Huan Qiu Wang·2025-08-07 04:45Core Viewpoint - Agricultural Bank of China (ABC) has seen a continuous rise in its stock price, reaching a historical high, with significant increases in market capitalization and investor interest from insurance funds [1][3]. Group 1: Stock Performance - On August 7, ABC's stock closed at 6.69 CNY per share, up 1.06%, with a peak of 6.74 CNY per share, resulting in a market capitalization of 2.14 trillion CNY, surpassing Industrial and Commercial Bank of China (ICBC) [1][2]. - Year-to-date, ABC's A-share price has increased by 31.2%, ranking third among 42 listed banks, and first among the six major state-owned banks [3]. Group 2: Investor Activity - Insurance funds have significantly increased their holdings in ABC, with China Ping An acquiring 31.68 million shares at an average price of 4.2216 HKD per share, raising its stake to 5.03% [2]. - As of June 17, the total shares held by insurance funds in ABC reached 4.946 billion, representing a 16.09% stake [2]. Group 3: Market Trends - The banking sector has experienced a resurgence, with 14 A-share listed banks showing over 20% growth this year, and several banks, including ABC, benefiting from increased institutional investment [3][4]. - Public funds have adjusted their investment strategies, with active public funds increasing their holdings in bank stocks by 26.7% in Q2, while passive index funds also expanded their positions [4].