Workflow
上市银行年度分红进行时 银行股投资吸引力持续凸显
Zheng Quan Ri Bao Wang·2025-07-13 12:51

Core Viewpoint - A-share listed banks are actively distributing dividends, reflecting strong operational performance and compliance with regulatory requirements for cash dividends [1][2] Group 1: Dividend Distribution - As of July 13, 35 out of 42 A-share listed banks have completed their 2024 annual dividend distributions, including major state-owned banks and several joint-stock and city commercial banks [1] - The trend of high dividend payouts is driven by the implementation of new policies aimed at enhancing cash dividends and improving predictability in dividend distributions [1][2] Group 2: Dividend Yield - Approximately half of the A-share listed banks have a dividend yield exceeding 4%, with six banks, including China Merchants Bank and Postal Savings Bank, surpassing 7% [2] - The high dividend yield is attributed to the banks' stable long-term operations and a lower risk appetite among investors who prioritize steady returns [2] Group 3: Market Performance - The banking sector has seen a cumulative increase of 19.34% year-to-date, driven by the appeal of high dividend yields and increased cash dividend distributions [2] - Several banks are planning mid-term dividend proposals for 2025, further enhancing their investment attractiveness [2] Group 4: Future Outlook - The current market environment is expected to support a steady upward trend in bank stocks, bolstered by strong operational performance and high dividend levels [3] - The defensive nature of bank stocks, combined with favorable macroeconomic policies, suggests continued investment value despite external challenges [3]