Core Viewpoint - The banking sector, particularly Agricultural Bank of China, has shown remarkable stock price increases in 2023, driven by macroeconomic recovery, policy support, and significant capital inflows [1][5][6]. Group 1: Stock Performance - As of 2023, among 42 A-share banks, 9 have doubled their stock prices, with Agricultural Bank leading at a cumulative increase of 229.57% [1][2]. - Agricultural Bank's market capitalization has reached 2.55 trillion yuan, making it the second-largest bank by market value, only behind Industrial and Commercial Bank of China [2][6]. - The stock price of Agricultural Bank has surged from around 2.1 yuan in 2018-2022 to a significant increase in 2023, despite market fluctuations [2][4]. Group 2: Driving Factors - The stock price surge is attributed to a combination of macroeconomic recovery, policy support, long-term undervaluation, and large-scale capital inflows [5][6]. - China's GDP growth reached 5.2% in 2023, leading to increased corporate financing demand and stable growth in bank asset and liability scales [6][10]. - The introduction of the "special valuation" concept in late 2022 aimed to correct the undervaluation of state-owned enterprises, benefiting banks with high state capital ratios [6][10]. Group 3: Agricultural Bank's Unique Position - Agricultural Bank has a lower exposure to real estate risks compared to other banks, enhancing its defensive attributes [10][12]. - The bank's focus on rural development aligns with national policies, leading to strong growth in loans for rural infrastructure and small enterprises [10][12]. - As of 2023, Agricultural Bank's county-level deposits reached 12.33 trillion yuan, a year-on-year increase of 14.2%, supported by a low-cost deposit structure [12][13]. Group 4: Future Outlook - Despite the significant price increases, there is potential for short-term corrections as funds may shift to more elastic sectors [14][20]. - The low interest rate environment and stable high dividend yields make bank stocks attractive amid an "asset shortage" scenario [16][17]. - The ongoing policy support for long-term capital inflows suggests that bank stocks, particularly those with strong asset quality like Agricultural Bank, will remain appealing to investors [18][20].

| 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601658 邮储银行 | | -199.96万 | -0.16% | 2360.50万 | 1.91% | -2160.54万 | -1.74% | | 601939 建设银行 | | -3603.16万 | -3.07% | 1700.23万 | 1.45% | 1902.93万 | 1.62% | | 601398 工商银行 | | -6430.00万 | -2.21% | 4180.82万 | 1.44% | 2249.17万 | 0.77% | | 601988 中国银行 | | -7938.75万 | -4.24% | -6691.73万 | -3.58% | 1.46/Z | 7.82% | | 601328 交通银行 | | -1.14亿 | -10.57% | 2637.48万 | 2.44% | 8804.97万 | 8.14% | | 6012 ...

许锡龙严重违反党的政治纪律、中央八项规定精神、党的组织纪律、廉洁纪律、群众纪律、生活纪律， 构成严重职务违法并涉嫌受贿罪、利用影响力受贿罪，且在党的十八大后不收敛不收手，党的十九大甚 至二十大后仍不思改不知止，性质严重，影响恶劣，应予严肃处理。依据《中国共产党纪律处分条例》 《中华人民共和国监察法》《中华人民共和国公职人员政务处分法》等有关规定，经中国农业银行党委 研究，决定给予许锡龙开除党籍处分；按规定取消其享受的待遇；收缴其违纪违法所得。山东省菏泽市 监委将其涉嫌犯罪问题移送检察机关依法审查起诉，所涉财物一并移送。 北京商报讯（记者 宋亦桐）8月22日，据中央纪委国家监委网站消息，据中央纪委国家监委驻中国农业 银行纪检监察组、山东省纪委监委消息：日前，经中央纪委国家监委批准，中央纪委国家监委驻中国农 业银行纪检监察组、山东省菏泽市监委对中国农业银行原首席专家兼深圳市分行原党委书记、行长许锡 龙严重违纪违法问题进行了立案审查调查。 经查，许锡龙身为党员领导干部，丧失理想信念，背弃初心使命，对抗组织审查，搞迷信活动，履行全 面从严治党主体责任不力；违反中央八项规定精神和廉洁纪律，收受可能影响公正执行公务的礼品 ...

2025年8月15日，云南金融监管局发布批复称，《中国农业银行关于卢伟云南省分行副行长任职资格核 准的请示》（农银函〔2025〕200号）收悉。经审核，现批复如下： 一、核准卢伟中国农业银行股份有限公司云南省分行副行长的任职资格。 三、中国农业银行应督促上述核准任职资格人员持续学习和掌握经济金融相关法律法规，牢固树立风险 合规意识，熟悉任职岗位职责，忠实勤勉履职。 二、中国农业银行应要求上述核准任职资格人员严格遵守金融监管总局有关监管规定，自中国农业银行 政许可决定作出之日起3个月内到任，并按要求及时报告到任情况。未在上述规定期限内到任的，本批 复文件失效，由决定机关办理行政许可注销手续。 ...

