炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ A股三大股指6月10日开盘涨跌互现。早盘指数分化，沪指在银行股走强下表现较强。午后两市快速下 挫，沪指更是一度跌1%。 从盘面上看，TMT行业全线调整，半导体、算力、AI应用、金融科技、消费电子概念股跌幅靠前。离 境退税、稀土永磁、种业题材午后逆势上涨；新消费、创新药概念股活跃。 至收盘，上证综指跌0.44%，报3384.82点；科创50指数跌1.47%，报982.9点；深证成指跌0.86%，报 10162.18点；创业板指跌1.17%，报2037.27点。 Wind统计显示，两市及北交所共1260只股票上涨，4034只股票下跌，平盘有118只股票。 沪深两市成交总额14153亿元，较前一交易日的12864亿元增加1289亿元。其中，沪市成交5574亿元，比 上一交易日5119亿元增加455亿元，深市成交8579亿元。 两市及北交所共有79只股票涨幅在9%以上，10只股票跌幅在9%以上。 计算机板块领跌两市，退市龙宇（维权）（603003）跌超30%，新致软件（688590）、中科信息 （300678）、慧博云通（301316）、石基信 ...

Market Overview - The Shanghai Composite Index increased by 0.11% as of the morning close, with a trading volume of 661.79 million shares and a total transaction value of 808.39 billion yuan, a decrease of 3.50% compared to the previous trading day [1]. Industry Performance - The banking sector showed the highest increase at 1.04%, with a transaction value of 208.46 billion yuan, up by 24.88% from the previous day, led by Minsheng Bank which rose by 3.70% [1]. - The pharmaceutical and biological industry followed with a 0.79% increase, totaling 900.02 billion yuan in transactions, down by 6.28%, with Sai Sheng Pharmaceutical leading at 20.00% [1]. - The oil and petrochemical sector rose by 0.71%, with a transaction value of 48.56 billion yuan, down by 10.44%, led by Yueyang Xingchang which increased by 3.46% [1]. Declining Industries - The defense and military industry experienced the largest decline at 1.52%, with a transaction value of 303.33 billion yuan, down by 19.95%, led by Jieqiang Equipment which fell by 13.63% [2]. - The computer industry decreased by 1.34%, with a transaction value of 745.93 billion yuan, down by 3.28%, led by the delisted Longyu which dropped by 39.84% [2]. - The telecommunications sector saw a decline of 0.87%, with a transaction value of 392.96 billion yuan, down by 20.67%, led by the delisted Pengbo which fell by 59.68% [2].

Core Viewpoint - The performance of the China Securities Dividend Low Volatility 100 Index and its corresponding ETF indicates a positive market sentiment, driven by supportive policies and a favorable monetary environment for the banking sector [3][4][5]. Group 1: Index and ETF Performance - As of June 10, 2025, the China Securities Dividend Low Volatility 100 Index rose by 0.57%, with notable increases in constituent stocks such as Minsheng Bank (up 3.70%) and Lijun Group (up 2.96%) [3]. - The Dividend Low Volatility 100 ETF (159307) has seen a price increase of 0.38%, marking its third consecutive rise, with the latest price at 1.06 yuan [3]. - Over the past month, the ETF has averaged daily trading volume of 11.52 million yuan, indicating strong liquidity [3]. Group 2: Fund Growth and Inflows - The Dividend Low Volatility 100 ETF has experienced a significant scale increase of 14.30 million yuan over the past two weeks, ranking second among comparable funds [4]. - The ETF's share count grew by 3 million shares in the same period, placing it first among comparable funds [4]. - Recent net inflows into the ETF totaled 2.11 million yuan, with 15 out of the last 20 trading days showing positive net inflows, amounting to a total of 42.01 million yuan [4]. Group 3: Historical Performance and Risk Metrics - The ETF's net value increased by 10.21% over the past year, ranking first among comparable funds [5]. - The maximum drawdown for the ETF this year was 6.18%, the smallest among comparable funds, with a recovery time of 36 days, also the fastest in its category [6]. - The ETF's management fee is 0.15% and the custody fee is 0.05%, both of which are the lowest among comparable funds [6]. Group 4: Index Composition - As of May 30, 2025, the top ten weighted stocks in the China Securities Dividend Low Volatility 100 Index accounted for 19.64% of the index, including companies like Jizhong Energy and Daqin Railway [6].

Group 1 - The A-share market showed mixed performance on June 10, with defensive sectors like banking leading the gains, as evidenced by the Tianhong Bank ETF (515290) rising by 1.29% and reaching a new high since its listing [1] - Multiple banks have announced dividend distributions, with 11 banks having completed their year-end dividend distributions by June 6, 2024, indicating an earlier payout schedule compared to previous years [1] - The Tianhong Bank ETF closely tracks the CSI Bank Index, which consists of up to 50 banking stocks, reflecting the overall performance of the banking sector [1] Group 2 - According to Shenwan Hongyuan's latest report, the banking sector has experienced a recovery since the end of 2023, with a cumulative increase of 55%, driven primarily by valuation recovery and supported by high dividend yields [2] - Guotou Securities emphasizes that valuation changes have a more significant and lasting impact on banks compared to minor performance changes, with ongoing trends since 2021 expected to continue driving returns in the banking sector [2]

