Sou Hu Cai Jing·2025-06-30 07:15Core Viewpoint - The banking ETF leader (512820) is experiencing a decline, but there is a notable trend of capital inflow during dips, with over 100 million yuan raised in the last trading day [1][5]. Group 1: Market Performance - As of June 30, 2025, the banking ETF leader (512820) fell by 0.66%, with the latest price at 1.498 yuan [1]. - The underlying index, the CSI Bank Index (399986), decreased by 0.39%, with mixed performance among constituent stocks [3]. - Notable gainers include Shanghai Pudong Development Bank (600000) up by 2.58%, and Industrial and Commercial Bank of China (601398) up by 1.33% [3]. Group 2: Financing and Investment Trends - There has been a strong entry of leveraged funds into the banking ETF leader, with net purchases for three consecutive days, peaking at 557.50 thousand yuan in a single day, leading to a record financing balance of 21.88 million yuan [2]. - Institutional investors are expected to increase their allocation to bank stocks, with a significant rise in the scale of passive funds and a steady increase in active fund holdings [5]. Group 3: Dividend Distribution - As of June 27, 2024, 26 banks have implemented cash dividend distributions, totaling 427.38 billion yuan, indicating a strong commitment to shareholder returns [5]. - Among 42 A-share listed banks, 39 have announced cash dividends exceeding the previous year, with an overall increase of 18.6 billion yuan in dividend payouts [5].