银行行业:银行周论:股份行业绩改善 险资举牌H股银行

民生证券股份有...
18 Jan

险资举牌/增配银行进行中。2024 年,险资举牌A 股、H 股银行各1 次,合计增持H 股银行超50 亿港元,进入2025 年,险资增配银行势头不减,截至1 月17 日举牌H 股银行2 次,合计增持H 股银行14 亿港元。从标的来看,2024 年以来险资主要增持国股行,其中工商银行H 股、浙商银行H 股、农业银行H 股被增持较多,增持金额分别达29、15、13 亿港元。(注:港交所会披露H 股相关...

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