1个月，5000亿元投放完毕，预计拉动超7万亿元！银行业迎双重利好

Group 1 - A total of 500 billion yuan new policy financial instruments have been fully deployed, focusing on supporting technological innovation, expanding consumption, and stabilizing foreign trade [1] - The tool operates in a fund model, with the China Development Bank, the Export-Import Bank of China, and the Agricultural Development Bank of China each establishing fund companies responsible for implementation, contributing 250 billion yuan, 100 billion yuan, and 150 billion yuan respectively [1] - All funds are used to supplement the capital of major projects, effectively addressing financing bottlenecks and creating a strong leverage effect, which is expected to drive total project investment scale exceeding 7 trillion yuan [1] Group 2 - The rapid deployment of the new policy financial instruments is expected to boost bank credit demand and optimize bank asset quality, providing dual benefits for the banking sector [1] - In the context of ongoing stable growth policies and a recovery in financing demand from the real economy, the banking industry is likely to experience both asset expansion and liability optimization [1] - The new policy financial instruments further strengthen expectations for economic stabilization and recovery, injecting confidence into the performance recovery and valuation enhancement of the banking sector [1] Group 3 - The banking sector's configuration value is highlighted as policy support continues, with bank ETF funds (515020) covering high-quality listed banks in A-shares [2] - These funds assist investors in effectively capturing the industry recovery trend driven by policies, sharing the long-term value brought by economic recovery and stable interest rate environments [2]