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重庆银行股份有限公司关于股东权益变动的提示性公告
登录新浪财经APP 搜索【信披】查看更多考评等级 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 ...
6家上市银行公布可转债转股结果
10月9日,A股6家上市银行公告可转债转股结果。 浦发银行公告称,截至2025年9月30日,累计已有人民币25428173000元浦发转债转为公司普通股,累计 转股股数2002606591股,占浦发转债转股前公司已发行普通股股份总额的6.8227%。 兴业银行公告称,截至2025年9月30日,累计已有人民币8647930000元兴业转债转为本公司A股普通 股,因转股形成的股份数量累计为388661196股,占兴业转债转股前本公司已发行普通股股份总额的 1.87088%。 上海银行公告称,截至2025年9月30日,累计已有人民币22174000元上银转债转为公司A股普通股,累 计转股股数为2470883股,占上银转债转股前公司已发行A股普通股股份总额的0.0174%。 重庆银行公告称,截至2025年9月30日,累计已有人民币856000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80463股,占重银转债转股前本行已发行普通股股份总额的0.0023%。 常熟银行公告称,截至2025年9月30日,累计已有人民币511000元常银转债转为本行A股普通股,累计 转股股数为72349股,占常银转债转股前 ...
重庆银行股份有限公司 关于股东权益变动事项的进展公告(重庆渝富及其一致行动人)
Core Viewpoint - Chongqing Bank announced a significant change in shareholder equity due to the transfer of shares by Chongqing Water Investment Group, impacting the ownership structure of the bank [2][3][6]. Group 1: Shareholder Equity Changes - Chongqing Water Investment Group transferred 52,000,000 A-shares of Chongqing Bank at a price of 10.70 CNY per share, representing 1.50% of the total share capital [3][6][8]. - Following the transfer, the shareholding percentage of Chongqing Water Investment Group decreased from 8.50% to 7.00%, while the shareholding of its associated party, Chongqing Yufu Capital, decreased from 23.45% to 21.95% [3][6][8]. Group 2: Regulatory Approvals and Announcements - The transfer was approved by the Chongqing State-owned Assets Supervision and Administration Commission, allowing Chongqing Real Estate Group to acquire the shares from Chongqing Water Investment Group [2][12]. - The announcement regarding the equity change was made on September 6, 2025, confirming the completion of the share transfer [4][5][11].
重庆银行股份有限公司关于股东通过大宗交易方式转让股份结果公告
Core Points - Chongqing Water Investment Group reduced its stake in Chongqing Bank by transferring 52 million A-shares, representing 1.50% of the total share capital, at a price of 10.70 yuan per share [2][3][7] - Following the transfer, Chongqing Water Investment Group's ownership decreased from 8.50% to 7.00% [2][3] - The transaction was completed on September 3, 2025, and was part of a broader plan approved by the Chongqing State-owned Assets Supervision and Administration Commission [6][11] Shareholder Information - Before the transfer, Chongqing Water Investment Group held 295,335,802 shares of Chongqing Bank, accounting for 8.50% of the total share capital [2] - The transfer was executed as part of a strategic decision by Chongqing Water Investment Group to meet its development needs [2][6] Transaction Details - The shares were sold through a block trade, and the total transaction value did not exceed 5.8 billion yuan [6][10] - The transfer was consistent with the previously disclosed plan, and the minimum reduction target was achieved [4][5] Impact on Shareholding Structure - After the transfer, the shareholding percentage of Chongqing Water Investment Group fell to 7.00%, triggering a 1% threshold change in equity [3][7] - The transaction also affected the shareholding of Chongqing Real Estate Group and its concerted actions, increasing their stake from 5.10% to 6.60% after acquiring the same number of shares [11]
重庆银行(01963) - 海外监管公告–2025年半年度报告摘要
2025-08-22 10:50
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示,概不就因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 BANK OF CHONGQING CO., LTD.* 重慶銀行股份有限公司* ( 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ) (股份代號:1963) 海外監管公告 本公告乃重慶銀行股份有限公司*(「本行」)根據香港聯合交易所有限公司證券上市規則第 13.10B條而作出。 茲載列本行在上海證券交易所網站刊發之《2025年半年度報告摘要》,僅供參閱。 代表董事會 重慶銀行股份有限公司* 董事長 楊秀明 中國重慶,2025年8月22日 於本公告刊發日期,本行的執行董事為楊秀明先生、高嵩先生及侯曦蒙女士;本行的非 執行董事為黃漢興先生、郭喜樂先生、吳珩先生、付巍先生、周宗成先生及余華先生; 本行的獨立非執行董事為朱燕建先生、劉瑞晗女士、汪欽琳女士、曾宏先生及陳鳳翔先 生。 * 本行經中國銀行業監督管理機構批准持有B0206H250000001號金融許可證,並經重慶市市 場 ...
