China Merchants CSI Banks Index Fund-A

512000

159887

512800

161723

512820

516210

515020

The net interest margin has stopped declining, and profit recovery is imminent: With market risk appetite declining and expectations for fundamental improvement, the banking sector is expected to enter a recovery period

华尔街见闻资讯

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

Fullgoal CSI 800 Banks ETF

Financial Select Sector SPDR Fund

Invesco KBW Bank

ISHRS Us Brokers & Sec Exchg

Hwabao WP CSI Banks ETF

Guotai SSE 180 Finance ETF

Tianhong CSI Bank ETF

Yinhua CSI All Share Investment Banking & Brokerage ETF

VG Financial

Fidelity MSCI Financials Index

Fullgoal CSI Banks ETF

iShares US Regional Banks

SPDR S&P Bank Etf

Guotai CSI All Share Investment Banking & Brokerage ETF

WP CSI Banks ETF

Huaan CSI Banks ETF

SPDR S&P Region Bank

ChinaAMC CSI Banks ETF

ChinaAMC SSE Financials Sector ETF Initiating Fund

Net interest margin stops declining, profit recovery is imminent: With market risk appetite declining and expectations for fundamental improvement, the banking sector is expected to enter a recovery period

161029

159726

China's banking stocks outperformed the broader market following news of potential easing of shareholder restrictions by Beijing. The banking regulator is considering allowing major investors to hold stakes in more banks, which could enhance capital-raising options. Analysts from Citi and JPMorgan noted that this change could positively impact loan growth, earnings, and attract institutional investors, thereby benefiting the banking sector overall.

Fidelity

Fullgoal CSI Banks Index Fund-A

ChinaAMC Hang Seng SCHK Chinese Mainland Companies High Dividend Yield ETF

China banks outperform broader market after news of shareholding rule changes

01398

517900

中证银行

160517

512700

As of March 25, 2026, the WP CSI Banks Index rose by 0.43%. China Postal Financial Asset Investment Co., Ltd., a subsidiary of Postal Savings Bank of China, has been approved to commence operations, becoming the sixth state-owned large bank financial asset investment company, bringing the total number of bank-affiliated AICs to 9. AICs aim to provide "patient capital" to address corporate financing difficulties, assist banks in expanding non-interest income, and transform into comprehensive financial service providers. Market analysis suggests that the establishment of AICs responds to regulatory requirements and helps improve banks' risk management

腾讯新闻 - 财经

ICBC

China Merchants CSI BANK AH Price ETF

Bank Of Communications

PSBC

BANKCOMM

E Fund CSI 300 Financials (ex Banks) ETF

Bosera CSI Banks ETF Feeder Fund-A

China Southern CSI Banks ETF

BANK OF CHINA

Bank Of China

The six major state-owned banks have "gathered" AIC licenses, and the CSI Banks index rose and fell in the afternoon

The research report from Cathay Securities and Haitong Securities indicates that the credit income statement for February 2026 shows a trend of both corporate and personal time deposits migrating to large banks. Small and medium-sized banks are facing increased pressure to attract deposits, and the intensity of bond allocation is weakening. Corporate time deposits decreased by 3.2 trillion yuan year-on-year, while personal time savings deposits increased by 2.5 trillion yuan year-on-year. The net inflow of deposits for large banks was 1.8 trillion yuan, while small and medium-sized banks experienced a net decrease of 118.4 billion yuan. The outflow of deposits from small and medium-sized banks will need further observation in the future

Cathay Securities | Banks: Time deposits are migrating to large banks, and the bond allocation efforts of small and medium-sized banks are decreasing — 202602 Credit Income and Expenditure Statement

501025

In recent years, as the issuance rates of secondary capital bonds and perpetual bonds have decreased, more and more banks have chosen to redeem high-yield preferred shares. Last year, a total of 9 banks redeemed over 100 billion in preferred shares, leading to a contraction in market size. Researchers pointed out that this move is a choice for banks to optimize their capital structure and reduce financial costs

Penghua HK Connect CSI Hong Kong Bank Investment Index Fund(LOF)-A

Banks intensively redeem high-yield preferred stocks, institutional asset management allocation faces the challenge of "substitutes"

000134

According to the notice issued by the Ministry of Finance and other departments, the implementation period of the personal consumption loan interest subsidy policy has been extended to December 31, 2026, with the adjusted implementation period from September 1, 2025, to December 31, 2026. Several banks have launched optimized plans based on the new policy, including incorporating credit card installments into the interest subsidy scope and removing restrictions on certain consumption scenarios. Currently, the minimum interest rate for consumption loans is 3%, and the loans are mainly used for home decoration, car purchases, travel, etc., with the amount approved based on the customer's credit status and other comprehensive factors

36Kr

SSE Banks

Banks and other institutions actively respond to the fiscal interest subsidy policy

China Merchants CSI Banks Index Fund-A(161723.SZ)

Net interest margin stops declining, profit recovery is imminent: With market risk appetite declining and expectations for fundamental improvement, the banking sector is expected to enter a recovery period

China banks outperform broader market after news of shareholding rule changes

The six major state-owned banks have "gathered" AIC licenses, and the CSI Banks index rose and fell in the afternoon

Cathay Securities | Banks: Time deposits are migrating to large banks, and the bond allocation efforts of small and medium-sized banks are decreasing — 202602 Credit Income and Expenditure Statement

Banks intensively redeem high-yield preferred stocks, institutional asset management allocation faces the challenge of "substitutes"