AGRICULTURAL BANK OF CHINA(601288)

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19.5亿元主力资金“围猎”银行股 农业银行股价再创新高
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-04 12:21
经过了短暂的调整之后,银行股再度崛起,8月4日板块内42只个股仅有4只下跌,且跌幅在1%之内。至 此,中证银行指数今年的涨幅为11%,所有个股年内均实现上涨,其中浦发银行和青岛银行领涨,分别 上涨32.89%和32.80%。 7月中旬以来,多家银行陆续召开年中工作会,在回顾上半年工作成效的同时部署下半年重点工作,不 少银行高管对上半年经营给予了"持续向好"和"重点工作成效明显"结论,但也坦言"成绩来之不易"。这 在一定程度上进一步推动了银行板块行情。 7月30日,工商银行2025年党建暨年中经营管理工作会议在北京召开。对于今年上半年的工作,工行总 结为"转型发展扎实推进""'强优大稳'特征更加鲜明",交出了一份稳中有进、以进促稳的半年成绩单。 该行同时提到,面对复杂外部形势,要落实"防风险、强监管、促高质量发展"的金融工作主线;要聚焦 防风险强合规,坚持三道防线同题共答、平行作业,巩固深化全面风险管理体系。 农业银行则在年中工作会议中称,其在上半年扛牢服务"三农"和实体经济职责使命,金融服务取得了新 成效。其中,信贷总量迈上新台阶,县域贷款站稳10万亿元,重点帮扶地区、"五篇大文章""两重""两 新"、提振消 ...
银行业周报(2025.07.28-2025.08.03):国债等恢复增值税征收、消费、经营贷将迎贴息-20250804
Yin He Zheng Quan· 2025-08-04 12:02
行业周报 国债等恢复增值税征收,消费、经营贷将迎贴息 银行业周报 (2025.07.28-2025.08.03) 2025 年 8 月 4 日 核心观点 银行业 | | | 分析师 张一纬 ☎:010-8092-7617 z:zhangyiwei_yj@chinastock.com.cn 分析师登记编码:S0130519010001 研究助理 袁世麟 网: yuanshilin_yj@chinastock.com.cn 相对沪深 300 表现图 2025-08-01 20% 资料来源:ifind. 中国银河证券研究院 相关研究 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 银行板块表现优于市场:本周沪深 300 指数下跌 1.75%,银行板块下跌 ● 0.84%。国有行、股份行、城商行、农商行分别+0.80%、-1.52%、-1.04%、 -2.30%。个股方面,9 家上市银行上涨,农业银行(+2.43%)、工商银行 (+1.74%)、邮储银行(+1.07%)、建设银行(+0.75%)、成都银行(+0.70%) 涨幅居前。截至8月1日,银行板块 ...
农业银行(601288) - 农业银行H股公告


2025-08-04 09:15
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01288 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 30,738,823,096 | RMB | | 1 RMB | | 30,738,823,096 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 30,738,823,096 | RMB | | 1 RMB | | 30,738,823,096 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | - ...
农业银行(01288) - 截至二零二五年七月三十一日股份发行人的证券变动月报表


2025-08-04 08:34
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 中國農業銀行股份有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01288 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 30,738,823,096 | RMB | | 1 RMB | | 30,738,823,096 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 30,738,823,096 | RMB | | 1 RMB | | 30,738,823,096 | | 2. 股份分類 | 普通股 | 股份 ...
