研报掘金丨国信证券:维持长沙银行“优于大市”评级,中长期具备高增长潜力

格隆汇
Jul 07, 2025

国信证券研报指出,当前PB估值在0.6x左右银行中,长沙银行是基本面相对较好的标的,中长期具备高增长潜力。资产荒环境下,银行“低估值+ROE确定性高+分红稳定”依然具有竞争力,伴随银行板块估值中枢抬升,长沙银行具备补涨逻辑。低估值提供足够的安全边际,买入一个经济复苏的看涨期权,符合巴菲特“捡烟蒂”(短期)+“优质公司”(中长期)的投资理念,维持“优于大市”评级。

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