年内多家上市银行被“加仓”，透露出什么信号？

Core Viewpoint - Nanjing Bank's major shareholder, Nanjing Gaoke, has increased its stake back to 9% following the early redemption of "Nanjing Convertible Bonds," which diluted the shareholding ratio [1][2][3] Group 1: Shareholder Actions - Nanjing Gaoke increased its shareholding by purchasing 7.51 million shares from July 24 to August 4, raising its ownership from 8.94% to 9.00% [1][2] - Other banks, including Suzhou Bank and Chengdu Bank, have also seen significant shareholder increases this year, indicating a trend among A-share banks [4][5] - The first major shareholder of Nanjing Bank, BNP Paribas, has also increased its stake, currently holding 16.15% [3] Group 2: Market Implications - The increase in shareholding by major shareholders is seen as a positive signal, enhancing market confidence and indicating optimism about future growth [4][5] - The low valuation of bank stocks suggests potential for recovery, with many bank stocks having risen over 20% this year [5] Group 3: Capital and Dividends - The early redemption of "Nanjing Convertible Bonds" has improved Nanjing Bank's core Tier 1 capital adequacy ratio by 0.57 percentage points to 9.45%, providing more room for growth [2] - Nanjing Bank has maintained a cash dividend payout ratio above 30%, with over 60 billion yuan distributed in cash dividends for the 2024 fiscal year [6]