A股市场超3700股飘绿，有色板块跌幅居前，白银有色、湖南白银跌停，四川黄金逼近跌停；煤 炭、石油、电力等板块集体走低；光伏产业链股集体下挫，捷佳伟创、迈为股份跌超10%，钧达 股份等跌停；银行板块逆市上扬，厦门银行午后涨停，重庆银行涨近6%；影视股集体走高，幸福 蓝海涨超11%，横店影视、金逸影视涨停；零售板块午后崛起，茂业商业、三江购物尾盘异动， 直线拉升涨停；食品饮料股拉升，海欣食品、安记食品涨停。值得注意的是，民爆光电连续4日 涨停续创历史新高。 A股今日(2月5日）整体疲弱，沪指盘中跌超1%，创业板指一度跌超2%；港股尾盘止跌回升， 恒生指数翻红，恒生科技指数一度涨近1%。 具体来看，两市主要股指盘中弱势下探，沪指一度跌超1%，尾盘跌幅有所收窄。截至收盘，沪指 跌0.64%报4075.92点，深证成指跌1.44%，创业板指跌1.55%，北证50指数跌逾2%，沪深北三市合 计成交约2.19万亿元，较此前一日减少逾3000亿元。 港股方面，百胜中国、东方甄选涨超10%，海底捞涨约4%；紫金矿业跌近5%。 银行板块拉升 银行板块今日逆市拉升，截至收盘，厦门银行涨停，重庆银行涨近6%，上海银行涨逾4%，南京 ...

Core Viewpoint - The A-share banking sector experienced a collective rise, with all 42 stocks showing positive performance, particularly among small and medium-sized banks [1][2] Group 1: Market Performance - The banking sector index rebounded from a low of 6627.36 points on January 29 to close at 6904.39 points, indicating a clear recovery trend [1] - Qingdao Bank led the sector with a 23.88% increase, followed by Ningbo Bank at 15.81%, and several other banks showing gains exceeding 8% [1] Group 2: Factors Driving the Rise - Multiple factors contributed to the rise in bank stocks, including positive earnings forecasts for 2025, stable revenue and net profit growth, and improving asset quality [2] - The banking sector is expected to continue the "early investment, early returns" strategy in 2026, with projected new credit accounting for 62%-65% of the annual total in the first quarter [2] - A shift in market sentiment from growth to value has led to a flow of funds back into undervalued banking stocks, which are seen as defensive investments [2]

Core Viewpoint - The banking sector is showing signs of recovery in revenue and profit growth, with several banks reporting high growth rates for 2025, indicating a positive outlook for 2026 driven by policy support and stable net interest margins [1][1][1] Group 1: Market Performance - As of February 5, 2026, the China Securities Banking Index (399986) increased by 1.66%, with notable gains from Xiamen Bank (601187) up 9.99%, Chongqing Bank (601963) up 5.73%, Shanghai Bank (601229) up 4.27%, and Nanjing Bank (601009) up 3.80% [1][1][1] - The Bank ETF Huaxia (515020) rose by 1.63%, with the latest price reported at 1.67 yuan [1][1][1] Group 2: Financial Performance - By the end of January, 10 banks disclosed preliminary performance reports for 2025, showing a recovery in revenue and profit growth [1][1][1] - Qingdao Bank (002948), Nanjing Bank, and Shanghai Pudong Development Bank (600000) maintained high growth rates in net profit and revenue, with annual net profit growth rates of 21.7%, 8.1%, and 10.5% respectively [1][1][1] Group 3: Future Outlook - Dongfang Securities anticipates that the banking sector will return to a fundamental narrative in 2026, supported by policy financial tools and resilient asset expansion [1][1][1] - The sector is still in a deposit repricing cycle, which is expected to stabilize net interest margins, while structural risks are anticipated to receive policy support [1][1][1] - The absolute returns of the banking sector are viewed positively for 2026 [1][1][1] Group 4: ETF Information - The Bank ETF Huaxia (515020) is noted for having the lowest comprehensive fee rate tracking the China Securities Banking Index (399986) [1][1][1] - The linked funds include Class A (008298), Class C (008299), and Class D (024642) [1][1][1]

Core Viewpoint - The banking sector experienced significant gains on February 5, with multiple banks reaching new highs and notable percentage increases in their stock prices [1]. Group 1: Stock Performance - Xiamen Bank's stock price reached 7.93, marking a 9.99% increase, the highest since June 2021 [2]. - Chongqing Bank's stock rose to 11.00, reflecting a 6.80% increase [2]. - Shanghai Bank and Nanjing Bank saw increases of over 4%, with prices at 9.78 and 11.23 respectively [2]. - Other banks such as Yuzhong Rural Commercial Bank and Ningbo Bank also experienced gains, with increases of 3.62% and 3.25% respectively [2].

