16 listed banks "shot" to increase their holdings, and the industry is optimistic about the trend in the second half of the year

[Dahe Daily · Dahecai Cube] (Reporter Xu Bing) Bank of the bank set off a wave of holdings. The reporter from the Dahe Daily · Dahecai found that recently, many listed bank shareholders have made a lot of money to increase their own stocks. As of August 4, at least 16 banks have implemented a stable stock price measures or actively increased their own stocks.

Many banks announced that the reason for the increase in holdings is mainly based on the low value of the bank, and the increase in holdings shows that the management has confidence in the bank's future operation, strategic transformation and market value growth.

In this regard, industry insiders believe that increasing its holdings is expected to have a certain relationship with many listed banks' revenue and net profit. According to the statistics of Dahecai Cube, 12 listed banks have disclosed the first half of the performance express report, and the net profit of the mother -in -law has increased by more than 10%year -on -year.

Banks frequently shots stable stock prices

On July 28, Chongqing Bank issued the "Announcement on the Completion of the Implementation of Stable Stable Stocking Measures". Due to the start of the initiative to implement stable stock price measures, Chongqing Bank adopted the bank's current director, senior managers, and the first major in February this year. The measures for shareholders' holdings to increase their shareholding stabilize the stock price, and the total holdings of their holdings are not less than RMB 26.624 million. As of the date of this announcement, the above -mentioned holding plan has been implemented. This is also the one with the highest holdings of holdings of the A -share bank that has completed the stable stock price plan since 2022, except for Shanghai Rural Commercial Bank.

According to incomplete statistics from the Dahe News Daily · Dahecai Cube, since this year, 16 bank executives and important shareholders have increased their own stocks. Except for Chongqing Bank, in July of this year alone, Su Nong Bank, Nanjing Bank, Zijin Bank, Chongqing Rural Commercial Bank, and Industrial Bank have successively disclosed similar holdings.

Among them, the passive holdings of holdings after the start of the stable stock price measures have triggered the active increase in the initiative of bank executives or shareholders' "self -pockets" to take the initiative to increase their holdings.

Among them, Zijin Bank, Chongqing Rural Commercial Bank, and Chongqing Bank's holdings are related to the implementation of a stable stock price plan. The announcement shows that all three banks have completed the stable stock price plan, and the relevant subjects have increased their holdings of 1,817,600 yuan, 279,500 yuan, and 26.641 million yuan, respectively.

Su Nong Bank, Bank of Nanjing, and Industrial Bank are executives or shareholders actively increase their holdings.

On July 12, Su Nong Bank announced that based on the confidence in the future development prospects of the company and the recognition of the company's long -term investment value, the current chairman Xu Xiaojun, the current director and the deputy president of the head office, Miao Yuchen. It is less than 2 million yuan in the company's A shares; Bank of Nanjing announced on July 10 that the company's senior managers and some directors and supervisors planned to use their own funds to concentrate on bidding trading through 3 months from July 11, 2022. The increase in A shares of the company is not less than 8.45 million yuan, and it is planned to increase the company's share price without a range.

It is worth noting that the Industrial Bank ushered in the initiative to increase its holdings of the largest shareholders, with a higher amount of holdings. On July 26, the largest shareholder of Industrial Bank, the largest shareholder of the Fujian Provincial Department of Finance, increased its holdings of 11.02 million shares, an increase of 200 million yuan, and plans to increase its holdings of 500 million yuan to 1 billion yuan in the next 6 months. In addition, at the beginning of this year, some sub -companies, branches, and head office departments (including their spouses and children) of Industrial Bank (including their spouses and children) voluntarily bought the shares of the bank from the secondary market. 300 million yuan. This situation of increasing ownership and holdings of business is very rare in listed banks.

"Although from the perspective of increasing the number of holdings, the proportion of stocks to increase its holdings is relatively small, which actually play a limited role. However, the increase in holdings of bank executives to pass the long -term confidence of bank executives on the development prospects of the bank, performance growth, and stable stock price stability. . "Said Dong Ximiao, chief researcher at Zhaolian Finance.

Both banks apologize for increasing their ownership due to illegal regulations

It is also worth noting that some bank executives increase their holdings in violation of regulations.

On August 3, Xiamen Bank issued an announcement on the increase in the company's shares and apologizing for the increase in the company's shares and apologizing for illegal regulations. According to the announcement, the company's individual directors of the company increased their holdings of 10,000 shares by concentrated bidding through the securities trading system on August 2, 2022, with a price increase of 5.50 yuan/share. After the stock increase of this stock, the director held 31,000 shares of the company, accounting for 0.0012%of the company's total share capital.

