银行强势背后，又见股东增持，险资继续扫货！百亿银行ETF（512800）单日再度吸金超3亿元

Core Viewpoint - The banking sector has shown significant recovery, with Agricultural Bank of China reaching a new historical high and major bank ETFs experiencing positive price movements [1][4]. Group 1: Market Performance - On August 4, the banking sector supported the overall market, with Agricultural Bank of China rising over 2% [1]. - The bank ETF (512800) saw an intraday price increase of over 1%, closing up 0.59% and recovering above the 10-day moving average [1]. - The bank ETF has recorded a net inflow of over 300 million yuan in a single day, with cumulative net inflows of 972 million yuan and 1.225 billion yuan over the past 5 and 10 days, respectively [4]. Group 2: Shareholder Activity - Nanjing Bank announced that a major shareholder, Nanjing Gaoke, increased its stake by 7.5077 million shares between July 24 and August 4, reflecting confidence in the bank's future [3]. - Several banks, including Everbright Bank, Jiangsu Bank, Suzhou Bank, and Bank of China, have disclosed significant shareholder buyback plans this year, indicating positive market sentiment [3]. Group 3: Institutional Investment - Insurance companies have been actively purchasing bank stocks, with Hongkang Life buying 30.386 million shares of Zhengzhou Bank H-shares and Peace Asset Management increasing its holdings in China Merchants Bank and Postal Savings Bank [3]. - The banking sector is favored by institutional investors due to high and stable dividends, with a solid performance base amid economic fluctuations [3]. Group 4: ETF Details - The bank ETF (512800) has grown to a scale of 14.99 billion yuan, more than doubling since the beginning of the year, with an average daily trading volume of 574 million yuan [6]. - The ETF tracks the CSI Bank Index and includes 42 listed banks, serving as an efficient investment tool for the banking sector [6].