来源：新浪证券-红岸工作室 11月21日，中国平安跌2.14%，成交额40.67亿元，换手率0.64%，总市值10667.21亿元。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-3.88亿，占比0.1%，行业排名5/5，该股当前无连续增减仓现象，主力趋势不明显；所 属行业主力净流入-7.80亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-3.88亿-7.53亿-11.20亿-12.11亿-4.16亿 主力持仓 异动分析 高股息精选+证金持股+互联网保险+独角兽概念 1、中国平安最近3年的股息率分别为：5.15%，6.03%，4.84% 2、公司前十大流通股东中包含中央汇金资产管理有限责任公司或中国证券金融股份有限公司。 3、拥有金融壹账通，向中小银行等金融机构提供电子银行、账户服务、征信、贷款和同业交易等服 务。 4、参股独角兽;旗下拥有陆金所、平安好医生、医保公司、金融一账通等多家独角兽公司,18年5月平安 好医生于中国香港上市;19年3月,旗下陆金所估值394亿美元。 资料显示，中国平安保险(集团) ...

来源：新浪证券-红岸工作室 11月13日，邮储银行跌1.02%，成交额10.43亿元，换手率0.27%，总市值6977.52亿元。 异动分析 高股息精选+国企改革 1、邮储银行最近3年的股息率分别为：5.58%，6.00%，4.61% 2、公司属于国有企业。公司的最终控制人为中国邮政集团有限公司。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-9226.26万，占比0.09%，行业排名4/6，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-3.59亿，当前无连续增减仓现象，主力趋势不明显。 截至9月30日，邮储银行股东户数14.26万，较上期减少13.09%；人均流通股478570股，较上期增加 15.29%。2025年1月-9月，邮储银行实现营业收入0.00元；归母净利润765.62亿元，同比增长0.98%。 分红方面，邮储银行A股上市后累计派现1377.96亿元。近三年，累计派现773.95亿元。 机构持仓方面，截止2025年9月30日，邮储银行十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股5.20亿股，相比上期 ...

Core Viewpoint - Postal Savings Bank of China (PSBC) shows stable performance with a recent stock price increase and a solid dividend yield, indicating potential investment opportunities in the context of state-owned enterprise reforms [1][2]. Financial Performance - PSBC's recent three-year dividend yields are 5.58%, 6.00%, and 4.61% respectively, reflecting a consistent return to shareholders [2]. - For the period from January to September 2025, PSBC reported a net profit of 765.62 billion yuan, representing a year-on-year growth of 0.98% [7]. Market Activity - On November 12, PSBC's stock rose by 0.69% with a trading volume of 9.93 billion yuan and a turnover rate of 0.25%, leading to a total market capitalization of 704.96 billion yuan [1]. - The main capital inflow for PSBC today was 67.79 million yuan, accounting for 0.07% of the total, with no significant trend in main capital movements observed [3][4]. Shareholder Structure - As of September 30, 2025, PSBC had 142,600 shareholders, a decrease of 13.09% from the previous period, while the average circulating shares per person increased by 15.29% to 478,570 shares [7]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable reductions in their holdings compared to the previous period [8][9]. Business Overview - PSBC, established on March 6, 2007, and listed on December 10, 2019, primarily offers banking and financial services in China, with personal banking contributing 65.15% to its revenue, corporate banking 22.71%, and fund operations 12.10% [6].

Core Viewpoint - Qingdao Port is positioned favorably due to its strategic location and recent developments, including a partnership with Huawei to enhance smart port operations, which may lead to growth opportunities in the shipping and logistics sector [2][3]. Group 1: Company Overview - Qingdao Port International Co., Ltd. is located in Qingdao, Shandong Province, and was established on November 15, 2013, with its listing date on January 21, 2019 [6]. - The company primarily engages in the handling of various goods, including containers, metal ores, coal, and crude oil, along with logistics and port value-added services [6]. - Revenue composition includes 56.72% from handling and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [6]. Group 2: Financial Performance - For the period from January to September 2025, Qingdao Port achieved a revenue of 14.238 billion yuan, representing a year-on-year growth of 1.86%, and a net profit attributable to shareholders of 4.180 billion yuan, up 6.33% year-on-year [6]. - The company has distributed a total of 12.818 billion yuan in dividends since its A-share listing, with 5.687 billion yuan distributed over the past three years [7]. Group 3: Market Activity - On November 12, Qingdao Port's stock rose by 0.57%, with a trading volume of 136 million yuan and a turnover rate of 0.28%, bringing the total market capitalization to 57.641 billion yuan [1]. - Recent net inflow of funds was negative at -3.426 million yuan, indicating a reduction in main capital over the past two days [4]. Group 4: Strategic Developments - The signing of the China-South Korea Free Trade Agreement is expected to benefit Qingdao Port due to its proximity to South Korea and its central location within key port clusters in Northeast Asia [2]. - The partnership with Huawei aims to accelerate the development of smart port operations at major domestic ports, which could enhance operational efficiency and service offerings [3].

