今日盘中，招商银行（03968.HK）股价大幅下跌5.06%，引发市场广泛关注。这一跌幅主要受到两个因素的影响：公司宣布取消监事会以及一季度业绩下滑。
根据公告，招商银行董事会于4月29日晚间审议通过了《关于不再设置监事会的议案》。这一决定是落实新修订的《公司法》，公司将不再设置监事会，由董事会审计委员会承接法律法规规定的监事会职权。这一重大公司治理变革引发了投资者对银行内部监督机制的担忧，可能是导致股价下跌的主要原因之一。
另一方面，招商银行发布的2025年第一季度报告显示，公司经营业绩出现下滑。一季度实现营业收入837.51亿元，同比下降3.09%；净利润372.86亿元，同比下降2.08%。这一业绩表现不及市场预期，也对股价造成了一定压力。值得注意的是，招商银行的资产质量保持稳定，一季度末不良贷款率为0.94%，较上年末下降0.01个百分点。
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