万亿银行，盘中创新高！基金二季度"含银量"大增，哪类银行最吃香？

Group 1 - The A-share banking sector experienced a strong performance on August 1, with Agricultural Bank reaching a historical high and recording six consecutive monthly gains [1] - UBS expressed optimism regarding the sustainability of dividends in the Chinese banking sector, indicating that major banks like China Bank can maintain stable profit growth [2] - Mid-term dividend expectations are becoming a significant driving force for bank stocks, with major banks implementing their first mid-term dividend distributions this year [3] Group 2 - Public fund investment strategies are increasingly favoring the banking sector, with a notable increase in holdings of bank stocks among active equity funds in Q2 2025 [3] - The leading bank stocks held by active equity funds include China Merchants Bank, with a market value exceeding 16.5 billion, followed by Jiangsu Bank and Ningbo Bank [3] - High-quality city commercial banks such as Jiangsu Bank, Ningbo Bank, Hangzhou Bank, and Chengdu Bank have become the core focus for active fund managers in increasing their bank stock allocations [3]