又一家银行暂未实施增持计划！ 7月10日，华夏银行披露《关于部分董事、监事、高级管理人员等自愿增持本行股份计划的进展公告》，表示增持计划实施期限已过半，受定期报告信息 披露窗口期与二级市场波动等因素的影响，该行增持计划暂未实施。 【导读】受定期报告信息披露窗口期与二级市场波动等影响，华夏银行暂未实施增持计划 中国基金报记者 马嘉昕 值得一提的是，华夏银行也并非年内首家暂未实施增持计划的银行。 7月8日晚间，仅两个交易日前，成都银行也发布公告表示，此前披露的股东增持计划期限已过半，因该行股价长时间持续超过增持价格上限等因素，增持 主体成都产业资本集团、成都欣天颐投资有限责任公司尚未增持该行股份。 据悉，上述两家公司分别为成都银行第二、第三大股东，均为成都银行实际控制人成都市国资委实际控制企业。在4月9日，成都银行曾披露表示，上述两 家公司计划合计增持该行不低于3979.44万股（占总股本0.939%）、不超过7958.87万股（占总股本1.878%）。 从股价表现来看，成都银行也于近期出现了较快上涨现象。截至7月10日收盘，成都银行股价为20.06元/股，已明显高于设定的增持价格上限17.59元/股。 独立财经 ...

中国基金报记者 马嘉昕 又一家银行暂未实施增持计划！ 【 导读 】受定期报告信息披露窗口期与二级市场波动等影响，华夏银行暂未实施增持计划 7月10日，华夏银行披露《关于部分董事、监事、高级管理人员等自愿增持本行股份计划的进展公告》，表示增持计划实施期限已过半，受 定期报告信息披露窗口期与二级市场波动等因素的影响，该行增持计划暂未实施。 华夏银行表示，增持主体对该行未来的发展前景充满信心，认可该行的长期投资价值，在后续增持计划期间内将择机增持该行股份，按时 完成此次增持计划。 据悉，4月10日，华夏银行曾发布公告表示，该行部分高管及中层、业务骨干等人员计划自2025年4月11日起6个月内通过上交所交易系统 集中竞价交易方式，以自有资金共计不低于人民币3000万元自愿增持该行股份。 记者注意到，今年以来，华夏银行股价呈现上行趋势。该行股价于4月30日触及7.17元/股的阶段性低点后，便开启了"狂飙"模式。 截至7月10日收盘，华夏银行报8.58元/股，总市值为1365亿元，较4月10日收盘价上涨了18.06%。 不过，从经营表现来看，在今年一季度，华夏银行业绩却略有承压。财报显示，截至今年一季度末，华夏银行资产总 ...

Core Viewpoint - The A-share banking sector is experiencing a "mini bull market," with major banks reaching historical highs due to enhanced economic recovery expectations, attractive dividend yields in a low-interest environment, and sustained inflow of long-term funds [1][3][4]. Group 1: Market Performance - As of July 10, 2025, 34 out of 42 A-share listed banks saw their stock prices rise, with Minsheng Bank leading at a 5.31% increase, and Guiyang Bank at 3.24% [3]. - The banking sector has shown a robust performance with an overall increase of 9.66% over the past month [3][4]. Group 2: Fundamental Drivers - The strong performance of bank stocks is supported by improved profitability and asset quality, driven by asymmetric interest rate cuts that lower funding costs and enhance non-interest income [4]. - The recovery in consumer spending has positively impacted card transaction fees, while active capital markets have boosted income from wealth management services [4]. Group 3: Long-term Fund Inflows - Significant inflows from domestic insurance funds and social security funds have increased their holdings in bank stocks, providing solid financial support for price increases [3][4]. - The current price-to-book ratio of the banking sector is 0.72, below the global average, and the dividend yield exceeds that of 10-year government bonds, making it an attractive investment option [4]. Group 4: Market Sentiment and Future Outlook - While some analysts are optimistic about the continuation of the upward trend due to high dividend yields and institutional support, others express caution regarding the rising valuations and potential narrowing of net interest margins [5]. - The banking sector is viewed as a defensive asset amid global economic uncertainties, with expectations of continued fund inflows and a potential "slow bull" market in the medium to long term [6].

