HK Stock Market Move | Most of the domestic bank stocks are rising, it is expected that the annual performance of banks will remain stable and improve, and institutions are optimistic about the increased attractiveness of dividend value.

Most of the domestic bank stocks are up, as of the time of writing, China Merchants Bank (03968) is up 3.87% at HK$47.78; Bank of Chongqing (01963) is up 3.72% at HK$7.53; CITIC Bank (00998) is up 3.23% at HK$7.04; China Construction Bank Corporation (00939) is up 2.61% at HK$7.51; Bank of China (03988) is up 1.91% at HK$4.26. In terms of news, Guotai Junan Securities pointed out that from a fundamental perspective, the banking industry's performance is relatively stable, profits are generally growing steadily, with a 0.8% increase in profits for listed banks in the first half of 2025. Looking at the whole year, performance is expected to maintain a stable and positive trend. In addition, from a marginal change perspective, the year-on-year decline in bank interest spreads is expected to continue to narrow, which is positive for performance. Galaxy Securities believes that increased tariff uncertainty is causing global asset price volatility, driving demand for defensive asset allocation and bringing opportunities for bank allocation. The banking sector has stable dividends, and after a period of correction, dividend yield and price-to-earnings ratio are rising, making dividend value attractive and likely to attract safe-haven funds.