重庆银行股份有限公司关于股东拟通过大宗交易方式转让股份计划公告
Core Viewpoint - Chongqing Bank's major shareholder, Chongqing Water Investment Group, plans to reduce its stake by transferring up to 52 million A-shares through block trading, which represents a maximum of 1.50% of the bank's total share capital [2][3][12]. Summary by Relevant Sections Shareholder Information - As of the announcement date, Chongqing Water Investment Group holds 295,335,802 shares of Chongqing Bank, accounting for 8.50% of the total share capital [2]. Reduction Plan Details - The reduction plan allows Chongqing Water Investment Group to sell up to 52 million shares within 90 days starting from 15 trading days after the announcement, potentially lowering its stake to 7.00% [2][3][12]. - The transaction amount is not to exceed 580 million yuan [3][12]. Compliance and Commitments - Chongqing Water Investment Group had previously committed to a lock-up period of 36 months post-IPO, during which it would not transfer its shares [5]. - The current reduction plan is consistent with prior commitments made by the shareholder [5]. Impact on Shareholding Structure - If the reduction is fully executed, the shareholding of Chongqing Water Investment Group will decrease, impacting the overall shareholding structure but not leading to a change in control of the bank [6][12][16]. - The reduction will also affect the shareholding of Chongqing Yufu Capital, the largest shareholder, and its concerted actions [12][15].
齐鲁转债今日最后交易日 银行转债将仅剩7只
Core Viewpoint - Qilu Bank's convertible bond (Qilu Convertible Bond) is set to be delisted, marking the fifth bank convertible bond to exit the market this year, which will further enhance the scarcity of bank convertible bonds [2][5][6]. Group 1: Qilu Convertible Bond Details - The last trading day for Qilu Convertible Bond is August 8, with the final conversion day on August 13, and it will be delisted on August 14 [2]. - Investors can either trade the bond in the secondary market or convert it at a price of 5 CNY per share, or face forced redemption at a price of 100 CNY per bond plus accrued interest, totaling 100.7068 CNY per bond [3]. - The bond was originally set to mature in 2028 but was triggered for forced redemption due to the underlying stock price rising above 130% of the conversion price for 15 trading days [3]. Group 2: Qilu Bank's Financial Performance - For the first half of 2025, Qilu Bank reported revenue of approximately 6.782 billion CNY, a year-on-year increase of 5.76%, and a net profit attributable to shareholders of approximately 2.734 billion CNY, up 16.48% [3][4]. - The net interest margin has stabilized, with net interest income reaching 4.998 billion CNY, a growth of 13.57%, and net commission income of 817 million CNY, also up 13.64% [4]. - The non-performing loan ratio stands at 1.09%, a decrease of 0.10 percentage points from the end of the previous year, and the provision coverage ratio has improved to 343.24%, an increase of 20.86 percentage points [4]. Group 3: Market Implications of Convertible Bond Delisting - The delisting of Qilu Convertible Bond will reduce the number of bank convertible bonds to seven, and with the upcoming delisting of another bond in October, the total market size of bank convertible bonds is expected to fall below 100 billion CNY [2][5][6]. - The scarcity of bank convertible bonds is expected to increase, with potential remaining bonds at year-end estimated to be around 63.9 billion CNY if certain bonds complete conversion [6]. - Analysts predict that the gradual delisting of bank convertible bonds will lead to a restructuring of the market and valuation, with banks having a strong incentive to convert bonds into equity [7][8].
