Bank of Chengdu(SH:601838) 2 1 Shi Ji Jing Ji Bao Dao·2025-08-11 10:33Core Viewpoint - The continuous rise in bank stock prices has led to adjustments in share buyback plans, with some banks extending their buyback timelines due to prices exceeding previously set limits [2][4][5]. Group 1: Buyback Plans - Chengdu Bank announced an extension of its buyback plan until April 9, 2026, as its stock price has consistently exceeded the upper limit set in the original plan [2][4]. - The total amount for the buyback by Chengdu Industrial Capital Group and Chengdu Xintianyi is planned to be between 700 million and 1.4 billion RMB, with specific amounts allocated to each entity [4]. - The original price cap for the buyback has been removed, allowing for adjustments based on market conditions [5]. Group 2: Performance Reports - Changshu Bank reported a 10.10% year-on-year increase in revenue for the first half of 2025, reaching 6.062 billion RMB, and a 13.51% increase in net profit [8]. - As of June 30, 2025, Changshu Bank's total assets grew by 9.45% to 401.227 billion RMB, with a non-performing loan ratio of 0.76% [8]. - Huaxia Bank's management plans to voluntarily buy back shares worth at least 30 million RMB starting April 11, 2025, reflecting confidence in the bank's long-term value [5]. Group 3: Market Sentiment - Eight other listed banks have also seen shareholder buybacks or plans for buybacks this year, indicating strong market interest in bank stocks [6]. - The overall investment enthusiasm for bank stocks remains high, as evidenced by multiple buyback announcements from various banks [6]. Group 4: Financial Health - Huaxia Bank's net profit for the first half of 2025 is expected to be supported by its management's confidence in the bank's future despite potential delays in the buyback plan due to market fluctuations [5]. - Several banks, including Hangzhou Bank and Qilu Bank, have reported strong financial performance, with significant year-on-year growth in both revenue and net profit [9][10].