银行板块午后异动 宁波银行、青岛银行等拉升

Market Performance - The banking sector showed an upward trend in the afternoon session, with Ningbo Bank rising over 3%, Qingdao Bank and Shanghai Rural Commercial Bank gaining around 2%, and other banks like Industrial Bank, Suzhou Bank, Nanjing Bank, and Bank of China also performing well [1] Policy Developments - The People's Bank of China held its fourth-quarter monetary policy committee meeting and 2025 work conference, emphasizing the continuation of the central economic work conference's policy stance [1] - Key points from the meetings include "increasing the intensity of monetary policy regulation," "opportunistic RRR and interest rate cuts," "guiding financial institutions to increase monetary and credit supply," "preventing capital idling," and "improving the foundational system of real estate finance" [1] Analyst Insights - CITIC Securities noted that the meeting's language suggests that the intensity of monetary policy is expected to remain strong, with the possibility of RRR and interest rate cuts being advanced [1] - The firm recommends focusing on the potential for cost savings in bank liabilities and the strength of credit growth at the beginning of the year [1] - Despite potential short-term fluctuations due to the mid-term dividend season and the withdrawal of speculative funds, stable return assets remain scarce, and there is still room for absolute return funds to increase their positions in the banking sector [1] - The firm expects a rebalancing period for policy, economy, market, and expectations to begin next week, with dividend assets remaining a strong short-term direction and the banking sector still offering clear value [1] Stock Recommendations - Short-term portfolio recommendations include banks with high dividend yield labels [1] - Medium to long-term portfolio recommendations suggest focusing on banks with long-term absolute return potential [1]