根据光大银行公告，中信金融资产于2025年1月20日至2025年7月22日期间，增持该行A股股份2.63亿股，H股 股份2.79亿股，合计占光大银行总股本的0.92%。中信金融资产持股比例由7.08%增加至8.00%。 无独有偶，7月22日晚，中国银行在港股披露，大股东中信金融资产于2025年6月27日增持中国银行H股，其持 股比例由17.32%上升至18.02%。 7月23日，光大银行公告，其股东中国中信金融资产管理股份有限公司（简称"中信金融资产"）增持公司股 份，持股比例增加至8%。 这并非中信金融资产近期首次增持大中型银行，7月22日晚，中国银行在港股披露，中信金融资产增持该行H 股股份5.93亿股，持股比例上升至18.02%。 以上增持，系中信金融资产"履约"去年11月所发布的《关于进一步推进投资配置的议案》。据券商中国记者梳 理，近期多家AMC（金融资产管理公司）购入上市银行股权，业内人士指出，去年以来，银行板块表现强 势，AMC近期增持上市银行，大多出于增加收入目的，其业务重心仍在不良资产处置上。 大手笔增持 中信金融资产为何频频押注中国银行、光大银行？2024年11月，中信金融资产发布了《进一 ...

Group 1 - The core point of the article is that Cinda Investment's significant increase in convertible bonds and subsequent conversion into shares has positioned it as the 10th largest shareholder of Pudong Development Bank, providing crucial capital support as the bank approaches the maturity of its convertible bonds [1][2][3] - Cinda Investment converted 118 million shares of Pudong Development Bank's convertible bonds into common stock, which represents 23.57% of the total issued convertible bonds, thereby increasing the bank's total common stock to approximately 30.26 billion shares [2][3] - Prior to Cinda's intervention, 99.99% of Pudong Development Bank's convertible bonds had not been converted, highlighting the urgency for capital replenishment as the bond maturity date approaches [1][3] Group 2 - The article discusses the trend of Asset Management Companies (AMCs) acting as "white knights" to support banks by converting convertible bonds into equity, which has been seen as a viable solution for capital replenishment [4][5] - This model has been previously demonstrated with Everbright Bank, where China Huarong converted a significant portion of its convertible bonds into equity, becoming a major shareholder [4] - The dual benefits of this model for both AMCs and banks include reduced financial costs for banks and potential investment returns for AMCs, suggesting that this approach may become a regular practice in the industry [5][6]