① Today, the stock prices of the four major banks collectively reached new historical highs, with an average increase of nearly 47% this year, outperforming 92% of individual stocks during the same period. ② Excluding new stocks, there were 10 stocks that reached historical highs today, most of which are CNI Mid-Small Cap.Index stocks, with a relatively high number in the Transportation Sector. ③ All four major banks faced shareholding reductions from financing customers this month, with the Industrial And Commercial Bank Of China having a net financing sell-off of nearly 0.2 billion yuan within the month, leading in Market Cap.
According to the Financial Associated Press on December 24 (edited by Zilong), today (December 24), bank stocks showed strong performance again, among which the Industrial And Commercial Bank Of China, China Construction Bank Corporation, Agricultural Bank Of China, and Bank Of China had strong trends, and their stock prices collectively reached new historical highs during intraday trading. By the close, all four major banks rose over 1% today, with an average increase of 47% this year, outperforming 92% of A-shares during the same period.
Note: The 10 individual stocks that reached historical highs today (as of the close on December 24).
The trillion-yuan banks and enterprises are dancing, with a 40% share in the new high stocks.
Historically, "new high stocks" have always been the focus of market attention, often being a gathering place for CNI Mid-Small Cap.Index stocks. Recently, several heavyweight stocks have danced again. Specifically, as of today's close, excluding new stocks from today and in recent days, there are 10 stocks that reached historical highs today, among which the Industrial And Commercial Bank Of China, Agricultural Bank Of China, Bank Of China, and China Construction Bank Corporation accounted for 40% of the total. Among the remaining stocks, aside from Guangdong Provincial Expressway Development and Zhejiang Zhaolong Interconnect Technology which have larger Market Caps, Tibet GaoZheng Explosive, Guangxi Wuzhou Communications, Qingmu Technology, and Jinwo Co., Ltd. do not exceed 10 billion yuan.
Note: Individual stocks that reached historical highs today (as of the close on December 24).
In terms of sector (Shenwan first-level) statistics, among the 10 individual stocks reaching historical highs today, the number of bank stocks ranked first, accounting for 40%. This was followed by the Transportation Sector (Guangdong Provincial Expressway Development, Guangxi Wuzhou Communications), which accounted for nearly 20%, and also included communications, basic chemicals, retail, and machinery equipment directions. From the perspective of the securities sector, the aforementioned new high stocks still have a major presence in the Main Board, with the proportion of Main Board stocks in the Shanghai market reaching half, while GEM stocks and Shenzhen Main Board stocks accounted for 30% and 20% respectively.
If we look at the performance of these stocks reaching historical highs this year, as of today's close, among the 10 stocks, 3 stocks have an annual increase of over 100%. Among them, Qingsong Technology has increased nearly 181.3% cumulatively, while Zhejiang Zhaolong Interconnect Technology and Tibet GaoZheng Explosive have also both doubled this year. Among the four major banks, the Agricultural Bank Of China currently has an annual increase of over 50%, which is relatively more active compared to the Industrial And Commercial Bank Of China, China Construction Bank Corporation, and Bank Of China, ranking 9th in the entire banking sector, outperforming nearly 79% of bank stocks during the same period.
The market cap of the four major banks exceeds 7 trillion, with a slight reduction in shareholding by financing clients recently.
Supported by the continuous strengthening of stock prices, the total market cap of bank stocks has been increasing recently. As of today's closing data, counting the total market cap 1 (calculated by A-shares closing price * A-shares + H-shares closing price * H-shares), the sector's 42 individual stocks have a total market cap of nearly 12.2 trillion yuan, accounting for about 12.8% of the entire A-shares. Among them, 5 out of the top 10 A-shares with the highest total market cap belong to the banking sector, with Industrial And Commercial Bank Of China, Agricultural Bank Of China, Bank Of China, China Construction Bank Corporation, and CM BANK combined having a total market cap of nearly 8 trillion yuan, of which the total market cap of the four major banks has exceeded 7 trillion yuan.
Note: The top individual stocks based on total market cap 1 (as of the close on December 24).
以总市值1统计，工商银行目前已成为A股“市值一哥”，且较贵州茅台市值差距已超300 billion元。从资金面来看，作为活跃资金之一的融资客近期则对其有所减持，截至12月23日数据，其融资余额月内累计下降近0.2 billion元，降幅近8.5%，而其余三大行融资余额也有所减少，其中，建设银行、农业银行、中国银行月内融资净卖额分别达0.09 billion元、0.14 billion元、0.1 billion元。
Note: The change in the financing balance of the Industrial And Commercial Bank Of China during the year (as of December 23 data).
In addition to the four major banks, several bank stocks have also experienced reductions in holdings by financing clients recently. As of data on December 23, CM BANK ranks fifth among bank stocks in total market cap, with a net selling amount of nearly 0.5 billion yuan in financing, while Ping An Bank, Industrial Bank, MINSHENG BANK, Shanghai Pudong Development Bank, and Industrial And Commercial Bank Of China saw net financing sell amounts of 0.47 billion yuan, 0.4 billion yuan, 0.3 billion yuan, 0.28 billion yuan, and 0.2 billion yuan respectively this month. Meanwhile, Bank Of Ningbo, China CITIC Bank Corporation, Bank Of Changsha, Wuxi Rural Commercial Bank, and Bank Of Suzhou are among the stocks that have seen significant increase in holdings by financing clients this month.
Note: The bank stocks with the highest net selling/buying amounts this month (financing balance as of December 23, and other data as of December 24).
