商银行在官网发布公告称，王晖任该行党委书记并被提名为 ...

Group 1: Leadership Changes - Chengdu Bank and Chengdu Rural Commercial Bank announced significant leadership changes, with Wang Hui moving to Chengdu Rural Commercial Bank and Huang Jianjun returning to Chengdu Bank as the chairman nominee [2][5] - Huang Jianjun has a rich background in the banking sector, having held various positions in Chengdu Bank and Chengdu Rural Commercial Bank, and is recognized for his contributions to the latter during his tenure [3][4] - Wang Hui, with over 20 years at Chengdu Bank, is credited with strategic initiatives that led to significant growth in the bank's assets and quality [5][6] Group 2: Financial Performance - Chengdu Rural Commercial Bank reported a revenue of 18.35 billion yuan and a net profit of 6.471 billion yuan for 2024, marking year-on-year increases of 5.86% and 11.46% respectively [4] - As of the end of 2024, the total assets of Chengdu Rural Commercial Bank reached 914.263 billion yuan, with a non-performing loan ratio of 1.02%, the best asset quality in nearly nine years [4] - Chengdu Bank's total assets, deposits, and loans reached 1.25 trillion yuan, 880 billion yuan, and 740 billion yuan respectively by the end of 2024, reflecting a growth of 2.8 times since its listing [6] Group 3: Strategic Implications - The leadership adjustments are seen as a strategic move to optimize local financial resource allocation and enhance the service capabilities of city commercial banks in supporting the real economy [2][7] - The changes are aligned with the broader goals of the Chengdu-Chongqing economic circle, which aims to develop a significant economic and technological hub in the region [7][8] - The competitive landscape for Chengdu Bank is intensifying, with increasing pressure from larger state-owned banks and other local financial institutions, necessitating a focus on digital transformation and retail banking [8]

来源：机构之家 周日午后，成都银行（601838.SH）一则高管换帅的消息打破了银行圈内原有的平静。这家地处中部地区的万亿城商行，其一把手王晖已提交辞职报告，突发辞任，原因为"因组织工作调动另有 公告内容显示，王晖目前已经不在成都银行担任任何职务，一并辞去董事长等多管理职位，甚至连董事一职也未有保留。 业绩增长已明显放缓。从收入端来看，成都银行2021年至2024年营业收入增长分别为22.5%、13.1%、7.2%、5.9%，从过去高歌猛进之势已落入个位数增长，今年一季度更是以3.2%的增速再 与此同时，成都银行如今饱受市场对其过多依赖当地基建、市政项目质疑。2024年年报显示，该行前十名贷款客户中，有九位来自"租赁与商务服务业"，而总计高达46.7%的租赁与商务服务业 由此可见，对于新任掌舵者黄建军而言，身上的担子并不轻。 值得一提的是，原成都农商行行长徐登义已先于去年底空降成都银行担任行长一职，而随着黄建军此番回归成都银行，原一二把手将在新平台继续通力合作。对于成都银行而言，在"老搭档"带领 责任编辑：王馨茹 与此同时，成都银行还在公告中披露的千字长文的致谢，其中不仅有"胸怀国之大者"的评价，还有对其20 ...

Core Viewpoint - The leading city commercial banks, known for their rapid growth, are experiencing a significant slowdown in performance, with many reporting declines in revenue growth compared to previous years [1][2][4]. Group 1: Performance Trends - From 2019 to 2024, six out of the seven fastest-growing listed banks are city commercial banks, but in the first quarter of this year, these banks saw a year-on-year growth rate decline of 3.6 percentage points, the largest drop among listed banks [1][2]. - Notable city commercial banks such as Chengdu Bank, Jiangsu Bank, Hangzhou Bank, and Changsha Bank have all shown significant declines in growth rates, with Hangzhou Bank's revenue growth dropping to 2.2% compared to a five-year compound growth rate of 12.4% [1][4]. Group 2: Compliance and Regulatory Challenges - City commercial banks face increasing compliance pressures, with stricter financial regulations leading to penalties for issues like imprudent credit management and data falsification, which are critical for their sustainable development [2][7]. - The need for these banks to enhance their internal control systems and compliance management capabilities is becoming a key issue for their stable growth [7][22]. Group 3: Economic and Market Factors - The decline in infrastructure investment, which has historically supported the growth of city commercial banks, is becoming a concern as local economic structures adjust and upgrade [8][12]. - City commercial banks are exploring new paths in digital finance and green finance to align with urban development and economic transformation [11][13]. Group 4: Asset Quality and Risk Management - The rising risk levels in city commercial banks are evident, with many reporting non-performing loan generation rates above 0.74%, exceeding the average for listed banks [16][18]. - The shift towards higher-risk retail and small business loans has increased the vulnerability of these banks during economic downturns, necessitating a more cautious approach to expansion [21][22]. Group 5: Future Strategies - To thrive in a competitive environment, city commercial banks must balance their roles in supporting the real economy while adapting to market transformations [22][23]. - Strengthening partnerships with government and enterprises, along with enhancing risk control and technological capabilities, is essential for achieving sustainable development [23].

近日，成都银行（证券代码：601838）发布公告，披露公司党委书记任免及董事长提名信息。根据中共 成都市委决定，黄建军正式出任中共成都银行股份有限公司委员会委员、书记，同时被提名担任成都银 行董事长；原党委书记、董事长王晖则被免去相应党内及董事长职务，相关职务任免将按规定程序办 理。 公开信息显示，黄建军出生于1975年11月，拥有四川大学政治经济学专业在职博士研究生学历，职称评 定为正高级经济师，现任本公司党委书记、董事长提名人选。曾任成都市商业银行办公室秘书科科长、 办公室副主任兼目标督查办公室主任、董事会办公室主任、公司业务部总经理、中小企业部总经理；成 都银行高新支行行长，公司业务部总经理，西安分行党委书记、行长；成都市商业银行董事会秘书，成 都银行行长助理、党委委员、副行长，其间挂职广东省佛山市金融局副局长；成都农商银行党委副书 记、代理董事长、董事、行长；成都农商银行党委书记、董事长。曾兼任四川省金融学会第七届理事会 理事、副会长；四川省银行业协会第九届监事会监事。 据悉，在此次党委书记任免公告发布前，成都银行已于8月17日公告原董事长王晖因组织工作调动离 任。王晖自2005年加入成都银行，历任党 ...