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银行ETF天弘(515290)昨日“吸金”超5200万元,港股通央企红利ETF天弘(159281)涨0.61%,机构:银行股在高股息板块中优势突出
此外,据第一财经,日前,中国人民银行货币政策委员会2025年第三季度(总第110次)例会召开。与 上个季度例会内容相比,一些表述出现微调。三季度例会对国内经济的描述从二季度的"呈现向好态 势"升级为"稳中有进",同时明确提及"高质量发展取得新成效"。 银河证券指出,货币政策适度宽松基调延续,强调政策落地稳经济。关注一揽子政策成效释放以及零售 业务需求和风险改善情况。上市银行中期分红力度不减,红利价值仍凸显。 天风证券表示,银行股在高股息板块中优势突出。具体来看,一方面,在低利率和资产荒背景下,银行 股高股息、类固收的优势凸显,结合分红稳定、经营稳健的特性,其投资吸引力依然较强。另一方面, 在高股息投资策略相对应的板块中,银行板块低估值优势尤为突出,相较于煤炭、石油石化等高股息板 块,银行股安全边际更高。同时,银行股波动较低,符合稳健投资需求。 10月10日,银行板块盘中活跃。相关ETF方面,截至发稿,银行ETF天弘(515290)现涨0.72%,成交 额超7000万元。资金流向方面,该ETF昨日"吸金"5288万元。 港股通央企红利ETF天弘(159281)现涨0.61%,溢折率0.24%。 银行ETF天弘( ...
央行14天期逆回购操作调整,银行ETF天弘(515290)涨超1.2%,港股通央企红利ETF天弘(159281)换手率居同标的第一
港股通央企红利ETF天弘(159281)紧密跟踪港股通央企红利指数(931233),该指数从港股通范围内 选取中央企业实际控制的分红水平稳定且股息率较高的上市公司证券作为指数样本,以反映港股通范围 内股息率较高的央企上市公司证券的整体表现。 消息面上,据21世纪经济报道,9月19日,央行发布公告,为保持银行体系流动性充裕,更好满足不同 参与机构差异化资金需求,即日起,公开市场14天期逆回购操作调整为固定数量、利率招标、多重价位 中标,操作时间和规模将根据流动性管理需要确定。 9月23日,A股三大指数集体走低,银行板块逆市上涨。 相关ETF方面,截至发稿,银行ETF天弘(515290)现涨1.21%,成交额超4500万元。成分股方面,南 京银行涨超4%,工商银行、苏州银行、齐鲁银行、杭州银行等股跟涨。港股通央企红利ETF天弘 (159281)现跌0.51%,成交额超1700万元,换手率5.16%,现居同标的产品第一。成分股中,中信股 份、中国光大银行、中银香港等股涨幅居前。 资金流向上,Wind金融终端数据显示,银行ETF天弘(515290)近期资金净流入显著提升,近3日累 计"吸金"超3.7亿元。 银行ETF ...
降息预期和避险共振,上海金ETF(159830)冲击四连涨,银行ETF天弘(515290)逆势走强
Group 1 - The spot gold price has surpassed $3500 per ounce, reaching a historical high, with the Shanghai Gold ETF (159830) experiencing a 0.57% increase and a trading volume exceeding 600 million yuan [1][2] - The Shanghai Gold ETF (159830) has a latest circulating scale of 1.4 billion yuan, ranking first among similar products in the Shenzhen market [1][2] - The banking sector has shown resilience, with the Tianhong Bank ETF (515290) rising by 1.29% and a trading volume of 133 million yuan, indicating active trading with a slight premium [1][2] Group 2 - Key stocks in the banking sector, such as Chongqing Rural Commercial Bank and Qilu Bank, have increased by over 3%, reflecting positive market sentiment [2] - The Shanghai Gold ETF (159830) has a management fee of 0.25% and a custody fee of 0.05%, both lower than the average for similar products, and supports T+0 trading [2] - Recent market trends indicate a strong rebound in precious metal prices due to expectations of interest rate cuts and heightened risk aversion, with forecasts suggesting that gold prices may reach new historical highs [2]
6家银行率先预喜半年度业绩,银行ETF天弘(515290)连续2日“吸金”,机构预计银行将进一步得到主动基金增持
Group 1 - Bank stocks experienced a morning rally on August 7, with the Tianhong Bank ETF (515290) rising by 0.58% and a trading volume exceeding 36.15 million yuan [1] - Six banks have reported positive half-year performance forecasts, with five banks showing a year-on-year net profit growth of double digits [1] - The Tianhong Bank ETF closely tracks the CSI Bank Index, which consists of up to 50 bank stocks from the CSI All Share Index, reflecting the overall performance of the banking sector [1] Group 2 - Future expectations indicate that with the gradual implementation of public fund reform plans, the constraint of performance benchmarks will strengthen, leading to increased holdings in banks by active funds [2] - The current under-allocation of bank stocks is estimated to be around 5%-7%, suggesting that the mid-term market for banks is likely not over yet [2]
银行ETF天弘(515290)涨0.52%、连续两日“吸金”,机构:财政贴息利好银行
Group 1 - The A-share market saw a rebound on August 4, with the bank ETF Tianhong (515290) experiencing a fluctuation, rising by 0.52% and showing a premium trading rate of 0.02% [1] - As of August 1, the bank ETF Tianhong (515290) had a circulating share of 3.752 billion and a circulating scale of 5.715 billion yuan, ranking among the top two in its category [1] - The bank ETF Tianhong (515290) has seen a net inflow of over 49 million yuan in the two days leading up to August 1, indicating strong investor interest [1] Group 2 - The adjustment of the value-added tax policy is expected to impact the tax costs for listed banks on both asset and liability sides, with a more significant effect on the asset side [2] - The implementation of personal consumption loan interest subsidies and service industry loan subsidies is anticipated to benefit banks' fundamentals, potentially increasing consumer loans without pursuing lower-tier clients [2] - The policies aimed at supporting consumption are expected to help banks manage non-performing loans while increasing revenue, thereby improving their overall financial health [2]
