记者丨叶静 编辑丨曾芳 根据同花顺统计，截至1月6日，A股上市银行2025年度报告预约披露时间均出炉，平安银行将 成为最早披露年报的上市银行，预约披露时间为3月21日，这已经是平安银行连续第二年率先 披露年报了。 从上市银行整体年报披露节奏来看，3月31日当日有10家银行披露2025年的"成绩单"为最多的 一日。进入4月份，4月23日上市银行年报披露将迎来另一个高峰，当日有7家上市银行选择在 此期间披露。 目前市场对于银行年报都较为关注，2025年，在31个申万一级行业中，银行板块指数上涨 12.05%，跑输沪深300（上涨17.66%）。表现虽不及2024年的46.67%，但A股42家银行的总 市值突破15万亿元大关，较2024年12月31日收盘时的总市值增加约2.1万亿元。 42家银行中，有35家上涨，其中农业银行的涨幅最大，全年上涨52.66%，其次是厦门银行和 浦发银行，分别上涨35.78%和24.56%。 2025年，银行板块表现强势主要受益于资金面和基本面的双重驱动。从资金面来看，被动指数 基金、北向资金和保险是2025年买入银行板块的重要增量资金。从基本面来看，上市银行业绩 长期稳定，拨备安全垫 ...

银行又要撒"红包"了。 12月8日晚间，工商银行与农业银行同步发布2025年中期分红派息实施公告显示，两家国有大行将在12 月15日完成现金红利发放，合计向A股股东派发约762亿元现金股息。 21世纪经济报道记者梳理，截至目前，今年共有32家上市银行宣布（拟）实施中期分红（或三季度分 红），数量较2024年多8家，其中9家银行为首次计划实施；目前已有26家银行宣布具体的利润分配方 案，平均分红率为24.9%，合计分红金额2645.66亿元，较去年增长2.55%。 四大行中期分红即将落地 工商银行出手最为大方。公告显示，该行2025年中期利润分配方案已获股东会审议通过，A股每股派发 现金股息0.1414元，股权登记日定于12月12日。此次派发现金股息总计约503.96亿元，其中A股派发约 381.23亿元。 农业银行方面，2025年半年度利润分配方案同样获得股东会通过。本次利润分配每股派发现金红利 0.1195元，共计派发现金红利约418.23亿元。其中，A股现金红利约381.50亿元。两家银行的除权（息） 日均为12月15日。 国有大行今年中期分红落地节奏明显加快。12月5日，中国银行、建设银行已率先发布中期 ...

12月8日晚间，苏州银行发布公告称，该行大股东苏州国际发展集团有限公司（以下简称国发集团）及其一致行动人东吴证券以集中竞价方式增持 4470.6654万股，占总股本的1.00%。 获得大股东增持4470万股 苏州银行公告表示，该行于12月8日收到国发集团出具的《关于权益变动的告知函》。国发集团及其一致行动人东吴证券于7月1日至12月5日期间，通过深 交所集中竞价交易合计增持该行4470.6654万股，占总股本的1.00%。 本次增持后，该行大股东国发集团及其一致行动人东吴证券合计持有该行股份7.15亿股，占该行总股本的16.00%，权益变动触及1%整数倍。 对于本次增持，苏州银行在公告中表示，主要基于大股东国发集团及其一致行动人东吴证券对该行未来发展前景的信心和长期投资价值的认可。 此外，在今年9月，苏州银行公告表示，该行董事长、行长、副行长、监事会主席、董事会秘书、业务总监等共计12位高管对该行股票进行集体增持，合 计金额不少于420万元。 三季度营收、净利润"双增" 10月30日，苏州银行披露了2025第三季度财报。从数据来看，截至今年9月末，苏州银行资产总额达7760.40亿元，较年初增长11.87%。 ...

【 导读 】 苏州银行再获增持，国发集团及其一致行动人东吴证券持股比例升至16% 中国基金报记者 马嘉昕 12月8日晚间，苏州银行发布公告称，该行大股东苏州国际发展集团有限公司（以下简称国发 集团）及其一致行动人东吴证券以集中竞价方式增持4470.6654万股，占总股本的1.00%。 对于本次增持，苏州银行在公告中表示，主要基于大股东国发集团及其一致行动人东吴证券 对该行未来发展前景的信心和长期投资价值的认可。 三季度营收、净利润"双增" 10月30日，苏州银行披露了2025第三季度财报。从数据来看，截至今年9月末，苏州银行资 产总额达7760.40亿元，较年初增长11.87%。其中，贷款总额为3685.52亿元，较年初增长 10.56%；存款总额为4715.15亿元，较年初增长13.08%，存贷款规模均高速增长。 值得一提的是，在6月26日，苏州银行也曾发布公告表示，自1月14日至6月26日，该行大股 东国发集团以自有资金累计增持该行股份1.18亿股，占该行总股本的2.6333%，增持资金合 计8.56亿元。增持后，国发集团直接持有该行股份为6.55亿股，占总股本的14.6453%。 此外，在今年9月，苏州 ...

