平安证券给予邮储银行强烈推荐评级

每日经济新闻
May 02, 2025

平安证券05月01日发布研报称,给予邮储银行(601658.SH,最新价:5.12元)强烈推荐评级。评级理由主要包括:1)成本管控力度增强,非息明显改善;2)息差优于同业,资负扩张保持稳健;3)不良率小幅上行,风险抵补能力整体保持稳定。风险提示:1)经济下行导致行业资产质量压力超预期抬升。2)利率下行导致行业息差收窄超预期。3)房企现金流压力加大引发信用风险抬升。AI点评:邮储银行近一个月获得4份...

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