浦发银行半月获股东三度增持 银行股“资本投票”潮已至？

Group 1 - China Mobile increased its stake in Shanghai Pudong Development Bank through convertible bonds, raising its ownership from 17.00% to 18.18% between October 10 and October 24, 2025 [1][2] - The stake increase occurred in three separate transactions on October 13, 17, and 24, each crossing the 1% disclosure threshold, reflecting a strategic management of shareholding [1][2] - The transactions involved a total of 450,156,195 shares, 149,805,835 shares, and 118,611,350 shares being converted from convertible bonds [1] Group 2 - Other major shareholders in the banking sector have also been increasing their stakes, indicating a growing confidence in the banking industry [2] - Postal Savings Bank's major shareholder increased its stake by 19.91 million shares, with plans for further increases within the next 12 months [2] - The trend of increasing stakes is not limited to large banks, as regional banks like Qingdao Bank and Suzhou Bank have also seen significant increases from local state-owned enterprises [3][4] Group 3 - The current wave of bank share increases is characterized by diverse stakeholders, including local state-owned platforms, central state-owned enterprises, foreign institutional investors, and industrial capital [5] - The increases are primarily funded by self-owned capital, with a general commitment to long-term holding, particularly in regional banks in economically active areas [5] - This trend reflects a broader restructuring logic within the financial system, as stakeholders publicly endorse the long-term value of banks through their investments [5][6] Group 4 - The recent increase in bank shares indicates a shift in valuation logic, moving from short-term profit fluctuations to a focus on structural advantages such as customer base, regional economic resilience, and asset quality stability [6] - Banks with these characteristics are becoming attractive to long-term investors, serving as a stabilizing force in the financial market [6]