金吾财讯 | 中东地缘紧张局势叠加政策导向良好，防御性板块上扬，中资银行股普升，重庆农村商业银行(03618)涨3.83%，中原银行(01216)涨3.03%，重庆银行(01963)涨2.77%，建设银行(00939)涨2.31%，工商银行(01398)涨1.89%，农业银行(01288)涨1.74%，甘肃银行(02139)涨1.63%，中国光大银行(06818)涨1.54%。中国银河证券表示，中央政治局会议定调“十五五”规划与开局，稳中求进与积极有为的宏观政策导向不变，利好银行经营与转型，关注下周全国两会的具体政策安排。被动资金净流出继续收敛，2025年银行业净利润增速持续修复，关注银行估值低位配置窗口。在低利率与中长期资金加速入市的环境下，银行板块高股息、低估值的红利属性仍对险资等长线资金具备持续吸引力，加速估值定价重构。该机构继续看好银行板块红利价值。
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