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股东、险资、社保集体增持银行股!银行AH指数股息率回升至4.6%
2 1 Shi Ji Jing Ji Bao Dao·2025-09-18 04:39

Group 1 - The banking sector is experiencing a significant decline, with the AH banking index and the CSI banking index both dropping over 13% since July 11, leading to a breach of the 120-day moving average for the first time in a year [1] - As of September 17, the dividend yield for the banking AH index has risen to 4.6%, attracting shareholder interest and investment in related ETFs [3][6] - Several listed banks have reported shareholder increases, with notable actions from Everbright Bank and Nanjing Bank, indicating confidence in their future development [3][4] Group 2 - Insurance capital has increased its holdings in the banking sector, reaching a position of 28.24% by the second quarter of 2025, while social security funds have also raised their stake to 51.71% [5] - A total of 17 listed banks have announced mid-term dividend plans for 2025, with a combined total of 237.54 billion yuan, led by Industrial and Commercial Bank of China with 50.396 billion yuan [6][7] - The banking AH index has shown a cumulative increase of 97.48% since 2019, outperforming both the CSI banking total return index and the CSI 300 total return index [9][11]