Group 1 - The Hong Kong banking sector is experiencing a strong performance, with the Hong Kong Bank LOF (501025) rising over 2% in the afternoon session, and a cumulative increase of 24.62% year-to-date [1][2] - Long-term funds, particularly from insurance companies, are increasingly investing in the banking sector, with their holdings reaching 28.24% by Q2 2025, an increase of 1.04 percentage points [1] - The China Securities Regulatory Commission aims for large state-owned insurance companies to allocate 30% of new premiums to A-shares annually, potentially bringing over 160 billion yuan in incremental funds to banks each year [1] Group 2 - CITIC Securities believes that the banking sector is undergoing a revaluation of net assets, which will enhance the value of bank stocks for institutional investors in the medium term [2] - The HK Bank Index (930792) has risen by 2.06%, with major banks like Agricultural Bank and China Construction Bank seeing increases of over 3% [2] - The Hong Kong Bank LOF provides a convenient way to invest in Hong Kong banking stocks, allowing investors to share in the growth of the banking industry [2]
港股银行板块午后愈战愈勇，香港银行LOF(501025)午后涨超2%！机构：银行资产配置空间仍显著