四大AMC高频增持银行股:一场耐心资本的多赢布局

第一财经
Aug 05

长城资产增持建设银行股份近日获得监管批复,成为年内全国性AMC(资产管理公司)增持上市银行股权首例。  据记者不完全统计,自2023年以来,中信金融资产(原中国华融)、中国信达、东方资产、长城资产四大AMC已入局了中国银行、光大银行、浦发银行、民生银行,其中多数已派驻董事。  27年前,四大AMC带着特殊使命诞生,近年来在监管引导下持续瘦身转型、回归主业。在银行股估值长期低迷背景下,AMC频频布局...

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