All six major banks reported double-digit growth in revenue and net profit. The Bank ETF Tianhong (515290) index rose over 1% intraday. Institutions: The banking sector's performance elasticity is expected to further release by 2026.

GateUser-bd883c58 · 2026-04-05T07:22:48+00:00

On March 31, the three major indices showed mixed performance. The CSI Bank Index rose by 1.03% at the time of publication, with constituent stocks such as Bank of China, Agricultural Bank of China, and China Construction Bank each increasing by over 3%.Among related ETFs, the Tianhong Bank ETF (515290) had a trading volume exceeding 21 million yuan at the time of publication, with active trading during the session. Data from the Wind Financial Terminal shows that as of March 30, the latest circulating shares of this ETF were 3.37B, with a total circulating scale of 4.80 billion yuan.The Tianhong Bank ETF (515290) bundles 42 listed banks, covering state-owned large banks, joint-stock banks, and city commercial banks across the entire banking sector, providing a comprehensive layout of the banking market. The ETF also includes off-market connection funds (Connect A: 001594, Connect C: 001595).In terms of news, as of March 30, Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of China, China Construction Bank, Bank of Communications, and Postal Savings Bank of China are projected to reach 2025.

GateUser-bd883c58

2026-04-05 07:22:48

On March 31, the three major indexes moved in different directions. As of the time of writing, the China Securities Bank Index was up 1.03%. Among the constituent stocks of this index, China Bank, Agricultural Bank of China, and Huaxia Bank rose by more than 3%.

Among the related ETFs, Bank ETF Tianhong (515290), as of the time of writing, recorded a trading value of over 21 million yuan, with active trading during the day. Data from the Wind Financial Terminal shows that as of March 30, the ETF’s latest circulating shares were 3.365 billion, and its latest circulating size was 4.80 billion yuan.

Bank ETF Tianhong (515290) packages 42 A-share listed banks, covering the full chain of state-owned large banks, joint-stock banks, and city commercial banks, positioning itself for the overall market trend of the banking sector. The ETF also allocates to an off-exchange linked fund (Link A: 001594, Link C: 001595).

On the news front, according to reports, as of March 30, the 2025 “performance reports” for Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of China, China Construction Bank, Bank of Communications, and Postal Savings Bank were all released. During the reporting period, all six major banks achieved “double growth” in operating revenue and net profit, with total net earnings of about 1.42 trillion yuan, and core operating indicators at many banks improved quarter by quarter.

Galaxy Securities said that although the banking sector has recently seen a pullback, near-term hedging demand is favorable for the allocation value of the banking sector. Going forward, the repair is expected to come more from improvements in fundamentals, and earnings growth elasticity in 2026 is expected to be further released. In an environment of low interest rates and accelerating entry of medium- to long-term funds into the market, the banking sector’s dividend-yield-and-low-valuation “dividend/diversification attributes” of the sector will still remain consistently attractive to long-term capital such as insurance funds, accelerating a restructuring of valuation and pricing.

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