收评:低开高走!三大指数集体收涨,军工及机器人概念股走强,保险、光伏板块疲软
Jin Rong Jie· 2025-08-04 08:09
Market Overview - A-shares experienced a low open and high close, with the Shanghai Composite Index rising by 0.66% to 3583.31 points, the Shenzhen Component Index up by 0.46% to 11041.56 points, and the ChiNext Index increasing by 0.5% to 2334.32 points, while the STAR 50 Index rose by 1.22% to 1049.41 points [1] - The total trading volume in the Shanghai and Shenzhen markets was nearly 1.5 trillion, a decrease of 998 billion compared to the previous trading day [1] - Over 3800 stocks in the market saw gains, indicating a generally positive sentiment despite mixed sector performance [1] Sector Performance Military Industry - The military sector saw significant gains, with stocks like Changcheng Military Industry and Aerospace Electronics hitting the daily limit [3] - Catalysts for this surge included the fifth anniversary of the Beidou-3 global satellite navigation system and increased global military spending due to geopolitical tensions [3] Banking Sector - Bank stocks collectively strengthened, with Agricultural Bank of China reaching a historical high [2] - Five listed banks reported positive net profit growth for the first half of 2025, with four banks achieving double-digit increases [2] Semiconductor Industry - Semiconductor stocks showed a strong upward trend, with Huahong Semiconductor reaching a historical high [4] - The global silicon wafer shipment volume is projected to grow by 9.6% year-on-year in Q2 2025, indicating robust demand in the sector [4] Robotics Sector - The robotics and reducer sectors remained active, with companies like Zhongma Transmission and Dongjie Intelligent seeing significant gains [5] - The upcoming World Robot Conference is expected to showcase over 100 new intelligent robot products, indicating a growing market [5] Analyst Insights - CITIC Securities highlighted that market trends dictate the behavior of leading funds, which tend to favor high-consensus stocks rather than low-position stocks [6] - Shenwan Hongyuan noted that the market is returning to a volatile phase, with potential upward movements expected before the September 3 military parade [7] - Dongfang Securities suggested that while there is a high probability of weekly adjustments, the downside is limited, and sectors like AI, military, and pharmaceuticals still present significant investment opportunities [8]
601606,涨停!历史新高
Zhong Guo Zheng Quan Bao· 2025-08-04 04:41
8月4日上午,A股市场震荡分化,三大指数涨跌不一。军工、银行板块上涨,此前强势的创新药板块回调。 上午盘中,军工、商业航天板块携手大涨。长城军工(601606)(601606)、国机精工(002046)涨停,股价均创历史新高,爱乐达 (300696)"20CM"涨停。 消息面上,近期商业航天组网进度加速,火箭发射与卫星制造两端未来将共振发力。据航天科技(000901)官网消息,近日,星网实现"三天两发"的高密 度组网节奏,创下我国低轨卫星星座连续发射的新纪录。 截至上午收盘,上证指数上涨0.2%,深证成指下跌0.28%,创业板指下跌 0.49%。军工、贵金属、工业互联网、银行等板块涨幅居前,创新药、CPO、离 境退税、辅助生殖等板块跌幅居前。 银行股走强 今天上午,银行股集体走强,农业银行股价盘中创历史新高。 | 全部 | 3日内有涨停 | 连板 连续3日主力净 | | --- | --- | --- | | 名称/代码 | 最新 ◆ | 涨幅 ◆ 5日涨幅 ◆ ▶ | | 青岛银行 | 4.99 | +3.74% +1.01% | | 融 002948 | | | | 沪农商行 | 9.29 | +2.43 ...
