Xin Lang Ji Jin·2025-11-20 05:55Core Viewpoint - The banking sector in China has shown strong performance, with several major banks reaching historical highs in stock prices, indicating a significant recovery and investor confidence in the sector [1][4]. Group 1: Stock Performance - Bank stocks collectively surged, with China Bank rising over 4% and Industrial and Commercial Bank of China increasing by over 2%, both hitting historical highs [1]. - Other banks such as Postal Savings Bank, Construction Bank, and Minsheng Bank also saw gains exceeding 3%, while several others rose by more than 1% [1][2]. - The largest bank ETF (512800) experienced a price increase of 1.9%, reaching a new high since October, with a trading volume nearing 1 billion yuan, reflecting heightened market sentiment [2]. Group 2: Market Trends - Since the beginning of the fourth quarter, the banking sector has rebounded significantly, with the China Securities Banking Index rising over 8% as of November 19, outperforming the broader market and the ChiNext Index by 13 percentage points [4][5]. - Analysts are optimistic about the sustainability of this banking rally, attributing it to a shift in market sentiment and the upcoming mid-term dividend distributions [5][6]. - The bank ETF (512800) has seen its fund size increase significantly, indicating strong investor interest and active trading, with an average daily trading volume exceeding 800 million yuan [6].