AGRICULTURAL BANK OF CHINA(601288)

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历史首次!农业银行登顶A股
证券时报· 2025-08-06 15:03
农业银行股价再创历史新高,流通市值首次登顶A股! 8月6日,农业银行收盘上涨1.22%,报收6.62元/股的历史高价,流通市值达2.11万亿元,首次超越工商银行 2.09万亿元的流通市值,成为当前A股"流通市值之王",此外,贵州茅台流通市值达1.79万亿元,位列第三。 不过,从市场总值来看,当前工商银行A股、H股合计总值达2.57万亿元,对比农业银行2.26万亿元的总市值 仍保持领先。 证券时报·券商中国记者注意到,今年以来,保险资金频繁"扫货"银行股,包括农业银行H股在内至少5家银行 被险资举牌;与此同时,公募基金今年二季度末重仓数据显示,2025年以来公募基金对银行股的配置比例明 显增加,其中主动型公募对银行股的合计重仓配置比例已达到2021年6月末以来的新高。以农业银行A股为 例,公募基金二季度末重仓该行股份比一季度末增长7439.96万股,持股总市值达60.97亿元。 农业银行流通市值登顶A股 8月6日,农业银行流通市值首次夺得A股冠军宝座 。 证券时报· 券商中国记者 据Wind统计,今年以来截至8月 6日,农业银行A股累计涨幅达29.8%,仅次于浦发银行(39.57%)、青岛银行(37.37%), ...
农业银行登上A股市值冠军宝座 这些基金连续多个季度重仓“埋伏”
Mei Ri Jing Ji Xin Wen· 2025-08-06 14:28
Core Points - Agricultural Bank of China (ABC) has surpassed Industrial and Commercial Bank of China (ICBC) to become the largest A-share market capitalization company for the first time in history, with a market cap of 2.11 trillion yuan as of August 6, 2023 [3][4] - ABC's stock price has shown significant growth, with increases of 33.18%, 54.74%, and 29.54% in 2023, 2024, and 2025 respectively, providing solid returns for investors [5][6] - A total of 93 fund companies hold ABC's A-shares, with 353 public funds collectively valued at 6.097 billion yuan, indicating strong institutional interest [5][18] Fund Holdings - The top five index funds holding ABC shares include Huabao CSI Bank ETF, Tianhong CSI Bank ETF, Guotai CSI 180 Financial ETF, and others, with Huabao CSI Bank ETF holding the highest value at 650 million yuan [7][9] - Among actively managed funds, Huatai-PineBridge Value Selection holds the largest position in ABC, valued at 505 million yuan, emphasizing a focus on dividend-paying stocks [10][11] - Notably, the Jin Xin Smart China 2025 fund has maintained a continuous holding of ABC shares for 30 consecutive quarters, reflecting a strategic shift towards banking stocks since 2017 [17] Performance and Trends - ABC's stock has historically fluctuated around 2.5 yuan per share until its recent surge starting in 2023, marking a significant turnaround [4] - The performance of funds heavily invested in ABC has been commendable, with Jin Xin Smart China 2025 achieving returns of 10.40%, 34.05%, and 17.48% in 2023, 2024, and 2025 respectively [17] - The overall market sentiment towards ABC is positive, with many funds reporting strong performance due to their investments in the bank [10][18]
别闹,“农行市值第一”算法意义不大,流通股占比不同嘛,“宇宙行”总市值暂无银行能破
Sou Hu Cai Jing· 2025-08-06 13:17
Core Viewpoint - The recent reports highlighting Agricultural Bank of China's (ABC) A-share market capitalization surpassing that of Industrial and Commercial Bank of China (ICBC) are seen as more entertaining than substantive, as they do not provide a comprehensive analysis of the underlying data [1][3]. Market Capitalization Comparison - Agricultural Bank of China has a total share capital of 350 billion shares, with 319.2 billion shares (91.2%) in circulation, resulting in a market capitalization of 21,134 billion CNY [3][10]. - In contrast, Industrial and Commercial Bank of China has a total share capital of 356.4 billion shares, with 269.6 billion shares (75.6%) in circulation, leading to a market capitalization of 20,922 billion CNY [3][10]. - The comparison of market capitalizations between banks is complicated by the differing proportions of circulating shares in the A-share and H-share markets [3][10]. Broader Context of Bank Comparisons - The article suggests that comparisons should also include other major banks, such as China Construction Bank (CCB), which has a total share capital of 261.6 billion shares and a market capitalization of only 919 billion CNY in the A-share market [3][10]. - The analysis indicates that all major banks are listed in both A and H markets, and their market capitalizations should be evaluated in the context of both markets rather than in isolation [3][10]. Performance Recognition - Despite the limitations of the market capitalization comparisons, the article acknowledges that Agricultural Bank of China has shown significant operational improvements and has been recognized by investors, as evidenced by its stock price performance, which has led the peer group over various time frames [10].
