“股价涨了36%，分红还拿了1.3万”，“美滋滋的”银行股还能追吗？

潮新闻07-10

潮新闻客户端记者吴恩慧“今天又是美好的一天，股价再创新高，掐指一算，再过几天分红也要到了。”7月10日收盘，杭州85后股民曹女士就在投资群里发红包。今天，银行板块又一次爆发，工、农、中、建、邮储等多家银行股再创历史新高。与此同时，持有银行股的股民们又到了“收红包”的时节，多家银行分红正在密集展开。以最近派息的银行为例，招商银行将于7月11日进行年度分红派息，每股派发现金红利2元（含税），共计派...

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吴恩慧“今天又是美好的一天，股价再创新高，掐指一算，再过几天分红也要到了。”7月10日收盘，杭州85后股民曹女士就在投资群里发红包。今天，银行板块又一次爆发，工、农、中、建、邮储等多家银行股再创历史新高。与此同时，持有银行股的股民们又到了“收红包”的时节，多家银行分红正在密集展开。以最近派息的银行为例，招商银行将于7月11日进行年度分红派息，每股派发现金红利2元（含税），共计派发现金红利约504.40亿元。工商银行则将于7月14日派发2024年末期现金股息约586.64亿元。从6月开始，A股上市银行就进入密集分红期，7月份，至少有11家上市银行将陆续实施2024年度派息分红。不仅如此，常熟银行等银行已经在规划2025年中期分红事项。股价不断创新高，又叠加分红，银行板块还能追吗？图片来源：视觉中国3000亿元“红包”已发出部分银行中期分红也有消息了上文的曹女士持有的是一只国有银行股，已经连续两年重仓持有。该股票在去年大涨52%后，今年又涨了19%。曹女士说，持有银行股这两年是双重享受——既享受股价涨幅，也享受年度分红。杭州另一位投资者周先生告诉记者，他买的是浙江本土上市股份制银行，去年11月份就已经买入，当时图的是价格低，每年分红又不错，没想到今年股价涨幅很亮眼，截至7月10日收盘已涨了36%，6月底，他还拿到了该行1.3万元的分红。周先生持有的银行股走势在分红潮中，国有六大行合计拟派发2024年年末股息超2158亿元，若加上中期分红，拟派现的年度总金额超4200亿元。以建设银行为例，该行年度分红总额也超过千亿元，达到1007.54亿元。以派息日计算，除了建设银行等四家国有行外，还有包括兴业银行、浙商银行在内的4家股份行以及18家城农商行共计26家银行已经实施年度分红，合计派息金额高达3035.47亿元。在2024年度利润分配方案尚在火热进行中，不少银行已开始筹备2025年中期分红。近日，常熟银行宣布将实施中期分红。常熟银行表示，将以最近一期经审计未分配利润为基准，合理考虑当期利润情况。而就在6月初，常熟银行已按每股0.25元进行派现，并以资本公积每股转增0.1股，共计派现7.54亿元，转增3.01亿股。此外，在南京银行2024年度暨2025年一季度业绩说明会上，南京银行董事长谢宁表示，南京银行响应政策号召增加分红频次，将规范有序推进2025年中期分红。沪农商行也表示，股东大会通过了实施2025年中期分红安排的预案。中期分红也有利于投资者更稳定、长期持有红利型银行股，支撑股价持续上涨。近20只银行股屡创新高接下去还能追吗？上文曹女士持有的银行股，今年以来屡创新高，这样的银行股不是个例，记者梳理发现今年已先后有18只A股银行股价创出历史新高。截至7月10日收盘，A股42只银行股年内全部实现上涨。其中，年内涨幅超过30%的有8只，青岛银行以38.02%的涨幅居首，浦发银行则以38.00%的涨幅暂列第二位，厦门银行、兴业银行、浙商银行、民生商行、青农商行、江苏银行等紧随其后。年内涨超30%的8只银行股“去年银行股最高涨了50%多，大家都在说投资银行股不错，没想到今年还这么牛，还能投资吗？”杭州的王女士告诉记者，今年以来经常看银行股，但总是没下手，如今板块个股纷纷涨高，她还是想问能不能投资。华安证券等多家机构研报指出，银行股兼具稳定性和资金补短板两个利好共振。在鼓励中长期资金入市配置、强化业绩比较基准引导下，资金有望中长期向低配行业流入，提升银行板块中长期战略性投资价值。前海开源基金首席经济学家杨德龙接受记者采访时表示：近期，银行板块表现亮眼，估值修复行情特征明显，多只银行股也创下入市以来的新高。银行股属于典型的低估值高股息行业，该板块不仅具有稳定盈利和较高的股息回报率，还有险资、国家队，以及被动基金ETF等中长期资金入市布局。同时，银行股作为沪深300指数的重要权重板块，获得了稳定的被动资金流入支持。在投资者风险偏好较低的情况下，银行股仍然具备一定的投资吸引力。杭州玉皇山南基金小镇一位投资总监向记者表示：“在市场利率下行的背景下，银行等红利资产持续受到追捧。不过，投资银行股也是一件专业的事情，并非买入就可坐收涨幅，比如投资者要考虑当前低利率、低息差的大背景下，哪些银行营收能可持续增长？再比如银行的区域分化显著，优质地区城商行有望维持高景气度，而部分银行表现并不突出。另外，已经有一批银行股价涨幅较大，如果此时再买入，恐怕也有追高风险。”“转载请注明出处”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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