中证银行

Ping An Increases Holding in Agricultural Bank of China H-Shares, Total Stake Exceeds 25%

Bank of China fully redeems 50 billion RMB callable perpetual bonds on May 19, 2026

Huixi Technology Signs Tripartite Strategic Cooperation Agreement with BOC and PICC in Beijing

Former Vice President Duan Qing of Agricultural Bank of China Shaanxi Branch Investigated for Serious Violations and Disciplinary Offenses

Pingtouge Unveils Zhenwu Chip Plan: V900/J900 to Launch Soon, Serving 400+ Clients

Bank of China and Singapore Exchange Sign MOU to Deepen Financial Cooperation

Agricultural Bank of China Issues 30 Billion RMB Total Loss Absorbing Capacity Non-Capital Bonds

Bank Wealth Management Subsidiaries Accelerate Equity Market Entry, Highlighting IPO and Net Subscription Performance

CCB Asia Extends Hours During Golden Week, New Accounts Surge 10-Fold Highlighting Cross-border Strength

Bank of China and AIA Deepen Bank-Insurance Synergy to Build New Asia-Pacific Partnership Benchmark

ICBC and ABC lead 2025 dividend payouts, totaling over 87 billion yuan

Shanghai Gold Exchange Absorbs ICBC as International Member

BOC Life Partners with Shenzhen Fortune Health to Launch Greater Bay Area Cross-border Elderly Care Experience Program

Agricultural Bank of China Successfully Issues 30 Billion Yuan TLAC Bonds in Second Tranche of 2026

ICBC Deploys 'Zhidaitong' AI Agent Matrix to Solve Financing Difficulties in Xinjiang Cotton Region

Bank of Communications Issues 50 Billion CNY Total Loss-Absorbing Capacity Non-Capital Bonds

Bank of China completes 30 billion yuan issuance of callable perpetual bonds to supplement tier-1 capital

National Energy Group and Agricultural Bank of China Deepen Strategic Cooperation to Promote Integration of Energy and Finance

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In March 2026, the PPI rose by 0.5% year-on-year, ending negative growth and bringing positive signals to the banking industry. The rebound in PPI indicates a reversal of the continuous downward trend in industrial product prices, with the manufacturing sector's production vitality expected to recover, leading to a marginal improvement in corporate profit margins. Huatai Securities believes that the positive PPI marks an improvement in the supply-demand balance of China's manufacturing industry and a restoration of growth expectations for corporate and household incomes. Although the positive PPI is a positive signal, the focus of banking risks has shifted to the retail sector, with individual loan delinquency rates under pressure, and asset quality still needs to be monitored

腾讯新闻 - 财经

Hwabao WP CSI Banks ETF

E Fund CSI Banks ETF

WP CSI Banks ETF

HTSC

Bank Of Communications

BANKCOMM

Huatai Securities Co., Ltd. GDR Class A RegS

PPI turns positive, can bank stocks "ride the tailwind"?

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As of April 15, 2026, the CSI Bank Index rose by 0.29%, and signs of credit recovery are gradually emerging. In March, new RMB loans amounted to 2.99 trillion yuan, with strong demand for short-term corporate financing and improvements in direct financing. The banking system has ample liquidity, with deposit growth outpacing loan growth, resulting in sufficient funds on the liability side. Industry insiders believe that the recovery of credit demand and the expansion of asset scale will benefit banks by stabilizing interest income, reducing liability costs, and improving the fundamental operations of banks. Guosheng Securities and CICC are both optimistic about the stability of credit growth and the improvement of the industry fundamentals

Fullgoal CSI 800 Banks ETF

Suzhou Rural Commercial Bank

CNCB

CITIC BANK

ChinaAMC CSI Banks ETF

GUOSHENG SECURITIES

CICC

March credit recovery, institutions: The logic of improvement in banks' fundamentals is relatively confirmed!

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As of April 15, 2026, the CSI Bank Index rose by 0.29%, with several banks such as Agricultural Bank of China, Bank of Suzhou, and Bank of Chongqing all experiencing increases. With the arrival of the annual report disclosure season, market attention on the banking industry has risen, and this year, 19 listed banks have welcomed 668 institutional research visits. Institutional research shows that the fundamentals of quality regional banks are robust, with active interest margin control, attracting the attention of long-term funds. Analysts believe that the high dividend and low valuation characteristics of bank stocks will continue to attract investors

Bank Of Chongqing

Bank Of Suzhou

ChinaAMC SSE Financials Sector ETF Initiating Fund

Huaan CSI Banks ETF

China Merchants CSI BANK AH Price ETF

China Southern CSI Banks ETF

Tianhong CSI Bank ETF

BANK OF NANJING

Bank Of Jiangsu

Bank of Shanghai

The banking sector is receiving significant attention from institutions! Multiple banks are undergoing intensive research!

