证券之星消息，8月5日国有大型银行板块较上一交易日上涨1.57%，农业银行领涨。当日上证指数报收 于3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。国有大型银行板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601288 农业银行 | | 2.64亿 | 8.27% | -1.81亿 | -5.66% | -8294.37万 | -2.60% | | 601988 中国银行 | | 2.36亿 | 13.11% | -1.52亿 | -8.42% | -8454.36万 | -4.69% | | 601398 工商银行 | | 1.4217 | 5.41% | -1.28亿 | -4.90% | -1345.58万 | -0.51% | | 601328 交通银行 | | 7023.60万 | 4.98% | -1.04亿 | -7.36% | 3347.86万 ...

序号代码名称最新价涨跌幅主力净流入主力净占比1601288农业银行6.542.352.64亿元8.27%2601988中国 银行5.651.252.36亿元13.11%3601857中国石油8.591.421.44亿元12.37%4601398工商银行7.761.041.42亿元 5.41%5601319中国人保8.42.561.03亿元14.56%6601881中国银河17.472.529681.66万元8.43%7002415海康 威视29.332.668626.70万元2.75%8601728中国电信7.410.148247.08万元12.85%9600050中国联通 5.381.137563.42万元5.43%10601328交通银行7.771.447023.60万元4.98% 来源：金融界 8月5日，中特估概念上涨0.67%，今日主力资金流入2.06亿元，概念股62只上涨，13只下跌。 主力资金净流入居前的分别为农业银行（2.64亿元）、中国银行（2.36亿元）、中国石油（1.44亿 元）、工商银行（1.42亿元）、中国人保（1.03亿元）。 ...

格隆汇8月5日｜A股市场银行股集体上涨，其中，浦发银行涨超4%，浙商银行、齐鲁银行、江阴银 行、中信银行、南京银行、农业银行、常熟银行、民生银行、华夏银行、厦门银行涨超2%。值得注意 的是，农业银行再创历史新高。 | 代码 | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | | 600000 | 浦发银行 | 3.73 | 4122亿 | 36.38 | | 601916 | 浙商银行 | 2.97 | 953亿 | 24.66 | | 601665 | 齐鲁银行 | 2.47 | 317亿 | 16.65 | | 002807 | 江阴银行 | 2.35 | 118亿 | 15.33 | | 601998 | 中信銀行 | 2.30 | 4696亿 | 23.25 | | 601009 | 南京银行 | 2.21 | 1484亿 | 14.58 | | 601288 | 农业银行 | 2.19 | 22854亿 | 27.78 | | 601128 | 常熟銀行 | 2.14 | 253亿 | 14.22 | | 600016 | 民 ...

农业银行积极助力个人消费和服务业经营主体发展 中国农业银行 2025年08月04日 07:01 北京 | 序号 代码 | | 名称 | | 最新 | 涨幅% ↓ | 淵鉄 | 17.7万元 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 002948 | 青岛银行 | 1 | 4.99 | 3.74 | 0.18 | 64.60万 | | 2 | 601825 | 沪农商行 | | 9.29 | 2.43 | 0.22 | 25.36万 | | 3 | 600000 | 浦发银行 | 東 | 13.22 | 2.32 | 0.30 | 71.02万 | | র্ব | 601077 | 渝农商行 | 事 | 6.86 | 2.24 | 0.15 | 50.91万 | | 5 | 601963 | 重庆银行 | | 10.18 | 1.70 | 0.17 | 11.27万 | | 6 | 601665 | 齐鲁银行 | 章 | 6.13 | 1.66 | 0.10 | 69.00万 | | 7 | 600919 | 江苏银行 | 1 | 11. ...

