Global bank stocks surge, rising up to 13-fold.

A prolonged slow-bull market rally has been unfolding quietly for several years.

Gelonghui FinanceSep 4 15:36

Bank of Hangzhou (600926.SH): Completion of the Issuance of 2026 Financial Bonds (Tranche II)

Gelonghui, September 3 — Bank of Hangzhou (600926.SH) announced that, with approval from relevant regulatory authorities, the bank successfully issued the "Bank of Hangzhou Co., Ltd. 2026 Financial Bonds (Tranche 2)" in the national interbank bond market. The bookbuilding for this tranche commenced on September 1, 2026, and the issuance was completed on September 3, 2026. The total issuance size was RMB 15 billion. Tranche 1 consists of three-year fixed-rate bonds with an issuance size of RMB 13 billion and a coupon rate of 1.57%; Tranche 2 consists of three-year floating-rate bonds with an issuance size of RMB 2 billion, with the coupon rate linked to 1

Gelonghui FinanceSep 3 19:11

A-Share Market Update | Safe-Haven Inflows and Earnings Risk Unwind: Bank Stocks Rally, with CCB and BOC Hitting Record Highs

Gelonghui, September 3 – Bank stocks in the A-share market rallied collectively, with Wuxi Bank, Suzhou Bank, and Chongqing Rural Commercial Bank each rising more than 2%. Notably, Bank of Chengdu, Bank of Nanjing, Bank of Jiangsu, Bank of China, China Construction Bank, Bank of Hangzhou, and Bank of Qingdao hit record highs. Analysts pointed out that as listed companies completed their earnings disclosures, performance-related risks that had previously weighed on the sector—such as surging non-performing loan ratios or significant increases in provision coverage—have been alleviated. Meanwhile, several banks are advancing interim dividend policies, enhancing their appeal to income-oriented capital. In addition, growth stocks and technology stocks (such as AI and chips), as well as high-valuation thematic stocks, have seen corrections or sharp volatility.

Gelonghui FinanceSep 3 11:20

Hong Kong-listed stocks such as CMS Pharmaceutical (00867), KE Holdings (02423), and Minth Group (00425) have emerged as hidden heavyweight holdings, revealing the portfolio adjustment strategies of Fu Pengbo and Zhao Feng.

As of the end of June 2026, the proportion of profitable investors over the past year for the Ruiyuan Growth Value Mixed Fund and the Ruiyuan Balanced Value Three-Year Holding Fund stood at 99.68% and 99.04%, respectively, indicating that nearly all unitholders achieved positive returns.

Zhitong FinanceSep 1 21:19

Zhongtai Securities: Stabilizing net interest margins support steady performance; top recommendations include leading large banks and high-quality regional city and rural commercial banks.

Full-year certainty in bank earnings will drive solid returns for bank stocks in 2026, with near-term performance tied to market sentiment.

Zhitong FinanceSep 1 09:35

Hangzhou Bank (600926) – Mid-Year Review 2026: Fee and commission income shows strong growth; dividend payout ratio increases.

Item: On the evening of August 26, Bank of Hangzhou disclosed its 2026 interim report, reporting operating income of RMB 21.048 billion for the first half of 2026, up 4.75% year over year, and net profit attributable to shareholders of RMB 12.813 billion, up 9% year over year.

Huachuang SecuritiesAug 28 16:07