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银行业绩拐点可期;种业板块再迎利好政策
第一财经· 2025-06-10 07:59
Group 1: Banking Sector - The banking sector is expected to see a performance turning point due to the accumulation of positive fundamental factors [3] - The People's Bank of China announced a 1 trillion yuan reverse repurchase operation to maintain liquidity, which helps banks manage the pressure from maturing interbank certificates of deposit and lower deposit rates [3] - Enhanced transparency in monetary policy and the expansion of ETFs are expected to bring continuous incremental funds to the banking sector, aiding in valuation reconstruction [3][4] Group 2: Seed Industry - The seed industry is receiving favorable policies, with a focus on strengthening technological innovation and commercial development in aquaculture seed industry during the 14th Five-Year Plan [7] - The Ministry of Agriculture has implemented measures to combat counterfeit and substandard seeds, which will help purify the seed market and ensure agricultural production safety [9] - The emphasis on food security highlights the importance of biological breeding as a means to increase yield and efficiency, accelerating the industrialization process [9]