一、公司近期表现与市场关注近期, 民生银行 股价表现亮眼,自2024年4月初以来,A股和H股分别累计上涨39%和53%。资本市场对民生银行近五年在风险与内控管理、市场化运行体系、总分行战略协同等方面的变化认识不足。深度报告《风控管理强基提质,业绩复苏有望持续演绎》指出,公司在风控与内控机制方面实现蜕变,1Q25营收高增初步显现转型成果。未来,房地产及关联股东风险化解压力有望缓解,不良生成率下行将...
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