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银行板块又双叒创新高,还能上车吗
Zheng Quan Zhi Xing·2025-07-10 05:49

Group 1 - The banking sector has shown strong performance this year due to robust fundamentals and continuous capital inflow [2][3] - The banking sector's ROE ranks high among industries, with a PB valuation of 0.73, indicating it remains undervalued in the A-share market [3] - Asset quality is stable, with risks from local government financing vehicles and real estate gradually being resolved [3] Group 2 - There has been a continuous inflow of funds into the banking sector, including significant investments from insurance funds and state-owned capital [4] - The weight of banks in major indices like CSI 300 and SSE 50 has increased, attracting additional capital [4] - Despite recent price increases, the dividend yield for banks has fallen below 4%, but remains attractive in a low-interest-rate environment [3][4] Group 3 - The banking sector may face short-term adjustment pressure after significant gains, but the support from dividend logic suggests limited downside [4] - Recent market corrections provide a favorable entry point for investors looking to participate in the banking sector [4]