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. ...

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 ...

8月6日，农业银行（601288）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。 农业银行 601288 通 高 6.62 市值2.32万亿 量比 0.84 6.62 流通 2.11万亿 换 俱 0.14% 6.55 0.08 1.22% 市盈™ 8.17 额 开 6.56 28.84亿 5.270 -2.04% H/A溢价率 -27.62% 溢价分析 港股 同花顺 将于2025-08-30披露《2025年中报》 帮 游 分时 日K 周K 月K 五日 更多▼ 周线 M5:6.31 M10:5.98 M20:5.63 M60:4.96 前复权 均线 ▼ M120:4.12 M250:3.09 6.62 -6.79 5.78 4.77 3.76 2.92 2023-07-28 1-12 07-26 据证券时报·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 ...

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股流通市值升至2.11 万亿元。截至最新收盘，农业银行A股流通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股流通市值冠军宝座。 ...

Core Viewpoint - The recent rebound in A-share bank stocks is attributed to the attractive and stable dividends amidst an "asset shortage" environment, with many stocks becoming more cost-effective after a period of correction [3][10]. Group 1: Market Performance - On August 5, the A-share market saw a rise, with the Shanghai Composite Index increasing by 0.96%, surpassing 3600 points, and the China Securities Bank Index rising by 1.6% to 8087.4 points [5]. - Agricultural Bank of China (ABC) reached a new high, closing at 6.54 yuan per share, while several other banks also saw significant gains, with Shanghai Pudong Development Bank leading with a 4.72% increase [5][6]. - From July 11 to the end of July, the China Securities Bank Index fell by 7.27%, while ABC was the only bank stock to rise during this period, increasing by 1.95% [6]. Group 2: Financial Performance - Preliminary reports indicate that three out of five regional banks that disclosed their half-year results achieved double-digit growth in net profit attributable to shareholders [3][12]. - The median dividend yield for A-share bank stocks remains around 4%, with nearly 90% of stocks yielding over 3% [11]. Group 3: Regulatory Changes and Impact - Starting August 8, new regulations will impose a value-added tax on interest income from newly issued government bonds, local bonds, and financial bonds, which may enhance the relative attractiveness of bank stocks compared to bonds [10][11]. - The new tax regulations are expected to create an incremental tax burden for institutional investors, with projected additional tax revenues of approximately 321 billion yuan, 648 billion yuan, and 988 billion yuan for the years 2025 to 2027, respectively [10]. Group 4: Institutional Investment Trends - Insurance funds have shown a strong interest in increasing their holdings in bank stocks, with over 20 instances of shareholding increases this year, surpassing the total for the previous year [11][12]. - The implementation of new accounting standards for the insurance industry has led to a significant increase in bank stock purchases, as these stocks are often priced below their net asset value [13].

来源：金融界 8月6日，银行股表现分化，农业银行涨近1%续创历史新高，宁波银行、邮储银行、青岛银行小幅上涨，民 生银行跌超1%，贵阳银行、张家港行、沪农商行下跌。 可投港股银行股的银行AH优选ETF（517900）盘中跌0.74%，实时价格1.6元，成交8687万元，成交额超昨 天全天。今年以来，银行AH优选ETF（517900）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。 高盛最新报告指出，基于近期市场表现、投资者情绪及经济环境变化，认为中资银行股已迎来拐点。高盛 预测，所评级银行第二季平均拨备前营业利润(PPOP)及净利润将增长0.3%，并将所评级内银H股2025至 2027年收入预测上调2%、4%及4%，税后净利预测上调5%、6%及5%。 风险提示：文中提及的指数成份股仅作展示，个股描述不作为任何形式的投资建议。任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须 对任何自主决定的投资行为负责。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管 理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨 ...

Group 1 - Fujian's unique geographical features have led to rich forestry resources, with a forest coverage rate that has ranked first in the country for over 40 years [1] - The province is actively implementing the "big food concept" to scientifically utilize forest resources and develop a "forest food bank," focusing on diverse food supply capabilities [1] - Agricultural Bank of China (ABC) in Fujian is enhancing financial innovation to address financing challenges in the forest food industry, facilitating the transformation from ecological resources to economic benefits [1] Group 2 - State-owned forest farms serve as crucial ecological barriers and wood strategic reserves, facing challenges in funding for re-production and industrial upgrades due to long growth cycles and high maintenance costs [2] - ABC's Nanping branch introduced the "Lin Guo Loan" financing scheme, allowing a state-owned forest farm to use over 2,700 acres of growing fir as collateral, successfully securing 8 million yuan in credit [2] - This innovative approach transforms static ecological resources into dynamic development capital, enabling the forest farm to upgrade its industry and create job opportunities for local farmers [2] Group 3 - Longtian County, once severely affected by soil erosion, has improved its ecological environment and is now developing oil tea industries to enhance local income [3] - ABC provided a 280,000 yuan production loan to a local farmer, enabling the establishment of an oil tea base that serves as a model for ecological poverty alleviation, benefiting over 40 households [3] Group 4 - ABC's Longtian branch has launched innovative products like "Huinong e-loan" and "Rural Revitalization Talent Loan" to address financing challenges in the forest food industry, supporting over 10,000 farmers by June 2025 [4] Group 5 - Fujian has abundant bamboo resources, with bamboo forest area reaching 18.73 million acres, accounting for 17.5% of the national total [5] - The bamboo industry has historically been fragmented and low-value, but ABC's Sanming Yong'an branch is providing comprehensive financial services to enhance the entire bamboo industry chain [5] - The "Bamboo Farmer Loan" product is designed to meet seasonal funding needs for bamboo farmers, enabling them to generate significant annual income [5] Group 6 - ABC has supported leading enterprises in the industry, such as Taicuo (Fujian) Technology Co., Ltd., which has developed various bamboo products, achieving an annual output value of nearly 40 million yuan [7] - The bank has provided 160 million yuan in credit to support the entire bamboo industry chain, promoting the value addition of forest products and increasing farmers' income [7] - As of June this year, the total balance of forest-related loans in Fujian reached 166.23 billion yuan, a year-on-year increase of 15.3%, benefiting 444,000 forestry operators [7]