这一系列动作表明，银行板块正成为内部资本增持的焦点领域，市场对其长期价值的认可度逐步提升。 7月10日下午，华夏银行（600015）发布公告称，其部分董事、监事及高级管理人员原定于2025年4月启 动的3000万元自愿增持计划，因定期报告窗口期及市场波动影响，目前暂未实施，但增持主体仍承诺将 在剩余期限内完成。这一计划是银行业年内密集增持现象的缩影。 江苏银行7月10日公告，公司高管、部分董事、监事及中层以上干部自2025年4月10日起实施的增持计划 已提前完成。截至7月9日，相关增持主体通过集中竞价方式累计增持216.48万股，投入资金2427.82万 元，占本次增持股份计划金额下限的121.39%。2025年以来，已有苏州银行（002966）、成都银行 （601838）、兰州银行（001227）、江阴银行（002807）等超10家银行披露股东或高管增持计划，部分 案例已超额完成。 此外，4月8日，邮储银行（601658）控股股东中国邮政集团宣布，已通过上交所集中竞价方式增持邮储 银行1991.02万股A股股份，并表示计划继续增持。同日，成都银行的主要股东，由成都市国资委实际控 制的企业成都产业集团和成都欣 ...

记者丨吴霜 编辑丨曾芳 7月10日，江苏银行发布公告称，截至2025年7月9日，江苏银行高级管理人员、部分董事、监 事及全行中层以上干部通过上海证券交易所交易系统以集中竞价的方式累计增持公司股份 216.48万股，累计增持金额2427.82万元。 增持完成后，江苏银行高管总计持股595.15万股，占总股本的0.03%。具体来看，本次增持中 江苏银行董事长葛任余增持1.18万股，累计持股达到5.29万股；行长袁军增持2.17万股，累计 持股2.17万股；监事长季金松增持1万股，累计持股2.69万股。 | 姓名 | 职务 | 增持前股份 数量(股) | 增持股份数 量(股) | 增持金额 (元) | 增持后股份 数量(股) | 増持后 持股比 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 例 | | 葛仁余 | 重事长 | 41, 080 | 11, 800 | 139, 799 | 52,880 | 0. 00% | | 袁 军 | 执行董事、行长 | 0 | 21, 700 | 239, 066 | 21, 700 | 0. 00% | ...

智通财经APP获悉，随着新一轮财报季即将开始，在近期强势反弹的美国地区性银行股可能会让投资者 感到失望。部分华尔街策略师指出，现在应当押注该板块将出现回调。 数据显示，SPDR标普地区银行ETF(KRE)在过去一个月上涨超过8%，几乎是标普500指数同期涨幅的两 倍;该ETF自4月低点以来已上涨29%。该板块的上涨动力来自于并购热潮的前景、监管环境放松的希 望，以及利率将"在高位维持更久"的市场预期。 Christopher Jacobson在7月9日的报告中指出，这名KRE看跌价差期权买家的行为表明，部分投资者开始 对地区银行股反弹的持续性表示怀疑。 Miller Tabak首席市场策略师Matt Maley表示："在这么短的时间内出现如此强劲的反弹后，投资者应谨 慎，不要在目前这个价位追涨。"他指出："当公司开始公布财报时，我们很可能会看到'利好出尽是利 空'的市场反应。" 经济晴雨表 然而，这轮上涨也使得这些美国地区性银行股在财报季来临前更容易受到利空消息打击。尽管华尔街整 体仍看好该板块，但包括Susquehanna International Group在内的一些机构策略师认为，现在是采取防御 姿态 ...

7月10日，银行板块继续飙升，工农中建四大行、邮储银行、北京银行、兴业银行、华夏银行批量突破 前高，再创历史。截至发稿，民生银行领涨逾7%，工商银行涨超3%，招商银行、宁波银行、华夏银行 等8股涨逾2%。 数据显示，截至7月9日，银行ETF（512800）最新基金规模超128亿元，近1年日均成交额超5亿元，为 全市场10只银行业ETF中规模最大、流动性最佳*。 今年以来，银行持续走强。区间银行ETF（512800）跟踪的中证银行指数累计上涨18．24%，涨幅高居 所有行业第一（中证全指二级），较沪深300和上证指数分别超额16.8和14.02个百分点。 | 序号 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 600016 | 民生银行 | | 5.65 | 0.38 | 7.21% | | 2 | 601398 | 工商银行 | | 8.12 | 0.27 | 3.44% | | 3 | 002142 | 宁波银行 | | 28.87 | 0.77 | 2.74% | | 4 | 60 ...

