Core Viewpoint - The A-share market has seen significant gains in bank stocks, with notable increases in share prices for several banks, indicating positive market sentiment towards the banking sector [1]. Group 1: Stock Performance - Xiamen Bank experienced a maximum increase of 9.99%, reaching a total market capitalization of 20.9 billion [2]. - Chongqing Bank rose by 7.18%, with a market value of 38.4 billion [2]. - Shanghai Bank's shares increased by 4.38%, bringing its market capitalization to 139 billion [2]. - Nanjing Bank saw a rise of 3.90%, with a total market value of 138.5 billion [2]. - Yunnan Rural Commercial Bank increased by 3.31%, with a market capitalization of 74.5 billion [2]. - Ningbo Bank's shares rose by 3.25%, reaching a market value of 216.1 billion [2]. - Qilu Bank increased by 2.95%, with a market capitalization of 36.5 billion [2]. - Hangzhou Bank's shares rose by 2.91%, bringing its market value to 120.4 billion [2]. - Jiangsu Bank saw an increase of 2.36%, with a total market capitalization of 191.2 billion [2]. - Changsha Bank's shares rose by 2.38%, with a market value of 39.8 billion [2]. - Zhangjiagang Bank increased by 2.19%, reaching a market capitalization of 1.14 billion [2]. - Chengdu Bank's shares rose by 2.05%, with a total market value of 69.5 billion [2]. Group 2: Year-to-Date Performance - Xiamen Bank has a year-to-date increase of 8.04% [2]. - Chongqing Bank's year-to-date performance is up by 3.56% [2]. - Shanghai Bank has seen a year-to-date decline of 3.17% [2]. - Nanjing Bank's year-to-date performance is down by 2.01% [2]. - Yunnan Rural Commercial Bank has a year-to-date increase of 4.89% [2]. - Ningbo Bank has the highest year-to-date increase at 16.52% [2]. - Qilu Bank's year-to-date performance is up by 3.31% [2]. - Hangzhou Bank has a year-to-date increase of 8.70% [2]. - Jiangsu Bank's year-to-date performance is up by 3.41% [2]. - Changsha Bank has a year-to-date increase of 2.06% [2]. - Zhangjiagang Bank's year-to-date performance is up by 1.97% [2]. - Chengdu Bank has a year-to-date increase of 1.67% [2].

记者丨曾静娇 编辑丨江佩霞 2月5日上午，亚太主要股指全线飘绿。A股三大指数、恒生指数均跌超1%， 热门科网股多数下跌，华虹半导体跌超6%，腾讯控股跌超2.6%， 市值跌破5万亿港元。 韩国综合指数跌超3.6%，主要受SK海力士、三星电子拖累，其跌幅均超5%。 | SFC | | --- | | 出品丨21财经客户端 21世纪经济报道 | | 21君荐读 | | 央行重磅会议，明确信贷资源重点流向 | | 白银大跌7%，特朗普：利率很快就会下调 | 贵金属、有色金属板块持续大跌，湖南白银、湖南黄金、白银有色、河钢资源等多股跌停，四川黄金、晓程科技跌超8%。 港股方面相关板块亦表现不佳，其中天齐锂业大跌近13%，万国黄金集团跌超10%，中国黄金国际、五矿资源、洛阳钼业等多股跌超7%。 消息面上，国际金银价格盘中大跳水，截至北京时间11:49， 现货白银重挫逾13%，跌破77美元关口 ，盘中最高一度触及89.56美元，SHFE白 银同步大跌近12%；现货黄金日内跌超2%，价格从最高5023美元大幅下挫，最低价格一度至4788美元/盎司。 据新浪财经报道，据CPM集团2019白银年鉴估计，全球白银开采量为175.1 ...

城商行：城商行依托区域资源深耕地方市场，在地方经济复苏周期中信贷投放节奏更为灵活，叠加中小 金融机构改革红利释放，优质城商行的资产质量将持续优化，区域业务拓展空间进一步打开，估值修复 动力充足。 消息面上，当前银行（核心股）正处年度营销旺季，多家上市银行透露旺季信贷投放表现优于2025年同 期，对公信贷开门红情况整体向好。同时，近期多家中小银行获批增资扩股，青海贵南农村商业银行、 东营银行等机构完成注册资本调整，部分银行同步推进减资优化，业内认为此举将推动银行业整体资本 结构进一步完善，夯实服务实体经济的资本基础。此外，中小金融机构改革化险持续推进，开年以来已 有25家村镇银行平稳退出，行业减量提质步伐加快，经营质量有望稳步提升。 中国人民银行（核心股）近日召开2026年信贷市场工作会议。会议要求，做好2026年信贷市场工作，不 断加强对重大战略、重点领域和薄弱环节的优质金融服务。建设多层次金融服务体系，着力支持扩大内 需、科技创新、中小微企业等重点领域。 相关行业： 早盘银行（核心股）股逆势爆发，截至午间收盘，银行板块上涨1.55%。领涨股厦门银行涨6.38%，重 庆银行涨超4%，宁波银行、上海银行涨超3% ...

