广发证券：当前银行板块具备配置吸引力

Group 1 - The banking sector has shown strong performance amidst a general market pullback, with the CITIC primary bank index rising by 5.0% from October 13 to 17, 2025, outperforming the Wind All A index significantly [1] - All categories of banks, including state-owned banks, joint-stock banks, city commercial banks, and rural commercial banks, achieved positive returns, with rural commercial banks leading with a 7.12% increase, indicating a temporary market preference for the banking sector [1] - The banking sector has returned to a value range after previous adjustments, and with increasing demand for year-end allocations, it may be in a bottoming phase, presenting certain investment appeal [1] Group 2 - The banking sector performed well today, with bank ETF funds slightly increasing, and over the past five trading days, they attracted a net inflow of over 260 million yuan, with a net inflow rate of 30.60% [1]