Core Viewpoint - The banking sector has shown a strong recovery, with Agricultural Bank of China reaching a historical high and an overall increase in stock prices, indicating positive market sentiment and performance in the industry [1]. Group 1: Bank Performance - Agricultural Bank of China has seen a year-to-date increase of over 25%, with a specific rise of 25.09% in 2023 [1]. - The China Securities Bank Index has recorded an 11% increase this year, with all 42 listed banks showing positive performance [1]. - Several banks, including Industrial and Commercial Bank of China, reported solid operational results for the first half of the year, emphasizing a trend of steady growth and effective management [1][2]. Group 2: Mid-Year Meetings and Strategic Focus - Many banks held mid-year meetings to review their performance and set priorities for the second half of the year, with a consensus on positive outcomes and a focus on key operational areas [1]. - Beijing Bank aims to innovate its business structure and expand its industry layout into ten key sectors, emphasizing digital transformation and risk management [2]. - China Everbright Bank plans to enhance its sustainable development capabilities through cost reduction and efficiency improvements while increasing credit investments [2]. Group 3: Financial Results and Growth - Five banks have reported positive growth in their half-year earnings, with four of them achieving double-digit increases in net profit [2]. - Hangzhou Bank reported a total asset increase to 2.24 trillion yuan, with a loan growth of 7.67% year-on-year [3]. - Ningbo Bank and Qilu Bank also reported significant revenue and profit growth, with net profit increases of 8.23% and 13.57%, respectively [4]. Group 4: Market Outlook and Investment Sentiment - Analysts suggest a bullish outlook for the banking sector, viewing the current market conditions as the beginning of a long-term upward trend driven by low interest rates and asset revaluation [4]. - The ongoing capital increase plans and dividend distributions from major banks indicate sustained investment value in the sector [4].

FF301 | (E). 已發行股份及/或庫存股份的其他變動 | 不適用 | | | | | --- | --- | --- | --- | --- | | | 本月内合共增加/減少(-)已發行股份 (不包括庫存股份) 總額 (即AA1至EE1項的總和) : 0 普通股 A | | | | | | 本月内合共增加/減少(-)庫存股份總額 (即AA2至EE2項的總和) : 0 普通股 A | | | | | | v 1.1.1 第 8 頁 共 | 11 頁 | | | | | FF301 | | | | | | IV. 有關香港預託證券(預託證券)的資料 不適用 | | | | | | v 1.1.1 第 9 頁 共 11 頁 | | | | | | FF301 | | | | | | 不適用 | | | V. 確認 | | | 劉清 | | | 呈交者： | | | 公司秘書 | | | 職銜： | | | (董事、秘書或其他獲正式授權的人員) | | | | | | 第 10 頁 共 11 頁 v 1.1.1 | | | | | | FF301 | | | | | | | | | 註 | | | 在購回股份 ...

Market Overview - On August 4, A-shares experienced a rebound after an initial decline, with all three major indices closing higher, driven by strong performance in the banking sector and a recovery in thematic concepts [1] - The total trading volume in the two markets reached 1.5 trillion yuan, with over 3,800 stocks rising [1] Sector Performance - The defense and aerospace sectors showed significant gains, with the General Aviation ETF (159231) rising by 3.29%, reaching a new closing high since its listing [1][4] - The low-altitude economy in China has surpassed 506 billion yuan in 2023, with a year-on-year growth rate of 34%, and is projected to reach 3.5 trillion yuan by 2035, presenting a substantial investment opportunity [2][6] Fund Flows - The defense industry ETF (512810) saw a net inflow of 9.739 billion yuan, ranking second among all sectors, indicating strong investor interest [2] - The General Aviation ETF has accumulated a total increase of 21.63% since its launch, reflecting robust market sentiment [4] Investment Opportunities - Analysts suggest that the military industry sector is showing signs of recovery, with catalysts expected to drive performance in the first half of 2025 [3] - The low-altitude economy is anticipated to continue its growth trajectory, supported by government policies and technological advancements [6] Banking Sector Insights - The banking sector saw a strong performance, with the Agricultural Bank of China reaching a new high, and several banks, including Qingdao Bank and Postal Savings Bank, showing significant gains [16][18] - The central bank's commitment to maintaining a moderately loose monetary policy is expected to benefit the banking sector [18] - Recent data indicates that several listed banks have reported positive growth in net profit for the first half of the year, with asset quality remaining stable [19][20] ETF Highlights - The banking ETF (512800) has become the largest and most liquid among the 10 banking ETFs in the market, with a fund size exceeding 14.4 billion yuan [22] - The General Aviation ETF and its linked funds provide an effective tool for investors to capture opportunities in the burgeoning low-altitude economy [9]

