金吾财讯 | 开源证券表示，随着降准、降息落地及关税政策调整，挂牌利率下调引导存款成本切实下降，看好5~6月信贷回暖，全年贷款同比或基本持平。该行预计2025年银行业绩表现基本稳定，营收和净利润增速稳步回升。继续看好稳定股息的红利策略持续性，推荐中信银行(00998)、光大银行，受益标的农业银行(01288)、招商银行(03968)、北京银行；顺周期标的推荐苏州银行，受益标的江苏银行、成都银行、常熟银行。
金吾财讯 | 开源证券表示，随着降准、降息落地及关税政策调整，挂牌利率下调引导存款成本切实下降，看好5~6月信贷回暖，全年贷款同比或基本持平。该行预计2025年银行业绩表现基本稳定，营收和净利润增速稳步回升。继续看好稳定股息的红利策略持续性，推荐中信银行(00998)、光大银行，受益标的农业银行(01288)、招商银行(03968)、北京银行；顺周期标的推荐苏州银行，受益标的江苏银行、成都银行、常熟银行。
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