截至2025年6月10日 09:48，中证银行指数(399986)成分股民生银行(600016)上涨1.74%，南京银行 (601009)上涨1.67%，华夏银行(600015)上涨1.43%，兴业银行(601166)上涨1.26%，浙商银行(601916)上 涨1.22%。中证银行ETF(512730)上涨0.66%， 冲击3连涨。 中证银行ETF紧密跟踪中证银行指数，为反映中证全指指数样本中不同行业公司证券的整体表现，为投 资者提供分析工具，将中证全指指数样本按中证行业分类分为11个一级行业、35个二级行业、90余个三 级行业及200余个四级行业，再以进入各一、二、三、四级行业的全部证券作为样本编制指数，形成中 证全指行业指数。 数据显示，截至2025年5月30日，中证银行指数(399986)前十大权重股分别为招商银行(600036)、兴业银 行(601166)、工商银行(601398)、交通银行(601328)、农业银行(601288)、江苏银行(600919)、浦发银行 (600000)、中国银行(601988)、平安银行(000001)、民生银行(600016)，前十大权重股合计占比64.64%。 ...

A股银行板块异动拉升，民生银行涨超2.5%，南京银行、华夏银行、浙商银行、兴业银行均涨超1.5%， 沪农商行等跟涨。 订阅A股市场资讯 +订阅 ...

"改革的核心在于提升治理效能。"业内人士分析指出，当前部分金融机构存在监事会与董事会下设的审 计委员会职能重叠的问题，导致监督资源浪费和运营成本增加。通过职能整合，不仅能够精简机构设 置，更能提高决策效率。 长沙晚报掌上长沙6月6日讯（全媒体记者 刘琼萍）长沙银行近日召开的2024年年度股东大会上，一项 关于取消监事会的议案引发市场关注。根据议案内容，该行不再设置监事会，相关职权将由董事会审计 委员会行使。这一举措并非孤例，而是当前金融机构公司治理改革中的典型案例。就在5月30日，中国 民生银行董事会同样通过了不再设立监事会的决议，显示出这一改革趋势正在行业内快速推进。 记者梳理发现，今年以来，包括工商银行、农业银行、交通银行等国有大型商业银行，招商银行、华夏 银行、光大银行等全国股份制银行，以及长沙银行、重庆农商行等地方法人银行在内的多家金融机构， 均发布了拟撤销或不再设立监事会的相关公告。值得注意的是，这一改革趋势已突破银行业边界，向保 险、信托等非银金融机构及上市公司领域扩展。 据了解，这场公司治理变革的源头可追溯至《中华人民共和国公司法》的修订。为落实新公司法要求， 国家金融监督管理总局于去年末下发配 ...

践行国家战略，服务区域民生！ 为深入服务国家京津冀协同发展战略，促进区域经济一体化与居民生活便利化，6月6日，中国民生银行携手中国银联在京举行发布会，正式推出创新金融产品 ——"京津冀三地卡"。这标志着双方在推动区域支付互联互通、构建便民惠民金融服务生态方面取得又一重要进展。 "京津冀三地卡"是民生银行北京分行、天津分行、石家庄分行联合推出的银联借记卡产品，包含"京津冀三地卡京彩卡""京津冀三地卡津彩卡"和"京津冀三地卡冀彩 卡"。该产品紧密围绕市场需求，秉持"惠民、便民、利民"宗旨，深度融合中国银联"支付无界、创新无境"的设计理念，依托京津冀都市圈发展优势，有效整合三地 银联资源及区域金融与非金权益。 同时，持卡人除可享受新客礼、达标礼等专属优惠外，还享有同城及异地ATM机跨行取款免手续费、短信即时通免费等多项优惠。该卡片还叠加了中国民生银 行"V+任务"及"非凡礼遇"等多重客户权益体系，全面满足客户多元化生活需求。 在产品设计上，"京津冀三地卡"不仅提供费率减免、产品定制 等差异化金融服务，更将惠民满减的活动半径延伸至百姓日常生活的方方面面。其中，依托云闪付的 卡券支付优惠，覆盖京津冀地区百万优质商户，为 ...

据介绍，"京津冀三地卡"聚焦区域内客户在业务办理及"医、食、住、行、文、娱、购"等高频生活场景 的核心需求，旨在提供更丰富、便捷、同城一体化的综合服务。通过将购物、出行等生活场景与金融工 具紧密结合，并辅以惠民补贴，生动践行了以客户为中心的服务理念。 同时，持卡人除可享受新客礼、达标礼等专属优惠外，还享有同城及异地ATM机跨行取款免手续费、 短信即时通免费等多项优惠。该卡片还叠加了中国民生银行"V+任务"及"非凡礼遇"等多重客户权益体 系，全面满足客户多元化生活需求。 在产品设计上，"京津冀三地卡"不仅提供费率减免、产品定制等差异化金融服务，更将惠民满减的活动 半径延伸至百姓日常生活的方方面面。其中，依托云闪付的卡券支付优惠，覆盖京津冀地区百万优质商 户，为京津冀区域一体化发展和居民品质生活注入金融新动能。 "京津冀三地卡"是民生银行北京分行、天津分行、石家庄分行联合推出的银联借记卡产品，包含"京津 冀三地卡京彩卡"、"京津冀三地卡津彩卡"和"京津冀三地卡冀彩卡"。该产品紧密围绕市场需求，秉 持"惠民、便民、利民"宗旨，深度融合中国银联"支付无界、创新无境"的设计理念，依托京津冀都市圈 发展优势，有效整合三地 ...

A股银行板块持续走强，瑞丰银行涨超2%，常熟银行、苏农银行、渝农银行、民生银行、北京银行跟 涨。 ...