QILU BANK(SH:601665) Zheng Quan Ri Bao·2025-07-14 16:10Core Viewpoint - The recent share reduction by Chongqing Huayu Group in Qilu Bank occurs at a relatively high stock price, reflecting strategic adjustments by major shareholders amidst a strong performance in the banking sector [1][2]. Group 1: Shareholder Actions - Chongqing Huayu plans to reduce its holdings in Qilu Bank by up to approximately 60.44 million shares, representing a maximum reduction of 1.10% of the bank's total share capital, potentially generating around 400 million yuan [1]. - The shareholding of Chongqing Huayu in Qilu Bank has decreased from over 5% to 3.55% following multiple reductions, indicating a trend of increased selling activity over the past year [1][2]. - Other major shareholders, such as those in Zheshang Bank and Changsha Bank, have also announced share reduction plans, suggesting a broader trend among large shareholders in the banking sector [2]. Group 2: Market Performance - Qilu Bank's stock price has increased by over 20% this year and nearly 50% in 2024, indicating strong market performance [2]. - The bank reported year-on-year growth in both revenue and net profit attributable to shareholders in the first quarter of this year, highlighting its solid financial fundamentals [2]. Group 3: Investor Sentiment - Analysts suggest that the increase in shareholding by some major shareholders, such as Suzhou Bank, reflects confidence in the future development and long-term investment value of the banking sector [3]. - The overall sentiment in the banking sector is expected to improve due to increased policy support, continuous institutional capital inflow, and ongoing improvements in the industry fundamentals [3].