A股突变!银行股,异动
Zheng Quan Shi Bao· 2025-08-04 03:33
Market Overview - The A-share market opened lower on August 4, but the Shanghai Composite Index managed to turn positive by the time of reporting [1] - The Hong Kong market also saw the Hang Seng Index and Hang Seng Tech Index open lower but later turned positive [4] Sector Performance - Gold and media sectors showed strength against the market trend, while most sectors like CPO, computing power, and AI experienced pullbacks [2] - Banking stocks collectively strengthened during the session, with notable gains from Qingdao Bank (up 4.16%), Shanghai Pudong Development Bank (up 3.25%), and others [2][3] Banking Sector Highlights - Qingdao Bank led the gains among banking stocks with a price of 5.01, while other banks like Agricultural Bank of China and Industrial and Commercial Bank of China also saw increases [3] Data Center and AI Sector - The data center power concept saw a rise, with Jianghai Co. hitting the daily limit and Kexin New Energy rising over 10% [6] - The rapid development of the AI industry is expected to enhance the penetration of HVDC technology in data centers, presenting growth opportunities for companies with mature HVDC products [8] Robotics Sector - The robotics sector remains strong, with companies like Zhongma Transmission and Dongjie Intelligent hitting daily limits [8] - The World Robot Conference scheduled for August 8-12 in Beijing will showcase over 1,500 exhibits from more than 200 domestic and international robotics companies [8] Gold Sector in Hong Kong - Gold stocks in Hong Kong showed significant gains, with Tongguan Gold rising over 6% and Chifeng Gold up over 5% [11] - The weak U.S. non-farm payroll data for July, which added only 73,000 jobs, has raised expectations for a potential interest rate cut by the Federal Reserve, boosting demand for safe-haven assets [11] Semiconductor Sector - The semiconductor sector also performed well, with Huahong Semiconductor rising nearly 5% and SMIC up over 2% [11] - The global silicon wafer shipment volume is projected to increase by 9.6% year-on-year in Q2 2025, indicating a positive trend in the semiconductor industry [11]
A股银行股强势,农业银行涨超2%再创历史新高
Ge Long Hui A P P· 2025-08-04 02:17
格隆汇8月4日|A股市场银行股走强,带动沪指由跌转升。其中,青岛银行涨超4%,浦发银行涨近 4%,沪农商行、兴业银行、重庆银行涨超2%。值得注意的是,农业银行一度涨超2%再创历史新高。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002948 | 青岛银行 | 1 | 4.16 | 292亿 | 33.23 | | 600000 | 浦发银行 | 1 | 3.95 | 4065亿 | 34.47 | | 601825 | 沪农商行 | 1 | 2.43 | 896亿 | 11.24 | | 601166 | 兴业银行 | 1 | 2.31 | 4878亿 | 25.91 | | 601963 | 重庆银行 | 1 | 2.00 | 355亿 | 14.68 | | 600919 | 江苏银行 | - | 1.75 | 2136亿 | 24.50 | | 601288 | 农业银行 | 1 | 1.74 | 22539亿 | 26.02 | | 601398 | 工商银行 | 1 | 1.71 | 2 ...
AH股震荡走高,沪指涨0.2%,军工、银行活跃,恒指涨0.3%,老铺黄金涨超3%,国债涨,商品跌
Hua Er Jie Jian Wen· 2025-08-04 02:09
8月4日,A股早盘震荡盘整,沪指低开后翻红,深成指、创业板指跌幅有所收窄,贵金属、军工股活 跃,银行股拉升。港股早盘震荡走高,恒指、恒科指低开之后回升,大型科网股多下跌,金融股上涨, 贵金属股上涨,老铺黄金涨超3%。债市方面,国债期货普遍上涨。商品方面,国内商品期货下跌,焦 煤早盘一度跌超6%。核心市场走势: | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 | 3566.19 | 6.24 | 0.18% | | 399001 | 深证成指 | No. | 10958.27 | -33.05 | -0.30% | | 399006 | 创业板指 | 15 | 2310.97 | -11.66 | -0.50% | | 000300 | 沪深300 | 1 1 | 4053.41 | -1.52 | -0.04% | | 000016 | 上证50 | | 2761.48 | 7.35 | 0.27% | | 000680 | 科创综指 | 3 | 1325.82 | -0.5 ...