Core Viewpoint - The A-share market for banks showed a contrary upward trend, with several banks experiencing significant gains on February 5, 2023, despite broader market conditions [1]. Group 1: Stock Performance - Xiamen Bank saw an increase of 6.38%, with a total market capitalization of 20.2 billion [2] - Chongqing Bank rose by 4.17%, with a market cap of 37.3 billion [2] - Ningbo Bank increased by 3.31%, with a market value of 216.3 billion [2] - Shanghai Bank also rose by 3.31%, with a market cap of 137.5 billion [2] - Nanjing Bank increased by 2.97%, with a market capitalization of 137.2 billion [2] - Qilu Bank rose by 2.78%, with a market cap of 36.4 billion [2] - Hangzhou Bank increased by 2.54%, with a market value of 120 billion [2] - Yuhuang Agricultural Commercial Bank rose by 2.36%, with a market cap of 73.8 billion [2] - Shanghai Rural Commercial Bank increased by 2.28%, with a market value of 82.4 billion [2] - Jiangsu Bank rose by 2.06%, with a market cap of 190.7 billion [2] Group 2: Year-to-Date Performance - Ningbo Bank has the highest year-to-date increase at 16.59% [2] - Xiamen Bank has a year-to-date increase of 4.50% [2] - Qilu Bank shows a year-to-date increase of 3.14% [2] - Hangzhou Bank has a year-to-date increase of 8.31% [2] - Jiangsu Bank shows a year-to-date increase of 3.11% [2]

Group 1 - The A-share market saw a rise in bank stocks, with Xiamen Bank increasing by over 6% [1] - Chongqing Bank rose by more than 4% [1] - Ningbo Bank and Shanghai Bank both increased by over 3% [1] - Nanjing Bank, Qilu Bank, Hangzhou Bank, Yucheng Rural Commercial Bank, Shanghai Rural Commercial Bank, and Jiangsu Bank all saw increases of over 2% [1]

每经AI快讯，2月5日，银行板块盘中逆势拉升，厦门银行涨超6%，重庆银行、上海银行、宁波银行、 南京银行涨幅靠前。 每日经济新闻 ...

每经AI快讯，2月5日，银行板块盘中逆势拉升，厦门银行涨超6%，重庆银行、上海银行、宁波银行、 南京银行涨幅靠前。 每日经济新闻 ...

Group 1 - Qilu Bank reported a revenue of 13.135 billion yuan for the year 2025, representing a year-on-year growth of 5.12% [1] - The net profit attributable to shareholders of the listed company reached 5.713 billion yuan, with a year-on-year increase of 14.58% [1] - Pacific Securities noted that the re-pricing of high-cost fixed-term deposits is expected to support the stabilization of interest margins, while risks in the corporate sector remain stable and retail sector risks may ease with economic recovery [1] Group 2 - The banking sector's performance has entered a recovery phase, and from a PB-ROE matching perspective, it possesses allocation value [1] - Investors are advised to focus on companies with strong capital strength and certain dividends, as well as those with robust regional economic vitality and stable fundamentals [1] - As of February 5, 2026, the CSI Bank Index (399986) rose by 0.78%, with Qilu Bank's stock increasing by 3.30% [1] Group 3 - The Penghua Bank ETF closely tracks the CSI Bank Index, providing investors with analytical tools to reflect the overall performance of different industry companies within the index [2] - As of January 30, 2026, the top ten weighted stocks in the CSI Bank Index include China Merchants Bank, Industrial Bank, and Agricultural Bank, collectively accounting for 64.19% of the index [2]

Group 1 - The stock market style may be changing, with a notable adjustment in US tech stocks, including Oracle's price dropping nearly 60% from its peak and SNDK experiencing a significant decline [1] - A-shares may see a shift in style, with banks and dividend stocks potentially outperforming, leading to a focus on quality banks such as Jiangsu Bank, Nanjing Bank, Hangzhou Bank, Ningbo Bank, and China Merchants Bank for potential gains [1] - As of February 4, 2026, the Shanghai 180 Index (000010) rose by 1.01%, with component stocks like JinkoSolar up 20.00%, Yanzhou Coal Mining up 10.01%, and China Shenhua Energy also seeing gains [1] Group 2 - The Shanghai 180 ETF index fund (530280) has seen a net value increase of 14.84% over the past six months, with a maximum monthly return of 9.13% since inception [2] - The fund has a historical average monthly return of 3.08% and a 100% probability of profitability over one year, with a Sharpe ratio of 2.08 as of January 30, 2026 [2] - The fund's maximum drawdown this year is 4.28%, with a management fee of 0.15% and a custody fee of 0.05% [2] Group 3 - As of January 30, 2026, the top ten weighted stocks in the Shanghai 180 Index include Zijin Mining, Kweichow Moutai, China Ping An, and others, collectively accounting for 24.85% of the index [3] - The individual weightings of these stocks vary, with Kweichow Moutai at 4.22% and China Ping An at 2.87% [4]

2026 年 02 月 05 日 双融日报 --鑫融讯 分析师：万蓉 S1050511020001 wanrong@cfsc.com.cn 市场情绪：53 分（中性） 最近一年大盘走势 资料来源：Wind，华鑫证券研究 -10 -5 0 5 10 15 20 25 30 (%) 沪深300 相关研究 ▌ 华鑫市场情绪温度指标：（中性） 华鑫市场情绪温度指标显示，昨日市场情绪综合评分为 53 分，市场情绪处于"中性"。历史市场情绪趋势变化可参 考图表 1 宏观经济意外下滑、地缘政治风险、流动性收紧超预期、行 业政策低于预期。 c ▌ 热点主题追踪 今日热点主题：电网设备、银行、消费 1、电网设备主题：全球 AI 数据中心（AIDC）耗电量巨大， 催生了对高功率、高稳定性变压器等核心电力设备的刚性需 求。目前全球供需严重失衡，美国市场交货周期已长达 127 周。与此同时，国内"十五五"期间，国家电网 4 万亿元的 巨额投资将重点投向特高压、智能化配电网等新型电力系 统，为行业带来了明确的长期订单支撑。相关标的：中国西 电（601179）、特变电工（600089） 2、银行主题：银行股具有高股息特性，如中证银行指数 ...