2025年8月可转债市场展望:从仓位走向结构
Report Industry Investment Rating No relevant information provided. Core Viewpoints of the Report - In July, the convertible bond market continued its upward trend, with the equal - weighted index significantly outperforming the weighted index. The median convertible bond price reached a maximum of 129 yuan, approaching the level at the beginning of 2022, but the structure showed that low - priced bonds were significantly higher than those at the beginning of 2022, while high - priced bonds were significantly lower [2][9]. - The July market was a "second - derivative" fluctuation, while the equity "first - derivative" remained positive. Before the September 3 parade, A - shares may have opportunities, and the dumbbell strategy (high - dividend + micro - cap stocks) may rebound. The convertible bond market will continue to follow the underlying stocks and remain strong [2]. - The new VAT policy on the interest income of bonds such as treasury bonds may increase the cost - effectiveness of stable and low - volatility convertible bonds, and the buying volume of bond - type convertible bonds and the entire convertible bond market may increase [2]. - After short - term winning - rate volatility pricing, the market will shift to odds - based advantages. It is recommended to pay attention to the cost - effectiveness improvement of bank convertible bonds and high - elasticity varieties, and the future will shift from position - based victory to structure - based victory [4]. Summary According to Relevant Catalogs 1. Review of the Convertible Bond Market in July: Recovery under Strong Equity - **Price and Index Performance**: The convertible bond market continued to rise in July, with a steeper upward slope compared to June. The equal - weighted index significantly outperformed the weighted index, and there was a slight pullback at the end of the month. The median convertible bond price reached a maximum of 129 yuan and closed at around 127 yuan at the end of the month [2][9]. - **Style and Sector Performance**: In July, small - cap and low - rating styles were dominant again, and their excess performance since the beginning of the year reached a new high. The pharmaceutical sector led the rise, while the financial sector significantly underperformed other sectors since 2025 [10][12][15]. - **Comparison with Underlying Stocks**: Convertible bonds slightly underperformed the underlying stocks, but the underperformance margin further narrowed compared to June. The convertible bond market showed strong performance overall, and its valuation advantage was significant [16][21]. - **Valuation Situation**: The convertible bond valuation confirmed an upward trend, with the 100 - yuan premium rate rising to a maximum of 33% in July. The current high - valuation problem is mainly reflected in the low - parity area, while the 120 - 130 yuan parity is still a valuation depression [22][24][27]. 2. Outlook for the Convertible Bond Market in August: Shifting from Position - Based Victory to Structure - Based Comparison - **Equity Market and Convertible Bond Market**: The short - term adjustment of the equity market is due to the full implementation of the market rotation and catch - up market, and the market has returned to a volatile state. Before the September 3 parade, A - shares may have opportunities, and the convertible bond market will follow the underlying stocks and remain strong [2][46]. - **Valuation of Convertible Bonds**: The high valuation of convertible bonds may be maintained because the overall risk of the stock market is controllable. However, the absolute valuation of bond - type convertible bonds is relatively high, and there are potential adjustment risks. After the short - term adjustment, they have certain cost - effectiveness [48][53][60]. - **Impact of VAT Policy**: The adjustment of the bond VAT policy may increase the attractiveness of bond - type convertible bonds. After the tax increase, the cost - effectiveness of pure bonds decreases, and the buying volume of bond - type convertible bonds may increase [63][66]. - **Cost - Effectiveness of Different Types of Convertible Bonds**: The cost - effectiveness of high - dividend and low - volatility convertible bonds such as bank convertible bonds may increase, and attention should also be paid to high - elasticity varieties and individual bonds with odds advantages [4]. 3. Bond Selection Directions and Targets in August - **Bond Selection Directions**: First, pay attention to the directions favored by the high - to - low shift in the August market, such as bank convertible bonds and some "bank - like" convertible bonds; second, focus on small - cap growth sectors such as self - controllability and national defense and military industries; third, pay attention to convertible bonds that are not subject to forced redemption or have been listed for less than 6 months; fourth, pay attention to convertible bonds that can replace underlying stocks [4]. - **Targets in August**: Low - volatility convertible bonds include Lvdong Convertible Bond, Hengyi Convertible Bond 2, etc.; stable convertible bonds include Bo 25 Convertible Bond, Guanghe Convertible Bond, etc.; high - volatility convertible bonds include Daotong Convertible Bond, Jiahe Convertible Bond, etc. [4]
