Group 1 - The A-share market saw a collective decline in the three major indices on September 23, while the banking sector experienced an increase, with the Tianhong Bank ETF (515290) rising by 1.21% and trading volume exceeding 450 million yuan [1] - Notable individual stocks within the banking sector included Nanjing Bank, which rose over 4%, along with Industrial and Commercial Bank of China, Suzhou Bank, Qilu Bank, and Hangzhou Bank also showing gains [1] - The Tianhong Bank ETF (515290) closely tracks the CSI Bank Index, which consists of up to 50 banking stocks from the CSI All Share Index, reflecting the overall performance of the banking sector [1] Group 2 - The People's Bank of China announced on September 19 that it would adjust the 14-day reverse repurchase operations to fixed quantity, interest rate bidding, and multiple price level bidding to maintain ample liquidity in the banking system [2] - This adjustment aims to enhance the policy status of the 7-day reverse repurchase operation rate and allows for flexible management of liquidity based on market conditions and institutional needs [2] - According to Wanlian Securities, 42 listed banks reported a year-on-year net profit growth of 3.0% for Q2 2025, with total assets growing by 9.6% year-on-year as of mid-2025 [2] Group 3 - Dongfang Securities believes that while the index may experience short-term fluctuations, the medium-term upward trend remains intact, with a focus on high-end manufacturing and low-cycle dividend themes [3] - The macroeconomic environment is currently at a low point for PPI, with expectations of recovery in PPI and industry profitability [3] - Companies with supply clearing and profit elasticity in industries undergoing policy changes may present attractive dividend opportunities [3]
央行14天期逆回购操作调整，银行ETF天弘（515290）涨超1.2%，港股通央企红利ETF天弘（159281）换手率居同标的第一
2 1 Shi Ji Jing Ji Bao Dao·2025-09-23 02:53