银行股估值修复逻辑强化！红利低波ETF（512890）近5个交易日资金净流入4.8亿元

Group 1 - The market experienced fluctuations on August 7, with mixed performance across the three major indices. The total trading volume in the Shanghai and Shenzhen markets reached 1.19 trillion yuan, an increase of 130.7 billion yuan compared to the previous trading day [1] - The Hongtai Baorui Dividend Low Volatility ETF (512890) saw a midday increase of 0.17%, priced at 1.203 yuan, with a turnover rate of 0.88% and a trading volume of 195 million yuan. Over the past five trading days, the net inflow of funds into this ETF was 480 million yuan, and over the past twenty days, it was 2.062 billion yuan [1] - As of August 6, 2025, the circulating scale of the Hongtai Baorui Dividend Low Volatility ETF (512890) was 22.055 billion yuan [1] Group 2 - Major bank stocks showed positive performance, with Chengdu Bank up 0.32%, Industrial Bank up 0.30%, Sichuan Road and Bridge up 0.48%, and Daqin Railway up 0.15%. However, CITIC Bank fell by 0.48%, and Shanghai Rural Commercial Bank decreased by 0.54% [2] - Six A-share listed banks, including Pudong Development Bank and Hangzhou Bank, have reported positive growth in both revenue and net profit for the first half of 2025, with five banks showing a double-digit increase in net profit year-on-year [3] - The current low valuation of bank stocks, combined with high dividend yields and expectations of marginal improvement in fundamentals, presents potential for valuation recovery, particularly for state-owned banks and quality city commercial banks [4]