固收转债分析:2025年8月十大转债
NORTHEAST SECURITIES· 2025-08-04 09:55
Report Summary 1) Report Industry Investment Rating The provided content does not mention the industry investment rating. 2) Core Viewpoints The report presents the top ten convertible bonds for August 2025, including their ratings, closing prices at the end of July, conversion premium rates, and P/E ratios of the underlying stocks. It also provides an overview of each issuing company, including business scope, financial performance, and key points [14][29]. 3) Summary by Company Zhongte Convertible Bond (AAA) - Company is a global leader in specialty steel manufacturing with a production capacity of about 20 million tons. It has a complete industrial chain and coastal - river production bases [14][15]. - In 2024, revenue was 109.203 billion yuan (down 4.22% year - on - year), and net profit was 5.126 billion yuan (down 10.41% year - on - year). In Q1 2025, revenue was 26.84 billion yuan (down 5.59% year - on - year), and net profit was 1.384 billion yuan (up 1.76% year - on - year) [14]. - Key points: It is one of the companies with the most complete product specifications in the global special steel industry, has leading cost - control capabilities, and has opportunities for external expansion [15]. Shanlu Convertible Bond (AAA) - Company focuses on road and bridge construction and maintenance, and has expanded into other fields. It has a comprehensive business and management system [29]. - In 2024, revenue was 71.348 billion yuan (down 2.3% year - on - year), and net profit was 2.322 billion yuan (up 1.47% year - on - year). In Q1 2025, revenue was 9.764 billion yuan (up 1.95% year - on - year), and net profit was 249 million yuan (up 1.89% year - on - year) [29]. - Key points: It has the concept of "China - specific valuation" due to state - owned control, has potential for improvement in its balance sheet and order volume, can benefit from infrastructure construction in Shandong Province, and is exploring the Belt and Road Initiative markets [30]. Hebang Convertible Bond (AA) - Company has advantages in resource reserves and has diversified into the chemical, agricultural, and photovoltaic industries, with a four - sector business layout [42]. - In 2024, revenue was 8.547 billion yuan (down 3.13% year - on - year), and net profit was 31 million yuan (down 97.55% year - on - year). In Q1 2025, revenue was 1.726 billion yuan (down 13.68% year - on - year), and net profit was 13 million yuan (down 57.99% year - on - year) [42]. - Key points: Its phosphate mines and salt mines are profitable, and its liquid methionine production is a major profit contributor [43]. Aima Convertible Bond (AA) - Company is a leading enterprise in the electric two - wheeler industry, with self - developed products sold through dealers [59]. - In 2024, revenue was 21.606 billion yuan (up 2.71% year - on - year), and net profit was 1.988 billion yuan (up 5.68% year - on - year). In Q1 2025, revenue was 6.232 billion yuan (up 25.82% year - on - year), and net profit was 605 million yuan (up 25.12% year - on - year) [59]. - Key points: The "trade - in" subsidy may continue, the implementation of the new national standard may bring policy dividends, and there is room for improvement in gross margin [60]. Xingye Convertible Bond (AAA) - Company is one of the first joint - stock commercial banks in China and has evolved into a modern financial service group [73]. - In 2024, revenue was 212.226 billion yuan (up 0.66% year - on - year), and net profit was 77.205 billion yuan (up 0.12% year - on - year). In Q1 2025, revenue was 55.683 billion yuan (down 3.58% year - on - year), and net profit was 23.796 billion yuan (down 2.22% year - on - year) [73]. - Key points: Net interest income is growing steadily, asset quality is stable, and the company's scale and customer base are expanding [74]. Youfa Convertible Bond (AA) - Company is the largest welded steel pipe enterprise in China, with a wide range of products used in multiple fields [87]. - In 2024, revenue was 54.822 