According to relevant regulations, directors, supervisors, and senior managers of listed companies shall not buy or sell the company's shares within 30 days before the listed company's annual report and semi -annual report announcement.

In this regard, Xiamen Bank stated that the above -mentioned increase in holdings occurred within the implementation period of the company's stable stock price plan, and the company had disclosed the "Announcement of the 2022 Half Annual Report Express" on July 21, 2022. Increasing holdings, there is no situation of trading company shares due to inside information.

At the same time, Xiamen Bank believes that the director reflects on the company's stock behavior to increase its holdings of the company, and extend his sincere apology to investors on the adverse impact of the company and the market on the company and the market. In the future, we will strengthen their learning and strict compliance with relevant laws and regulations and standardized documents to prevent such things from happening again.

Coincidentally, Zijin Bank also issued an apology announcement on July 30 for similar issues. The announcement shows that Zijin Bank launched the stock price stability measures on January 17, 2022, which ended on July 18 of the same year, but some executives purchased a total of 28,500 shares on July 14, with an average purchase price of 2.82 yuan/share. Essence The bank's semi -annual performance Express announcement was released on July 23. Zijin Bank stated that it did not fully consider the time interval between the release time and the purchase of the shares of the director of the director and supervisor, which caused the company's performance Express to release the daily distance from the company some executives of the company's executives. The purchase of shares is less than 10 days.

Regarding the above behavior, Zijin Bank will prohibit the transaction time involved in the increasing owner involved in this matter from six months to one year, and the transaction time is prohibited from July 18, 2022 to July 17, 2023. In addition, relevant personnel promise that after the shares are terminated, the shares purchased on the day of July 14 will generate income and pay the income to the company.

"Originally, the bank's release plan was to stabilize the stock price, but in a sensitive period, it is rare for the increasing increase in illegal holdings. To a certain extent, it will reduce the effect of stable stock prices. At the same time, this also reflects the bank's internal functional departments The awareness of the regulations is weak. "Analyst analyst in Zhengzhou's business department in Dongfang Fortune told reporters.

It is related to the low valuation, the interim or exceeding expectations

The industry is optimistic about bank prospects

The reporter from the Dahe Daily · Dahecai noticed that for the reasons for increasing their holdings, many banks announced that it was mainly based on the low valuation of the bank, and the increase in holding measures showed that the management was confident in the bank's future operations, strategic transformation and market value growth.

"Shareholders and executives increase their holdings more to reflect their confidence in the development of their own banks." CITIC Securities Zhengzhou An Analyst explained to reporters that the coming of the reporting season, the performance revenue and net profit of many listed banks exceeded expected It is also one of the important reasons.

According to statistics from Dahecai Cube reporters, as of now, 12 banks have disclosed the performance report in the first half of 2022. On the whole, the operating income and net profit of the 12 listed banks have increased. Among them, the net profit of the mother -in -law increased by more than 10%year -on -year. At the same time, the quality of assets is steady, and the non -performing loan rate of 10 banks is less than 1%.

In addition, in the view of the above -mentioned brokerage analysts, at present, the stock price of A -share listed banks is also an important factor in increasing holdings as a whole. The current bank sector's valuation is low, and the "broken" bank stocks have increased compared with previously. According to Wind information data, as of the close of August 3, 38 of the 42 listed banks in A shares fell below net assets per share, and the number of "breaking" bank stocks accounted for 90.48%.

As for the second half of the year, many people in the industry have said that the banking sector is expected to usher in a period of valuation repair.

"Since 2022, affected by factors such as economic situation and epidemic, bank stocks have fluctuated greatly, but with the release of policy results, this status quo is being reversed. Analysts said that in the second half of the year, bank development will be more active than the first half of the year, and the stock price is expected to stabilize and even recovers.

Dongxing Securities analysts pointed out that the quality of bank assets will be further improved in the second half of the year, and the annual growth rate of performance is expected to maintain stable. As the economy continues to recover, the market is expected to be adjusted and the sector valuation is fixed; the China Galaxy Securities Research Institute also stated in the research report that the marginal improvement of the epidemic, the release of policy results, and the gradual rebound of the sales business under the market recovery, optimistic about it In the future of banks, the valuation space of the bank sector still exists.

Responsible editor: Shi Jian | Audit: Li Zhen | Director: Wan Junwei

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