近日，财政部、国家税务总局联合发布公告，宣布自8月8日起恢复对国债、地方政府债及金融债利息收入征收增值税。 业内认为，新规之后，险资"免税资产+高股息权益"配置风格有望加强。只要银行股股息率仍显著高于无风险利率，险资的配置需求就有望持续。 值得关注的是，优选AH两地银行股的银行AH优选ETF（517900）持续获资金追捧，今年以来获资金净流入合计8.4亿元，份额增幅达644%，增速居银 行类ETF首位。 【恢复征收债券利息增值税，高股息资产吸引力提升】 这一政策调整在引发广泛关注，业内人士分析认为，债券投资的税后收益率将有所下降，高股息资产的相对吸引力或小幅提升，尤其是银行等板块， 可能成为资金关注的重点。 方正证券分析认为，尽管国债、地方债及金融债恢复征收增值税，但对银行板块的基本面影响整体可控。银行股的股息率仍具备显著优势，且从资金 面来看，存量老券的需求可能提升，收益率有望下行；而增量新券的税后收益率同样面临下行压力。相比之下，银行高股息资产的性价比更加突出。 民生证券指出，税收调整后，险资配置上或有望转向更具税收优势或其他收益更高的投资品种，在鼓励保险作为中长期资金入市的情况下，长期来 看，权益配置有 ...

Market Overview - The A-share market experienced a significant rally, with over 3,300 stocks rising and the Shanghai Composite Index closing at 3,633.99 points, the highest since January 4, 2022 [1] - The total trading volume reached 1.76 trillion yuan, marking a continuous increase in market activity over two days [1] Sector Performance - The defense and military sector saw explosive growth, leading the market with major stocks like China Shipbuilding and China Heavy Industry hitting their daily limits [1][6] - The Defense Industry ETF (512810) surged by 3.3%, reaching a new high not seen in over three and a half years, with significant trading volume [1][3] - Technology stocks also expanded their gains, with AI-focused ETFs like the Innovation AI ETF (589520) and the Growth Enterprise Market AI ETF (159363) both rising over 1% [1] Financing and Market Signals - The margin trading balance in the A-share market surpassed 2 trillion yuan for the first time in ten years, indicating a bullish market sentiment [2][11] - Agricultural Bank of China became the new market capitalization leader, surpassing Industrial and Commercial Bank of China with a market cap of 2.11 trillion yuan [2] Defense and Military Sector Insights - The defense sector is experiencing heightened interest due to the upcoming military parade, with significant capital inflow of over 15.4 billion yuan in a single day [3][8] - The merger between China Shipbuilding and China Heavy Industry is set to create the largest shipbuilding company globally, with total assets exceeding 400 billion yuan [7] - Analysts predict that the defense sector's fundamentals are improving, with expectations for continued order announcements and performance recovery in the coming months [7][8] Brokerages and Financial Sector - The top brokerage ETF (512000) has seen a surge in inflows, reflecting the growing optimism in the market as the financing balance reaches a new high [11][15] - The brokerage sector is expected to benefit from the overall market uptrend, with many firms reporting positive earnings growth [11][14] AI and Technology Sector Developments - The upcoming World Robot Conference is generating excitement in the AI sector, with companies like Yushun Technology launching new products [20][21] - The AI Vision concept is gaining traction, with significant stock price increases for companies involved in AI technology, such as Aobi Zhongguang and Lingyun Technology [20][21] - The Innovation AI ETF (589520) is positioned to benefit from the growth in the AI industry, with a strong focus on domestic AI supply chains [21][23]

