E Fund CSI Banks ETF

中证银行

512800

516310

512820

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

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"?

159887

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!

01963

601963

516210

515020

512700

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!

512730

As of April 14, 2026, the CSI Banks Index rose by 0.29%, with several bank stocks performing well. The wealth management industry is expected to reach a scale of 30.71 trillion yuan by 2025, with an annual growth of 16.72%, and expand to five new members. Wealth management business has become the core growth point of banks' non-interest income, effectively hedging against the pressure of declining interest margins. Analysts believe that the scale of wealth management is expected to exceed 35 trillion yuan in 2026, further enhancing the defensive attributes of banks

Penghua CSI Banks ETF

The "2 trillion yuan club" of wealth management subsidiaries expands, benefiting the profitability resilience of the banking sector

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

Wallstreetcn

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

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

159925

515350

510330

510350

510300

159919

000300

Since the outbreak of the Middle East conflict, the CSI 300 Banks Index has risen by 2.7%, while the CSI 300 benchmark index has fallen by 5.7%. The core logic is: first, the easing of net interest margin pressure and growth in fee income mean that first-quarter earnings are expected to exceed expectations; second, the expected dividend yield of approximately 5% far exceeds those of the broader market and government bonds, highlighting defensive attributes and resilience, making the sector a favored safe haven for capital

China Southern CSI 300 ETF

Minsheng Royal CSI 300 ETF

ChinaAMC CSI 300 ETF

ICBCCS CSI 300 ETF

Huatai-PB CSI 300 ETF

Harvest SZSE SME-ChiNext Composite 300 ETF

CSI 300

A Safe Haven Amid the Iran Shock: Chinese Bank Stocks

601998

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

563020

On March 31, the A-shares experienced a volatile pullback, but the banking sector performed actively, with the CSI Banks Index rising by 0.8%. The six major banks achieved double growth in revenue and net profit for 2025, collectively distributing cash dividends exceeding 420 billion yuan. China Galaxy Securities pointed out that in a low-interest-rate environment, the high dividends and low valuations of the banking sector attract long-term funds. E Fund's Bank ETF (516310) and Dividend Low Volatility ETF (563020) have a management fee rate of 0.15% per year

E Fund CSI Dividend Low Volatility ETF

Six major industries perform well, Bank ETF E Fund (516310) and Dividend Low Volatility ETF E Fund (563020) welcome opportunities

As of March 31, 2026, the CSI Bank Index rose by 1.20%, and the bank ETF E Fund increased by 1.22%. The six major banks (ICBC, ABC, Bank of China, CCB, Bank of Communications, PSBC) achieved double growth in revenue and net profit in 2025, with a total net profit of approximately 1.42 trillion yuan, and the total dividend amount exceeded 400 billion yuan. Looking ahead to 2026, the management is optimistic and believes that bank stocks have relative and absolute value. CITIC Securities and Guolian Minsheng Securities are both optimistic about the long-term returns of the banking sector

PSBC

ICBC

Bank Of China

The banking sector is active against the trend, with the E Fund Bank ETF strengthening during the day, rising over 1%. All six major banks reported increases in both revenue and net profit

E Fund CSI Banks ETF(516310.SH)

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!

The "2 trillion yuan club" of wealth management subsidiaries expands, benefiting the profitability resilience of the banking sector

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