民生银行、青岛银行领衔，银行ETF优选(517900)午后重拾升势，年内累涨近17%

金融界

Jun 09, 2025

6月9日，银行股午后重拾升势。截至14时46分，民生银行、青岛银行领衔，“AH轮动”的银行ETF优选(517900)涨0.26%。资金热度不减，截至6月6日，该基金获资金连续3日净流入，累计超2400万，年内份额扩容112.20%，迭创历史新高。

申万宏源报告指出，银行板块不可忽视的资金新驱动：1）保险资金对高股息银行天然有“好感”。估算增量保费入市将带动2025-27年约2000亿增量资金流入银行板块、权益配置规模上限提升还将额外带来约700亿增量资金。2）公募基金改革下，匹配业绩比较基准重要性提升。估算若各银行配置比例提升至对应指数中的权重，将带来增量资金超2700亿，占对应银行自由流通市值平均约10%。3）被动指数扩容将带来稳定资金来源。其背后驱动既有发挥类平准基金作用的汇金增持（2024年以来沪深300等指数持仓市值累计新增近万亿级别），也包括国有资本平台（如中国诚通、中国国新等）增持ETF。

据中证指数公司，银行ETF优选(517900)标的指数“银行AH”截至5月末股息率为6.51%，该指数在AH市场进行轮动策略，优选低估标的，反映在中证银行指数上使用AH价格优选投资策略的整体表现。场外投资者可借助联接基金（A类：016572；C类：016573）介入。

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