Tianhong CSI Bank ETF

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中证银行

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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

腾讯新闻 - 财经

Bank Of Chongqing

Bank Of Suzhou

ChinaAMC SSE Financials Sector ETF Initiating Fund

Huaan CSI Banks ETF

E Fund CSI Banks ETF

China Merchants CSI BANK AH Price ETF

ChinaAMC CSI Banks ETF

Hwabao WP CSI Banks ETF

China Southern CSI Banks ETF

Fullgoal CSI 800 Banks ETF

WP CSI Banks 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!

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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

512000

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

Financial Select Sector SPDR Fund

Invesco KBW Bank

ISHRS Us Brokers & Sec Exchg

Guotai SSE 180 Finance ETF

Yinhua CSI All Share Investment Banking & Brokerage ETF

VG Financial

Fidelity MSCI Financials Index

Fullgoal CSI Banks ETF

China Merchants CSI Banks Index Fund-A

iShares US Regional Banks

SPDR S&P Bank Etf

Guotai CSI All Share Investment Banking & Brokerage ETF

SPDR S&P Region Bank

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

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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

ICBC

Bank Of Communications

PSBC

BANKCOMM

E Fund CSI 300 Financials (ex Banks) ETF

Bosera CSI Banks ETF Feeder Fund-A

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

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The report explores how financial support can assist emerging industries, particularly customized financial services for "One Person Companies" (OPC) entrepreneurs. With the rapid development of fintech, financial institutions such as Bank Of Jiangsu and NJBK have begun to focus on this emerging group, launching exclusive products to meet their needs. OPC entrepreneurs rely on digital tools and face challenges such as cash flow fluctuations and asset shortages, and banks' service innovations in this area will activate market vitality

Anchoring on "Investing in People" Banks Race for the New Blue Ocean of "One-Person Companies"

The Tianhong CSI Bank ETF (515290) saw its underlying index rise against the trend, with an increase of 0.3% and a transaction volume of 16.1459 million yuan. This ETF closely tracks the CSI Bank Index, which has increased by 0.95% over the past year. The current price-to-book ratio is 0.672 times, which is lower than nearly 70% of historical periods, indicating a high margin of safety and allocation value. The banking sector is influenced by multiple factors, with market risk aversion rising, residents shifting savings to wealth management products, and policy levels releasing stability signals, with fiscal policy supporting bank credit issuance

Value style prevails! The bank ETF Tianhong (515290) underlying index rises against the trend, with valuations below nearly 70% of historical periods

On March 18, 2026, the People's Bank of China conducted a 20.5 billion yuan 7-day reverse repurchase operation, achieving a net withdrawal of 6 billion yuan today. Huafu Securities believes that the probability of the central bank tightening liquidity in the short term is limited, and the DR001 interest rate will remain in the range of 1.3% to 1.35%. China Galaxy pointed out that proactive fiscal policies and a stable interest margin orientation will support performance, making the banking sector allocation window worth paying attention to. The CSI Bank Index fell by 0.71%, and market analysis suggests that considering buying on dips after a short-term adjustment is worthwhile

- On March 18, 2026, the People's Bank of China conducted a reverse repo operation of 20.5 billion yuan for 7 days, resulting in a net withdrawal of 6 billion yuan due to 26.5 billion yuan of maturing reverse repos.  
- Huafu Securities states that the short-term tightening of liquidity is limited, while China Galaxy emphasizes supportive fiscal and monetary policies for performance and valuation recovery in the banking sector.  
- The CSI Bank Index had a slight decline of 0.71%, with mixed performances among component stocks; however, analysts suggest buying on dips may be advantageous.

The central bank conducted a 20.5 billion yuan 7-day reverse repurchase agreement, institutions: the probability of liquidity tightening is limited! Short-term adjustments by banks do not change the value of allocation

In 2023, the bill assets of small and medium-sized banks were significantly reduced, with some banks reducing by more than 50%. Regulatory policies and declining yields are the main driving factors. In contrast, the bill assets of the four major banks increased against the trend, indicating different market strategies. The changes in bill assets reflect adjustments in banks' credit strategies, as bills that were once considered "hot commodities" are no longer favored

Bank of China

INDUSTRIAL & COMMERCIAL BK OF CHINA UNSP ADR EACH REPR 20 ORD SHS

China Construction Bank

"The hot cake" is no longer, bills "fall out of favor": small and medium-sized banks are crowding to reduce, while the four major banks are increasing their positions against the trend

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China plans to inject 300 billion yuan (S$56 billion) into state-owned banks this year via a special treasury bond, as part of reforms to mitigate systemic financial risks. This initiative, announced during the National People's Congress, aims to bolster the financial system amid challenges like a property crisis and rising bad loans. The capital injection follows a previous US$72 billion recapitalization and includes measures to regulate competition among financial institutions and enhance market access for long-term investments.

- China announced on March 5 that it will inject 300 billion yuan (approximately 56 billion SGD) into state-owned banks through special government bonds to mitigate systemic financial risks.  
- These measures, included in the annual government work report presented at the National People's Congress, aim to strengthen the financial system amid ongoing real estate crises and economic challenges.  
- The capital injection follows a previous re-capitalization effort and is part of China's strategy to enhance financial institutions' competitiveness and attract long-term investment in the stock market.

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Tianhong CSI Bank ETF(515290.SH)

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

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

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

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

Anchoring on "Investing in People" Banks Race for the New Blue Ocean of "One-Person Companies"