24家A股银行将现金分红超2600亿元

Core Viewpoint - The recent surge in stock prices of major Chinese banks is driven by their mid-term dividend announcements, with a total cash dividend amounting to 2637.90 billion yuan for 2025, indicating significant investment potential in the banking sector [2][4]. Dividend Announcements - As of November 24, 2025, 24 A-share listed banks have disclosed their mid-term dividend plans, with a total cash dividend of 2638 billion yuan [4]. - Notably, seven banks, including Industrial Bank, Changsha Bank, and Ningbo Bank, are implementing mid-term dividends for the first time since their listings [2]. - The six major state-owned banks are expected to distribute over 2046 billion yuan in dividends [5]. Dividend Yield - The average dividend yield for listed banks as of November 24 is 4.48%, with 12 banks yielding over 5% and 26 banks exceeding 4% [6]. - Specific banks like Bank of Communications and China Construction Bank have dividend yields of 4.18% and 3.93%, respectively [6]. Shareholder and Executive Buybacks - There has been a notable increase in share buybacks by major shareholders and executives of listed banks, signaling positive market sentiment [8]. - For instance, Chengdu Bank's major shareholders have collectively bought approximately 34.25 million shares, investing 6.11 billion yuan from August 27 to November 21 [8]. - Nanjing Bank reported that foreign shareholder BNP Paribas increased its stake by over 128 million shares, raising its ownership to 18.06% [9]. Overall Market Sentiment - The banking sector has seen a net increase in holdings exceeding 9 billion yuan, with significant buybacks from shareholders and executives across multiple banks [10]. - The proactive buyback activities reflect confidence in the banks' future strategies and growth prospects, with the banking sector ranking second in shareholder buybacks this year, only behind the transportation sector [10].