农业银行登顶A股市值冠军，353只基金持有该股！基民：还能上车吗？

成都商报红星新闻2025-08-07

红星资本局8月7日消息，今日开盘，农业银行（601288.SH）股价继续走强，截至午间收盘，涨1.06%，报6.69元/股，总市值2.34万亿元，最新流通市值2.14万亿元。就在昨日，农业银行A股流通市值创下历史新高，升至2.11万亿元，一举超越工商银行（601398.SH）的2.09万亿元流通市值。这也是农业银行历史上首次成为A股流通市值第一。Wind数据显示，截至二季度末，共353只基金持有...

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Jimin: Can I still get on the bus?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600000":0.9,"601328":0.9,"601398":0.9,"601658":0.9,"601939":0.9,"03143":0.6,"03328":0.9,"01658":0.9,"03988":0.9,"ACGBF":0.9,"00939":0.9,"01288":1,"03866":0.9},"content_text":"红星资本局8月7日消息，今日开盘，农业银行（601288.SH）股价继续走强，截至午间收盘，涨1.06%，报6.69元/股，总市值2.34万亿元，最新流通市值2.14万亿元。就在昨日，农业银行A股流通市值创下历史新高，升至2.11万亿元，一举超越工商银行（601398.SH）的2.09万亿元流通市值。这也是农业银行历史上首次成为A股流通市值第一。Wind数据显示，截至二季度末，共353只基金持有农业银行A股，持股总量10.37亿股、持股总市值60.97亿元。其中，有7家基金公司旗下基金持股市值超过3亿元，汇添富基金该股总市值达到9.74亿元。今年以来，银行板块表现亮眼，有不少基民也好奇：现在还能上车吗？资料配图 图据视觉中国农业银行流通市值登顶A股二季度353只基金总持仓近61亿元8月6日，农业银行流通市值首次夺得A股冠军宝座。红星资本局根据Wind统计发现，今年以来截至8月6日，农业银行A股累计涨幅达29.54%，仅次于浦发银行（600000.SH）（38.08%）、青岛银行（002948.SZ）（35.89%），居于42家上市银行涨幅榜第三位，并排在国有六大行A股涨幅首位。截图自wind，下同农业银行股价走强，也获得了不少公募基金青睐。Wind数据显示，截至今年二季度末，全市场共有93家公司的353只基金产品持有农业银行A股，持股总量10.37亿股、持股总市值60.97亿元。按持有基金数统计，排在二季度公募基金全部重仓股的第30位。具体来看，将农业银行买成重仓股的基金，以指数型基金和主动权益基金为主。截至二季度末，持股市值过亿的指数基金有5只，分别是华宝中证银行ETF、天弘中证银行ETF、国泰上证180金融ETF、富国上证综指ETF和易方达中证银行ETF，其中华宝中证银行ETF持有农业银行A股6.5亿元，也是持有该股市值最高的基金产品。主动权益基金方面，有4只产品持股总市值过亿，分别是汇添富价值精选、交银经济新动力、汇添富开放视野中国优势和南方成分精选。截至二季度末，汇添富价值精选持有该股市值达到5.05亿元，是全市场主动权益基金中持有该股市值最高的产品。汇添富价值精选、汇添富开放视野中国优势的基金经理均为劳杰男。劳杰男在二季报中指出，银行仍旧是红利板块中最优的选择。红利型资产仍是组合基础的底仓配置，组合考虑此类个股盈利的稳定性并结合股息回报进行优中选优，当前主要在银行上持仓相对较重。再看公司层面，截至二季度末，持有该股市值排在前五的基金公司分别为汇添富基金、华宝基金、富国基金、交银施罗德基金、国泰基金，旗下产品持有该股总市值分别为9.74亿元、6.86亿元、4.25亿元、3.98亿元、3.96亿元，天弘基金、南方基金持股市值也超过3亿元。银行股还能买吗？基金经理：预计行情继续演绎从近年表现来看，农业银行的股价在2023年就开始启动上涨，2023年、2024年分别上涨了33.18%、54.74%。今年以来，银行板块整体也较为活跃，多数银行股年内不同程度上涨。Wind数据显示，截至8月6日，A股上市银行股中，年内累计涨幅超过20%的个股有11只；国有大行方面，工商银行、建设银行（601939.SH）、邮储银行（601658.SH）、中国银行（601988.SH）、交通银行（601328.SH）年内分别上涨16.85%、14.11%、8.98%、7.31%、4.55%。面对近几个交易日银行股再度走强，有不少基民好奇：现在上车合适吗？8月5日以来，多位基金经理也分享了观点。华泰资管毛甜表示，从股息率和估值两个角度看，银行股仍然值得大家关注。一方面，估值或仍处低位，看好配置机会，截至7月21日，银行板块A/H股PB(LF)估值分别为0.73x/0.59x，2010年以来估值分位数分别为30.5%/34.5%。另一方面，银行股息率优势仍突出，长期配置价值高，对于险资、外资等追求高股息、高稳定度的机构投资者具有较强吸引力。万家基金杨坤表示，在审慎的经济预期下，投资者更加重视风险和分红，银行股的股息率较高，吸引了资金的流入。险资、被动资金、产业资本、公私募持续增持，为板块带来了增量资金。其中，利率下行的“资产荒”背景叠加政策号召中长期资金入市，险资持续加大对银行股的配置。此外，基金对于处于欠配状态的银行股配置需求系统性提升。配置型资金的配置空间仍显著，预计板块绝对收益行情继续演绎。天弘基金陈瑶认为，银行板块基本面依然稳健，银行主要的投资逻辑仍在：红利持续+资产欠配+风险底线确立。回调获得的相对低位，反而或是较好的参与时机。（本文内容和意见仅供参考，不构成投资建议，入市风险自担。）红星新闻记者 蒋紫雯编辑 杨程","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2557360530","isCrawlerRequest":true}