股份行首份半年报超预期 浦发银行业绩超预期，上半年营收、利润分别同比增3%、10%，不良双降。 可投港股银行股 年内份额增超700% 已正式纳入两融标的 高盛：中资银行股已迎来拐点，将所评级内银H股2025至2027年收入预测上调2%、4%及4%，税后净利预测上调5%、6%及5%。 #银行AH优选ETF517900 | | | 已披露2025年半年度业绩快报的上市银行 | | | | --- | --- | --- | --- | --- | | 简称 | 营业收入 (亿元) | 营收同比% | 归母净利润 (亿元) | 归母净利润 同比% | | 浦发银行 | 905. 6 | 2. 6 | 297. 4 | 10. 2 | | 宁波银行 | 371.6 | 7.9 | 147.7 | 8.2 | | 杭州银行 | 200. 9 | 3.9 | 116. 6 | 16. 7 | | 青岛银行 | 76.6 | 7.5 | 30. 7 | 16. 1 | | 齐鲁银行 | 67.8 | 5.8 | 27.3 | 16. 5 | | 常熟银行 来源: Wind,上市公司公告 | 60. 6 | 10. 1 | ...

Group 1 - The performance of bank stocks on August 6 showed divergence, with Agricultural Bank rising nearly 1% to set a new historical high, while other banks like Minsheng Bank and Guiyang Bank experienced declines [1] - The AH Preferred ETF (517900) for banks fell by 0.74% during intraday trading, with a real-time price of 1.6 yuan and a transaction volume of 86.87 million yuan, surpassing the total transaction amount from the previous day [1] - Year-to-date, the AH Preferred ETF (517900) has seen a net inflow of 840 million yuan, with a share increase of 644%, leading the growth rate among bank ETFs [1] Group 2 - Goldman Sachs' latest report indicates that Chinese bank stocks have reached a turning point based on recent market performance, investor sentiment, and changes in the economic environment [1] - Goldman Sachs predicts a 0.3% growth in average pre-provision operating profit (PPOP) and net profit for rated banks in the second quarter, along with upward adjustments of 2%, 4%, and 4% for revenue forecasts from 2025 to 2027, and 5%, 6%, and 5% for post-tax net profit forecasts [1]