在政策引导下，8月以来工商银行、农业银行、建设银行、交通银行、平安银行等多家银行积极响应个 人消费贷款贴息政策与服务业经营主体贷款贴息政策，部署政策落地实施的各项准备工作，确保贴息政 策精准高效地传导至千企万户，为提振消费、激发市场活力注入强劲动能。 持续创新普惠金融产品 滚烫的辣油浇在铺满鲜花椒的鱼肉上，香气瞬间炸开，厨房里锅铲翻飞，泡椒的酸香、豆瓣酱的醇厚在 空气中交织……在四川，杨先生经营的江湖菜馆凭借独特的味道获得消费者认可，门口的食客经常大排 长龙。"做江湖菜，讲究的就是'鲜'和'快'。"杨先生在餐饮领域深耕多年，对烹饪颇有心得。 然而，餐馆经营规模不断扩大让他面临房租、供应商货款等资金周转难题。工商银行广安分行在深入开 展"千企万户大走访"活动时，得知了杨先生的情况，便迅速为其制定了专属融资方案，发放近500万 元"烟火贷"，解决了他的燃眉之急。"创业不容易，感谢银行的专业服务！"杨先生激动地说。 对杨先生的金融支持，是工商银行积极推动普惠金融创新实践的生动缩影。工商银行相关负责人表示， 为响应国家政策，该行不断创新普惠金融产品，加大对服务型经营主体的贷款支持力度。针对个体工商 户和个人消费者等群 ...

保险资金在资本市场举牌热潮仍在持续。 记者注意到，今年以来，保险公司举牌热情依然保持高涨态势。仅在7月当月，就有包括利安人寿、信 泰人寿、泰康人寿和中邮保险4家险企在资本市场举牌上市公司股票。截至目前，共有10余家保险公司 累计举牌21次，除上述4家外，还涉及平安人寿、新华人寿、瑞众人寿、中国人寿寿险公司、长城人 寿、阳光人寿等多家公司。 举牌的上市公司则包括邮储银行、招商银行、农业银行、杭州银行、中信银行、北京控股、电投产融、 东航物流、中国儒意、中国水务、江南水务、华菱钢铁、峰岹科技、秦港股份、大唐新能源和中国神华 等，其中10余只股票为H股（含A+H股）。从投资标的所处行业来看，银行股被举牌次数最多，此外还 涉及公用事业、能源、交通运输、科技等行业。 记者梳理发现，今年以来，平安人寿已经7次举牌银行股。其中，邮储银行、农业银行等银行H股均被 二度举牌，招商银行H股被3次举牌。 华西证券发布的研究报告认为，今年险资密集举牌上市公司，主要原因在于：一方面，在低利率环境 下，通过权益投资增厚投资收益有较大的现实需求；另一方面，多项支持中长期资金入市的政策推出， 也让保险资金举牌动力增强。 今年以来，政策对于保 ...

Fund Overview - The fund is named E Fund ChiNext Index Enhanced Securities Investment Fund, with A class fund share code 025164 and C class fund share code 025165 [20] - It is a contract-based open-end, stock-type index fund [20] - The fund's management and registration institution is E Fund Management Co., Ltd., and the custodian is Agricultural Bank of China [20] Fund Raising Details - The fund will be publicly offered from August 18, 2025, to August 29, 2025, with a maximum fundraising limit of 8 billion RMB [5][23] - If the total effective subscription amount exceeds 8 billion RMB, the fund manager will implement a proportionate confirmation method to control the scale [2][5] - The minimum subscription amount for individual investors is 1 RMB through non-direct sales institutions, while it is 50,000 RMB through the direct sales center [4] Fund Share Classes - The fund has two share classes: A class, which charges subscription fees, and C class, which does not charge subscription fees but incurs sales service fees during the holding period [25][28] - Each share class will have its own net asset value calculated and published separately [2] Investment Objectives - The fund aims to achieve investment returns that exceed the performance benchmark while controlling the average tracking deviation and annualized tracking error [21] Subscription Process - Investors can subscribe multiple times during the fundraising period, and there is no upper limit on the total subscription amount for individual investors, provided it does not lead to a single investor holding over 50% of the fund shares [4][5] - Subscription applications must be confirmed by the registration institution, and once confirmed, they cannot be revoked [5][34] Index Composition - The fund's benchmark index is the ChiNext Index, which includes A-shares listed on the Shenzhen Stock Exchange that meet specific criteria [9][10] - The selection process for index constituents involves evaluating market capitalization, trading volume, and compliance with regulatory standards [11][12] Fund Management and Operations - The fund management company may adjust the fundraising arrangements based on various factors [8] - The fund's assets will be verified by a qualified accounting firm after the fundraising period ends [61]