Huan Qiu Lao Hu Cai Jing·2025-12-11 09:32Group 1 - China Construction Bank has received approval from the National Financial Regulatory Administration to increase its registered capital by 11.589 billion yuan, raising it from 250.011 billion yuan to 261.6 billion yuan [1] - Bank of China has also announced an increase in its registered capital by approximately 27.825 billion yuan, changing from about 294.388 billion yuan to approximately 322.212 billion yuan [1] - The recent wave of capital increases in the banking sector is driven by favorable policy support, including a plan to issue special government bonds worth 500 billion yuan to support state-owned banks in capital replenishment [2] Group 2 - In March, several major banks, including China Construction Bank, Bank of China, and others, announced fundraising plans totaling no more than 520 billion yuan [2] - China Construction Bank completed a targeted issuance of 11.589 billion A-shares, raising a total of 105 billion yuan, which will be used to enhance its core Tier 1 capital [2] - As of the end of Q3 this year, China Construction Bank's core Tier 1 capital adequacy ratio and total capital adequacy ratio were 14.36% and 19.24%, respectively, both exceeding regulatory requirements [3] Group 3 - The issuance of special government bonds is seen as a proactive measure to enhance capital strength and improve risk resilience amid the dual pressures of credit expansion needs and stricter TLAC regulations [3] - In addition to the targeted capital increase, China Construction Bank has also issued 200 billion yuan in subordinated debt to supplement its capital, with the final tranche of 40 billion yuan being a 10-year fixed-rate bond with a coupon rate of 2.24% [3]