北京商报讯（记者 宋亦桐）8月4日，北京商报记者获悉，8月1日，农业银行在银行间市场成功发行500 亿元总损失吸收能力非资本债券（TLAC非资本债）。其中，3+1年期300亿元，利率1.85%；5+1年期50 亿元，利率1.93%；10+1年期150亿元，利率2.15%。 农业银行表示，本期债券充分考虑投资者需求，设置三个期限组合，并设有增发机制。得益于投资者大 力支持，本期债券在200亿元基础额度上，用足300亿元增发额度，三个期限品种债券均实现增发，最终 发行规模500亿元，有效提升农业银行总损失吸收能力。此次发行吸引各类投资者踊跃参与，全场认购 规模达基础发行规模4倍。 ...

Core Viewpoint - The banking sector has shown strong performance, with Agricultural Bank of China reaching a historical high and significant year-to-date gains across various banks, indicating robust investor confidence and market dynamics [1][2][3]. Group 1: Stock Performance - Agricultural Bank of China has seen a year-to-date increase of over 25%, with a three-year cumulative rise exceeding 120% [1] - On August 4, 42 bank stocks were mostly up, with only 4 experiencing minor declines, leading to a 11% increase in the China Securities Banking Index for the year [2] - Major banks like Shanghai Pudong Development Bank and Qingdao Bank led the gains, with increases of 32.89% and 32.80% respectively [2] Group 2: Mid-Year Meetings and Outlook - Many banks held mid-year meetings, reporting positive operational results and outlining key focuses for the second half of the year, emphasizing a "sustained improvement" in performance [2][3] - Agricultural Bank highlighted its commitment to serving the rural economy and maintaining stable asset quality, with significant growth in loans to key sectors [3] - Industrial and Commercial Bank of China reported solid progress in transformation and risk management, focusing on high-quality development amidst complex external conditions [2][3] Group 3: Financial Performance and Projections - Several banks have reported positive growth in net profit for the first half of 2025, with Qingdao Bank showing a 16.05% increase in net profit [7] - Hangzhou Bank reported a 16.67% increase in net profit, with total assets reaching 2.24 trillion yuan [7][8] - The overall asset quality of banks remains stable, with significant improvements in non-performing loan ratios and adequate provision coverage [8][9] Group 4: Strategic Initiatives - Local banks are focusing on differentiated development strategies, with Beijing Bank expanding its business structure and emphasizing digital transformation [4] - China Everbright Bank plans to enhance its sustainable development capabilities through cost reduction and quality improvement initiatives [4] - Industrial Bank aims to strengthen its operational management by addressing existing issues and enhancing its value proposition [4] Group 5: Market Sentiment and Future Prospects - Analysts suggest a bullish outlook for the banking sector, viewing the current market as the beginning of a long-term trend supported by low interest rates and asset revaluation [10] - The ongoing dividend plans and valuation enhancement initiatives by major banks indicate sustained investment value in the sector [10]

8月4日，A股先抑后扬，三大指数早盘低开，银行发力带动沪指率先翻红，午后题材概念回暖，创业板 指、深证成指接力反弹，三大指数集体收涨。全市场超3800只个股上涨，两市成交额1.5万亿元。 盘面上，国防军工、商业航天携手猛拉，表现突出。一键覆盖"低空经济+大飞机+军民融合+商业航 天"的通用航空ETF华宝（159231）场内价格大涨3.29%，创上市以来收盘价新高！ 周末重磅，我国自主研发的2吨级电动垂直起降航空器（eVTOL）——峰飞航空凯瑞鸥，成功实现全球 首次海上石油平台物资运输飞行，标志着我国在海陆低空物流场景应用中迈出关键一步。 中国民航局数据显示，中国低空经济规模2023年已突破5060亿元，同比增速达34%，预计到2035年市场 规模有望达到3.5万亿元，为投资者提供万亿级蓝海市场。 代码有"八一"的国防军工ETF（512810）放量上探，场内价格收涨2.67%。近期国防军工人气持续攀 升，各路资金密集涌入。 主力资金方面，今日大举净流入国防军工（申万）97.39亿元，居所有行业TOP2；ETF资金方面，国防 军工ETF（512810）已连续5日获资金增仓，合计达1.44亿元。 | | 0.693 ...