兴业银行25年中期分红派发在即，银行ETF天弘(515290)标的指数盘中涨超1%，近10日净流入1.45亿元

Core Viewpoint - The banking ETF Tianhong (515290) has shown significant growth in both scale and net inflow, indicating strong investor interest in the banking sector, particularly in light of the upcoming operational strategies for 2026 and the performance of constituent banks [2][3][9]. Group 1: ETF Performance - As of February 2, 2026, the banking ETF Tianhong (515290) recorded a transaction volume of 46.018 million yuan, with the tracked CSI Bank Index (399986) rising over 1% [1]. - In the week leading up to January 30, 2026, the banking ETF Tianhong (515290) saw a scale increase of 70.4748 million yuan and a share increase of 36.3 million shares [2]. - Over the past 10 days, the banking ETF Tianhong (515290) has accumulated a net inflow of 145 million yuan [3]. Group 2: Product Highlights - The banking ETF Tianhong (515290) tracks the CSI Bank Index and includes 42 listed banks in A-shares, with nearly 30% of its holdings in major state-owned banks like ICBC, ABC, and CCB, focusing on high dividend opportunities [4]. - Approximately 70% of the ETF's holdings are in high-growth joint-stock banks, city commercial banks, and rural commercial banks, making it an efficient investment tool for tracking the overall banking sector [4]. Group 3: Key Events - On February 2, 2026, Industrial Bank announced a cash dividend of 5.65 yuan per 10 shares, totaling approximately 11.957 billion yuan, as part of its 2025 interim profit distribution plan [6]. - The bank's 2025 annual performance report indicated a dual increase in revenue and net profit, with total assets surpassing 11 trillion yuan [7]. Group 4: Industry Outlook - The 2026 banking industry management meetings emphasized serving the real economy, optimizing business structures, enhancing risk control, and advancing digital transformation, with a focus on "seeking progress while maintaining stability" [8]. - Huachuang Securities highlighted that the banking sector remains under-allocated, predicting a systemic recovery in valuations for 2026, transitioning from a defensive to a dual-driven growth model [9].