Regional Banks

BANK OF NANJING

Bank of Nanjing released FY2026 Q1 earnings on April 22 During-Market (BJT), actual revenue CNY 11.65 B (forecast CNY 14.39 B), actual EPS CNY 0.53 (forecast CNY 0.5289)

NJBK to Release FY2025 Earnings on April 23 After-Market (BJT), Forecast Revenue CNY 54.27 B, EPS CNY 1.7909

NJBK to Release FY2026 Q1 Earnings on April 23 During-Market (BJT), Forecast Revenue CNY 14.39 B, EPS CNY 0.5289

Bank of Nanjing released FY2025 Q4 earnings on January 22 After-Market (BJT), actual revenue CNY 9.657 B (forecast CNY 12.72 B), actual EPS CNY 0.226 (forecast CNY 0.3319)

NJBK released FY2025 Annual Earnings on January 22 After-Market (BJT), actual revenue CNY 26.17 B (forecast CNY 54.27 B), actual EPS CNY 1.76 (forecast CNY 1.7909)

Bank of Nanjing released FY2025 Q3 earnings on October 27 Pre-Market (BJT), actual revenue CNY 8.959 B (forecast CNY 12.72 B), actual EPS CNY 0.42 (forecast CNY 0.44)

NJBK released FY2025 9 Months Earnings on October 27 Pre-Market (BJT), actual revenue CNY 10.96 B, actual EPS CNY 0.5

NJBK to release FY2025 Q3 earnings on October 28 pre-market (BJT), forecast revenue CNY 12.72 B, EPS CNY 0.44

Nanjing Bank Increased by BNP Paribas and Jin Group

Multiple Listed Banks See Share Buybacks from Insiders and Major Shareholders

Multiple Listed Banks See Share Buybacks by Major Shareholders and Management

BANK OF NANJING released FY2025 Semi-Annual Earnings on August 28 After-Market (BJT), actual revenue CNY 22.89 B, actual EPS CNY 1.0282

NJBK released FY2025 Q2 earnings on August 28 After-Market (BJT), actual revenue CNY 11.87 B (forecast CNY 13.79 B), actual EPS CNY 0.5278 (forecast CNY 0.5268)

NJBK to Release FY2025 Semi-Annual Earnings on August 29, 2025 (BJT)

Nanjing Gaoke Increases Holdings in Nanjing Bank Shares

Changjiang Securities Resumes Buy Rating on Nanjing Bank

Nanjing Bank's 'Nan Yin Convertible Bonds' Redeemed Early

Bailian Group Issued 150 Million Yuan Ultra-Short-Term Financing Notes

Nanjing Bank Rises to 86th in Global 1000 Banks Ranking

Nanjing Bank Successfully Issued the First Sci-Tech Innovation Bond in Jiangsu Province

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Amid the banking sector facing dual pressures of narrowing net interest margins and an asset shortage, Bank of Nanjing has delivered a seemingly impressive performance report:

Wallstreetcn

Nanjing Bank's 3 Trillion Yuan Balance Sheet Surge: Volume-for-Price Strategy and Profit Smoothing Amid Net Interest Margin Pressure

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Fitch Ratings expects that China's low interest rate environment will persist due to weak domestic demand and external shocks affecting growth, putting pressure on the profitability of domestic banks. However, the resilience of rated banks will remain, based on their stable deposit business, prudent asset-liability strategies, and financial stability policies. The viability ratings of rated banks range from "bbb" to "b+", providing reasonable buffer space. Despite low interest rates, the risk of deposit outflows for banks is limited, liquidity management discipline will be maintained, and the long-term low interest rate environment will not significantly alter their profitability mix

AASTOCKS

ICBC

Bank Of China

CNCB

Bank Of Communications

CMBC

China Merchants Bank

INDUSTRIAL BANK

China Southern CSI Banks ETF

China Merchants CSI BANK AH Price ETF

Hwabao WP CSI Banks ETF

Huaan CSI Banks ETF

WP CSI Banks ETF

E Fund CSI 300 Financials (ex Banks) ETF

Fitch Ratings expects the low interest rate environment in the mainland to persist, with rated domestic banks showing resilience

As the 2025 annual reports of A-share listed banks are released, market attention on the banking sector has intensified. So far this year, nearly 20 listed banks have collectively received over 90 institutional research visits, with NJBK standing out by hosting more than 100 institutions. During these sessions, core topics such as net interest margin trends and bond investment returns were frequently discussed

Declining Net Interest Margin and Volatile Bond Market Draw Institutional Focus on Banks' Breakout Strategies

In the first quarter, 631 institutions surveyed 17 listed banks, primarily focusing on city commercial banks and rural commercial banks. NJBK emerged as the most surveyed bank, hosting 117 institutions. Suzhou Bank and Hangzhou Bank also received significant attention, with 10 surveys each. Key areas of focus for institutions included credit disbursement conditions, net interest margin trends, and bond investment strategies

Listed Banks Received High-Frequency Institutional Surveys in Q1; Credit Disbursement and Net Interest Margin Trends Became Focus

With its asset scale soaring to the 3 trillion yuan mark, NJBK has delivered a rather "aggressive" performance report for 2025. On January 22, NJBK

Nanjing Bank breaks 3 trillion: Assets soar by 16%, net interest income increases by 30%

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In December, Bank of Beijing, Bank of Shanghai, HZBANK, NJBK, and other city commercial banks successively announced the redemption of their preferred shares, with redemption scales of RMB 4.9 billion, RMB 20 billion, RMB 10 billion, and RMB 4.9 billion respectively. Adding the RMB 6 billion from Bank of Changsha, the total redemption scale for the five banks in a single month reached RMB 45.8 billion

Bank of Shanghai

HZBANK

Bank Of Changsha

Over 100 billion yuan of preferred shares redeemed by banks this year

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Recently, the A-share banking sector has seen a resurgence of shareholder and executive buybacks, with NJBK and Bank Of Chengdu among the city commercial banks disclosing large buyback announcements. Industry insiders believe that bank stocks demonstrate strong resilience in a volatile market, and the buyback actions convey confidence in the banks' fundamentals and the market's preference for high-dividend assets

Bank Of Chengdu

The wave of increased holdings in bank stocks, shareholders voting with capital

Recently, banks have intensively listed "direct supply housing" on the Alibaba auction platform to accelerate the disposal of non-performing assets. The four commercial properties auctioned by NJBK were sold for 7.21 million yuan, which is 60% of the market price. After obtaining complete ownership of the mortgaged real estate through debt claims, banks sell it on the open market to quickly recover funds and replenish profits. Industry insiders expect that the number of "direct supply housing" will continue to rise in the future

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Banks intensively list "direct supply housing," accelerating the disposal of non-performing assets

BANK OF NANJING(601009.SH)