近日，南京银行发布公告，法国巴黎银行（QFII）于9月22日至9月26日期间，以自有资金通过上交所交 易系统以集中竞价交易方式增持该行股份1.08亿股，占该行总股本的0.87%。增持完成后，法国巴黎银 行及法国巴黎银行（QFII）合计持股比例由16.14%增加至17.02%，在"南银转债"成功转股导致持股稀 释后，持股比例再次回到17%上方。 股东加快增持步伐 自年初起，南京银行已连续获得多位重要股东的频繁增持，近两个月增持的频率进一步加快。本月，南 京银行大股东紫金集团旗下控股子公司紫金信托宣布，于7月18日至9月10日期间，以自有资金通过上交 所集中竞价交易系统，增持该行股份5677.98万股，占总股本的0.46%。增持完成后，紫金集团及紫金信 托持股比例从12.56%提升至13.02%。上个月，该行另一大股东南京高科也完成增持。7月24日至8月4日 期间，南京高科通过二级市场增持南京银行750.77万股，其持股比例从8.94% 增至9.00%。 记者丨叶麦穗 编辑丨杨希 银行又被增持了，这次又轮到了南京银行。 无独有偶，9月11日，光大银行发布公告称，其控股股东中国光大集团股份公司（以下简称"光大集 团 ...

7月11日以来，银行板块整体呈阶段性下行趋势。以涨势最具代表性的农行为例，该银行股价创下7.55 元的历史新高后，目前已回落至6.7元附近。 每年7月，银行股迎来集中分红期，一些套利资金"分红即走"使得股价短线承压。从信贷需求来看，7-8 月社融、信贷数据低于预期，实体经济融资意愿偏弱，银行资产端扩张动力不足。 北京时间9月18日，美联储宣布降息25个基点，时隔9个月后重启降息。市场预期，国内也存在进一步降 息、降准的空间，这也将使得银行未来息差承压。 此前强势上涨的银行股近段时间回调不少。 9月19日上午，A股银行板块普遍下跌，后又有所回升，上演"V形"反弹。银行指数一度跌近1%后反 弹，截至午盘收涨0.28%。 个股方面，截至午盘收盘，渝农商行（601077.SH）、农业银行（601288.SH）跌幅超1%，郑州银行 （002936.SZ）、工商银行（601398.SH）跌近1%。其中，工行盘中一度跌超2%，近一年来首次跌破半 年线。 近期，也有多家银行股东、董监高宣布出手增持自家银行股票。多家银行在公告中表示，增持计划是基 于对银行长期投资价值的认可，支持银行长期发展。 增持计划对股价有所提振。截至19 ...

截至发稿，7月11日以来，银行AH指数、中证银行指数跌幅均超过13%，银行板块时隔一年再度跌破 120日均线。 随着银行股持续下跌，股息率再度回升，截至9月17日，银行AH指数股息率回升至4.6%。 近期，已有多家上市银行获得股东增持。与此同时，相关ETF也吸引资金布局，银行AH优选ETF （517900）在9月17日获净流入近1200万元。 多家上市银行获股东增持 科技股大热之际，银行板块遭遇连续回调。9月18日，银行股全面下跌，农业银行跌超2%，常熟银行、 邮储银行、建设银行、招商银行、中国银行等跌超1% 9月11日，光大银行与南京银行同日披露了股东增持的最新进展。 光大银行方面，其控股股东光大集团自今年4月公布增持计划以来，已在12个月内累计增持该行A股股 份1397万股，占总股本的0.02%，投入资金达5166.10万元。该增持计划原定金额介于0.5亿元至1亿元之 间。 南京银行则获大股东紫金集团旗下紫金信托的支持。在7月18日至9月10日期间，紫金信托以自有资金增 持南京银行约5678万股，占总股本的0.46%。增持后，紫金集团与紫金信托合计持股比例由12.56%提升 至13.02%。 除控股股东外 ...

来源：长江商报 记者：徐佳 齐鲁银行（601665.SH）再次获得董监高组队增持。 9月15日晚间，齐鲁银行公告称，该行部分董事、监事、高级管理人员和总行部门、分行主要负责人等计划通过集中竞价方式，以自有资金共计不低于350万元自愿增持该行股份。 长江商报记者注意到，自2021年6月上市之后，齐鲁银行董监高已多次增持自家股票。 根据增持计划，齐鲁银行部分董事、监事、高级管理人员和总行部门、分行主要负责人等计划通过上海证券交易所交易系统集中竞价交易方式，以自有资金共计不低于350万元自愿增持该行股份 本次增持计划不设价格区间，实施期限为自2025年9月16日至2025年12月31日，且增持主体在增持后的6个月内将不减持本次增持的股份。 长江商报记者注意到，上市四年多以来，齐鲁银行董监高已多次出手增持自家股票。 同花顺数据显示，2022年和2023年，齐鲁银行董监高曾22次、23次实施增持。 本次增持计划发布之前，2025年4月和6月，齐鲁银行首席财务官高永生、行长助理刘振水分别增持该行4.86万股、7000股。7月和8月，齐鲁银行获得5名高管增持，增持主体包括该行董事长郑 据齐鲁银行披露，截至2025年6月末， ...

