The wave of increased holdings in bank stocks, shareholders voting with capital

Recently, the A-share banking sector has seen a resurgence of shareholder and executive buybacks, with NJBK and Bank Of Chengdu among the city commercial banks disclosing large buyback announcements. Industry insiders believe that bank stocks demonstrate strong resilience in a volatile market, and the buyback actions convey confidence in the banks' fundamentals and the market's preference for high-dividend assets

Banks intensively list "direct supply housing," accelerating the disposal of non-performing assets

Recently, banks have intensively listed "direct supply housing" on the Alibaba auction platform to accelerate the disposal of non-performing assets. The four commercial properties auctioned by NJBK were sold for 7.21 million yuan, which is 60% of the market price. After obtaining complete ownership of the mortgaged real estate through debt claims, banks sell it on the open market to quickly recover funds and replenish profits. Industry insiders expect that the number of "direct supply housing" will continue to rise in the future

Insurance funds appear in the list of the top ten circulating shareholders of 713 A-share companies

As of the end of the third quarter of 2023, insurance institutions appeared in the top ten circulating shareholders of 713 A-share listed companies. Insurance institutions newly entered 203 stocks, increased holdings in 185 stocks, and did not change positions in 112 stocks. Major holdings include CMBC, SPD Bank, etc., with bank stocks still being heavily weighted. The changes in holdings show significant increases in PSBC, NJBK, and others. Among the newly entered heavyweights, Agricultural Bank of China and Industrial and Commercial Bank of China rank at the top

The most "prominent" bank third-quarter report so far, NJBK continued to achieve "double growth in revenue and profit" in the first three quarters

Nanjing Bank's quarterly report for the first three quarters of 2025 shows that operating income reached 41.949 billion yuan, a year-on-year increase of 8.79%; net profit was 18.005 billion yuan, a year-on-year increase of 8.06%. Despite facing challenges in the bond market, Nanjing Bank still achieved double growth in revenue and net profit. Net interest income performed strongly, reaching 25.207 billion yuan, an increase of 28.52%. At the same time, Nanjing Bank also announced a mid-term profit distribution plan, distributing a cash dividend of 3.062 yuan (tax included) for every 10 shares

Most bank stocks fell, with Chongqing Rural Commercial Bank down over 2%, and NJBK, Bank of Ningbo, Bank Of Suzhou, Qilu Bank, Postal Savings Bank, and Shanghai Pudong Development Bank down over 1%