中国基金报·2025-07-01 04:47Core Viewpoint - The article highlights the significant performance of the banking sector in the A-share market, particularly the historical highs reached by China Construction Bank and Shanghai Pudong Development Bank, amidst a mixed market environment [2][6][12]. Market Performance - On the first trading day of July, the A-share market experienced fluctuations, with the Shanghai Composite Index rising by 0.21% to 3451.69 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.32% and 0.58%, respectively [2][3]. - Over 3,400 stocks in the market declined, indicating a broader downtrend despite the banking sector's rebound [4]. Banking Sector Highlights - The banking stocks saw a resurgence, with notable gains from Suzhou Bank (up over 5%), Xiamen Bank (up over 4%), and Hangzhou Bank (up over 3%) [7][9]. - Construction Bank and Shanghai Pudong Development Bank both reached new historical highs, with Construction Bank's market capitalization approaching 2 trillion yuan [9][12]. Investment Activities - The article mentions that institutional investors, including asset management companies and state-owned enterprises, are continuously increasing their holdings in bank stocks, driven by the undervaluation of state-owned banks in the context of asset scarcity [12]. - The investment activities of notable figures, such as Zhong Shanshan, are also highlighted, with his significant gains from investments in Jinbo Biological [14].