Zhong Guo Zheng Quan Bao·2025-09-06 07:20Group 1 - The total market value of listed banks has significantly increased, influenced by factors such as capital increase, share structure, and performance in A and H shares [1] - Agricultural Bank of China has a higher proportion of A shares (91%), benefiting more from the A-share market's rise, while China Construction Bank has a higher proportion of H shares (92%), benefiting from the H-share market [1] - The appreciation of the RMB against the USD has positively impacted the market value of banks with a higher proportion of A shares, while the opposite is true for banks with a higher proportion of H shares [1] Group 2 - Industrial and Commercial Bank of China (ICBC) leads in total assets among the six major banks, with total assets of 52.32 trillion yuan, and also ranks first in revenue and net profit for the first half of the year [2] - The banking sector is viewed positively for its stable and high dividend characteristics, which are attractive to institutional investors, particularly insurance companies [3] - Analysts expect the banking sector to continue its revaluation process, with a projected increase in price-to-book ratios, indicating potential for long-term investment [4]