从财务数据来看，农业银行的业绩保持着稳健的增长。2024年农业银行实现营业收入7105.55亿元，同 比增长2.26%；取得归母净利润2820.83亿元，同比增长4.72%。截至2025年一季度末，农业银行总资产 规模达44.82万亿元，归属于母公司股东的权益达3.14万亿元，实现营业收入1866.74亿元，取得归母净 利润719.31亿元。 农业银行的高股息率成为吸引长期资金的核心因素。2025年农业银行已完成两次2024年度分红：1月实 施10派1.164元，7月再推10派1.255元，合计派发现金红利846.61亿元。按1月分红计算，股息率高达 4.7%，即使经过近期股价上涨，当前股息率仍维持3.6%的较高水平。 2025年8月6日，农业银行A股股价报收6.62元/股，上涨1.22%，创下历史新高。此次突破不仅使其A股 流通市值达到2.11万亿元，更超越工商银行成为A股流通市值最大的上市公司，这是农业银行自2010年 上市以来首次问鼎该榜单。 这一里程碑式成就的背后，是农业银行长期以来稳健的业绩支撑、持续的高分红政策以及市场环境变化 带来的估值重构。 2024年A股上市银行分红总额达6325.94亿元， ...

| 601860 | 紫金银行 | -0.66 | 1.78 | -778.68 | | --- | --- | --- | --- | --- | | 600036 | 招商银行 | -0.29 | 0.21 | -666.17 | | 002807 | 江阴银行 | -0.83 | 0.70 | -583.01 | | 601825 | 沪农商行 | -0.53 | 0.16 | -572.73 | | 002948 | 青岛银行 | 0.99 | 1.24 | -410.70 | | 601963 | 重庆银行 | -0.48 | 0.50 | -306.36 | | 600000 | 浦发银行 | 0.29 | 0.28 | -259.69 | | 601187 | 厦门银行 | 0.00 | 1.63 | -242.53 | | 600928 | 西安银行 | 0.26 | 0.59 | -97.37 | | 600908 | 无锡银行 | -0.49 | 0.59 | -37.20 | | 603323 | 苏农银行 | -0.73 | 0.99 | 378.64 | | 002958 | 青农商 ...

Core Viewpoint - The A-share market shows resilience and upward momentum, with the Shanghai Composite Index reaching a new closing high, indicating a strong market despite some underlying weaknesses in individual stocks [2][3][4]. Market Performance - All three major A-share indices rose today, with the Shanghai Composite Index up 0.45% to close at 3633.99 points, the Shenzhen Component Index up 0.64% to 11177.78 points, and the ChiNext Index up 0.66% to 2358.95 points [2]. - The trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion yuan, an increase of 138 billion yuan compared to the previous day [2][3]. Market Dynamics - The recent index highs are characterized by a higher number of advancing stocks compared to declining ones, contrasting with previous highs where more stocks were down [3]. - Despite the overall index rise, many investors feel they are "making money on the index but not on their investments," indicating a disconnect between index performance and individual stock gains [4]. Sector Analysis - The military industry sector performed strongly, partly due to the upcoming "September 3" commemorative day, with stocks like China Shipbuilding Group seeing short-term speculation [5]. - The rapid rotation of sectors is evident, with strong performances in robotics and pharmaceuticals, but also significant volatility, as seen with stocks like Upwind New Materials [5][6]. Investor Sentiment - Investors are advised to maintain a cautious approach, as the market's upward trend can lead to rapid changes in sector performance, making it crucial to act quickly to capitalize on opportunities [5][6]. - The market has seen a decline in the number of stocks advancing to the second board, reflecting regulatory measures aimed at cooling speculative trading [7]. Notable Records - The market recorded a financing balance exceeding 2 trillion yuan, the highest in a decade, and Agricultural Bank of China reached a market capitalization of 2.11 trillion yuan, surpassing Industrial and Commercial Bank of China [7].

0:00 除了农业银行，还有5只股票A股市值超1万亿，分别是：工商银行、贵州茅台、中国石油 、中国银行、 宁德时代。 8月6日，沪指创年内收盘新高，与此同时，农业银行（601288.SH）收涨1.22%，报6.62元/股，总市值 2.11万亿元，再创历史新高。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 这是农业银行历史上首度登顶A股市值榜首，超越工商银行，成了A股市值的新"一哥"。 农业银行历史上首度登顶A股市值榜首（资料图） ...