Core Viewpoint - Recent months have seen a surge in share buybacks by major shareholders and executives of listed banks, reflecting confidence in the banks' future prospects and long-term investment value [2][12]. Group 1: Share Buybacks - Multiple listed banks, including Huaxia Bank, Suzhou Bank, Nanjing Bank, and Everbright Bank, have announced significant share buybacks by shareholders and executives since September [2]. - Everbright Bank's major shareholder, Everbright Group, plans to increase its stake by investing between 50 million and 100 million yuan, with a reported increase of 13.97 million shares, representing 0.02% of the total share capital [3]. - Nanjing Bank's major shareholder, Zijin Investment Group, increased its stake by 5.68 million shares, raising its total holding from 12.56% to 13.02% [5][7]. - Huaxia Bank reported that its executives completed a share buyback plan, acquiring 4.23 million shares for 31.90 million yuan, exceeding the original plan [8]. - Suzhou Bank's executives, including the chairman and president, plan to buy at least 4.2 million yuan worth of shares, funded by their own resources [10]. Group 2: Financial Performance - In the first half of the year, 42 listed banks reported a combined revenue of approximately 2.92 trillion yuan and a net profit of over 1.1 trillion yuan, with more than 60% of institutions achieving growth in both revenue and profit [2][15]. - The banking sector has shown resilience, with significant growth in wealth management and other light capital businesses, supporting the buyback actions by shareholders and management [2][13]. - The banking sector has become one of the best-performing sectors in the A-share market, with the China Securities Bank Index rising by 15.6% [15]. - The majority of listed banks have increased their mid-term dividends, enhancing investor confidence and creating a positive cycle of performance recovery, increased dividends, and rising stock prices [15].

银行股掀起密集增持热潮，9月14日，据北京商报记者统计，9月以来，包括光大银行、南京银行、华夏银行、苏州银行在内的多家上市银行披露增持进展， 增持主体覆盖大股东、核心管理层及业务骨干。此番增持潮背后，是银行业基本面的稳健支撑，2025年上半年，A股42家上市银行合计实现营业收入2.92万 亿元、归母净利润约1.1万亿元，超六成银行实现"双增"；中期分红机制的创新升级，叠加长线资金的配置加持，进一步强化了银行股的投资价值。在分析 人士看来，在经营模式向精细化转型、净息差逐步企稳的背景下，银行股长期配置价值正随着行业转型深化而持续筑牢。 对于增持银行股的原因，多家银行在公告中披露，核心逻辑是股东、管理层基于对未来发展前景的信心和对长期投资价值的认可。产业经济资深研究人士王 剑辉指出，从行业基本面来看，当前银行业整体经营稳健，资产质量持续改善，净息差逐步企稳，叠加宏观经济回升向好带来的业务增长机遇，股东与高 管"真金白银"的投入既是对银行内在价值的肯定，也向市场释放了积极信号，有助于稳定投资者预期，进一步增强市场对银行业发展的信心。 转型深化筑牢长期配置基础 增持潮的背后，是银行股估值与业绩的双重改善。事实上，此前 ...

Core Viewpoint - The recent shareholding increase by China Everbright Group in Everbright Bank reflects a potential recovery in market confidence towards the banking sector, despite the bank's stock price showing a slight decline [1][2]. Group 1: Shareholder Actions - Everbright Group has increased its stake in Everbright Bank by acquiring 13,970,000 A-shares, amounting to approximately 51.66 million yuan, which represents 0.02% of the total share capital [1][3]. - The ongoing shareholding increase is part of a broader trend in the banking industry, with several banks, including Postal Savings Bank and Huaxia Bank, also announcing similar plans [2][8]. - Everbright Group's total investment in Everbright Bank has exceeded 400 million yuan over multiple rounds of share purchases, raising its ownership from 47.19% to 47.42% [1][3]. Group 2: Market Performance and Valuation - As of September 12, Everbright Bank's stock price was 3.69 yuan, down 0.27%, with a price-to-earnings ratio of approximately 5.2 and a price-to-book ratio of about 0.45, indicating a cautious market sentiment towards bank valuations [1][4]. - The bank's revenue for the first half of 2025 was 65.9 billion yuan, a year-on-year decrease of 5.57%, while net profit increased slightly by 0.55% to 24.6 billion yuan [5]. Group 3: Strategic Intent and Market Signals - The shareholding increase by Everbright Group is not merely a financial investment but also reflects strategic intentions to strengthen its control and support for Everbright Bank amid a complex macroeconomic environment [6][10]. - The actions of significant shareholders like Citic Financial Asset Management indicate a recognition of Everbright Bank's investment value, despite its low price-to-book ratio [7][10]. - The trend of shareholder increases across various banks signals a collective confidence in the banking sector, which may help stabilize market sentiment during periods of volatility [9][10].