Core Viewpoint - The A-share market has seen significant gains in bank stocks, with notable increases in share prices for several banks, indicating positive market sentiment towards the banking sector [1]. Group 1: Stock Performance - Xiamen Bank experienced a maximum increase of 9.99%, reaching a total market capitalization of 20.9 billion [2]. - Chongqing Bank rose by 7.18%, with a market value of 38.4 billion [2]. - Shanghai Bank's shares increased by 4.38%, bringing its market capitalization to 139 billion [2]. - Nanjing Bank saw a rise of 3.90%, with a total market value of 138.5 billion [2]. - Yunnan Rural Commercial Bank increased by 3.31%, with a market capitalization of 74.5 billion [2]. - Ningbo Bank's shares rose by 3.25%, reaching a market value of 216.1 billion [2]. - Qilu Bank increased by 2.95%, with a market capitalization of 36.5 billion [2]. - Hangzhou Bank's shares rose by 2.91%, bringing its market value to 120.4 billion [2]. - Jiangsu Bank saw an increase of 2.36%, with a total market capitalization of 191.2 billion [2]. - Changsha Bank's shares rose by 2.38%, with a market value of 39.8 billion [2]. - Zhangjiagang Bank increased by 2.19%, reaching a market capitalization of 1.14 billion [2]. - Chengdu Bank's shares rose by 2.05%, with a total market value of 69.5 billion [2]. Group 2: Year-to-Date Performance - Xiamen Bank has a year-to-date increase of 8.04% [2]. - Chongqing Bank's year-to-date performance is up by 3.56% [2]. - Shanghai Bank has seen a year-to-date decline of 3.17% [2]. - Nanjing Bank's year-to-date performance is down by 2.01% [2]. - Yunnan Rural Commercial Bank has a year-to-date increase of 4.89% [2]. - Ningbo Bank has the highest year-to-date increase at 16.52% [2]. - Qilu Bank's year-to-date performance is up by 3.31% [2]. - Hangzhou Bank has a year-to-date increase of 8.70% [2]. - Jiangsu Bank's year-to-date performance is up by 3.41% [2]. - Changsha Bank has a year-to-date increase of 2.06% [2]. - Zhangjiagang Bank's year-to-date performance is up by 1.97% [2]. - Chengdu Bank has a year-to-date increase of 1.67% [2].

Core Viewpoint - The A-share market for banks showed a contrary upward trend, with several banks experiencing significant gains on February 5, 2023, despite broader market conditions [1]. Group 1: Stock Performance - Xiamen Bank saw an increase of 6.38%, with a total market capitalization of 20.2 billion [2] - Chongqing Bank rose by 4.17%, with a market cap of 37.3 billion [2] - Ningbo Bank increased by 3.31%, with a market value of 216.3 billion [2] - Shanghai Bank also rose by 3.31%, with a market cap of 137.5 billion [2] - Nanjing Bank increased by 2.97%, with a market capitalization of 137.2 billion [2] - Qilu Bank rose by 2.78%, with a market cap of 36.4 billion [2] - Hangzhou Bank increased by 2.54%, with a market value of 120 billion [2] - Yuhuang Agricultural Commercial Bank rose by 2.36%, with a market cap of 73.8 billion [2] - Shanghai Rural Commercial Bank increased by 2.28%, with a market value of 82.4 billion [2] - Jiangsu Bank rose by 2.06%, with a market cap of 190.7 billion [2] Group 2: Year-to-Date Performance - Ningbo Bank has the highest year-to-date increase at 16.59% [2] - Xiamen Bank has a year-to-date increase of 4.50% [2] - Qilu Bank shows a year-to-date increase of 3.14% [2] - Hangzhou Bank has a year-to-date increase of 8.31% [2] - Jiangsu Bank shows a year-to-date increase of 3.11% [2]

Group 1 - The A-share market saw a rise in bank stocks, with Xiamen Bank increasing by over 6% [1] - Chongqing Bank rose by more than 4% [1] - Ningbo Bank and Shanghai Bank both increased by over 3% [1] - Nanjing Bank, Qilu Bank, Hangzhou Bank, Yucheng Rural Commercial Bank, Shanghai Rural Commercial Bank, and Jiangsu Bank all saw increases of over 2% [1]

每经AI快讯，2月5日，银行板块盘中逆势拉升，厦门银行涨超6%，重庆银行、上海银行、宁波银行、 南京银行涨幅靠前。 每日经济新闻 ...

每经AI快讯，2月5日，银行板块盘中逆势拉升，厦门银行涨超6%，重庆银行、上海银行、宁波银行、 南京银行涨幅靠前。 每日经济新闻 ...

Core Viewpoint - The banking sector experienced an initial rise on February 5, with notable increases in stock prices for several banks, indicating positive market sentiment towards the banking industry [1][2]. Group 1: Stock Performance - Qilu Bank saw a significant increase of over 3%, with its latest price at 5.94 and a market capitalization of 36.554 billion [2][3]. - Xiamen Bank's stock rose by 1.80%, reaching a price of 7.34 and a market capitalization of 19.329 billion [2][3]. - Nanjing Bank's stock increased by 1.30%, with a current price of 10.92 and a market capitalization of 135.01 billion [2][3]. - Zijin Bank's stock rose by 1.09%, priced at 2.78 with a market capitalization of 9.873 billion [2][3]. - Chongqing Bank's stock increased by 1.07%, with a price of 10.41 and a market capitalization of 19.601 billion [2][3]. Group 2: Market Trends - The banking sector showed a weekly increase of 0.46%, while it experienced a monthly decline of 0.77% and a quarterly decline of 4.89% [2][3].