伴随年报季到来,上市银行估值提升计划逐渐披露,平安银行、交通银行在同业中领先。在估值提升计划中,二者均提出将适时提高分红水平和频率。截至3月25日收盘,除招商银行外,银行板块市净率(PB)整体仍低于1,未来或有更多银行披露市值提升计划。民生证券研报认为,随着预期改善、无风险收益率下行,银行板块估值上限或进一步打开。平安银行、交通银行率先披露根据《上市公司监管指引第10号-市值管理》的相关规定,连续...
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