高盛发布研报称，交通银行（03328）去拨备前经营利润/拨备/净利润分别为390亿元/90亿元/250亿元人民币，同比+12%/-2%/+5%，相较高盛预期分别为+3%/+3%/-10%。除了因税费增加导致净利润未达预期外，整体指标与高盛预期基本一致。2024年的股息派发比率维持在30%，每股股息为0.379元人民币，同比增长1%。交行指引2025年新增贷款净额将有所提高。高盛将交行2025至27年的拨备前经营利润/净利润预测微调3%/1%，并维持“沽售”评级，将目标价由6.17港元修订为6.29港元。
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