港股异动 | 青岛银行(03866)再涨超4% 一季度利息净收入加速上行 机构称质效提升逻辑加速印证

智通财经
May 09, 2025

智通财经APP获悉,青岛银行(03866)再涨超4%,年内累计涨幅已超35%。截至发稿,涨3.96%,报3.94港元,成交额1084万港元。

消息面上,青岛银行近日发布2025年一季度业绩,期内实现营业收入40.47亿元,同比增长9.69%;归母净利润12.58亿元,同比增长16.42%;利息净收入增速12.0%;加权平均净资产收益率13.23%,比上年提高1.72pct。此外,公司表示将于6月26日派发截至24年底的末期股息每10股1.6元。

长江证券表示,认为目前市场对于青岛银行“质效持续提升”的逻辑认知及估值反映尚不充分,业绩高增速背后的资产负债结构优化、风险持续改善、客群规模积累等因素将推动公司持续保持优异的ROE,预计全年维度业绩继续保持高增速。目前A股2025年PB估值仅0.64x,相比其他优质城商行明显被低估,且不存在可转债压制或摊薄影响。重点推荐,维持“买入”评级。

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