金融资产管理公司（AMC）再度出手布局银行股。 9月30日晚间，浦发银行发布的公告显示，基于对该行未来经营发展的信心，中国东方资产管理股份有 限公司（以下简称"东方资产"）及其控制的一致行动人通过二级市场购入普通股及可转债转股的形式增 持该行股份。在此之前，中国信达资产管理股份有限公司全资子公司信达投资有限公司（以下简称"信 达投资"）也借助可转债转股增持浦发银行股份。 实际上，年内AMC布局银行股动作频频。除了上述东方资产增持浦发银行外，年内获AMC增持的还有 光大银行、中国银行。 谋求董事会席位 上述公告显示，截至9月19日，东方资产持有浦发银行普通股约9.39亿股，占该行普通股总股本比例为 3.03%。截至9月29日，东方资产持有该行普通股增至约10.73亿股，持股比例上升至3.44%，另外还持有 该行可转债860万张。 持股比例上升后，东方资产进一步谋求浦发银行董事会席位。上述公告披露，根据《公司章程》等有关 规定，经东方资产推荐，该行董事会同意提名计宏梅为该行董事候选人，计宏梅现任东方资产上海市分 公司党委书记，其董事任职资格有待提交股东会审议，并获监管核准。 今年6月份，信达投资也曾借道可转债转股 ...

中经记者慈玉鹏北京报道 近日，中信金融资产增持了光大银行、中国银行股份。增持后，中信金融资产分别持有光大银行8.00% 股份、中国银行18.02%股份。 《中国经营报》记者了解到，近两年，AMC热衷增持银行股，这有利于稳定银行股价，同时强化了 AMC与商业银行的战略协同效应。值得注意的是，部分AMC通过可转债增持方式增持银行股份，可以 避免承担直接增持的股价波动风险。 中信金融资产增持 光大银行公告表示，中信金融资产于2025年1月20日至7月22日期间，增持本行A股股份2.63亿股，H股 股份2.79亿股，合计占本行总股本的0.92%。中信金融资产持股比例由7.08%增加至8.00%。 近日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股股份，此次增持 后，中信金融资产持股比例由17.32%上升至18.02%。 此次增持早有预告。2024年11月，中信金融资产公告表示，近年来，该公司把握市场机遇，开展了一系 列投资配置，取得积极成效。为实现股东利益最大化，本公司拟在前期投资的基础上，加大投资力度。 彼时，中信金融资产透露了三大投资标的和一项资产服务信托投资（即四项交易）。其一是通 ...

Core Viewpoint - The recent increase in shareholding by asset management companies (AMCs) in listed banks is seen as a recognition of the value of bank stocks, which can boost market confidence and support stock prices [1][3]. Group 1: Reasons for Increased Holdings - AMCs have increased their holdings in banks for three main reasons: financial synergy, policy alignment, and strategic collaboration [3]. - Financially, bank stocks are characterized by low valuations and high dividends, aligning with AMCs' need for "stable assets" [3]. - Policy-wise, the transfer of AMC shares to the Central Huijin Investment Ltd. aligns their actions with the mission to stabilize the capital market [3]. - Strategically, AMCs and banks can create a closed loop of "bad asset disposal + capital replenishment," enhancing cooperation through supply chain finance [3]. Group 2: Specific Holdings and Transactions - China CITIC Financial Asset Management Co., Ltd. increased its stake in Everbright Bank from 7.08% to 8.00% by acquiring approximately 263.6 million A-shares and 279.1 million H-shares [2]. - The total investment plan announced by CITIC Financial Asset includes 50.3 billion yuan, with allocations for purchasing shares in multiple banks [2]. Group 3: Convertible Bonds as a Method of Investment - AMCs are also utilizing convertible bonds to increase their stakes in banks, as seen with the conversion of 117.85 million convertible bonds into shares of Shanghai Pudong Development Bank [4]. - This method is viewed as an innovative integration of risk mitigation and capital replenishment, benefiting both banks and AMCs [4]. Group 4: Overall Implications - The trend of AMCs increasing their stakes in banks reflects a dual outcome of transformation needs and policy guidance, optimizing asset allocation for AMCs while aiding banks in capital replenishment [5].