鑫闻界｜银行板块回调0.46%，中行、交行将“补涨”？

Core Viewpoint - The A-share banking sector experienced a pullback after a strong performance over the past two weeks, with a decline of 0.46% on October 24, and a net outflow of 822 million yuan in funds [2] Group 1: Market Performance - Among the 42 listed banks, 6 saw an increase, 4 remained flat, and 32 experienced a decline [2] - China Bank and Shanghai Bank both rose by 0.73%, while other banks like Hu'nong Commercial Bank and China Communications Bank saw smaller gains [2] - The main net inflow for China Bank was 383 million yuan, with a total inflow of 1.139 billion yuan over the past five days [2] Group 2: Individual Bank Analysis - Shanghai Bank had a net inflow of 54 million yuan, with a positive outlook due to credit structure changes and high dividend advantages [3] - Major banks like Construction Bank and Industrial and Commercial Bank had positive net inflows, while Agricultural Bank saw a net outflow of 265 million yuan despite earlier gains [4] - Postal Savings Bank, which previously surged by 4.71%, fell by 0.17% with a net outflow of 57 million yuan [5] Group 3: Sector Trends - The banking sector's defensive attributes have become more attractive to funds, with a notable increase in performance during uncertain external conditions [5] - Historical data indicates a high probability of absolute returns for the banking sector from November to January, suggesting a favorable seasonal trend ahead [5]