南京银行表示，根据总股本变化的实际情况，该行注册资本拟由约100.07亿元变更为约123.64亿元。据 悉，上述议案需提交南京银行股东大会审议。 北京商报讯（记者 宋亦桐）10月9日，南京银行（601009）发布公告，该行第十届董事会第十三次会议 于10月9日召开，会议审议并表决通过了《关于南京银行股份有限公司变更注册资本的议案》，因该行 发行的"南银转债"触发强赎条件，于2025年7月17日提前全部赎回，该行总股本增加至约123.64亿股。 ...

南京银行被多家股东增持，此前已提前赎回"南银转债"。 法巴银行增持南京银行 9月28日，南京银行发布公告称，法国巴黎银行（QFII）于2025年9月22日至2025年9月26日期间，以自有资金通过上海证券交易所交易系统以集中竞价交 易方式增持本公司股份108,093,950股，占本公司总股本的0.87%。法国巴黎银行及法国巴黎银行（QFII）合计持股比例由16.14%增加至17.02%。 | | | | | | 川広人 １/０工程 Ｘ (日) ツ ▽ ▽ 1円 / 4/1 × 1 * 1 * 1 円 / 4/1 × | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 投资者名称 | 变动前股数(股) | 变动前 比例 | 变动后股数(股) | 变动后 比例 | 权益变动方 | 权益变动的 | 资金来源 | | | | | | | 式 | 时间区间 | | | | | (%) | | (%) | | | | | 发生直接持股变动的主体: | | | | | | | 自有资金 ☑ | | 法国巴黎银行 (QFII) | 419, 851, 157 | ...

【导读】南京银行获得大股东法国巴黎银行增持 中国基金报记者 储是 南京银行被多家股东增持，此前已提前赎回"南银转债"。 法巴银行增持南京银行 9月28日，南京银行发布公告称， 法国巴黎银行（QFII） 于2025年9月22日至2025年9月26日期间，以自有资金通过上海证券交易所交 易系统以集中竞价交易方式增持本公司股份108,093,950股，占本公司总股本的0.87%。 法国巴黎银行及法国巴黎银行（QFII）合计持股 比例由16.14%增加至17.02%。 | 投资者名称 | 变动前股数(股) | 变动前 比例 | 变动后股数(股) | 变动后 比例 | 权益变动方 式 | 权益变动的 时间区间 | 资金来源 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | (%) | | (%) | | | | | 发生直接持股变动的主体: | | | | | | | 自有资金 ☑ | | 法国巴黎银行 (QFII) | 419, 851, 157 | 3.40 | 527, 945, 107 | 4. 27 | 集中竞价 ☑ 大宗交易 □ 其他: / ...

【导读】南京银行获得大股东法国巴黎银行增持 中国基金报记者 储是 南京银行被多家股东增持，此前已提前赎回"南银转债"。 法巴银行增持南京银行 9月28日，南京银行发布公告称，法国巴黎银行（QFII）于2025年9月22日至2025年9月26日期间，以自有资金通过上海证券交易所交易系统以集中竞价交 易方式增持本公司股份108,093,950股，占本公司总股本的0.87%。法国巴黎银行及法国巴黎银行（QFII）合计持股比例由16.14%增加至17.02%。 8月，南京银行另一股东南京高科也完成一轮增持。据公告，7月24日至8月4日期间，南京高科通过二级市场增持750.77万股，持股比例从8.94%增至 9.00%。 业内人士分析，可转债转股后持股比例被稀释，股东可能出于维持或提升股权占比的考量而增持。 7月，南京银行提前赎回"南银转债"，总股本增至12,363,567,245股。受此影响，南京银行的主要股东持股比例稀释。 | 投资者名称 | 变动前股数(股) | 变动前 比例 | 变动后股数(股) | 变动后 比例 | 权益变动方 | 权益变动的 | 资金来源 | | --- | --- | --- | --- ...

南京银行（601009.SH）再次获得重要股东增持。 日前，南京银行披露，该行第二大股东南京紫金投资集团有限责任公司（以下简称"紫金集团"）的控股子公司紫 金信托有限责任公司（以下简称"紫金信托"）于2025年7月18日至2025年9月10日期间，累计增持该行5677.98万 股，占该行总股本的0.46%。本次增持之后，紫金集团及紫金信托的合计持股比例提升至13.02%。 长江商报消息 ●长江商报记者 徐佳 长江商报记者注意到，近一年以来，南京银行已多次获得重要股东真金白银增持。特别是在2025年7月提前赎回可 转债导致总股本增加之后，包括紫金集团等在内的南京银行两大国资股东主动增持，提升持股比例。 国资大股东主动增持，体现了对南京银行未来发展的信心。2025年上半年，该行实现营业收入284.8亿元，同比增 长8.64%；归属于上市公司股东的净利润（以下简称"净利润"）126.19亿元，同比增长8.84%。上市至今，南京银 行累计已派现459.39亿元。 截至2025年6月末，南京银行资产总额2.9万亿元，较上年末增长11.96%；不良贷款率0.84%，较上年末上升0.01个 百分点，仍保持在较低水平。 多名 ...

