异动解读 | 工商银行盘中大跌5.11%,一季度业绩下滑拖累银行股

异动解读
30 Apr

周三(4月30日)盘中,中国工商银行(01398.HK)股价大跌5.11%,引发市场关注。这一显著跌幅主要源于该行公布的2025年第一季度业绩未达市场预期,以及整体银行板块的普遍下滑。

根据工商银行发布的财报,2025年第一季度该行实现营收2046.88亿元,同比下降2.61%;净利润841.56亿元,同比下降3.99%。这一业绩表现反映出中国银行业面临的持续压力,包括利息收入下降和资产质量压力等因素。

值得注意的是,工商银行并非唯一一家业绩承压的大型银行。当日,多家中资银行股在港股市场集体下跌,其中建设银行、农业银行等大型国有银行均公布了类似的业绩下滑。例如,建设银行一季度净利润833.51亿元,同比下降3.99%;农业银行净利润719.31亿元,虽同比增长2.2%,但增速明显放缓。这种普遍性的业绩压力进一步加剧了投资者对银行股的担忧,导致整个板块承压。

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