Changes in Hong Kong stocks | Domestic bank stocks fluctuated higher, and the stock prices of the four major banks reached new highs, and the banking sector is expected to maintain valuation repair

The Zhitong Finance App learned that near the mid-report window, superimposed hardware technology experienced the biggest slump in the year, and capital flocked to dividend defense due to weaker winds. As of press release, Agricultural Bank (01288) rose 3.01% to HK$6.51; Bank of Chongqing (01963) rose 2.99% to HK$8.62; ICBC (01398) rose 2.14% to HK$7.64; CCB (00939) rose 1.19% to HK$9.32; Bank of China (03988) 0.73% at HK$5.52 .

According to the news, Orient Securities believes that at this stage, it will maintain a relatively positive judgment on the banking sector market. Since the third quarter, against the backdrop of a rebalancing of market risk appetite and capital style, the market style ushered in a rebalancing window. Along with stable mid-term reporting fundamentals in the banking sector, the bank expects the sector to maintain the current phased valuation repair market compared to the past three years, combined with high dividend defense characteristics.

Everbright Securities, on the other hand, said that bank operations have bottomed out and will definitely improve in 2026. It is expected that the mid-report revenue will continue to grow by a large single digit year on year, and net profit to mother will increase steadily year over year, and be positive throughout the year. Benefiting from interest spreads bottoming out and stabilizing, bank revenue flexibility in 2026 was significantly restored compared to the previous three years. Net interest income is expected to break away from the decline of “no increase in incremental revenue” and return to a pivotal position.