中国银河证券:银行基本面积极因素持续积累,业绩拐点可期

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Aug 12

每经AI快讯,中国银河证券表示,近期险资再现频繁举牌,中小险企也逐步加大股权投资力度,银行板块依然受到青睐。预计低利率环境下,险企对稳健高收益资产具有长期配置需求。当前银行板块股息率约4%,仍处于行业前列,H股股息率优势更加显著,且银行分红稳定、估值较低、业绩波动较小,有望持续吸引险资流入。此外,考虑到中小险企将自2026年1月起实施新会计准则,银行板块增量资金有望进一步扩容。当前险资对银行股投资...

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