Core Viewpoint - China Ping An's stock has shown a slight increase of 0.70% with a trading volume of 3.132 billion yuan and a market capitalization of 1,073.783 billion yuan [1] Dividend Analysis - The dividend yields for China Ping An over the past three years were 5.15%, 6.03%, and 4.84% respectively [2] - The company has distributed a total of 391.904 billion yuan in dividends since its A-share listing, with 134.54 billion yuan distributed in the last three years [6] Shareholder Structure - Central Huijin Asset Management and China Securities Finance are among the top ten shareholders of the company [2] - As of September 30, 2025, the number of shareholders was 696,200, a decrease of 3.43% from the previous period [5] Business Overview - China Ping An operates primarily in insurance, banking, securities, and trust services, with revenue contributions of 45.76% from life and health insurance, 34.46% from property insurance, 13.87% from banking, 5.27% from asset management, and 3.85% from financial empowerment [5] - The company has several unicorns under its umbrella, including Lufax, Ping An Good Doctor, and Ping An Healthcare [2] Market Activity - The stock has seen a net outflow of 68.0836 million yuan today, with a lack of clear trend in major funds [2] - The average trading cost of the stock is 51.84 yuan, with the current price approaching a resistance level of 59.40 yuan [4]

Core Viewpoint - Postal Savings Bank of China (PSBC) has shown a decline in stock price and trading volume, indicating potential investor caution amid recent market movements [1][3]. Financial Performance - For the first nine months of 2025, PSBC reported a net profit of 765.62 billion yuan, reflecting a year-on-year growth of 0.98% [7]. - The bank's cumulative cash dividends since its A-share listing amount to 1,377.96 billion yuan, with 773.95 billion yuan distributed over the past three years [8]. Dividend Yield - PSBC's dividend yields over the past three years were 5.58%, 6.00%, and 4.61%, indicating a consistent return to shareholders [2]. Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 13.09% to 142,600, while the average circulating shares per person increased by 15.29% to 478,570 shares [7]. Market Activity - The stock experienced a net outflow of 66.32 million yuan today, with a continuous reduction in main capital over the past two days [3][4]. - The average trading cost of PSBC shares is 5.14 yuan, with the stock price approaching a resistance level of 5.86 yuan, suggesting potential for a price correction if this level is not surpassed [5]. Company Overview - PSBC, established on March 6, 2007, and listed on December 10, 2019, primarily offers banking and financial services in China, with personal banking contributing 65.15% to its revenue, corporate banking 22.71%, and funding operations 12.10% [6].

Core Viewpoint - Qingdao Port is strategically positioned in the Bohai Sea region and benefits from the China-South Korea Free Trade Agreement, enhancing its operational advantages in the Northeast Asia port network [2] Company Overview - Qingdao Port International Co., Ltd. was established on November 15, 2013, and listed on January 21, 2019. Its main business includes loading and unloading various goods such as containers, metal ores, coal, and crude oil, along with logistics and port value-added services [6] - The revenue composition of the company is as follows: 56.72% from loading and related services, 36.96% from logistics and port value-added services, 3.25% from oil, electricity, and other sales, 1.95% from rental income, and 1.13% from engineering and labor services [6] - As of September 30, 2025, Qingdao Port achieved an operating income of 14.238 billion yuan, a year-on-year increase of 1.86%, and a net profit attributable to shareholders of 4.180 billion yuan, a year-on-year increase of 6.33% [6] Dividend Information - Since its A-share listing, Qingdao Port has distributed a total of 12.818 billion yuan in dividends, with 5.687 billion yuan distributed over the past three years [7] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders of Qingdao Port include Southern S&P China A-Share Large Cap Dividend Low Volatility ETF, holding 25.5069 million shares, and Hong Kong Central Clearing Limited, holding 22.3567 million shares, both showing increases in holdings compared to the previous period [8] Market Activity - On November 5, Qingdao Port's stock price decreased by 0.69%, with a trading volume of 110 million yuan and a turnover rate of 0.24%, resulting in a total market capitalization of 56.148 billion yuan [1] - The stock has seen a net outflow of 3.9516 million yuan from main funds today, with a ranking of 21 out of 35 in its industry [3]