A-share listed banks' first-quarter reports are about to be disclosed, with the market focusing on performance in Q1 2026. Industry sources indicate that the downward pressure on banks' net interest margins has eased and wealth management business is recovering. It is expected that the operating fundamentals of listed banks in the first quarter will show characteristics of stable repair. Revenue and profit growth are expected to improve steadily compared to 2025

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Listed Banks' Q1 Preview: Net Interest Margins Stabilize Marginally, Profit Performance Expected to Reach New Heights

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Against the backdrop of macroeconomic fluctuations and a complex external environment, 22 out of the 42 listed banks in A-shares have submitted their "report cards" for 2025. Data shows that these 22 banks achieved a total operating income of 5.2 trillion yuan, a slight year-on-year increase of 1.2%, marking the banking industry’s transition out of the "negative growth" period and into a stabilization phase. The income structure of the banking industry has undergone significant changes, with non-interest income accounting for 42%, indicating that the industry is gradually breaking away from its reliance on traditional interest margin income and shifting towards a diversified income structure

SSE Banks

A-share listed banks deliver high-quality results: growth stabilizes, income diversifies

The issuance of credit cards has reached a seven-year low, and banks are facing supply-side adjustments. By the end of 2025, the total issuance of credit cards and loan cards nationwide is expected to drop to 696 million, a decrease of 111 million from the peak in 2022. Most A-share listed banks have seen a decline in credit card transaction volumes and an increase in non-performing loan ratios. Market saturation has led to a depletion of incremental space, prompting banks to shift towards refined operations to meet challenges

The issuance of credit cards hits a 7-year low as banks begin localized transformation to break through

As of 14:44, the CSI Bank Index rose by 0.70%, with stock prices of several banks increasing. Among the 42 listed banks, 22 have disclosed their performance reports for 2025, maintaining an overall stable and improving trend, with non-performing loan ratios remaining stable or improving. Industry insiders believe that the banking sector has made progress in the disposal of non-performing assets, optimizing asset quality. China International Capital Corporation (CICC) pointed out that an active capital market brings fees and asset appreciation to banks, and capital replenishment will support stable asset growth and dividends, with stable dividends having defensive value

Diversified Growth! The banking industry's asset appreciation is stable and promising, and stable dividends also have defensive value

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By the end of 2025, the balance of technology financial loans at INDUSTRIAL BANK and SPD Bank has exceeded 1 trillion yuan, with CITIC BANK and China Merchants Bank also reaching this new level. The total balance of technology loans at the six major state-owned banks exceeds 23.3 trillion yuan, with a year-on-year growth rate maintained at over 15%. Analysts point out that technology finance is a key focus for banks, and it is expected that the performance of listed banks will grow steadily in 2026, with asset quality remaining robust. The CSI Banks Index fell by 0.69%, with some bank stocks showing mixed performance

SPD Bank

China Merchants Bank

INDUSTRIAL BANK

CM BANK

New breakthrough in technology loan balance, focusing on bank sector layout window

As of April 2, 22 A-share listed banks have released their 2025 annual reports, with total assets of approximately 300 trillion, accounting for 70% of the total assets of commercial banks. Revenue growth experienced negative growth for the first time in 2023, but is expected to slightly increase by 1.2% in 2025. Negative growth in net interest income, along with growth in net fees and commissions, is key to turning positive. The decline in interest margins has narrowed, mainly influenced by industry self-discipline. The president of China Merchants Bank stated that revenue growth faces pressure, and future growth is difficult to predict

E Fund CSI 300 Financials (ex Banks) ETF

Six Major "Truths" in Bank Annual Reports

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Multiple banks have lowered the listed interest rates for certain term deposits starting from April 1, covering long, medium, and short-term varieties, with some banks even making two adjustments within a week. Analysts believe that the frequent reductions in deposit rates are due to banks' net interest margins remaining at low levels. Xiamen Bank, Fujian Haixia Bank, Jilin Bank, and several other banks have announced adjustments to their deposit rates, with changes ranging from 5 basis points to 35 basis points

XIAMEN BANK

Penghua CSI Banks ETF

Deposit rates have dropped again! After the "New Year Opening Red," banks focus on managing liability costs

中证银行(399986.SZ)

PPI turns positive, can bank stocks "ride the tailwind"?

March credit recovery, institutions: The logic of improvement in banks' fundamentals is relatively confirmed!

The banking sector is receiving significant attention from institutions! Multiple banks are undergoing intensive research!

Listed Banks' Q1 Preview: Net Interest Margins Stabilize Marginally, Profit Performance Expected to Reach New Heights

A-share listed banks deliver high-quality results: growth stabilizes, income diversifies