银行板块上涨！中国银行、中信银行等机构股价创新高

中国经营报08-28

8月26日，银行板块持续走强。中国银行、中信银行等部分机构股价创新高。《中国经营报》记者采访了解到，银行股价近期上升主要是银行业整体基本面较为稳健、上半年银行板块估值处于相对低位等因素影响。8月27日银行板块略有回调，但整体稳健。　　部分机构股价创新高　　Wind数据显示，截至8月26日，Wind银行指数盘中最高达到7277.64点，收盘7260.37点，涨幅0.78%。该指数自8月呈现下跌趋势，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2662525040?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-08-28 15:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2662525040","market":"hk","top_or_hot":-1,"title":"银行板块上涨！中国银行、中信银行等机构股价创新高","media":"中国经营报","content":"<div>\n<p>8月26日，银行板块持续走强。中国银行、中信银行等部分机构股价创新高。《中国经营报》记者采访了解到，银行股价近期上升主要是银行业整体基本面较为稳健、上半年银行板块估值处于相对低位等因素影响。8月27日银行板块略有回调，但整体稳健。　　部分机构股价创新高　　Wind数据显示，截至8月26日，Wind银行指数盘中最高达到7277.64点，收盘7260.37点，涨幅0.78%。该指数自8月呈现下跌趋势，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608283858082021.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>银行板块上涨！中国银行、中信银行等机构股价创新高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n银行板块上涨！中国银行、中信银行等机构股价创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-28 15:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202608283858082021.html><strong>中国经营报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月26日，银行板块持续走强。中国银行、中信银行等部分机构股价创新高。《中国经营报》记者采访了解到，银行股价近期上升主要是银行业整体基本面较为稳健、上半年银行板块估值处于相对低位等因素影响。8月27日银行板块略有回调，但整体稳健。　　部分机构股价创新高　　Wind数据显示，截至8月26日，Wind银行指数盘中最高达到7277.64点，收盘7260.37点，涨幅0.78%。该指数自8月呈现下跌趋势，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608283858082021.html\">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":"LU2039709279.SGD","symbol_name":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","start_time":0,"source_url":"http://finance.eastmoney.com/a/202608283858082021.html","article_id":"2662525040","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608283858082021.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2662525040","pubTimestamp":1787901381,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"8月26日，银行板块持续走强。中国银行、中信银行等部分机构股价创新高。《中国经营报》记者采访了解到，银行股价近期上升主要是银行业整体基本面较为稳健、上半年银行板块估值处于相对低位等因素影响。8月27日银行板块略有回调，但整体稳健。部分机构股价创新高Wind数据显示，截至8月26日，Wind银行指数盘中最高达到7277.64点，收盘7260.37点，涨幅0.78%。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161121":"银行","601988":"中国银行","601998":"中信银行","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","HK0000286598.CNH":"中银保诚中国价值基金 A","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","BK0183":"MSCI概念","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK0188":"融资融券","BK0012":"证金概念","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","BK0015":"沪股通50","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","BK0187":"一线龙头","BK0028":"国家队","BK0201":"可转债","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","IE00B19Z5X02.USD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Acc USD","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","BK1560":"内银股","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","LU1051768304.USD":"贝莱德新兴市场股票收益A6","03143":"华夏香港银行股","LU1497734951.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD-H","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK0278":"货币金融","IE00BWDBJ730.SGD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Mdis SGD-H Plus","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","SG9999001051.SGD":"United Asia Fund SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU1497733557.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","BK1231":"综合性银行","00998":"中信银行","BK1521":"挪威政府全球养老基金持仓","03988":"中国银行","SG9999001093.SGD":"United Greater China Fund A Acc SGD"},"translate_title":"The banking sector rose! Stock prices of institutions such as Bank of China and CITIC Bank hit new highs.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161121":1.5,"601988":1.5,"601998":1.5,"00998":1.5,"03988":1.5,"03143":0.6},"content_text":"8月26日，银行板块持续走强。中国银行、中信银行等部分机构股价创新高。《中国经营报》记者采访了解到，银行股价近期上升主要是银行业整体基本面较为稳健、上半年银行板块估值处于相对低位等因素影响。8月27日银行板块略有回调，但整体稳健。　　部分机构股价创新高　　Wind数据显示，截至8月26日，Wind银行指数盘中最高达到7277.64点，收盘7260.37点，涨幅0.78%。该指数自8月呈现下跌趋势，8月7日收盘6996.25点，跌破7000点关口。但8月18日起Wind银行指数回升，近日已再次突破7200点。8月27日，Wind银行指数略有下降，收盘7185.27点，降幅1.03%。　　值得注意的是，8月26日，部分银行股创新高。例如，截至当天收盘，中国银行盘中触及6.23元/股，创历史新高；中信银行盘中触及8.70元/股，刷新历史新高；江苏银行盘中一度涨至12.21元/股，创历史新高。　　部分银行股股价创新高的原因是什么？华源证券研究所所长助理、首席分析师廖志明告诉记者，第一，从上市银行上半年经营数据来看，银行业整体基本面较为稳健，行业业绩实现普遍增长，营收与利润增速表现良好。第二，当前银行股的机构持仓占比基本处于历史低位，板块交易拥挤度较低。第三，上半年银行板块整体市场表现偏弱，板块估值处于相对低位，存在一定的补涨需求与估值修复空间。尤其是今年以来，超长端无风险收益率显著下行，进一步凸显银行板块高股息的配置价值，为银行股估值修复形成有利支撑。　　苏商银行高级研究员杜娟告诉记者，从基本面来看，一方面银行业净息差四年来首次单季环比回升，市场认为行业盈利压力缓解；另一方面已发布的多家银行半年报业绩稳健，营收净利润不乏快速增长者，且资产质量持续改善，增强投资者信心，从市场偏好来看，银行股PB处于低位，其低波、高股息配置，对想长期持有赚取股息的投资者有一定吸引力，尤其是在当下存款、国债收益率持续走低的背景下。此外，股价涨跌还与市场流动性、情绪、板块资金轮动等因素有关。　　银行板块估值或进一步修复　　近日，多家银行机构发布半年报数据相对较好。例如，江苏银行2026年上半年，集团资产总额5.61万亿元，较上年年末增长13.79%。报告期内实现营业收入489.52亿元，同比增长9.11%，归属于上市公司股东的净利润218.76亿元，同比增长8.09%，不良贷款率0.81%，拨备覆盖率304.83%。　　净息差方面，国家金融监督管理总局发布的2026年二季度银行业保险业主要监管数据显示，二季度商业银行净总差为1.41%，较一季度的1.40%上升0.01个百分点，是自2022年以来首次单季环比上升。但不同类型银行走势分化，其中国有大行、城商行、农商行、民营银行二季度净息差实现环比上行，股份行环比持平，外资银行环比下降。　　展望未来，廖志明告诉记者，银行板块估值仍具备进一步修复的可能性。银行业绩大概率将维持稳健增长，核心驱动因素在于商业银行净息差已经企稳。此前行业净息差持续承压下行，企稳之后将对银行业绩形成有力支撑。目前银行板块整体ROE约8%—9%，在此背景下，银行股的预期收益显著高于银行定期存款，长期有望实现8%9%左右的回报水平。因此，对于普通个人投资者而言，长期配置持有银行股，或能够获取相对稳健可观的投资收益。（文章来源：中国经营报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2662525040","isCrawlerRequest":true}