Bank stocks weakened, China Merchants Bank and Ping An Bank fell more than 2%!Bank ETF (512800) premium rate is wide

In the early morning of July 13, the bank sector opened low, and the China Securities Bank Index fell nearly 2%. In terms of individual stocks, Bank of Jiangsu fell more than 4%, Changshu Bank, Chengdu Bank fell more than 3%, and Industrial Bank, Ping An Bank, China Merchants Bank, etc. fell more than 2%.

As of 11:15, the largest A -share -scale bank ETF (512800) fell 1.52%, with a turnover of 332 million yuan. The continuous premium transactions in the early trading showed that the buying of the market was pouring in the market. In addition, the Shanghai Stock Exchange data shows that the bank ETF (512800) has recently reached a new high since its listing, and the latest financing balance has reached 1.141 billion yuan.

As of now, five small and medium -sized listed banks have announced the semi -annual performance express report. Data show that the net profit of five banks in the first half of this year was more than 20%year -on -year. At the same time, revenue also achieved rapid growth, and the quality of assets continued to improve.

Analysts pointed out that performance expressions can often be regarded as the "vane" of industry operations, and it is expected that large and medium -sized banks will also perform well. In the context of accelerating the pace of economic recovery, improvement of corporate profit prospects, and the advantages of banks with low valuations and high dividends, the banking sector is expected to usher in valuation repair.

The latest research report of CICC believes that in history, A -share bank stocks are usually performing well at the stage where economic expectations and social finance growth have stabilized. Looking forward to the second half of the year, asset quality is expected to stabilize, and bank stocks are expected to continue to obtain absolute returns.

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