Core Viewpoint - Nanjing Bank's 2025 semi-annual report demonstrates robust growth across multiple operational metrics, indicating strong profitability and resilience in a complex environment [1][6]. Financial Performance - As of the end of the reporting period, Nanjing Bank's total assets exceeded 2.9 trillion yuan, marking a nearly 12% increase from the previous year [1][7]. - The bank's deposits reached 1.64 trillion yuan, and loans amounted to 1.38 trillion yuan, with respective growth rates of 9.98% and 10.41% compared to the previous year [1][7]. - In the first half of 2025, Nanjing Bank achieved operating income of 28.48 billion yuan, an increase of 8.64% year-on-year, and a net profit attributable to shareholders of 12.62 billion yuan, up 8.84% year-on-year [6][7]. Capital Strength - The recent successful conversion of "Nanjing Bank Convertible Bonds" at nearly 100% conversion rate, totaling 19.996 billion yuan, set a record for city commercial banks [5][7]. - This conversion significantly enhances the bank's capital strength, providing a solid foundation for future high-quality development [5][7]. Business Segments - Nanjing Bank's corporate banking segment reported a loan balance of 1.06 trillion yuan, increasing by 119.02 billion yuan, or 12.71%, from the beginning of the year [8][11]. - Retail banking revenue reached 7.644 billion yuan, growing 21.40% year-on-year, with personal loans increasing to 331.949 billion yuan, a growth of 3.67% [9][11]. - The financial market segment maintained a steady upward trend, with subsidiaries contributing significantly to overall profitability [10]. Strategic Development - The bank's new five-year strategic plan focuses on developing corporate finance, retail finance, and financial markets, enhancing its comprehensive financial service capabilities [8][12]. - Nanjing Bank is actively optimizing its credit structure, particularly in key sectors such as advanced manufacturing, technology innovation, and green finance, with notable growth in these areas [11][12]. Regional Economic Integration - The bank emphasizes its role in supporting regional economic transformation, with significant increases in loans for green finance, inclusive small and micro enterprises, and technology finance [11][12]. - Nanjing Bank is also enhancing its cross-border financial services, supporting foreign trade small and micro enterprises [11][12]. Unique Business Identity - The bank is developing five distinctive business identities: Science and Technology Bank, Investment Bank, Wealth Bank, Transaction Bank, and Digital Bank, aiming to create a competitive edge [12][13]. - The focus on technology finance has led to a 12% increase in technology finance balance, reaching 166.8 billion yuan [12][13].

Core Viewpoint - In the first half of 2025, Nanjing Bank's revenue and profit growth accelerated, continuing a "U" shaped trend, supported by regional advantages and a stable net interest margin [1][9] Financial Performance - Nanjing Bank reported a revenue of 28.48 billion yuan, a year-on-year increase of 8.6%, and a net profit attributable to shareholders of 12.62 billion yuan, up 8.8% year-on-year [2][3] - The bank's net interest income grew by 22.1% year-on-year, driven by increased volume and improved pricing [3][4] - Non-interest income increased by 6.7%, primarily from growth in custody, guarantee, agency, and consulting services [3] Revenue and Profit Drivers - The main contributors to profit growth were scale expansion, operating expenses, and non-interest income, with respective positive contributions of 17.54%, 0.94%, and 0.67% [4] - The bank's net interest margin (NIM) was 1.86%, with a restored NIM of 1.38%, reflecting a year-on-year increase of 5 basis points [4][6] Asset Quality - Nanjing Bank maintained excellent asset quality, with a non-performing loan (NPL) ratio of 0.84%, slightly up by 1 basis point [8] - The bank's credit cost decreased to 0.79%, while the provision coverage ratio fell to 311.7% [8] Capital Position - The successful conversion of "Nanjing Convertible Bonds" improved the bank's capital position, with the core Tier 1 capital adequacy ratio rising to 9.47% [9][10] - The bank's annualized average return on equity was 15.32%, indicating strong profitability [9] Market Outlook - Nanjing Bank is expected to achieve nearly double-digit growth in revenue and profit for the full year, supported by favorable regional conditions and strong asset quality [4][10] - The bank's stock is currently trading at 0.76 times the 2025 price-to-book ratio, with a projected dividend yield of 4.75%, indicating a balance of growth and dividend attributes [10]

