In the first quarter, the capital movements of the banking sector have surfaced, with various long and medium-term funds pouring in.

With the disclosure of the 2024 annual reports and the first quarter reports of listed banks and public funds in 2025, the investment trends of the Central Huijin Investment Limited Liability Company, Central Huijin Asset Management Limited Liability Company, National Social Security Fund Portfolio and National Social Security Fund Council, insurance funds and other long-term funds in the first quarter towards the bank sector have also emerged. Wind data shows that in the first quarter of this year, the A-share bank sector increased by about 2%, with the share prices of several banks reaching new highs. The H-share bank sector saw an even greater increase of over 13%. Sui Dong, a researcher at Shenzhen Qianhai Pai Paiwang Fund Sales Co., Ltd., told reporters that in the first quarter of this year, Central Huijin increased its holdings in multiple ETFs, bringing incremental passive funds to heavyweight stocks such as banks. At the same time, long-term funds such as insurance funds are increasing their allocation to equity assets, with bank stocks with high dividend yields as their key allocation targets, further bringing in fund inflows.