证券时报·2025-11-24 00:13Core 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. Notably, Nanjing Bank and Chengdu Bank have received significant share increases from major shareholders, indicating a shift in investment strategies from defensive to proactive market management [1][2]. Group 1: Shareholder Activities - Nanjing Bank announced that BNP Paribas (QFII) increased its holdings by approximately 128 million shares, raising its total stake from 17.02% to 18.06% [1]. - Chengdu Bank reported that its two major shareholders collectively increased their holdings by about 34.247 million shares, with a total investment of approximately 611 million yuan. Their planned increase is expected to be between 700 million yuan and 1.4 billion yuan [1]. Group 2: Market Performance - The banking sector has shown resilience amid market volatility, with 17 bank stocks recording positive returns over the past month. Agricultural Bank of China leads the sector with a year-to-date increase of 57.84% [2]. - Among 42 listed banks, 35 reported year-on-year profit growth in the first three quarters, with seven banks achieving double-digit profit increases [2]. Group 3: Analyst Insights - Multiple brokerage analysts have reiterated that there are investment opportunities within the banking sector, citing strong fundamentals and favorable market conditions, including risk-averse sentiment and long-term capital preferences from insurance companies [2]. - Smaller insurance institutions are seeking long-term equity investment opportunities in smaller banks, suggesting that quality city commercial banks may see increased allocations [2].