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The second round of capital injection plans for major state-owned banks is expected to begin soon. This year's government work report proposes to issue 300 billion yuan of special treasury bonds to support large state-owned commercial banks to supplement their capital. Currently, the market generally anticipates that ICBC and the Agricultural Bank will be the main targets of this round of capital injections. Furthermore, judging from the signals released by the National Two Conferences this year, it is expected that banking institutions' capital replenishment channels will be broadened this year.

Zhitongcaijing·03/10/2026 00:01:01
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The second round of capital injection plans for major state-owned banks is expected to begin soon. This year's government work report proposes to issue 300 billion yuan of special treasury bonds to support large state-owned commercial banks to supplement their capital. Currently, the market generally anticipates that ICBC and the Agricultural Bank will be the main targets of this round of capital injections. Furthermore, judging from the signals released by the National Two Conferences this year, it is expected that banking institutions' capital replenishment channels will be broadened this year.