工農中建交五大行齊創新高，銀行ETF、銀行ETF基金、銀行ETF優選年內升超25%
A股主要指數今日早盤衝高回落，截至收盤，滬指升0.49%報2893點盤中一度站上2900點，深成指升0.08%，創業板指跌0.14%。超3100股下跌，全天成交5706億元，較前一交易日縮量205億元。
銀行股持續走強，銀行ETF華夏、匯添富銀行業ETF、鵬華中證銀行ETF、富國銀行ETF、南方銀行ETF基金、 銀行ETF天弘、華安銀行ETF指數基金、 銀行ETF易方達、華寶銀行ETF、招商銀行ETF優選升超1%。
銀行指數年內升幅26.66%，位居大A第一。
工農中建交五大行齊創新高。銀行板塊中，年內升幅最大的是南京銀行和交通銀行，累升幅度分別為47%和44%。四大行中，工商銀行年內升38%，農業銀行年內升41%，中國銀行年內升29%，建設銀行年內升30%。
截至8月19日，銀行ETF華夏、匯添富銀行業ETF、鵬華中證銀行ETF、富國銀行ETF、南方銀行ETF基金、銀行ETF天弘、華安銀行ETF指數基金、 銀行ETF易方達、華寶銀行ETF、招商銀行ETF優選年內升超25%。
截至8月19日，銀行板塊PB為0.62倍，股息率為5.15%。
從上市銀行半年報看，江蘇銀行、滬農商行、平安銀行發佈半年報，浙商銀行發佈半年度業績快報。
2024H1,江蘇銀行對公貸款增長強勁，中間業務回暖，實現營業收入和歸母淨利潤416.25億元和187.31億元，同比分別增長7.16%和10.05%;滬農商行資產質量優異，首度實施中期分紅，實現營業收入139.17億元，同比增長0.23%,歸母淨利潤69.71億元，同比增長0.62%;平安銀行業務結構仍處於調整之中，實現營業收入771.32億元，同比下降12.95%，歸母淨利潤258.79億元，同比增長1.94%;浙商銀行規模較快擴張，實現營業收入352.79億元，同比增長6.18%，歸母淨利潤79.99億元，同比增長3.31%。
從已發佈半年報情況來看，上述銀行上半年業績增長多由非息收入拉動。
華福證券指出，今年以來銀行板塊的行情有三方面的驅動因素：一是股息率選股邏輯在板塊內的擴散，高股息策略從國有行擴散到中小行。二是地產政策的放鬆。三是市場對於銀行淨息差下行斜率放緩以及基本面即將見底的期待。展望未來，銀行板塊要更多檢驗前期政策的效果以及未來基本面的走勢。
銀河證券指出，在當前資產荒的環境下，繼續看好銀行板塊紅利價值。
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