“牛市旗手”盘中爆发,助力沪指突破3600点!深市同类规模最大的证券ETF(159841)涨超2%创年内新高
Mei Ri Jing Ji Xin Wen· 2025-07-23 05:50
Group 1: Securities Sector - The market showed a slight upward trend with major indices rising, driven by a strong performance in brokerage stocks, helping the Shanghai Composite Index surpass 3600 points [1] - The largest securities ETF in the Shenzhen market (159841) increased by 2.14%, reaching a new high for the year, with a net inflow of over 230 million yuan since July 16, adding 22.2 million shares [1] - The core drivers for the rise in the brokerage sector include sustained high trading volumes expected in 2025, recovery in the equity market fundamentals, and new developments in mergers and acquisitions [1] - Institutions predict that by Q2 2025, listed brokerage firms' operating income may grow by 10% year-on-year, and net profit attributable to shareholders may increase by 20% [1] - The improvement in performance, ongoing mergers and acquisitions, and steady refinancing are expected to enhance the net asset scale of brokerages, with a continued upward trend in ROE [1] Group 2: Banking Sector - The banking sector, which had been adjusting recently, experienced a rebound with the Tianhong Bank ETF (515290) rising by 1.22% [2] - In a low interest rate and asset scarcity environment, dividend-paying assets with stable ROE are seen as resilient and attractive, likely becoming important long-term investment options amid market volatility [2] - Following interest rate cuts, the space for risk-free rates to decline has opened, and the push from the National Financial Regulatory Administration for insurance funds to enter the market highlights the value of state-owned banks [2] - Investors can also consider securities ETF linked funds and Tianhong Bank ETF linked funds to capitalize on the upward opportunities in the financial sector [2]
“牛市旗手”发力,午后集体爆发!深市规模最大的证券ETF(159841)直线拉升,银行ETF天弘(515290)更是创历史新高
Mei Ri Jing Ji Xin Wen· 2025-07-04 06:22
Group 1 - The A-share market showed strong performance today, with the Shanghai Composite Index reaching a new high for the year. The banking sector experienced significant gains, and the brokerage sector saw a sharp rise in the afternoon, with the largest securities ETF in the Shenzhen market (159841) increasing by over 1.6% and the Tianhong Bank ETF (515290) rising by over 2% [1] - The recent surge in interest for virtual asset licenses is notable, with Guotai Junan International becoming the first Chinese brokerage to obtain a virtual asset trading license in Hong Kong, followed by Tianfeng International, indicating a proactive approach by Chinese brokerages in emerging business areas [1] - Institutions suggest that Hong Kong's strategic commitment to developing virtual assets is clear, leveraging mature financial infrastructure and an international regulatory framework, leading to rapid growth in the virtual asset industry. Traditional financial institutions are enhancing their licensing and business layouts in response to this trend [1] Group 2 - In the banking sector, brokerages believe that in a low-interest-rate and asset-scarce environment, dividend-paying assets with stable ROE capabilities may remain resilient and attractive, potentially becoming important long-term investment options amid short-term market volatility. The recent reduction in reserve requirements and interest rates has opened up space for lower risk-free rates, highlighting the dividend value of state-owned banks [2] - The Tianhong Bank ETF (515290) reached a historical high in the secondary market today, marking three consecutive months of net inflows [2] - Investors can also access financial sector opportunities through securities ETF linked funds (Class A 008590; Class C 008591) and Tianhong Bank ETF linked funds (Class A 001594; Class C 001595) [2]