Core Viewpoint - The article highlights the significant increase in shareholding by major shareholders and executives in various banks, indicating strong confidence in the banking sector's future performance amidst market fluctuations [1][11]. Group 1: Shareholding Changes - China Citic Financial Asset Management Co., Ltd. increased its stake in Everbright Bank from 8.00% to 9.00%, acquiring approximately 275 million A-shares and 315 million H-shares, totaling 1.00% of the bank's total equity [6][7]. - Nanjing Bank's major shareholder, BNP Paribas, increased its stake by over 128 million shares, raising its holding to 18.06% [7]. - Chengdu Bank's actual controller and shareholders increased their holdings by approximately 34.2 million shares, investing a total of 611 million yuan [7]. Group 2: Overall Market Trends - Since the beginning of the year, the banking sector has seen net increases in shareholdings amounting to approximately 9.03 billion yuan, ranking first among 31 industries [8]. - The banking sector has experienced a total increase in shareholdings of about 12.63 billion yuan, second only to the transportation industry, with a decrease of around 3.6 billion yuan [8]. - More than half of the listed banks have disclosed plans for major shareholders or executives to increase their holdings, with the top five banks by increase amount being Nanjing Bank (7.38 billion yuan), Suzhou Bank (1.74 billion yuan), Everbright Bank (1.24 billion yuan), Shanghai Pudong Development Bank (890 million yuan), and Chengdu Bank (610 million yuan) [8]. Group 3: Market Performance - The banking index has risen nearly 8% in the fourth quarter, driven by the continuous buying from shareholders and executives [10][11]. - Major banks like Agricultural Bank of China and Industrial and Commercial Bank of China have reached historical highs in stock prices, indicating a strong performance in the banking sector [11]. - Analysts suggest that the ongoing buying activity from shareholders and executives provides support for bank stock prices, especially as the market experiences significant volatility [11]. Group 4: Future Outlook - The article suggests that the ongoing shareholding increases reflect confidence in the long-term investment value of banks, particularly those with stable operations and strong regional economic resilience [12]. - Future valuation recovery for bank stocks is expected to be driven by low valuations, high dividend yields, regional economic support, and favorable policy conditions [12].

Core Viewpoint - The continuous share buybacks by major shareholders in various banks indicate strong confidence in the banks' future performance, even as the broader market struggles to maintain stability around the 3000-point mark [1]. Shareholder Actions - China Citic Financial Asset Management Co., Ltd. increased its stake in Everbright Bank from 8.00% to 9.00%, acquiring approximately 275 million A-shares and 315 million H-shares, totaling 1.00% of the bank's total equity [6][7]. - In November, several banks, including Nanjing Bank and Chengdu Bank, reported significant share purchases by their major shareholders, reflecting confidence in their growth potential [7][8]. Market Performance - The banking sector has shown resilience, with the banking index rising nearly 8% in the fourth quarter, driven by shareholder and executive buybacks [10]. - The banking sector has seen a net increase in share purchases amounting to approximately 9.03 billion yuan, ranking first among 31 industries [8]. Investment Sentiment - Analysts suggest that the ongoing buybacks by bank shareholders and executives signal a strong belief in the long-term investment value of these banks, particularly those with stable operations and strong regional economic resilience [10][11]. - The increase in share buybacks is seen as a positive indicator for market valuation, providing a clear valuation anchor for investors [10].

Core Viewpoint - CITIC Financial Asset has increased its stake in Everbright Bank, reflecting a broader trend of significant share purchases in the banking sector, indicating confidence in the banks' future prospects and value recovery [1][4][9]. Group 1: Shareholding Changes - CITIC Financial Asset increased its holdings in Everbright Bank by 1% from July 24 to November 27, raising its total stake to 9% [1][3]. - The total shares acquired by CITIC Financial Asset during this period include 275 million A-shares and 315 million H-shares [3]. - This is not the first increase in 2025; previously, from January 20 to July 22, CITIC Financial Asset raised its stake from 7.08% to 8% by acquiring 264 million A-shares and 279 million H-shares [4]. Group 2: Financial Performance - As of September 30, 2025, Everbright Bank's total assets reached 7.22 trillion yuan, marking a year-on-year growth of 4.84% [3]. - CITIC Financial Asset's annual report indicated a significant increase in its equity in joint ventures and associates, totaling 216.325 billion yuan, up 191% from the previous year [5]. Group 3: Broader Market Trends - Since October, there has been a wave of share purchases across listed banks, with notable increases from major shareholders and executives [7][8]. - The trend of share buybacks is seen as a shift from a defensive strategy to proactive market value management, driven by expectations of economic recovery and stable interest margins [9].

