| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01070 | TCL电子 | 11.100 | 3.64% | | 06690 | 海尔智家 | 27.340 | 2.01% | | 00300 | 美的集团 | 91.500 | 1.16% | | 00921 | 海信家电 | 26.540 | 0.53% | 本文源自：格隆汇 消息上，岁末年初之际，家电股作为高股息板块正受到市场高度关注。广发证券最新研究显示，港股通 高股息全收益指数即将进入一年中日历效应最为显著的阶段(12月至次年1月中旬)，历史数据显示该时 期获得绝对收益和超额收益的概率较高，收益率表现也相对可观。在当前市场环境下，布局港股通高股 息板块，或将成为投资者把握年末年初投资机会、增厚收益的有效策略。华创证券亦指出，展望2026 年，家电板块将展现出独特的投资价值。 12月3日，港股家电股逆势上涨，其中，TCL电子涨近4%领衔，且近日走出反转行情，海尔智家涨 2%，美的集团涨超1%续创阶段新高，海信家电跟涨。 ...

上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到先得！ 农业银行股价再创历史新高，流通市值首次登顶A股！ 8月6日，农业银行收盘上涨1.22%，报收6.62元/股的历史高价，流通市值达2.11万亿元，首次超越工商银行 2.09万亿元的流通市值，成为当前A股"流通市值之王"，此外，贵州茅台流通市值达1.79万亿元，位列第三。 8月6日，农业银行流通市值首次夺得A股冠军宝座 。 证券时报· 券商中国记者 据Wind统计，今年以来截至8月 6日，农业银行A股累计涨幅达29.8%，仅次于浦发银行（39.57%）、青岛银行（37.37%），居于42家上市银行 涨幅榜第三位，并排在国有六大行A股涨幅首位。 从总市值来看，工商银行仍以2.57万亿元（A股、H股合计）稳居国内上市公司榜首，而农业银行A股总市值为 2.26万亿元，位居第二。此外，总市值排名前十的上市公司中，包括建设银行、贵州茅台、中国移动、中国银 行、中国石油、宁德时代、招商银行和中国人寿。共包括6只金融股。 今年以来，银行板块持续受益于高股息板块的投资热度，保险资金等中长期资金入市加快，频频举牌上市银 行。与此同时， ...

农业银行股价再创历史新高，流通市值首次登顶A股！ 8月6日，农业银行（601288）收盘上涨1.22%，报收6.62元/股的历史高价，流通市值达2.11万亿元，首 次超越工商银行2.09万亿元的流通市值，成为当前A股"流通市值之王"，此外，贵州茅台（600519）流 通市值达1.79万亿元，位列第三。 不过，从市场总值来看，当前工商银行A股、H股合计总值达2.57万亿元，对比农业银行2.26万亿元的总 市值仍保持领先。 券商中国记者注意到，今年以来，保险资金频繁"扫货"银行股，包括农业银行H股在内至少5家银行被 险资举牌；与此同时，公募基金今年二季度末重仓数据显示，2025年以来公募基金对银行股的配置比例 明显增加，其中主动型公募对银行股的合计重仓配置比例已达到2021年6月末以来的新高。以农业银行 A股为例，公募基金二季度末重仓该行股份比一季度末增长7439.96万股，持股总市值达60.97亿元。 农业银行流通市值登顶A股 8月6日，农业银行流通市值首次夺得A股冠军宝座。券商中国记者据统计，今年以来截至8月6日，农业 银行A股累计涨幅达29.8%，仅次于浦发银行（39.57%）、青岛银行（002948）（3 ...

Core Viewpoint - Agricultural Bank of China (ABC) has reached a historic high in stock price and market capitalization, becoming the largest in A-shares by circulation market value, surpassing Industrial and Commercial Bank of China (ICBC) for the first time [1][3]. Market Performance - As of August 6, ABC's stock price closed at 6.62 CNY per share, with a circulation market value of 2.11 trillion CNY, while ICBC's market value was 2.09 trillion CNY [1][3]. - Year-to-date, ABC's A-share price has increased by 29.8%, ranking third among 42 listed banks, and first among the six major state-owned banks [3][6]. Institutional Investment - Insurance funds have been actively purchasing bank stocks, including ABC's H-shares, with at least five banks being targeted for increased holdings [2][4]. - Public funds have significantly increased their allocation to bank stocks, with ABC's A-shares seeing a rise of 7.44 million shares in holdings by the end of Q2, totaling a market value of 6.097 billion CNY [2][4]. Dividend Distribution - The total cash dividends distributed by 42 A-share listed banks for the 2024 fiscal year reached 632.594 billion CNY, an increase of nearly 20 billion CNY from the previous year [4]. Future Outlook - Analysts predict that the banking sector may experience substantial performance improvements in the second half of 2025, driven by favorable fiscal and monetary policies, improved credit structures, and controlled interest margins [9].

Core Viewpoint - The Reducing Volatility ETF (512890) has shown a positive performance with a 0.50% increase, reflecting strong investor interest and inflows, particularly from insurance funds seeking stable returns [1][2][3]. Fund Performance - As of July 18, the Reducing Volatility ETF (512890) closed at 1.214 CNY, with a half-day trading volume of 245 million CNY and a turnover rate of 1.12% [1][2]. - The ETF has experienced a net inflow of 1.693 billion CNY over the last five trading days and a cumulative net inflow of 2.147 billion CNY over the past ten trading days [1][2]. - The latest fund size for the Reducing Volatility ETF (512890) is 21.872 billion CNY as of July 17 [1]. Market Context - The Ministry of Finance issued a notice on July 11 aimed at guiding insurance funds towards long-term stable investments, which is expected to provide ongoing support for high-dividend sectors [1][3]. - Financial analysts believe that the new regulations will encourage insurance capital to increase equity allocations, particularly in bank stocks, which are characterized by high dividends and low volatility [1][3]. Top Holdings - The top holdings of the Reducing Volatility ETF (512890) include Chengdu Bank, Yageo, Industrial Bank, and Shanghai Bank, with respective price changes of +0.60%, +0.27%, +0.41%, and +0.92% [3][4]. - The fund's performance is benchmarked against the CSI Reducing Volatility Index, and it is managed by Liu Jun [3][5]. Investment Options - Investors seeking stable returns and low-risk alternatives can consider the Reducing Volatility ETF (512890) through its linked funds, which include various classes such as A, C, I, and Y [5].