值得注意的是，近期财政部发布《关于引导保险资金长期稳健投资 进一步加强国有商业保险公司长周 期考核的通知》。中信建投（601066）证券研报称，《通知》提出的一系列长周期考核举措有助于提升 保险资金对资本市场短期波动的容忍度，有望增强投资行为的稳定性并进一步推动险资入市进程。其 中，红利板块可贡献股息收入并有助于在低利率环境下保持净投资收益率的相对稳定，还可通过按 FVOCI模式计量来避免股价波动对利润的冲击，有助于稳定利润表现，其配置逻辑预计仍将持续。 内银股午后涨幅扩大，截至发稿，邮储银行（601658）(01658)涨3.42%，报5.75港元；农业银行 （601288）(01288)涨2.09%，报5.38港元；中国银行（601988）(03988)涨1.77%，报4.61港元；工商银行 （601398）(01398)涨1.47%，报6.2港元。 消息面上，7月25日，弘康人寿买入3038.6万股郑州银行（002936）H股，这是弘康人寿6月以来第四次 突破港交所权益变动披露线。7月28日，平安资产以投资经理的身份买入374.25万股招商银行H股，持有 该行H股比例升至16.03%。据统计，中国平安、 ...

Core Viewpoint - Agricultural Bank of China (ABC) has become the largest market capitalization bank in A-shares, surpassing Industrial and Commercial Bank of China (ICBC) for the first time, marking a significant shift in the banking sector's market dynamics [1][3][8]. Market Performance - As of August 6, A-shares recorded a three-day consecutive rise, with over 3,300 stocks increasing in value. ABC's A-share market capitalization reached 2.11 trillion yuan, while ICBC's was 2.09 trillion yuan [1][2]. - The banking sector's total market capitalization in A-shares has surpassed 10 trillion yuan for the first time in the first half of the year [3]. Stock Performance - ABC's A-share price increased by 1.51% on August 7, maintaining its lead over ICBC [2]. - Year-to-date, ABC's A-share price has risen by approximately 29.54%, ranking third among 42 listed banks, while ICBC's price increased by 16.85% [5]. Historical Context - Since 2020, the market capitalization champion in A-shares has alternated primarily between ICBC and Kweichow Moutai until ABC's recent ascension [3]. - The total market capitalization of state-owned banks has increased by about 1.2 trillion yuan since the beginning of the year, with ABC contributing 408.6 billion yuan to this growth [6]. Capital Structure - ABC has the highest proportion of A-shares in its total share capital among state-owned banks, at approximately 91%, while ICBC has about 76% [8][10]. - The total market capitalization of state-owned banks reached approximately 9.8 trillion yuan as of August 6, with ABC and China Construction Bank showing the largest increases [11]. Investment Appeal - The low valuation and high dividend characteristics of bank stocks have made them attractive to risk-averse investors, especially in a low-interest-rate environment [4]. - ABC's strong performance is attributed to its stable earnings and dividend distribution, which have garnered interest from long-term investors [5].

上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到先得！ 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。 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%），居于42家上市银行 涨幅榜第三位，并排在国有六大行A股涨幅首位。 从总市值来看，工商银行仍以2.57万亿元（A股、H股合计）稳居国内上市公司榜首，而农业银行A股总市值为 2.26万亿元，位居第二。此外，总市值排名前十的上市公司中，包括建设银行、贵州茅台、中国移动、中国银 行、中国石油、宁德时代、招商银行和中国人寿。共包括6只金融股。 今年以来，银行板块持续受益于高股息板块的投资热度，保险资金等中长期资金入市加快，频频举牌上市银 行。与此同时， ...

【环球网财经综合报道】近期，农业银行股价连涨，连创历史新高。8月7日午盘，农业银行股价收于 6.69元/股，上涨1.06%，股价最高涨至6.74元/股。截至午盘，其流通市值达2.14万亿元，超越工商银行 2.11万亿元的流通市值。 值得注意的是，截至8月7日午盘，年内农业银行A股累计涨幅达31.2%，仅次于浦发银行、青岛银行， 在42家上市银行涨幅榜中位居第三，同时排在国有六大行A股涨幅首位。 从整体市场表现来看，今年银行板块再度迎来连续上涨行情，多数银行股年内都有不同程度的涨幅。截 至8月7日午盘，A股上市银行股中，年内累计涨幅超过20%的个股有14只，其中浦发银行、青岛银行涨 幅均超30%。 日前，据公募基金披露的数据，其在银行股的投资布局也随着市场变化而调整。据华创证券研报统计， 二季度主动型公募基金配置银行股的持仓市值为641亿元，环比上升26.7%。股份行及优质区域行主动 型基金仓位占比提升。国有行、股份行、城商行、农商行仓位分别为0.77%、1.55%、2.26%、0.3%。从 个股看，机构持仓占比增幅较大的银行为招商银行、民生银行、浦发银行、中信银行等。 此外，被动指数基金继续扩容，加仓股份行及 ...

