同花顺数据显示，农业银行A股流通市值升至2.11万亿元，已超越工商银行的2.09万亿元，排在A股第1位。 今天，军工和人形机器人板块是市场焦点。 军工板块全天持续走强。国瑞科技、捷强装备、北方长龙（301357）"20CM"涨停，长城军工再次涨停，北方长龙和长城军工股价均创历史新高。 人形机器人板块大涨。华密新材"30CM"涨停，豪森智能、海昌新材"20CM"涨停，中大力德等涨停。 农业银行（601288）收盘上涨1.22%，报6.62元/股，股价再创历史新高。 煤炭板块震荡上涨 煤炭板块午后震荡上涨，晋控煤业涨超6%，山煤国际、陕西煤业跟涨。 | 农业银行 | 2.11万亿 2.32万亿 28.84亿 | | --- | --- | | 601288 融 | | | 工商银行 | 2.09万亿 2.77万亿 23.01亿 | | 601398 融 | | | 贵州茅台 | 1.79万亿 1.79万亿 33.72亿 | | 600519 園 | | | 中国石油 | 1.40万亿 1.58万亿 8.12亿 | | 601857 融 | | | 中国银行 | 1.19万亿 1.82万亿 13.71亿 | | 6 ...

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。 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。 ...

Group 1 - Agricultural Bank of China (601288) closed at 6.62 CNY per share, marking a 1.22% increase and reaching a historical high [1] - The company's A-share market capitalization has risen to 2.11 trillion CNY, surpassing Industrial and Commercial Bank of China, making it the largest in A-share history [1] - This is the first time Agricultural Bank of China has claimed the title of A-share market capitalization champion [1][3] Group 2 - According to statistics, there have been 24 stocks that have held the title of A-share market capitalization champion historically, with Ping An Bank holding the title the most times [3] - Since 2020, the title has primarily alternated between Industrial and Commercial Bank of China and Kweichow Moutai until Agricultural Bank of China took the lead [3]

Core Viewpoint - Agricultural Bank of China (ABC) has reached a historic high in its A-share market capitalization, surpassing Industrial and Commercial Bank of China (ICBC) to become the largest in A-shares for the first time [1] Group 1 - On August 6, ABC's stock closed up by 1.22%, with a latest closing price of 6.62 yuan per share [1] - The company's A-share market capitalization has risen to 2.11 trillion yuan [1] - This achievement marks ABC's first time holding the title of the largest A-share market capitalization [1]

Group 1 - The performance of bank stocks on August 6 showed divergence, with Agricultural Bank rising nearly 1% to set a new historical high, while other banks like Minsheng Bank and Guiyang Bank experienced declines [1] - The AH Preferred ETF (517900) for banks fell by 0.74% during intraday trading, with a real-time price of 1.6 yuan and a transaction volume of 86.87 million yuan, surpassing the total transaction amount from the previous day [1] - Year-to-date, the AH Preferred ETF (517900) has seen a net inflow of 840 million yuan, with a share increase of 644%, leading the growth rate among bank ETFs [1] Group 2 - Goldman Sachs' latest report indicates that Chinese bank stocks have reached a turning point based on recent market performance, investor sentiment, and changes in the economic environment [1] - Goldman Sachs predicts a 0.3% growth in average pre-provision operating profit (PPOP) and net profit for rated banks in the second quarter, along with upward adjustments of 2%, 4%, and 4% for revenue forecasts from 2025 to 2027, and 5%, 6%, and 5% for post-tax net profit forecasts [1]

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]

证券代码：601288 证券简称：农业银行 公告编号：临2025-035号 经相关监管机构批准，中国农业银行股份有限公司（以下简称"本行"）在全国银行间债券市场发行"中 国农业银行股份有限公司2025年总损失吸收能力非资本债券（第二期）（债券通）"（以下简称"本期债 券"）。 本期债券于2025年8月1日簿记建档，于2025年8月5日发行完毕。本期债券发行总规模为人民币500亿 元，分为三个品种。其中品种一为4年期固定利率债券，发行规模为人民币300亿元，票面利率为 1.85%，在第3年末附有条件的发行人赎回权；品种二为6年期固定利率债券，发行规模为人民币50亿 元，票面利率为1.93%，在第5年末附有条件的发行人赎回权；品种三为11年期固定利率债券，发行规 模为人民币150亿元，票面利率为2.15%，在第10年末附有条件的发行人赎回权。 本期债券募集资金在扣除发行费用后，将依据适用法律和主管部门的批准用于提升本行总损失吸收能 力。 特此公告。 中国农业银行股份有限公司董事会 中国农业银行股份有限公司关于 二〇二五年八月五日 2025年总损失吸收能力非资本债券（第二期）（债券通）发行完毕的公告 中国农业银行股 ...

