Core Viewpoint - Several A-share listed banks have recently seen significant share purchases by their directors, supervisors, and major shareholders, indicating confidence in the banks' long-term value and stability in market sentiment [1][4]. Group 1: Shareholder and Management Purchases - Qilu Bank announced on November 7 that its directors and executives have completed 90% of their share purchase plan, amounting to approximately 3.15 million yuan, with a total planned investment of at least 3.5 million yuan [2][3]. - Qingdao Bank reported that its major shareholder, Guoxin Chanin Holdings, increased its stake to 15.42%, becoming the largest shareholder after purchasing 243 million H-shares for a total of 9.57 billion yuan [2][3]. - Over 10 banks have experienced similar share purchases since 2025, with a majority being city commercial banks [1][2]. Group 2: Financial Performance and Trends - The recent quarterly reports indicate a positive performance among listed banks, with 35 out of 42 banks reporting year-on-year profit increases, and seven banks achieving double-digit growth [5][6]. - Qilu Bank and Qingdao Bank led the profit growth among listed banks, with increases of 15.54% and 15.14%, respectively [6]. - The overall revenue of 42 A-share listed banks grew by 0.9% year-on-year, while net profit increased by 1.5%, driven by stable expansion and a narrowing decline in net interest margins [6][7]. Group 3: Net Interest Margin and Market Outlook - The net interest margin for many listed banks has shown signs of stabilization, with 19 banks reporting an increase compared to the first half of 2025 [6][7]. - City commercial banks have particularly benefited from improved profit growth and stable loan growth, contrasting with weaker performance in other bank types [7]. - Analysts predict a continued positive trend in net interest margins and overall profitability for the banking sector in 2026, despite potential pressures on asset quality, especially in retail [7].

就在近日，同样是山东上市城商行的青岛银行公告称，该行股东青岛国信产融控股（集团）有限公司（以下简 称"国信产融"）近日通过港股通渠道增持青岛银行H股股份，截至11月5日，总持股比例增加至15.42%并跃升 为该行第一大股东。 券商中国记者据上市银行公告不完全统计，2025年以来超过10家银行获得股东或董监高增持，包括厦门银行、 苏州银行、成都银行、重庆银行、上海银行、光大银行、兰州银行、邮储银行、无锡银行等，其中城商行占据 多数。而近日刚刚披露的上市银行三季报显示，多数城商行前三季度净息差相比上半年末企稳回升。 多家上市城商行股份频获增持 又有多家A股上市银行获董监高或大股东真金白银增持！ 11月7日，齐鲁银行公告该行董事、监事及高管人员增持股份的进展，截至公告披露日，齐鲁银行增持主体合 计增持金额约为315万元，占计划增持金额的90%。就在今年9月中旬，该行发布了董监高增持的公告。 近日，包括齐鲁银行、青岛银行、厦门银行等上市城商行纷纷发布公告称，获得董监高或重要股东增持，部分 增持动作仍在进行当中。 其中齐鲁银行于11月7日公告称，该行9月中旬公布的董监高增持计划已于公告发布当日完成了90%，即增持主 体 ...