上市银行频获大股东及董监高增持

Group 1 - Nanjing Bank's board approved a proposal for Jiangsu Transportation Holding Co., Ltd. to hold more than 15% of its shares, pending regulatory approval [1] - Jiangsu Transportation Holding Co. is currently the second-largest shareholder of Nanjing Bank, holding 14.21% of shares as of September 2025 [2] - Other major shareholders, including Zijin Investment Group and BNP Paribas, have also increased their stakes in Nanjing Bank, reflecting confidence in the bank's future growth [2][3] Group 2 - Nanjing Bank reported a revenue increase of 10.48% year-on-year, reaching 55.54 billion yuan, and a net profit increase of 8.08%, totaling 21.81 billion yuan for the reporting period [3] - The bank's total assets exceeded 3 trillion yuan, with a year-on-year growth of 16.63%, and a non-performing loan ratio of 0.83%, unchanged from the end of 2024 [3] - The banking sector's overall performance remains stable, with regional banks showing significant stock price increases, indicating a positive market sentiment [4] Group 3 - Analysts suggest that the increase in shareholding by major stakeholders signals strong confidence in the long-term value of regional banks, potentially leading to a re-evaluation of their competitive strengths [4] - The banking sector is expected to maintain stable operating efficiency, with projections for improved revenue and profit growth in 2026 [4][5] - The valuation of the banking sector is currently at historical lows, with expectations for profit recovery supported by stable net interest margins and reduced risks [5]