Core Viewpoint - 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 [2][3]. Market Performance - ABC's stock price has seen significant increases in recent years, with gains of 33.18%, 54.74%, and 29.54% in 2023, 2024, and 2025 respectively [2][3]. - The bank's stock price has been on an upward trend since 2023, marking a departure from its previous years of stagnation around 2.5 yuan per share [3]. Fund Holdings - As of the end of Q2 2023, 93 fund companies hold a total of 353 public funds in ABC, with a total market value of 6.097 billion yuan [4][11]. - Notable funds that have consistently held ABC shares include Jin Xin Intelligent China 2025 A and Yin Hua Chang Rong A, with 30 and 14 consecutive quarters of holding respectively [9][10]. Fund Performance - The top five index funds holding ABC shares include Hua Bao Zhong Zheng Bank ETF, Tian Hong Zhong Zheng Bank ETF, and Guo Tai Shanghai Stock Exchange 180 Financial ETF, with the highest holding value being 650.46 million yuan by Hua Bao Zhong Zheng Bank ETF [5][6]. - The actively managed fund with the highest holding value in ABC is Hui Tian Fu Value Selection A, with a market value of 504.97 million yuan [7][8]. Fund Company Holdings - Hui Tian Fu Fund has the highest total market value of ABC shares at 974.14 million yuan, followed by Hua Bao Fund and Fu Guo Fund with 686.33 million yuan and 425.23 million yuan respectively [11].

事情要从一张未激活的社保卡说起。任女士因重病长期卧床，生活无法自理，而其社保卡中虽存有用于 治疗的医疗资金，却因未激活无法使用，急需办理业务以支付后续救治费用。范家村党支部书记刘先生 和任女士家属曾多次想办法，但因任女士无法到网点办理，业务一度陷入僵局。 "农行的响应速度太快了，服务又这么贴心，真正把方便送到了群众家门口。"刘书记对这场"雪中送 炭"的服务赞不绝口，"这不仅是在办业务，更是在解民忧、暖民心。" 事实上，这样的暖心服务在农行济南起步区分行早已成为常态。近年来，该行聚焦老年人、病患等行动 不便群体的需求，通过开辟绿色服务通道、常态化开展上门服务等举措，让特殊群体享受"足不出户"的 金融便利。 农行济南起步区分行营业部得知情况后，迅速行动——第一时间抽调业务骨干组建专项服务小组，提前 梳理所需资料、协调上门时间，主动与家属反复沟通确认细节，用最快速度打通服务"堵点"。 上门办理时，考虑到任女士的身体状况，工作人员特意放慢语速，对业务流程和关键信息耐心重复、细 致解释，在严格遵守业务规范的前提下，灵活调整服务节奏，确保任女士和家属清晰了解每一个环节。 短短几十分钟，社保卡激活业务顺利完成，看着系统显示 ...

图 片来源： 智通财经 匡达 8月6日，农业银行A股市值升至2.11万亿元，首次超越工商银行，登上A股市值冠军宝座。 Wind数据显示，农业银行此轮上涨可追溯至2022年11月，从2.7元一路上涨至今，涨幅接近1.5倍。 7月中旬以来，银行股回调半月有余，中证银行指数自7月11日至7月底跌了7.27%，同期上证指数涨了 1.81%。在这期间，农业银行是银行股中唯一飘红的个股，股价逆势上涨，频频创出新高。 从近期事件看，8月4日，农业银行披露已在银行间市场完成2025年TLAC（总损失吸收能力）非资本债 券（第二期）发行，实际发行总额500亿元。今年以来，该行已发行TLAC债券800亿元。 最近几个交易日，A股银行板块出现反弹。截至8月6日，已有浦发银行、杭州银行、常熟银行、宁波银 行、齐鲁银行、青岛银行等6家A股上市银行发布了2025年半年度业绩快报，营收净利均实现正增长， 其中5家银行归母净利润同比增幅达两位数。 此外，多家上市银行也迎来重要股东增持。8月4日，南京银行披露称，股东南京高科增持该行股份，持 股比例增至9%。6月，青岛银行公告称，青岛国信集团拟通过子公司增持该行，增持后持股比例预计不 超过19 ...