Core Viewpoint - Postal Savings Bank of China (PSBC) shows a slight decline in stock price, with a market capitalization of 709.76 billion yuan and a trading volume of 910 million yuan on November 5 [1] Financial Performance - PSBC's dividend yields over the past three years were 5.58%, 6.00%, and 4.61% respectively, indicating a stable return for investors [2] - For the period from January to September 2025, PSBC reported a net profit of 76.562 billion yuan, reflecting a year-on-year growth of 0.98% [7] Shareholder Information - As of September 30, 2025, the number of PSBC shareholders decreased by 13.09% to 142,600, while the average number of circulating shares per person increased by 15.29% to 478,570 shares [7] Dividend Distribution - Since its A-share listing, PSBC has distributed a total of 137.796 billion yuan in dividends, with 77.395 billion yuan distributed over the last three years [8] Market Position - PSBC is classified as a state-owned enterprise, ultimately controlled by China Post Group [2] - The bank's main business segments include personal banking (65.15% of revenue), corporate banking (22.71%), and funding operations (12.10%) [6] Technical Analysis - The average trading cost of PSBC shares is 5.14 yuan, with the stock price currently near a support level of 5.88 yuan [5]

Core Viewpoint - Chongqing Bank's stock has shown a slight decline of 0.98% on November 5, with a trading volume of 175 million yuan and a total market capitalization of 38.533 billion yuan [1] Group 1: Dividend and Financial Support Initiatives - Chongqing Bank's dividend yields over the past three years were 5.83%, 5.86%, and 4.46% respectively [2] - The bank has launched various financial products to support rural revitalization, including "Rural Revitalization Loans" and "Live Pig Collateral Loans" to enhance agricultural infrastructure [2] - The bank aims to increase credit support for new agricultural entities and strengthen partnerships with local government financing guarantee companies [2] Group 2: Shareholding and Market Activity - Chongqing Real Estate Group has acquired a stake in Chongqing Bank, holding 6.53% of the total shares [2] - The bank's main trading activity shows a net outflow of 6.0621 million yuan today, with no significant trend in major funds [3][4] Group 3: Technical Analysis - The average trading cost of Chongqing Bank's shares is 9.73 yuan, with the current stock price fluctuating between resistance at 11.38 yuan and support at 10.95 yuan [5] Group 4: Company Overview - Chongqing Bank, established on September 2, 1996, primarily provides corporate and personal banking services, with 75.09% of revenue from corporate banking, 16.94% from personal banking, and 7.72% from funding operations [6] - As of September 30, the number of shareholders increased by 6.17% to 36,300, with an average of 53,243 circulating shares per person, a decrease of 6.01% [6] - For the period from January to September 2025, the bank reported a net profit of 4.879 billion yuan, reflecting a year-on-year growth of 10.19% [6] Group 5: Dividend Distribution - Since its A-share listing, Chongqing Bank has distributed a total of 6.88 billion yuan in dividends, with 4.229 billion yuan distributed over the past three years [7]

Core Viewpoint - Postal Savings Bank of China (PSBC) shows a stable performance with a recent stock price increase and a solid dividend yield, indicating potential investment attractiveness in the context of state-owned enterprise reforms [1][2]. Financial Performance - PSBC's recent three-year dividend yields are 5.58%, 6.00%, and 4.61% respectively, reflecting a consistent return to shareholders [2]. - As of September 30, 2025, PSBC reported a net profit of 765.62 billion yuan, a year-on-year increase of 0.98% [7]. Market Activity - On November 4, PSBC's stock rose by 2.42%, with a trading volume of 1.309 billion yuan and a turnover rate of 0.33%, leading to a total market capitalization of 710.963 billion yuan [1]. - The stock has seen a net inflow of 1.04 million yuan today, with no significant trend in major shareholder activity [3][4]. Shareholder Structure - As of September 30, 2025, the number of PSBC shareholders decreased by 13.09% to 142,600, while the average circulating shares per person increased by 15.29% to 478,570 shares [7]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable reductions in their holdings [8][9]. Business Overview - PSBC, established in 2007 and listed in 2019, primarily offers banking and financial services in China, with personal banking contributing 65.15% to its revenue, corporate banking 22.71%, and funding operations 12.10% [6]. - The bank operates under the categories of state-owned large banks, with a focus on long-term value and low price-to-earnings ratios [6].