证券之星消息，8月1日城商行板块较上一交易日上涨1.08%，宁波银行领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。城商行板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002142 | 宁波银行 | 28.48 | 2.19% | 40.15万 | | 11.38亿 | | 6000000 | 南京银行 | 11.68 | 1.74% | 53.44万 | | 6.19亿 | | 601838 | 成都银行 | 18.72 | 1.35% | 29.71万 | | 5.51亿 | | 600926 | 杭州银行 | 16.26 | 1.31% | 57.32万 | | 9.26亿 | | 002948 | 青岛银行 | 4.81 | 1.26% | 90.82万 | | 4.45 乙 | | 616009 | 江苏银行 | 11.44 | 1.24% | 129.60万 | | 14.71亿 | | ...

二、成都银行应要求上述核准任职资格人员严格遵守金融监管总局有关监管规定，自成都银行政许可决 定作出之日起3个月内到任，并将其任职文件及时抄送四川金融监管局。未在上述规定期限内到任的， 本批复文件失效，由四川金融监管局办理行政许可注销手续。 三、成都银行应督促上述核准任职资格人员持续学习和掌握经济金融相关法律法规，牢固树立风险合规 意识，熟悉任职岗位职责，忠实勤勉履职。 未尽事项按金融监管总局有关规定办理。 2025年7月21日，四川金融监管局发布批复称，《成都银行（601838）关于游先伟高级管理人员任职资 格许可的请示》（成银行文〔2025〕128号）收悉。经审核，现批复如下： 一、核准游先伟成都银行股份有限公司总经济师的任职资格。 ...

成都银行股份有限公司 本公司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。 成都银行股份有限公司（以下简称"本行"）党委委员、工会主席张蓬女士因组织工作调动另有任用，将 不再担任本行任何职务。 任职期间，张蓬女士恪尽职守、勤勉尽责，以高度的敬业精神，丰富的管理经验，忠实履行工会主席职 责，切实保障职工权益，以多元的职工文化建设激发全行工作热情，为本行推动构建和谐劳动关系、凝 心聚力发挥了重要作用。本行董事会对张蓬女士在任职期间的辛勤付出和突出贡献表示充分肯定、高度 评价和衷心感谢！ 特此公告。 董事会 2025年8月1日 ...

Group 1 - The core viewpoint of the article highlights the resurgence of the bank convertible bond market, characterized by a significant increase in conversion rates and the re-establishment of convertible bonds as a primary capital-raising tool for banks [1][2][7] - Several banks, including Nanjing Bank and Hangzhou Bank, have seen conversion rates exceeding 90%, with some reaching as high as 99.98%, indicating a strong recovery in stock prices and investor confidence [1][2][7] - The article notes that regulatory policies encouraging diverse capital supplementation and improved market conditions have contributed to the renewed interest in bank convertible bonds as a means of capital replenishment [1][7] Group 2 - The successful conversion of convertible bonds is closely tied to the performance of the underlying stocks, with examples such as Suzhou Bank and its conditional redemption triggering strong stock performance [3][4] - Strategic investors, referred to as "white knights," have played a crucial role in facilitating conversions, as seen in the cases of Everbright Bank and Shanghai Pudong Development Bank, where significant investments led to successful bond conversions [4][5][6] - The article emphasizes that banks are increasingly utilizing convertible bonds to enhance their capital adequacy ratios, particularly in a low-interest-rate environment where investor demand for defensive assets is rising [7][8] Group 3 - The current market conditions present a favorable window for banks to issue convertible bonds, with a focus on designing favorable terms and balancing the interests of issuers and investors [7][8] - The article points out that the overall supply of bank convertible bonds has decreased significantly, leading to a scarcity of quality offerings and increasing their investment value [7] - It is suggested that banks should approach the reissuance of convertible bonds cautiously, ensuring fair terms and maintaining investor confidence to avoid market disruptions [8]

成都银行股份有限公司董事会 成都银行股份有限公司（以下简称"本行"）党委委员、工会主席 张蓬女士因组织工作调动另有任用，将不再担任本行任何职务。 任职期间，张蓬女士恪尽职守、勤勉尽责，以高度的敬业精神， 丰富的管理经验，忠实履行工会主席职责，切实保障职工权益，以多 元的职工文化建设激发全行工作热情，为本行推动构建和谐劳动关 系、凝心聚力发挥了重要作用。本行董事会对张蓬女士在任职期间的 辛勤付出和突出贡献表示充分肯定、高度评价和衷心感谢！ 特此公告。 证券代码：601838 证券简称：成都银行 公告编号：2025-042 本公司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。 ...

证券日报网讯 7月31日晚间，成都银行发布公告称，成都银行股份有限公司（以下简称"本行"）党委委 员、工会主席张蓬女士因组织工作调动另有任用，将不再担任本行任何职务。 （文章来源：证券日报） ...

