两家上市银行 同一天被第三次举牌！

Core Viewpoint - The trend of insurance capital increasing stakes in banks continues, with significant shareholdings triggering mandatory disclosures in the Hong Kong market [1][2][3]. Group 1: Insurance Capital Increases - On August 8, Ping An Life increased its holdings in Postal Savings Bank by 14.14 million shares, reaching 15.05% of the bank's H-share capital, triggering a mandatory disclosure [1][6]. - On the same day, Hongkang Life increased its holdings in Zhengzhou Bank by 9.9 million shares, surpassing 15% of the bank's H-share capital, also triggering a mandatory disclosure [2][8]. - Since January 8, 2025, a total of 7 listed banks have been targeted by insurance capital, with Postal Savings Bank, Zhengzhou Bank, and China Merchants Bank each experiencing three rounds of stake increases [3][12]. Group 2: Historical Context of Stake Increases - Ping An Life first disclosed its stake in Postal Savings Bank on January 8, 2025, when it held 5% of the H-shares [4]. - On May 9, 2025, Ping An Life further increased its holdings to over 10%, constituting a second round of stake increase [5]. - By August 8, 2025, Ping An Life had cumulatively acquired over 2 billion shares of Postal Savings Bank, with total expenditures exceeding 10 billion HKD during this period [7]. Group 3: Current Holdings and Market Performance - As of August 8, 2025, Ping An Life holds 2.989 billion shares of Postal Savings Bank, valued at approximately 17.2 billion HKD [8]. - Hongkang Life's holdings in Zhengzhou Bank reached 309 million shares, with a market value of about 435 million HKD [10]. - Year-to-date, Postal Savings Bank and Zhengzhou Bank have seen share price increases of approximately 28.6% and 39.5%, respectively [11].