Core Viewpoint - Agricultural Bank of China successfully issued a total of 50 billion TLAC (Total Loss Absorbing Capacity) non-capital bonds on August 1, 2023, enhancing its capital structure and loss absorption capacity [1][2]. Group 1: TLAC Bond Issuance Details - The issuance included three maturity combinations: 300 billion for 3+1 years at a rate of 1.85%, 50 billion for 5+1 years at 1.93%, and 150 billion for 10+1 years at 2.15% [1]. - The total issuance of TLAC bonds by Agricultural Bank has reached 800 billion, following a previous issuance of 300 billion on June 26, 2023 [1][2]. - The recent issuance attracted significant interest, with total subscriptions reaching four times the base issuance amount [2]. Group 2: Market Participation and Trends - The June issuance also saw participation from a diverse range of investors, including state-owned banks, insurance companies, and foreign institutions [2][3]. - Other major banks, such as Bank of Communications and Bank of China, have also completed TLAC bond issuances, indicating a growing trend among global systemically important banks [3]. Group 3: Benefits of TLAC Bonds - TLAC bonds serve as a "bail-in" tool, allowing for conversion to equity or write-downs in case of bank insolvency, thereby enhancing loss absorption capacity [3][5]. - The issuance of TLAC bonds helps optimize capital structure by supplementing capital, reducing financing costs, diversifying funding sources, and mitigating systemic risk [4][6]. - The mechanism protects depositors and senior creditors while providing banks with new self-rescue tools during crises, ultimately improving sustainable operational capacity [5][6].

5日，A股市场全天震荡走高，沪指收涨0.96%重回3600点上方，再创年内收盘新高，全市场超3900只个 股上涨。银行板块在当天午后震荡走强，中证银行指数全天涨1.6%，报8087.4点，个股全线飘红。 其中，浦发银行以4.72%涨幅领涨，齐鲁银行涨幅接近3%，常熟银行、浙商银行、江阴银行、民生银 行、青岛银行、农业银行等10余只个股涨幅超过2%。其中，农业银行A股股价续创新高，收报6.54元/ 股。 债券利息恢复征税，如何影响机构对银行股的配置策略？ 8月5日，A股银行板块再度震荡走强，尤其随着农业银行股价续创新高，市场上不乏"银行股又行了"的 调侃。在此之前，银行股经历了半个多月的回调，中证银行指数在7月中下旬累计跌超7%，后市分歧加 大。 对于近期银行股反弹，有机构人士对第一财经表示，"资产荒"背景下，银行股的稳定分红依然具有较强 吸引力，高位回调让不少个股性价比提升。"国债、地方债、金融债利息收入恢复征税，比价效应下， 非银机构尤其保险资金长期增配银行股的动力可能会更强。"该人士表示。 另从业绩快报和机构预测来看，银行业今年上半年业绩较一季度大概率会略有改善。目前披露上半年业 绩快报的5家区域性银行中 ...

Core Viewpoint - Agricultural Bank of China (01288.HK) has announced the issuance of "Agricultural Bank of China Co., Ltd. 2025 Total Loss Absorption Capacity Non-Capital Bonds (Second Phase)" approved by relevant regulatory authorities, with a total issuance scale of RMB 50 billion [1] Summary by Categories Bond Issuance Details - The bond issuance consists of three varieties: - Type One: 4-year fixed-rate bond with an issuance scale of RMB 30 billion and a coupon rate of 1.85%, with a conditional issuer call option at the end of the third year [1] - Type Two: 6-year fixed-rate bond with an issuance scale of RMB 5 billion and a coupon rate of 1.93%, with a conditional issuer call option at the end of the fifth year [1] - Type Three: 11-year fixed-rate bond with an issuance scale of RMB 15 billion and a coupon rate of 2.15%, with a conditional issuer call option at the end of the tenth year [1] Use of Proceeds - The funds raised from this bond issuance, after deducting issuance costs, will be used to enhance the bank's total loss absorption capacity in accordance with applicable laws and regulatory approvals [1]