Core Viewpoint - The Agricultural Bank of China (ABC) plays a crucial role in supporting small and micro enterprises in Tongliao, Inner Mongolia, by providing timely loans and financial services, which are essential for their operational stability and transformation efforts [1][2][3]. Group 1: Financial Support for Small Enterprises - Small and micro enterprises in Tongliao have experienced a continuous loan growth rate of over 15% for 30 months, indicating strong financial support for regional economic development [1]. - The financial needs of small enterprises are primarily driven by liquidity pressures and the search for transformation opportunities, necessitating timely bank credit support [2]. - ABC has provided significant loans to local enterprises, such as a construction company with a loan balance of 3 million yuan, which is critical for managing accounts receivable and supporting business transformation [2]. Group 2: Diverse Financing Options - ABC has implemented various financial products, including "Zhongyin Enterprise E-loan" series, which offers credit loans, tax loans, and mortgage loans, catering to the diverse financing needs of small and micro enterprises [7]. - The bank has simplified loan procedures and reduced fees, enhancing the efficiency of financing for small enterprises, with some loans available at interest rates as low as 3.25% [7]. - The bank's support extends to individual businesses, providing operational loans that meet their financial requirements, thus facilitating smoother cash flow [7]. Group 3: Focus on Key Industries - The corn purchasing and storage industry is vital for Tongliao's agricultural sector, with significant financing needs for stable development, supported by loans from local banks [5]. - The glass fiber manufacturing industry is another key focus, with local enterprises receiving financial backing from ABC to enhance production capacity and support expansion efforts [8]. - ABC's commitment to green projects is evident, having issued 12 million yuan in green project loans to promote ecological development and support enterprise transformation [4].

围绕乡村旅游新业态，农行青海分行以"商户贷""乡旅贷"等产品为抓手，精准对接辖内4A级及以上景区 和180个乡村旅游重点村，重点支持民宿升级、农旅融合等项目，切实将金融服务嵌入乡村文旅产业 链。截至目前，该行已累计投放"乡旅贷"3279万元、"商户贷"4.17亿元，服务农家乐、民宿等经营主体 2400余家。 农行青海分行梳理形成全省县级及以上农业产业化龙头企业客户清单，以助力做强农牧业龙头企业为抓 手，带动上下游产业协同发展，为农牧民开辟新的增收渠道。该行开展"县域涉农企业（单位）大走 访"活动，累计走访683家涉农企业，全面了解县域涉农重点企业、重点项目的融资需求，今年以来，累 计为57户农业产业化龙头企业发放贷款1.79亿元。（本版制图 张乐） 农行海东分行以当地建立马铃薯和杂交油菜供种区为契机，通过发放"高原马铃薯贷"，为像陈增才这样 的种植大户以及深加工企业提供全周期信贷支持。截至目前，该行累计投放"高原马铃薯贷"6.41亿元， 余额达3.24亿元，支持马铃薯从良种繁育、规模化种植到精深加工全产业链升级，让"土蛋蛋"变为农户 增收的"金疙瘩"。 在黄南藏族自治州同仁市，以唐卡为代表的热贡艺术是国家级非 ...

在人工智能领域深耕多年的创新药研发平台提供者——深圳晶泰科技有限公司在发展中也得到了金融机 构的大力支持。"公司在快速发展期对融资需求很大，2020年，中国银行为公司提供了一笔无抵押无担 保贷款，这笔信用贷款为全线上操作，短时间到账，及时化解了研发资金短缺的困境。"企业相关负责 人说。 "中国银行深圳市分行计划未来5年为深圳地区人工智能全产业链各类主体累计提供综合金融支持不少于 1000亿元。"中国银行深圳市分行相关负责人告诉记者。今年5月，该分行发布支持深圳人工智能产业链 发展行动方案，核心内容包括：与人工智能科技重大专项建立直接对接合作，提供覆盖"基础研究—成 果转化—产业应用"的"一站式"定制化金融服务；通过股权、贷款、债券、保险、租赁等多元化金融工 具服务人工智能要素供给等，助力培育新动能。 在上海，农业银行推出高质量服务人工智能产业"十条举措"。"为支持人工智能产业发展，农行上海分 行先行先试，打造'科技金融事业部—西岸联合科技金融实验室—农行上海徐汇支行—AI特色网点'人工 智能产业链服务体系，提供算力采购融资、知识产权评估、政策辅导等一揽子定制化服务，有效促进人 工智能科技成果转化。"农业银行上 ...