“工农中建交”五大国有银行都有哪些子公司
数说者· 2025-08-03 23:31
Core Viewpoint - The article emphasizes that banks in China have evolved beyond traditional banking functions, forming banking groups with multiple subsidiaries and licenses, engaging in various financial services such as leasing, wealth management, and insurance [2]. Group 1: Overview of Major State-Owned Commercial Banks - The total assets, operating income, and net profit of the five major state-owned commercial banks (ICBC, CCB, ABC, BOC, and BOCOM) show a high proportion of their overall scale is derived from their banking operations, with ICBC, CCB, and ABC having a bank content ratio above 90% [2]. - BOC has the lowest bank content ratio among the five, at less than 85% [2]. Group 2: Subsidiaries of Industrial and Commercial Bank of China (ICBC) - ICBC has several major subsidiaries, including ICBC AXA Life Insurance, ICBC Credit Suisse Asset Management, ICBC Financial Leasing, ICBC Financial Asset Investment, and ICBC Wealth Management [3][4]. - As of the end of 2024, ICBC AXA Life Insurance had total assets of 349.54 billion and a net profit of 1.02 billion [6]. - ICBC Credit Suisse managed over 2 trillion in assets and achieved a net profit of 2.11 billion [7]. - ICBC Financial Leasing reported total assets of 417.46 billion and a net profit of 2.48 billion [9]. - ICBC Financial Asset Investment had total assets of 183.86 billion and a net profit of 4.80 billion [11]. - ICBC Wealth Management had total assets of 22.18 billion and a net profit of 1.42 billion [12]. Group 3: Subsidiaries of China Construction Bank (CCB) - CCB's major subsidiaries include CCB Life Insurance, CCB Trust, CCB International, CCB Fund Management, and CCB Financial Leasing [13][14]. - CCB Life Insurance had total assets of 321.28 billion and a net profit of 0.32 billion [15]. - CCB Trust reported total assets of 45.97 billion and a net profit of 0.54 billion [18]. - CCB International had total assets of 72.89 billion and a net profit of 0.01 billion [20]. - CCB Fund Management had total assets of 118.05 billion and a net profit of 0.84 billion [23]. - CCB Financial Leasing reported total assets of 182.15 billion and a net profit of 2.68 billion [24]. Group 4: Subsidiaries of Agricultural Bank of China (ABC) - ABC's major subsidiaries include ABC Life Insurance, ABC Fund Management, ABC International, ABC Financial Leasing, and ABC Wealth Management [34][35]. - ABC Life Insurance had total assets of 213.49 billion and a net profit of 0.88 billion [36]. - ABC Fund Management reported total assets of 4.85 billion and a net profit of 0.25 billion [39]. - ABC International had total assets of 485.33 billion HKD and a net profit of 0.87 billion HKD [41]. - ABC Financial Leasing had total assets of 1111.86 billion and a net profit of 0.78 billion [42]. - ABC Wealth Management had total assets of 228.66 billion and a net profit of 1.96 billion [44]. Group 5: Subsidiaries of Bank of China (BOC) - BOC's major subsidiaries include BOC Investment, BOC Insurance, BOC Aviation, BOC International, and BOC Fund Management [45][46]. - BOC Investment had total assets of 1334.59 billion HKD and a net profit of 1.01 billion HKD [48]. - BOC Insurance reported total assets of 96.75 billion HKD and a net profit of 0.42 billion HKD [49]. - BOC Aviation had total assets of 250.53 billion USD and a net profit of 0.92 billion USD [51]. - BOC International had total assets of 715.48 billion HKD and a net profit of 1.39 billion HKD [53]. - BOC Fund Management had total assets of 64.82 billion and a net profit of 0.79 billion [56]. Group 6: Subsidiaries of Bank of Communications (BOCOM) - BOCOM's major subsidiaries include BOCOM International, BOCOM Life Insurance, BOCOM Insurance, BOCOM Trust, and BOCOM Fund Management [69][70]. - BOCOM International had total assets of 145.15 billion HKD and a net profit of -1.23 billion HKD [71]. - BOCOM Life Insurance reported total assets of 1638.91 billion and a net profit of 1.02 billion [74]. - BOCOM Insurance had total assets of 9.93 billion HKD and a net profit of 0.07 billion HKD [76]. - BOCOM Trust reported total assets of 195.22 billion and a net profit of 0.79 billion [78]. - BOCOM Fund Management had total assets of 83.84 billion and a net profit of 0.88 billion [80].