Sou Hu Cai Jing·2026-01-13 06:15Group 1 - The A-share banking sector remains active, with the China Securities Banking Index rising over 1% during the afternoon session on January 13, 2023, driven by significant gains in stocks such as Agricultural Bank of China, Hangzhou Bank, Chongqing Rural Commercial Bank, CITIC Bank, and Nanjing Bank [1] - The Tianhong Bank ETF (515290) has seen a trading volume exceeding 38 million yuan, indicating premium trading activity, and it encompasses 42 listed banks in A-shares, covering the entire spectrum of state-owned banks, joint-stock banks, and city commercial banks [1] - The People's Bank of China emphasized key priorities for 2026, including strict governance, effective implementation of moderately loose monetary policy, financial reform, and risk prevention [1] Group 2 - Following the recent dividend distributions, including Postal Savings Bank on January 12, Jiangsu Bank and China Merchants Bank are set to distribute dividends on January 14 and January 16, respectively, with Jiangsu Bank offering 0.3309 yuan per share (totaling 6.072 billion yuan) and China Merchants Bank offering 1.013 yuan per share (totaling approximately 20.897 billion yuan) [2] - Over half of the 42 listed banks in A-shares have implemented mid-term dividends for 2025, signaling robust profitability in the banking sector [2] - Analysts from Zheshang Securities anticipate a return to positive growth in net interest income for banks, while Longjiang Securities projects stable earnings growth for mainstream banks in 2026, highlighting the increased attractiveness of the PB-ROE valuation post-recent adjustments [2]