成都银行两国资股东增持金额已超6亿元，银行板块年内增持净额领跑全市场

Core Viewpoint - Chengdu Bank's major shareholders have significantly increased their holdings, reflecting a broader trend of shareholder and management buybacks across the banking sector amid market adjustments [2][6]. Group 1: Shareholder Activity - Chengdu Industrial Capital Holding Group and Chengdu Xintianyi Investment have collectively increased their shares by approximately 34.247 million, with a total investment of 611 million yuan [2][3]. - Chengdu Industrial Capital Group raised its stake from 5.73% to 6.0618%, acquiring about 14.04475 million shares for approximately 253 million yuan [3]. - Chengdu Xintianyi invested 358 million yuan to acquire around 20.2022 million shares, increasing its holding from 3.80% to 4.2737% [3]. Group 2: Broader Market Trends - The banking sector has seen a net increase in shareholder or executive buybacks amounting to approximately 9.03 billion yuan, the highest among 31 industries [5][7]. - Other banks, such as Nanjing Bank and Qingdao Bank, have also experienced significant shareholder buybacks, with Nanjing Bank's largest shareholder, BNP Paribas, increasing its stake to 18.06% [6][7]. - Local industrial capital is actively investing in banks, with Qingdao Guoxin Financial Holdings increasing its stake in Qingdao Bank by 9.57 billion yuan [6]. Group 3: Future Outlook - Chengdu Bank's initial buyback plan was adjusted to remove the price cap and extend the implementation period to April 2026, with a total investment target of 700 million to 1.4 billion yuan [4]. - Analysts suggest that the banking sector's valuation is currently low, with a price-to-book ratio of 0.73, indicating potential for future growth [7][8]. - The focus for 2026 investment strategies includes high dividend stocks, structural opportunities in city and rural commercial banks, and recovery in retail banking demand [8].