billion yuan (down 10.01% year - on - year), and net profit was 425 million yuan (down 25.46% year - on - year). In Q1 2025, revenue was 11.402 billion yuan (up 6.06% year - on - year), and net profit was 133 million yuan (up 9680.17% year - on - year) [87]. - Key points: It has a national layout, is expanding overseas, and maintains a high dividend rate [88]. Chongyin Convertible Bond (AAA) - Company is a local joint - stock commercial bank in the upper reaches of the Yangtze River and Southwest China, with a wide range of business operations [102]. - In 2024, revenue was 13.679 billion yuan (up 3.54% year - on - year), and net profit was 5.117 billion yuan (up 3.8% year - on - year). In Q1 2025, revenue was 3.581 billion yuan (up 5.3% year - on - year), and net profit was 1.624 billion yuan (up 5.33% year - on - year) [102]. - Key points: It can benefit from the development of the Chengdu - Chongqing economic circle, its asset scale is growing, and it is actively marketing key industries [103]. Tianye Convertible Bond (AA+) - Company is a leading enterprise in the chlor - alkali chemical industry in Xinjiang, with an integrated circular economy industrial chain [116]. - In 2024, revenue was 11.156 billion yuan (down 2.7% year - on - year), and net profit was 68 million yuan (up 108.83% year - on - year). In Q1 2025, revenue was 2.417 billion yuan (up 8.17% year - on - year), and net profit was - 17 million yuan (up 89.97% year - on - year) [116]. - Key points: The cost of caustic soda production is relatively fixed, and the company plans to increase dividend frequency and has coal mine projects in progress [117]. Huayuan Convertible Bond (AA -) - Company focuses on building a complete vitamin D3 industrial chain and has expanded into other vitamin products [131]. - In 2024, revenue was 1.243 billion yuan (up 13.58% year - on - year), and net profit was 309 million yuan (up 60.76% year - on - year). In Q1 2025, revenue was 326 million yuan (down 1.18% year - on - year), and net profit was 97 million yuan (up 5.5% year - on - year) [131]. - Key points: Its NF - grade cholesterol and 25 - hydroxyvitamin D3 products are industry leaders, and it is expanding its product portfolio and has achievements in the pharmaceutical field [132]. Yushui Convertible Bond (AAA) - Company is the largest water supply and drainage enterprise in Chongqing, with a monopoly position in the local market [147]. - In 2024, revenue was 6.999 billion yuan (down 3.52% year - on - year), and net profit was 785 million yuan (down 27.88% year - on - year). In Q1 2025, revenue was 1.652 billion yuan (up 8.66% year - on - year), and net profit was 237 million yuan (up 28.91% year - on - year) [147]. - Key points: It has a high market share, is expanding its business outside Chongqing, and has achieved cost control through intelligent applications [148].
专题研究 | 二季度基金转债持仓:集中度下降,加仓小微盘
Xin Lang Cai Jing· 2025-08-01 08:50
Group 1 - In Q2 2025, funds reduced their convertible bond holdings by 10.06 billion to 262.13 billion, but the proportion of convertible bonds held by funds increased by 0.83 percentage points to 39.45% [1][4] - The primary category of funds that increased their convertible bond holdings was the first-level bond funds, which added 6.16 billion, while second-level bond funds, mixed bond funds, and flexible allocation funds reduced their holdings [7][8] - The trend of passive holdings in convertible bonds continued to rise, with the proportion increasing by 0.36 percentage points to 16.24%, reaching a new high [4][9] Group 2 - In terms of industry, funds mainly increased their holdings in basic chemicals, non-bank financials, electronics, and automotive convertible bonds, while significantly reducing their holdings in bank, machinery, and power equipment convertible bonds [2][16] - The concentration of fund holdings in individual convertible bonds decreased, with significant reductions in bank convertible bonds due to the risk of forced redemption [17][22] - The funds actively increased their positions in sectors with technological breakthroughs and policy support, such as robotics and innovative pharmaceuticals [20][22] Group 3 - The aging trend of convertible bond holdings continued, with the proportion of bonds with less than two years remaining increasing by 0.45 percentage points to 24.97% [16][18] - The first-level bond funds saw a significant increase in scale, with a 10.62% rise to 850.23 billion, while their convertible bond holdings increased by 9.26% [10][7] - The overall market for convertible bonds shrank significantly due to the accelerated exit of existing bonds, leading to a passive reduction in holdings by funds [4][9]