Zheng Quan Shi Bao·2025-11-23 18:43Core Viewpoint - The A-share market is experiencing fluctuations, yet several listed banks are seeing increased holdings, with bank stocks performing well against the market trend [1][2] Group 1: Bank Stock Performance - Nanjing Bank's foreign major shareholder increased its stake by 128 million shares, raising its holding ratio to a record high of 18.06% [1] - Chengdu Bank's two major shareholders jointly increased their holdings by approximately 34.247 million shares, with a total investment of about 611 million yuan [1] - As of November 21, 17 bank stocks have shown positive cumulative growth over the past month, with Agricultural Bank of China leading the sector with a 57.84% increase year-to-date [2] Group 2: Market Trends and Analyst Insights - Since October, there has been a "buying wave" among listed banks, particularly in city commercial banks and rural commercial banks, which account for over 80% of the increases [1] - Analysts note a shift in buying strategies from defensive to proactive market value management, driven by expectations of economic recovery and stable interest margins [1] - 35 out of 42 listed banks reported year-on-year profit growth in the first three quarters, with 7 banks achieving double-digit growth [2] - Analysts emphasize the resilience of the banking sector's fundamentals, supported by market risk aversion and strong long-term capital allocation preferences from insurance companies [2]