银行中期分红进行时，已派发188亿元现金！银行AH优选ETF（517900）连续三日获增持

Core Viewpoint - The banking sector is regaining market attention after a period of adjustment, with significant net inflows into the bank AH preferred ETF, indicating a shift in investor sentiment towards bank stocks [1][11]. Group 1: Market Performance and Trends - The banking sector has seen a cumulative decline of 15.21% from July 11 to October 9, while the CSI 300 index increased by 17.44% during the same period [7]. - The banking index has recently fallen below its annual line for the first time in about a year, attributed to a shift in funding styles [9]. - The bank AH preferred ETF has experienced a net inflow of 1.07 billion yuan this year, with a share increase of 826%, leading the banking ETF category [11]. Group 2: Dividend Distribution - As of now, eight listed banks have implemented their mid-term dividend plans, totaling 18.849 billion yuan in dividends [3][4]. - The six major state-owned banks are the primary contributors to dividends, with a total cash dividend amount expected to reach 204.657 billion yuan [4][5]. - Specific dividend payouts include: Industrial and Commercial Bank of China at 50.396 billion yuan, China Construction Bank at 48.605 billion yuan, and Agricultural Bank of China at 41.823 billion yuan [5]. Group 3: Investment Insights - The high dividend policies of state-owned banks reflect their stable profitability and resilient capital adequacy levels, which can enhance market confidence and the defensive value of bank stocks in a low-interest-rate environment [6][9]. - The bank AH index offers a significant yield advantage over the ten-year government bond yield, with a dividend yield of 5.29% compared to the bank index's 4.15% [9].