历史首次!农业银行登顶A股
券商中国· 2025-08-06 13:13
农业银行股价再创历史新高,流通市值首次登顶A股! 8月6日,农业银行收盘上涨1.22%,报收6.62元/股的历史高价,流通市值达2.11万亿元,首次超越工商银行 2.09万亿元的流通市值,成为当前A股"流通市值之王",此外,贵州茅台流通市值达1.79万亿元,位列第三。 不过,从市场总值来看,当前工商银行A股、H股合计总值达2.57万亿元,对比农业银行2.26万亿元的总市值仍 保持领先。 券商中国记者注意到,今年以来,保险资金频繁"扫货"银行股,包括农业银行H股在内至少5家银行被险资举 牌;与此同时,公募基金今年二季度末重仓数据显示,2025年以来公募基金对银行股的配置比例明显增加,其 中主动型公募对银行股的合计重仓配置比例已达到2021年6月末以来的新高。以农业银行A股为例,公募基金 二季度末重仓该行股份比一季度末增长7439.96万股,持股总市值达60.97亿元。 农业银行流通市值登顶A股 8月6日,农业银行流通市值首次夺得A股冠军宝座。券商中国记者据Wind统计,今年以来截至8月6日,农业银 行A股累计涨幅达29.8%,仅次于浦发银行(39.57%)、青岛银行(37.37%),居于42家上市银行涨幅榜第三 ...
农业银行赤峰分行农户贷款余额突破200亿元
Zhong Guo Jin Rong Xin Xi Wang· 2025-08-06 12:51
该行组建44支流动党员先锋队,实施上门办贷,送资金到田间地头。截至7月末,该行赤峰市行政村贷 款覆盖度达到97.2%,较年初提升9.2个百分点。加强与政府部门、供销社、涉农产行业组织合作,以杂 粮经营、肉食品加工等涉农产业为依托,为核心企业上下游、产业链、供应链的农牧民提供贷款支持。 通过"党建+信用村"模式,做好信用村和信用户评定,在利率、额度等方面进行政策支持,更好满足农 牧民融资需求。同时,该行还注重风险防控,严格做好信贷准入审核,加强存量贷款管理,有效保障信 贷资产安全。(王海超) 编辑:刘润榕 年初以来,农业银行赤峰分行认真落实中央农村工作会议精神,持续增加农村金融供给,助力赤峰市农 业产业高质量发展。截至7月末,该行农户贷款余额达到200.2亿元,较年初净增34.3亿元,增量排名赤 峰地区同业第1位。 内蒙古自治区赤峰市粮食产量、设施农业产量、牲畜存栏量等均居内蒙古自治区前列,基于地区农牧业 发展实际,农业银行赤峰分行确定了"挂图作战、产业引领、稳存拓新、整村服务、党建融合、防控风 险"二十四字工作措施,多措并举全力推进农户信贷业务稳健发展。 转自:新华财经 ...
雪域高原金融深耕记|一线调研
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-06 10:48
盛夏时节,21世纪经济报道记者深入西藏多地走访发现,从高海拔安置点里忙碌的金融服务站,到非遗 工坊中运转的数控设备旁;从飘着藏戏唱腔的特色民宿,到织就千年技艺的氆氇极品"泽帖尔"工坊,一 支带着"国家的银行"烙印的金融力量,正以体系化、专业化的姿态打通金融服务"最后一公里",为西藏 乡村振兴注入持续动能。 "流动金融服务车又来了!" 早上十点多,在海拔3850米的西藏日喀则市萨迦县扯休乡赛贵村安置点 (以下简称"赛贵村安置点"),村支书扎西次仁在微信群里通知村民后,很快就有十多位村民拿着存 折、身份证,在服务车前排起了长队。 21世纪经济报道记者张欣 拉萨、山南、日喀则报道 在平均海拔4000米的雪域高原,金融服务的触角正沿着转经道、牧道延伸至村寨深处。流动金融服务车 的辙印与青稞田垄交错,信用评级的标牌与香布(藏语意为"帘布")在门楣并立,贷款合同的墨迹里, 晕染着非遗传承的氆氇纹样、名贵藏香的馥郁气息与民宿经营者纯朴的笑脸。 "密码重置、转账汇款、贷款申请,在车上都能办。"农业银行西藏日喀则吉定营业所主任格桑罗布向记 者介绍。他表示,银行通过村干部微信群提前收集村民的金融需求,年均下乡服务超150 天,去 ...
强者恒强 | 谈股论金
水皮More· 2025-08-06 09:20
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].
历史首次!农业银行超越工商银行,排在A股第1位!
Mei Ri Jing Ji Xin Wen· 2025-08-06 09:09
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 ...
A股“一哥”换人,农业银行凭2.11万亿市值登顶
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-06 09:09
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. ...
历史首次,农业银行登顶A股市值冠军
第一财经· 2025-08-06 08:16
据数据宝,8月6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股市 值升至2.11万亿元。截至最新收盘,农业银行A股市值已超越工商银行,排在A股第1位,这也是其历 史上首次夺得A股市值冠军宝座。 据数据宝统计,按最新收盘A股市值计算,A股历史上,共有24只股票坐上A股市值冠军的位置,登 顶次数最多的是平安银行(注:A股市值第1位发生变动算1次),其次是工商银行、中国宝安。自 2020年以来,A股市值冠军基本上在工商银行和贵州茅台之间变换;直至今日,农业银行夺得冠军 宝座。 微信编辑 | 夏木 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 , 欢 迎 提 供 。 专 用 邮 箱 : bianjibu@yicai.com 2025.08. 06 本文字数:369,阅读时长大约1分钟 (注:我们会对线索进行核实。您的隐私将严格保密。) 推荐阅读 特朗普称已收到访华邀请,外交部回应 ...