农业银行首次问鼎A股流通市值冠军业绩增速领跑

贝果财经2025-08-07

中经记者杨井鑫北京报道8月6日，农业银行A股流通市值升至2.11万亿元，首次超越了工商银行的2.09万亿元，成为A股流通市值冠军。截至8月7日收盘，农业银行A股收盘价为6.71元/股，涨1.36%，流通市值冲到了2.14万亿元。工商银行A股收盘价为7.84元/股，涨1.03%，流通市值为2.11万亿元。从A股总市值看，工商银行A股总市值达到2.79万亿元，仍较农业银行的2.35万亿元总市值保持...

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北京报道8月6日，农业银行A股流通市值升至2.11万亿元，首次超越了工商银行的2.09万亿元，成为A股流通市值冠军。截至8月7日收盘，农业银行A股收盘价为6.71元/股，涨1.36%，流通市值冲到了2.14万亿元。工商银行A股收盘价为7.84元/股，涨1.03%，流通市值为2.11万亿元。从A股总市值看，工商银行A股总市值达到2.79万亿元，仍较农业银行的2.35万亿元总市值保持...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807210725a47b1964&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BVYPNQ40.USD","symbol_name":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807210725a47b1964&s=b","article_id":"2557456695","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807210725a47b1964&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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growth","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601398":0.9,"03143":0.6,"01398":0.9,"ACGBY":0.9,"01288":1},"content_text":"中经记者 杨井鑫 北京报道8月6日，农业银行A股流通市值升至2.11万亿元，首次超越了工商银行的2.09万亿元，成为A股流通市值冠军。截至8月7日收盘，农业银行A股收盘价为6.71元/股，涨1.36%，流通市值冲到了2.14万亿元。工商银行A股收盘价为7.84元/股，涨1.03%，流通市值为2.11万亿元。从A股总市值看，工商银行A股总市值达到2.79万亿元，仍较农业银行的2.35万亿元总市值保持领先。涨幅超过30%数据统计显示，今年以来，农业银行A股股价累计涨幅已经超过了30%，涨幅在银行板块中位居第三，并排在六大国有银行首位。即使是在7月中旬银行股板块的回调期间，农业银行股价也接连创出新高。《中国经营报》记者发现股本差异是影响流通市值的一个重要原因。有关数据显示，农业银行A股流通股本3192亿股，工商银行对应为2696亿股，两者相差近500亿股。自2023年以来，农业银行的估值从四大国有银行中的垫底一路上升至最高水平，主要原因在于该行盈利的确定性和差异化。一家券商分析师认为，农业银行损失类贷款占不良贷款比重较低，同时拨备充足。同时，乡村振兴战略下的县域市场布局形成了较大的差异化，这也成为了该行业绩的新增长点。从今年六大国有银行一季度表现看，仅农业银行和中国银行两家银行的营业收入实现了同比正增长，其余银行均有不同程度下降。而在净利润增速方面，农业银行和交通银行两家银行实现了同比增长。在不良率变动上，一季度农业银行不良率同比下降0.02个百分点，工商银行、建设银行、邮储银行和交通银行四家银行的不良率下降0.01个百分点，中国银行一季度不良率与去年同期持平。“2023年以后，农业银行在县域业务上持续加码，新增县域贷款规模都在1万亿元以上，这成为了该行最大优势。”上述券商分析师称，目前农村新基建建设和现代化农业产业发展都是农业银行优势业务领域，相对其他银行业务具有明显的差异化，并缓解了当前信贷市场需求不强的问题，这种差异化优势在未来银行业绩上会进一步体现出来。抢筹银行股目前市场上不少机构持续看好银行股，而资金也在持续流入。近期公募基金披露的重仓股数据显示，二季度公募基金进一步加仓银行板块。据银河证券统计，2025年二季度末主动型公募基金对银行股的合计重仓配置比例为4.85%，达到自2021年二季度以来最高水平，环比上升1.13个百分点。银河证券研报称，银行作为宽基指数权重股，受益ETF提质扩容；中长期资金持续壮大，低利率环境下，银行板块红利价值仍存在。平安证券分析师在今年中期投资策略报告交流会上表示，当前国内外经济环境复杂，国内财政政策发力，货币政策保持宽松，十年期国债利率中枢下行强化银行股息吸引力。银行盈利呈现修复趋势，非息收入扰动减弱，利差业务改善明显，存款成本下降加速释放红利。对于今年银行股的强势上涨，开源证券方面则认为源于资金面驱动，其中险资增配银行股是一个重要因素。资产收益率下行期间，预定利率同步调降，但保险业的负债成本是刚性的，故有增配高股息提升收益的诉求。同时，保险资金运用量效同步提升，权益投资比例上调打开了配置空间。中信证券在最新发布的研报中表示，银行业核心经营要素稳健运行，前期一揽子政策落地背景下，板块基本面变量进入稳定期。整体而言，下阶段投资者资金面变化和宏观政策预期差成为影响银行走势的边际变量，倾向于指向银行股投资方向乐观。记者还注意到，伴随着银行股股价的走高，股东和高管增持的现象也逐渐增多。8月4日，南京银行披露称，股东南京高科增持该行股份，持股比例增至9%。6月青岛银行公告称，青岛国信发展（集团）有限责任公司拟通过子公司增持该行，增持后持股比例预计不超过19.99%。上海银行近日发布公告显示，该行部分董事、监事、高级管理人员等分别于2025年7月23日至25日期间以自有资金从二级市场买入公司A股股票。（编辑：朱紫云 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农业银行首次问鼎A股流通市值冠军 业绩增速领跑

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农业银行首次问鼎A股流通市值冠军业绩增速领跑