Bank Of Jiangsu(SH:600919) Zhong Guo Jing Ying Bao·2025-07-11 06:36Core Viewpoint - Recent executive share buybacks in banks signal confidence in the sector's future performance and potential for valuation recovery [2][3][4] Group 1: Executive Buybacks - Jiangsu Bank's executives and senior management completed their share buyback plan ahead of schedule, acquiring 2.1648 million shares for a total investment of 24.2782 million yuan, exceeding the planned minimum by 121.39% [2] - Over 10 banks, including Lanzhou Bank and Beijing Bank, have seen similar executive buybacks this year, indicating a trend of increasing market interest in bank stocks [2][3] Group 2: Market Performance - As of July 10, 34 out of 42 A-share bank stocks have risen, with Minsheng Bank showing a notable increase of 5.31% [3] - The buyback actions are interpreted as a strategy to stabilize market expectations and reinforce shareholder return commitments, reflecting confidence in business upgrades and profitability [3][4] Group 3: Economic Analysis - Analysts highlight three main reasons for Jiangsu Bank's management buyback: stable performance with a 8.16% year-on-year profit increase, attractive stock valuations in a low-interest environment, and clear strategic planning focused on digital transformation [4] - The banking sector is experiencing a wave of buybacks, driven by external market volatility and a commitment to enhancing valuation levels, which is expected to support healthy capital market development [4][6] Group 4: Future Outlook - The annual dividend payout for listed banks is projected to reach 632 billion yuan, with over 10 banks announcing plans for 2024 dividends [6] - The banking sector is anticipated to maintain a 7.5% growth rate in assets and liabilities by Q3 2025, supported by investments in technology and green finance [6]