银行ETF天弘(515290)盘中V型反弹,有望冲击五连涨,机构:银行板块估值有望进一步修复
Group 1 - The banking sector showed volatility on June 26, with the China Securities Banking Index rising by 0.27% at the time of reporting [1] - The Tianhong Bank ETF (515290) experienced a V-shaped rebound, increasing by 0.38%, potentially marking a five-day winning streak [1] - Notable performers among constituent stocks included Qingdao Bank and Suzhou Bank, both rising over 3%, while Ningbo Bank and Jiangsu Bank increased by over 2% [1] Group 2 - Minsheng Securities predicts that the banking sector's revenue growth is expected to stabilize by 2025, with potential for further valuation recovery [1] - In 2024, the banking sector will face performance pressures primarily due to insufficient effective credit demand, declining LPR, adjustments in existing mortgage loan rates, and reduced fees from wealth management fund sales [1] - Despite ongoing pressures in 2025, improvements in macroeconomic expectations, gradual resolution of real estate risks, and local government debt management are anticipated to alleviate concerns regarding significant fluctuations in bank asset quality, leading to further valuation recovery [1] Group 3 - Wanlian Securities highlights the attractiveness of the banking sector's dividend yield from the perspective of RMB asset allocation, alongside regulatory encouragement for insurance funds to increase market participation [2] - The introduction of the "Public Fund High-Quality Development Action Plan" is expected to guide continuous capital allocation towards the banking sector, reinforcing the valuation floor [2] - Future incremental capital is anticipated to support the sustained performance of the banking sector [2]
多只银行可转债触发强赎,银行ETF天弘(515290)冲击五连涨,机构:重估净资产是银行股投资的核心逻辑
Group 1 - The A-share market showed mixed performance on June 12, with the banking sector remaining active, particularly the Tianhong Bank ETF which rose by 0.47%, aiming for a five-day winning streak [1] - Notable gains were observed in constituent stocks such as Qingdao Bank, which increased by over 4%, along with Jiangsu Bank, Xi'an Bank, Nanjing Bank, and Hangzhou Bank [1] - Nanjing Bank announced the early redemption of its convertible bonds, which has triggered similar actions from other banks, indicating a potential supply-demand imbalance in the market that could lead to price increases for related securities [1] Group 2 - CITIC Securities emphasized that the revaluation of net assets will be the core logic for bank stock investments in 2025, driven by increased equity asset allocation by insurance funds and the high-quality development of public funds [2] - Current financial data indicates stable asset quality in banks, with a decline in the non-performing loan generation rate for public loans, although retail credit asset quality remains a concern [2] - Macro policies aimed at reducing systemic risks in the banking sector are expected to facilitate a re-evaluation of bank net assets, which could drive industry valuation increases in 2025 [2]
银行存款利率悉数下调,银行ETF天弘(515290)连续4日获资金净流入,盘中逆势上涨0.63%
Group 1 - The core viewpoint of the news highlights the resilience of the banking sector, as evidenced by the rise of the China Securities Banking Index despite a general market downturn [1] - The banking ETF Tianhong (515290) has seen a net inflow of 155 million yuan over the past four trading days, indicating strong investor interest [1] - Major state-owned banks have collectively lowered interest rates, with one-year fixed deposit rates falling below 1% for the first time, which may impact the overall banking landscape [1] Group 2 - Open Source Securities anticipates a recovery in credit in May and June, with annual loan growth expected to remain stable [2] - Pacific Securities notes that the implementation of incremental policies is likely to stabilize market expectations, enhancing the attractiveness of the banking sector as a dividend asset [2] - The banking sector is expected to see steady growth in revenue and net profit, with a focus on stable dividend strategies [2]