每经编辑｜黄胜 8月6日，今日农业银行收盘上涨1.22%，最新收盘价6.62元/股，再创历史新高，公司A股流通市值升至2.11万亿元。 8月6日，市场全天震荡走高，三大指数小幅上涨。沪深两市全天成交额1.73万亿，较上个交易日放量1380亿。盘面上，市场热点较为杂乱，个股涨多跌少， 全市场超3300只个股上涨，近百股涨超9%。从板块来看，PEEK材料概念股集体爆发，中欣氟材2连板。军工股再度大涨，长城军工5天4板。机器人概念股 震荡走强，中大力德等多股涨停。下跌方面，医药股展开调整，翰宇药业等多股跌超5%。板块方面，PEEK材料、军工、人形机器人、光刻机等板块涨幅居 前，中药、西藏、创新药、旅游等板块跌幅居前。 截至收盘，沪指涨0.45%，深成指涨0.64%，创业板指涨0.66%。 每日经济新闻综合公开消息 封面图片来源：每日经济新闻 | 农业银行 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 601288 融 沪股通 L1 | | | | | | | | | 6.62 | | ■ | 6.62 市值 2.32万亿 量比 ...

值得一提的是，A股市值榜前20名中，有7只银行股。 8月6日，沪指创年内收盘新高，与此同时，农业银行（601288.SH）收涨1.22%，报6.62元/股，总市值 2.11万亿元，再创历史新高。 这是农业银行历史上首度登顶A股市值榜首，超越工商银行，成了A股市值的新"一哥"。 除了农业银行，还有5只股票A股市值超1万亿，分别是：工商银行、贵州茅台、中国石油 、中国银行、 宁德时代。 | | | A股市值榜TOP20 | | | --- | --- | --- | --- | | 证券代码 | 证券名称 | A股市值 (亿元) | マモ以来 股价涨幅(%) | | 601288.SH | 农业银行 | 21134 | 29.85 | | 601398.SH | 工商银行 | 20922 | 17.36 | | 600519.SH | 贵州茅台 | 17887 | -4.84 | | 601857.SH | 中国石油 | 13990 | -0.58 | | 601988.SH | 中国银行 | 13504 | 7.45 | | 300750.SZ | 宁德时代 | 11669 | 1.84 | | 600036. ...

8月6日金融一线消息，农业银行今日收盘上涨1.22%，最新收盘价6.62元/股，流通市值2.11万亿元，已超过工商银行，首次成为A股市值第一的公司。 责任编辑：曹睿潼 ...

国有大行近期纷纷发布公告，火速响应个人消费贷款和消费行业贷款贴息政策。此前召开国务院常务会 议提出，实施个人消费贷款贴息政策与服务业经营主体贷款贴息政策。 多位业内人士指出，消费是最终需求，是生产的动力和最终目的。在大力提振消费的背景下，适当降低 个人消费贷款利率、提高贷款额度，合理延长贷款期限，放宽相关要求，有助于更好地发挥消费金融的 积极作用，更好地满足居民大宗消费和日常消费需求，帮助商户、企业扩大销售业绩，进一步助力提振 消费、扩大内需。 今年以来，在一系列增量政策措施推动下，国内消费市场回升向好，但恢复的态势并不稳固，特别是居 民消费需求仍然较为疲软，物价水平还在低位徘徊，市场信心和预期偏弱。多位业内专家认为，国务院 常务会议部署实施个人消费贷款贴息政策与服务业经营主体贷款贴息政策，具有必要性和紧迫性。 招联首席研究员董希淼表示，通过财政贴息，一方面降低居民消费信贷成本，提高居民运用金融杠杆扩 大消费的意愿和能力；一方面降低消费领域经营主体的融资成本，支持和鼓励经营主体提供更多优质产 品和服务，适度让利于民。而财政贴息政策将从需求和供给两端发力，并强化与金融政策协同，进一步 助力提振消费、扩大内需。 ...