近期A股银行板块再现股东与高管"真金白银"增持热潮，南京银行、成都银行等城商行接连披露大额增 持公告。业内人士认为，银行股在震荡市中展现出强劲韧性。这场覆盖多家中小银行的增持行动，既传 递出银行对自身基本面的坚定信心，也折射出市场资金对高股息资产的配置偏好。 内外资同步发力 业内人士认为，近期银行股东的密集增持并非偶然，而是由经济复苏预期、业绩改善与估值修复逻辑共 同作用的结果。 ● 本报记者 石诗语 11月下旬，上市银行增持公告密集落地，内外资大股东与核心管理层形成增持合力。11月21日，南京银 行公告显示，法国巴黎银行（QFII）9月29日至11月20日，以自有资金通过上海证券交易所交易系统以 集中竞价交易方式增持该行股份1.28亿股，占该行总股本的1.04%。增持后，法国巴黎银行及法国巴黎 银行（QFII）合计持股比例由17.02%增至18.06%。 值得注意的是，这已是法国巴黎银行今年以来第二次增持南京银行。9月法国巴黎银行通过QFII渠道增 持南京银行1.08亿股，今年的两次增持合计超2.36亿股。除法国巴黎银行外，今年下半年以来，南京银 行还获得南京高科、紫金集团等股东的增持。 成都银行近期披露的 ...

近期，A股多家银行股获大股东或重要股东的增持，也引起市场的关注。相关股东增持银行股，定然有 其理由。近几年来，银行股整体表现较为出色。银行股频频出现增持潮的背后，其估值空间到底还有多 大呢？ 此次获增持的银行股多为城商行。比如南京银行发布的公告显示，法国巴黎银行（QFII）以自有资金通 过集中竞价交易方式增持南京银行股份约1.28亿股，占该行总股本的1.04%。此次南京银行的增持颇具 特点。包括相关QFII已成为南京银行第一大股东，QFII是增持主角，这在此前是不多见的；增持股份的 数量超过亿股，这在A股市场中同样并不多见。此外，增持股份数量占总股本的比例突破1%，与某些 上市公司小打小闹式的增持相比，简直有天壤之别。 获得重要股东增持的银行股还有成都银行与常熟银行等。像成都银行实控人旗下两公司增持的股份，累 计金额分别达到2.53亿元、3.58亿元，合计超过6亿元。常熟银行则是多名高管及董秘进场增持自家公司 股份。有重要股东增持的上市银行还包括沪农商行、苏农银行等。 近些年来银行股表现堪称抢眼。以银行股相关指数为例。2022年10月31日，该指数曾下探2535.75点， 今年7月11日，最高上摸4632.4 ...

Core Viewpoint - The recent surge in stock prices of major Chinese banks is driven by their mid-term dividend announcements, with a total cash dividend amounting to 2637.90 billion yuan for 2025, indicating significant investment potential in the banking sector [2][4]. Dividend Announcements - As of November 24, 2025, 24 A-share listed banks have disclosed their mid-term dividend plans, with a total cash dividend of 2638 billion yuan [4]. - Notably, seven banks, including Industrial Bank, Changsha Bank, and Ningbo Bank, are implementing mid-term dividends for the first time since their listings [2]. - The six major state-owned banks are expected to distribute over 2046 billion yuan in dividends [5]. Dividend Yield - The average dividend yield for listed banks as of November 24 is 4.48%, with 12 banks yielding over 5% and 26 banks exceeding 4% [6]. - Specific banks like Bank of Communications and China Construction Bank have dividend yields of 4.18% and 3.93%, respectively [6]. Shareholder and Executive Buybacks - There has been a notable increase in share buybacks by major shareholders and executives of listed banks, signaling positive market sentiment [8]. - For instance, Chengdu Bank's major shareholders have collectively bought approximately 34.25 million shares, investing 6.11 billion yuan from August 27 to November 21 [8]. - Nanjing Bank reported that foreign shareholder BNP Paribas increased its stake by over 128 million shares, raising its ownership to 18.06% [9]. Overall Market Sentiment - The banking sector has seen a net increase in holdings exceeding 9 billion yuan, with significant buybacks from shareholders and executives across multiple banks [10]. - The proactive buyback activities reflect confidence in the banks' future strategies and growth prospects, with the banking sector ranking second in shareholder buybacks this year, only behind the transportation sector [10].