Core Viewpoint - There has been a notable increase in share buybacks by shareholders and executives of listed banks, reflecting confidence in future growth and long-term investment value [1][3][5] Group 1: Shareholder and Executive Buybacks - Since September, banks such as Huaxia Bank and Suzhou Bank have announced share buybacks by their shareholders and executives [1][3] - Huaxia Bank's executives completed a buyback plan ahead of schedule, acquiring 4.22 million shares for approximately RMB 31.9 million, exceeding the planned minimum by 6.34% [3] - Suzhou Bank's executives plan to buy back at least RMB 4.2 million worth of shares between September 8 and December 31 [3][4] Group 2: Market Recognition and Performance - At least 16 banks have received financial support from shareholders and executives this year, indicating a positive market response [1][6] - Over half of the 42 A-share listed banks reported positive growth in both revenue and net profit in the first half of the year, with many initiating mid-term dividends [6][5] - The China Banking Index rose by 15.6% in the first half of the year, with 41 out of 42 banks seeing stock price increases, and 29 banks achieving double-digit growth [6][5] Group 3: Future Outlook - Analysts suggest that the trend of capital flowing into the banking sector will continue, driven by the search for safety in a low-interest environment [7] - The demand for high-dividend, low-valuation bank stocks is expected to persist, supported by policies that enhance dividends and a stable fundamental outlook [7]

Group 1 - Recent announcements from banks such as Suzhou Bank, Qingdao Bank, and Nanjing Bank indicate that major shareholders and executives plan to increase their holdings in their respective banks, reflecting confidence in the long-term prospects of the Chinese capital market and the banks' investment value [1][2] - Suzhou Bank's chairman and other executives intend to collectively purchase at least 4.2 million yuan worth of A-shares between September 8 and December 31, funded by their own resources [1] - Qingdao Bank's major shareholder plans to acquire between 233 million and 291 million shares, increasing their stake to between 19.00% and 19.99% within six months from the announcement [1] Group 2 - Nanjing Bank's shareholder, Nanjing Gaoke, increased its stake from 8.94% to 9.00% by purchasing 7.5077 million shares between July 24 and August 4, demonstrating confidence in the bank's future development [2] - More than ten listed banks have reported similar plans for share buybacks this year, indicating a broader trend of confidence among bank executives and major shareholders regarding future growth and profitability [2] - The overall performance of the banking sector has improved, with a year-on-year increase in operating income and net profit of 1.0% and 0.8%, respectively, supported by growth in non-interest income [2] Group 3 - Insurance capital has shown a preference for bank stocks, with over 700 stocks appearing in the top ten circulating shareholders of A-share listed companies, and six of the top ten heavyweights being bank stocks [3] - The stability and quality of bank assets have attracted long-term funds, as banks provide high and stable dividend yields, making them appealing in the current "asset scarcity" environment [3] - The investment logic for bank stocks has shifted from a "growth cycle" based on macroeconomic factors to a focus on "low volatility dividends" driven by asset scarcity, with state-owned banks being core dividend assets due to their high yields and low valuations [3]

Core Viewpoint - The article highlights a trend of bank shareholders and executives increasing their stakes in their respective banks, indicating confidence in the long-term value and growth potential of these institutions [1][3][6]. Group 1: Shareholder Actions - Qingdao Bank announced that its shareholder Guoxin Chanquan Holdings plans to increase its stake to between 19.00% and 19.99%, with a minimum of 233 million shares and a maximum of 291 million shares to be acquired within six months [1]. - Nanjing Bank's major shareholder, Nanjing Gaoke, increased its stake from 8.94% to 9.00% by acquiring 7.5077 million shares, reflecting confidence in the bank's future [3]. - Shanghai Bank reported that ten executives purchased a total of 440,000 shares at prices ranging from 10.46 to 10.70 yuan per share, committing to lock these shares for two years [5]. Group 2: Broader Market Trends - A total of nine banks have disclosed shareholder or executive buyback plans this year, indicating a broader trend in the banking sector [2]. - Other banks, including Jiangsu Bank and Suzhou Bank, have also reported significant share buybacks, with Jiangsu Bank's buyback amounting to 21.648 million shares valued at approximately 24.2782 million yuan [6]. - The article notes that many buyback plans are announced when bank stock valuations are at historical lows, suggesting a strategic move to signal confidence in long-term value [6]. Group 3: Adjustments to Buyback Plans - Chengdu Bank adjusted its buyback plan due to its stock price exceeding the original upper limit, proposing a new range of 700 million to 1.4 billion yuan without a price cap [7]. - Huaxia Bank announced a plan for executives to voluntarily increase their holdings by at least 30 million yuan, although the implementation has been delayed due to market conditions [9]. Group 4: Market Outlook - Analysts suggest that the banking sector is showing signs of recovery, with improved profitability and stable asset quality, indicating potential for upward earnings growth [9]. - The article emphasizes that the current environment presents a significant opportunity for long-term investment in bank stocks, given their defensive attributes and relatively high dividend yields [6][9].