Core Insights - The central financial work conference emphasizes the importance of inclusive finance, which is crucial for the development of small and micro enterprises and the well-being of the populace [1] - Significant progress has been made in the development of inclusive finance in China, with the balance of inclusive micro loans reaching 35.57 trillion yuan, a year-on-year increase of 12.3%, outpacing the growth of other loans by 5.2 percentage points [1] - Agricultural Bank of China (ABC) Beijing Branch has played a vital role in enhancing inclusive financial services, achieving a balance of inclusive loans exceeding 50 billion yuan and a historical high increase of over 10 billion yuan in the first half of the year [1] Group 1: Policy and Mechanisms - A new financing coordination mechanism for small and micro enterprises was established in October 2024, aiming to facilitate direct and efficient access to bank credit for these businesses [2] - As of June 2025, over 90 million small business entities have been visited under this mechanism, resulting in new credit issuance of 23.6 trillion yuan and new loans of 17.8 trillion yuan, with 32.8% being credit loans [2] Group 2: Service Initiatives - ABC Beijing Branch has actively engaged in the financing coordination mechanism, forming specialized teams and conducting outreach activities to support small and micro enterprises [3][4] - The bank has introduced a credit product called "Jingxi Changrong," which is a non-collateral credit product designed to meet the funding needs of enterprises [5] Group 3: Case Studies - A small enterprise in Huairou District faced a funding crisis due to insufficient collateral but received a 300 million yuan credit approval from ABC Beijing Branch, which helped them pay for a large order [4][5] - Another technology enterprise in Fengtai District received tailored financing solutions through a combination of online and offline services, which included a product called "Kejie Loan" to support their production and expansion needs [6][7]

Group 1 - The banking sector in A-shares has shown a collective increase, with 40 out of 42 bank stocks rising, including notable gains from Qingdao Bank and Agricultural Bank [1] - Agricultural Bank reached a new high of 7.24 yuan per share, increasing its market capitalization to 2.46 trillion yuan, narrowing the gap with Industrial and Commercial Bank to 600 billion yuan [1] - Postal Savings Bank also hit a new high of 6.28 yuan per share, closing with a 1.30% increase and a market capitalization of 726.2 billion yuan, ranking sixth among bank stocks [1] Group 2 - Foreign investment firms, including JPMorgan, are optimistic about the future performance of Chinese listed banks, predicting a potential increase of 15% in A-share bank stocks and 8% in Hong Kong bank stocks by the second half of 2025 [2] - The average dividend yield for covered mainland bank stocks is expected to be around 4.3% this year, which is attractive in the current market environment [2] - UBS forecasts an improvement in the fundamentals of the Chinese banking industry starting from 2026, with a recovery in revenue growth and contributions from net interest margin and fee income [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任 何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 關於召開2025年中期業績發佈會的公告 中國農業銀行股份有限公司（「本行」）擬於2025年8月29日公佈2025年中期業績。為了便於 廣大投資者更全面深入地了解本行2025年中期業績和經營情況，本行擬於2025年8月29日 （星期五）17:00–18:00通過網絡直播方式召開2025年中期業績發佈會（「業績發佈會」），就 2025年中期業績和經營情況與投資者、分析師和媒體進行交流，並對投資者普遍關注的 業績問題進行回答。本行行長王志恒先生、獨立非執行董事代表及高級管理人員將出席 業績發佈會。 投資者屆時可登錄https://s.comein.cn/ABCHINA2025H1，或掃描以下二維碼觀看業績發佈 會。 AGRICULTURAL BANK OF CHINA LIMITED 1288 本次業績發佈會後，本行將及時上傳業績發佈會的相關視頻及問答文字實錄。投資者可 登錄本行網站（www.abchina. ...

证券代码：601288 证券简称：农业银行 公告编号：临 2025-036 号 中国农业银行股份有限公司 关于召开2025年中期业绩发布会的公告 1 中国农业银行股份有限公司董事会及全体董事保证本公告内容不存在任何 虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性 承担法律责任。 重要内容提示： 中国农业银行股份有限公司（以下简称"本行"）拟于2025年 8月29日披露本行2025年中期业绩。为了便于广大投资者更全面 深入地了解本行2025年中期业绩和经营情况，本行拟于2025年8 会议召开时间：2025年8月29日（星期五）17:00-18:00 会议召开方式：网络直播 网络直播地址：https://s.comein.cn/ABCHINA2025H1 投资者如需提问，可于2025年8月27日（星期三）23:59前将相 关问题通过电子邮件形式发送至本行投资者关系邮箱： ir@abchina.com，或于直播时间登录上述网络直播地址问答区 留言。本行将于2025年中期业绩发布会（以下简称"业绩发布 会"）上对投资者普遍关注的业绩问题进行回答。 月29日（星期五）17:00-18:00召开业绩 ...

证券之星消息，8月21日国有大型银行板块较上一交易日上涨1.15%，农业银行领涨。当日上证指数报收 于3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。国有大型银行板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601288 | 农业银行 | 7.23 | 2.12% | 477.40万 | 34.22 Z | | 601658 | 邮储银行 | 6.23 | 1.30% | 174.32万 | 10.83 Z | | 656109 | 建设银行 | 9.24 | 0.76% | 133.60万 | 12.30 Z | | 601988 | 中国银行 | 5.71 | 0.71% | 397.33万 | 22.63亿 | | 601328 | 交通银行 | 7.59 | 0.66% | 134.56万 | 10.17 乙 | ...

（更新中） | 名称 | 涨幅� | | --- | --- | | 中油资本 | +10.02% | | 华光环能 | +9.99% | | 爱建集团 | +2.74% | | 茂业商业 | +2.67% | | 中粮资本 | +1.37% | | 江苏国信 | +1.31% | | 浙江东方 | +1.24% | | 德龙汇能 | +1.18% | | 百大集团 | +1.07% | | 南天信息 | +0.78% | 13:34 创业板指午后再度翻绿。 13:20华润电力股价午后闪崩 14:28银行股走强 农业银行股价续创历史新高 农业银行股价涨超2%，续创历史新高，青岛银行、邮储银行、青农商行、中信银行、浙商银行等跟涨。 | 名称 | 涨幅 | | --- | --- | | 农业银行 | +2.12% | | 青岛银行 | +2.01% | | 青农商行 | +1.72% | | 沪农商行 | +1.37% | | 邮储银行 | +1.30% | | 华夏银行 | +1.28% | | 中信银行 | +1.25% | | 浙商银行 | +1.21% | | 瑞丰银行 | +1.06% | | 江阴银 ...