【银河银行张一纬】行业周报丨新型工业化金融支持完善,险资对银行投资扩容

中国银河证券研究
Aug 12, 2025

【报告导读】1.银行板块表现优于市场。2.《关于金融支持新型工业化的指导意见》发布,促进金融服务体系完善。3.险资投资银行股扩容,对区域行布局扩大。核心观点银行板块表现优于市场:本周沪深300指数上涨1.23%,银行板块上涨2.32%,国有行、股份行、城商行、农商行分别+3.24%、+2.16%、+1.61%、+2.13%。个股方面,42家上市银行均上涨,浦发银行(+9.67%)、邮储银行(+...

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