中证银行ETF(512730)成分股集体走强,浦发银行领涨2.56%

Core Viewpoint - The banking sector is experiencing a resurgence, with significant stock price increases among major banks, indicating a positive market sentiment and expectations for valuation recovery [1][2]. Group 1: Market Performance - As of May 13, the China Securities Bank ETF (512730.SH) rose by 1.11%, and its associated index, the China Securities Bank Index (399986.SZ), increased by 1.12% [1]. - Major constituent stocks such as China Merchants Bank, Shanghai Pudong Development Bank, Agricultural Bank of China, Industrial and Commercial Bank of China, and Jiangsu Bank saw price increases ranging from 1.12% to 2.56% [1]. - Notably, Shanghai Pudong Development Bank and Jiangsu Bank reached historical highs, while Chongqing Bank and Citic Bank achieved new highs for the year [1]. Group 2: Analyst Insights - According to a recent report by Open Source Securities, the reform of public funds highlights the investment value of the banking sector, maintaining a "positive" rating for the industry [1]. - The report suggests that the coordinated development of deposits and loans, along with a balance in "volume and price," will enhance the fundamentals of banks [1]. - Huaxi Securities noted that the current valuation of the banking sector is at a historical low, prompting some institutional investors to increase their allocation to high-dividend banking stocks [1].