中金预计内银次季净利润按年增长1%,给予工行、农行及招行“跑赢行业”评级

瑞财经
Aug 05

瑞财经 严明会近日,中金发表报告,预计内银股今年第二季收入及净利润各按年持平及增长1%,较今年首季跌2%及跌1%略有改善,与去年节奏类似,符合市场预期。业绩改善主要来自息差降幅收窄、其他非息收入压力缓解,人行及利率自律机制对银行存贷款报价的引导可视为银行业的反内卷,稳定银行盈利、防范金融系统风险。中金称维持内银全年盈利及股息稳健的判断,目前部分A股和H股中资银行股息率回升至4.5%至5.5%,该行...

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