证券代码：601838 证券简称：成都银行 公告编号：2025-042 任职期间，张蓬女士恪尽职守、勤勉尽责，以高度的敬业精神， 丰富的管理经验，忠实履行工会主席职责，切实保障职工权益，以多 元的职工文化建设激发全行工作热情，为本行推动构建和谐劳动关 系、凝心聚力发挥了重要作用。本行董事会对张蓬女士在任职期间的 辛勤付出和突出贡献表示充分肯定、高度评价和衷心感谢！ 特此公告。 成都银行股份有限公司董事会 2025 年 8 月 1 日 1 成都银行股份有限公司关于工会主席离任的公告 本公司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。 成都银行股份有限公司（以下简称"本行"）党委委员、工会主席 张蓬女士因组织工作调动另有任用，将不再担任本行任何职务。 ...

Strategy - The report emphasizes the need for structural adjustment in dividend asset allocation, highlighting a shift from traditional stable profit and high dividend targets towards cyclical dividends due to the implementation of anti-involution policies and positive M1 data [1][22] - The expectation of price elasticity returning significantly strengthens, indicating that cyclical dividend assets should receive more attention in the current market environment [1][22] - The South China Industrial Index has shown an upward trend for two consecutive months, suggesting that if it rises by more than 1% in August, a long-term upward trend may emerge, favoring cyclical dividends historically [1][22] Financial Sector - The banking sector experienced a pullback in July, but the second-quarter performance reports indicate a marginal improvement, suggesting continued investment value in banks [2][18] - Recommendations include focusing on banks with high dividend yields and solid asset quality, particularly smaller regional banks with high provision coverage [2][18] - The report suggests that policies aimed at stabilizing asset quality and promoting credit growth will benefit banks, especially those with strong fundamentals and risk control [2][18] Transportation and Utilities - The report anticipates steady growth in the transportation and utilities sector for the first half of 2025, recommending investment in high-dividend yielding assets like Sichuan Chengyu and other major highway operators [3][18] - The report highlights the long-term value of ports, recommending companies like China Merchants Port and Qingdao Port for their overseas asset layouts and stable growth [3][18] Energy and Chemicals - The report notes the initiation of coal mine capacity checks by the National Energy Administration, suggesting a focus on coal investments due to the strong anti-involution policies [4][18] - Recommendations include major oil and gas companies like China Petroleum and China National Offshore Oil Corporation, which are expected to maintain long-term cash flow stability [4][18] Food and Beverage - The food and beverage sector is entering a performance verification period, with a focus on improving dividend quality, particularly in the liquor segment where leading brands like Moutai and Wuliangye are highlighted [5][18] - The report suggests that the current dividend yield of over 4% for leading liquor brands enhances their attractiveness as quality dividend assets [5][18] Home Appliances - The home appliance sector is viewed positively due to quality and cyclical dividends, with recommendations for leading companies like Midea Group and Haier Smart Home [7][18] - The report indicates that the sector may benefit from policy support and improving domestic sales conditions [7][18] Real Estate - The report notes a decline in new home registrations, suggesting a focus on undervalued leading companies in the real estate sector [8][18] - Recommendations include companies like Swire Properties and China Resources Land, which are expected to maintain stable cash flows and dividends [8][18] Publishing - The education publishing sector is highlighted for its stability and high dividend potential, with recommendations for companies like Southern Publishing and Media [8][18] - The report emphasizes the sector's resilience and potential for growth in new areas like AI education [8][18] Selected Dividend Asset Portfolio - The report provides a curated list of dividend assets, including stable assets like Sichuan Chengyu in transportation, quality assets like Wuliangye in food and beverage, and cyclical assets like Shaanxi Coal and Energy [17][18] - The portfolio aims to balance stability, quality, and potential growth in dividend returns across various sectors [17][18]

证券之星消息，7月31日城商行板块较上一交易日下跌1.69%，青岛银行领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。城商行板块个股涨跌见下表： 从资金流向上来看，当日城商行板块主力资金净流入3.55亿元，游资资金净流出3.48亿元，散户资金净流 出672.91万元。城商行板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601009 南京银行 | | 1.36亿 | 18.02% | -7561.65万 | -10.00% | -6062.50万 | -8.02% | | 600926 杭州银行 | | 8796.45万 | 7.39% | -6639.21万 | -5.58% | -2157.24万 | -1.81% | | 002966 苏州银行 | | 5001.57万 | 15.54% | -2207.49万 | -6.86% ...

张蓬女士担任本行职工监事期间，恪尽职守、勤勉履职，主动作为，积极开展监督工作，依法维护职工 合法权益，为公司稳健运营和高质量发展发挥了积极作用。本公司监事会对张蓬女士在任职期间的辛勤 付出和突出贡献表示衷心感谢！ 特此公告。 证券代码：601838 证券简称：成都银行 公告编号：2025-041 成都银行股份有限公司 关于职工监事辞职的公告 本公司监事会及全体监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。 成都银行股份有限公司（以下简称"公司"）监事会于2025年7月30日收到职工监事张蓬女士的书面辞职 报告。张蓬女士因工作调动，辞去公司第八届监事会职工监事、监事会提名委员会委员职务。 经张蓬 女士确认，其与监事会无不同意见，亦无任何与其辞职有关的事项需要通知公司股东及债权人。 成都银行股份有限公司监事会 2025年7月31日 ...