1H25香港银行业绩预览:分红与回购回报率仍具吸引力

中金公司
Jul 29

预测香港银行1H25 营收和净利润总体仍实现一定同比正增长我们预计1H25 汇丰、渣打、恒生银行营收同比增长4%、8%、3%,归母净利润同比增长6%、8%、-3%,整体仍实现一定正增长。二季度投资者对Hibor下行、地缘政治、香港商业地产风险等因素或有担忧,但也关注到较为活跃的香港资本市场和转出口抢出口为香港银行业绩形成正向贡献。总体而言,我们预计香港银行2025 年全年仍可实现10-16%的...

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