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两家上市银行,同一天被第三次举牌!
券商中国·2025-08-13 23:40

Core Viewpoint - The trend of insurance capital increasing stakes in banks continues, with significant shareholding activities observed in several banks, indicating a strong interest from insurance companies in the banking sector [1][6]. Group 1: Recent Shareholding Activities - On August 8, Ping An Life increased its stake in Postal Savings Bank by 14.14 million shares, reaching 15.05% of the bank's H-share capital, triggering a mandatory disclosure [1][3]. - On the same day, Hongkang Life acquired 9.9 million shares of Zhengzhou Bank, also surpassing the 15% threshold, thus triggering a disclosure [1][4]. - Since January 8, 2025, Ping An Life has cumulatively increased its holdings in Postal Savings Bank by over 2 billion shares, spending more than 10 billion HKD during this period [3]. Group 2: Overall Market Performance - As of August 13, 2025, the year-to-date stock price increases for Postal Savings Bank and Zhengzhou Bank were approximately 28.6% and 39.5%, respectively, reflecting positive market sentiment [5]. Group 3: Summary of Insurance Capital Activities - A total of seven listed banks have been targeted by insurance capital in 2025, with notable instances including multiple stake increases in Postal Savings Bank, Zhengzhou Bank, and others [6][7]. - Ping An Life has also increased its stake in China Merchants Bank and Agricultural Bank of China, with significant shareholding percentages reported [7]. - Minsheng Insurance increased its holdings in Zheshang Bank, reaching 5% of the H-share capital, indicating a growing trend of insurance companies becoming major shareholders in banks [8].