Core Viewpoint - The banking sector is experiencing a positive trend with significant stock price increases among major banks, driven by improving mid-year performance and supportive policies [1] Group 1: Stock Performance - Chongqing Rural Commercial Bank (03618) increased by 3.99%, reaching HKD 6.25 [1] - Agricultural Bank of China (01288) rose by 3.49%, trading at HKD 5.63 [1] - China Construction Bank (00939) saw a 3.23% increase, priced at HKD 8 [1] - Bank of China (03988) grew by 2.52%, now at HKD 4.48 [1] Group 2: Industry Outlook - Caixin Securities indicates marginal improvement in the banking sector's mid-year performance, with consumer and business loan interest subsidy policies being implemented [1] - The fiscal and financial model is expected to stabilize the industry's net interest margin while facilitating scale expansion, accumulating positive fundamental factors [1] - Dongxing Securities maintains a positive outlook on the banking sector's allocation value [1] Group 3: Investment Environment - In a liquidity-rich environment, the ongoing high-yield asset scarcity highlights the advantages of banks' high dividends and stable performance [1] - There is an increasing demand for allocation in the banking sector from long-term funds, encouraged by policies, which is expected to benefit the sector's performance [1]