Core Viewpoint - The article highlights the frequent capital increase and expansion activities among regional small and medium-sized banks in China, particularly through methods such as convertible bonds, private placements, and introducing external shareholders, which have led to adjustments in their equity structures [1][2][4]. Group 1: Capital Increase Activities - Su Nong Bank plans to increase its registered capital from 1.803 billion to 2.019 billion yuan due to the conversion of convertible bonds and capital reserve increase [1]. - The bank issued 25 million convertible bonds in August 2018, with a total of 31.9761 million shares added through conversion by the maturity date in August 2024 [2]. - Other banks like Hangzhou Bank and Nanjing Bank have seen their convertible bonds trigger early redemption conditions, with conversion rates reaching 94.23% and 75.82% respectively [2]. Group 2: Equity Structure Adjustments - The capital increase activities have led to changes in the equity structures of some banks, with local state-owned enterprises increasing their shareholdings [4]. - For instance, after the capital increase, the Wenzhou State-owned Assets Management Company holds 747 million shares in Zhejiang Mintai Commercial Bank [4]. - Hankou Bank completed the issuance of 873.53 million shares, raising 4.586 billion yuan, with the shareholding of state-owned and local enterprises increasing post-issuance [4]. Group 3: Challenges and Recommendations - Regional small and medium-sized banks face challenges in capital replenishment, including limited external financing channels and pressure on internal capital accumulation [5]. - Experts suggest supporting these banks in establishing long-term capital replenishment mechanisms, optimizing shareholder qualifications, and simplifying approval processes for capital increases [6].

Core Viewpoint - Nanjing Bank's major shareholder, Nanjing Gaoke, has increased its stake back to 9% following the early redemption of "Nanjing Convertible Bonds," which diluted the shareholding ratio [1][2][3] Group 1: Shareholder Actions - Nanjing Gaoke increased its shareholding by purchasing 7.51 million shares from July 24 to August 4, raising its ownership from 8.94% to 9.00% [1][2] - Other banks, including Suzhou Bank and Chengdu Bank, have also seen significant shareholder increases this year, indicating a trend among A-share banks [4][5] - The first major shareholder of Nanjing Bank, BNP Paribas, has also increased its stake, currently holding 16.15% [3] Group 2: Market Implications - The increase in shareholding by major shareholders is seen as a positive signal, enhancing market confidence and indicating optimism about future growth [4][5] - The low valuation of bank stocks suggests potential for recovery, with many bank stocks having risen over 20% this year [5] Group 3: Capital and Dividends - The early redemption of "Nanjing Convertible Bonds" has improved Nanjing Bank's core Tier 1 capital adequacy ratio by 0.57 percentage points to 9.45%, providing more room for growth [2] - Nanjing Bank has maintained a cash dividend payout ratio above 30%, with over 60 billion yuan distributed in cash dividends for the 2024 fiscal year [6]

在"南银转债"提前赎回导致持股比例被动稀释后，南京银行（SH601009，股价11.98元，市值1481亿元）的主要股东南京高科通过"真金白银"的增 持，再度将持股比例拉回"9"字头。 据南京银行日前公告，股东南京高科于7月24日至8月4日期间，以自有资金通过上海证券交易所交易系统以集中竞价交易方式增持该行股份750.77 万股，占该行总股本的0.06%。南京高科持股比例由8.94%增加至9.00%，触及1%整数倍。 事实上，近年来南京银行屡获重要股东增持。不止南京银行，年内包括苏州银行、成都银行等近10家A股银行都披露了主要股东增持计划。 有受访人士告诉记者，银行股东密集增持传递了多重积极信号，有助于增强市场信心。通过增加资本金，可以减轻银行资本补充的压力，提高抗风 险能力。目前银行股虽然普遍估值较低，但这也意味着存在较大的修复潜力。 第四大股东南京高科持股比例增至9% 不久前，南京银行刚完成"南银转债"的提前赎回，并于7月18日从上交所摘牌。从赎回余额来看，涉及的"南银转债"余额为387.3万元，占发行总额 的0.02%。 浙商证券银行研究团队称，南银转债基本实现100%转股。以2025年一季度数据测算， ...