Group 1 - The banking sector continues to show strength, with major banks like Bank of China, Agricultural Bank of China, Industrial and Commercial Bank of China, and others reaching historical highs on July 10 [1] - The Bank AH Preferred ETF (517900) has seen a net inflow of 610 million yuan since the beginning of the year, with a share increase of 474%, leading among bank ETFs [3] - The total dividend payout for the 2024 fiscal year from major banks is expected to exceed 620 billion yuan, with significant contributions from the four major banks [4][5] Group 2 - Southbound funds have been actively purchasing bank stocks, with a net buy of 9.256 billion HKD on July 9, indicating strong demand [7][8] - The net buying amounts from southbound funds over the past month, three months, and year are 26.3 billion yuan, 75.5 billion yuan, and 211.5 billion yuan respectively, leading among all sectors [9] - Analysts suggest that the current banking stock market reflects a trend of value reassessment, with expectations of stable fundamentals supporting continued institutional investment [9] Group 3 - The Bank AH Index, which includes both A-shares and H-shares, has shown a cumulative increase of 101.8% since its inception, outperforming other indices [11][13] - The H-shares of 14 banks have higher dividend yields compared to their A-share counterparts, indicating a "higher yield, lower valuation" phenomenon [10][11] - The banking sector is characterized by a "weak cycle" in both fundamentals and investment, with stable dividend yields providing attractive investment opportunities [4][6]

太疯狂了，银行股根本停不下来，最近周周都有拉10个点的！ 临近午盘收盘，民生银行H股大涨5个点，招商银行A股、工商银行H股、农业银行H股和平安银行都涨2%左右，年内涨幅高达26%的银行AH优选ETF （517900）一度涨超1.45%。 截至昨天，A股银行以18.38%的傲人涨幅，在31个申万一级行业中高居第一位，演绎了一场绝对收益+ 相对收益并行的双重盛宴。 | 字号 | 证券代码 | 证券简称 | 区间涨跌幅 [区间首日] 2025-1-1 | | | --- | --- | --- | --- | --- | | | | | [区间尾日] 2025-7-9 [单位] %↓ | | | 1 | 801780.SI | 银行(申万) | | 18.38 | | 2 | 801050.SI | 有色金属(申万) | | 17.20 | | 3 | 801760.SI | 传媒(申万) | | 17.00 | | 4 | 801970.SI | 环保(申万) | | 10.85 | | 5 | 801230.SI | 综合(甲万) | | 9.91 | | 6 | 801150.51 | 医药生物(中万) | ...

Core Viewpoint - The banking sector has shown strong performance in 2023, with a cumulative increase of 20.54% in the banking index and nearly 20 bank stocks reaching new highs this year [1] Group 1: Convertible Bonds - There has been a notable surge in the redemption of bank convertible bonds, with two bonds officially delisted from the capital market this month [2] - Nanjing Bank's convertible bond is set to be redeemed and delisted on July 18, following a period where its closing price exceeded the conversion price threshold [3] - Hangzhou Bank's convertible bond completed its market-based conversion and delisting, strengthening its core tier one capital [4] - Several bank convertible bonds have completed conversion and delisting this year, with conversion rates for Chengyin and Suhang bonds reaching 99.94% and 99.93% respectively [5] - Qilu Bank's convertible bond is also approaching delisting, having triggered redemption clauses due to its stock price exceeding the conversion price threshold [5] Group 2: Shareholder Actions - Chengdu Bank's controlling shareholders have not executed their planned share buyback, as the stock price has consistently exceeded the buyback price limit [6][7] - The buyback plan was announced on April 9, with a price cap set at 17.59 yuan per share, but the stock price surpassed this limit shortly after the announcement [8][9] - Chengdu Bank indicated that the controlling shareholders will continue to monitor stock price fluctuations and market trends to determine the timing of their buyback [10]