核心观点：25Q2 末上市银行广义不良率有所改善。25 年6 月末上市银行平均全口径不良率②约为1.03%，较24A 末下降3bp。各类资产质量普遍改善，金融投资不良率改善最为明显，上市银行平均贷款、金融投资、金融投资（扣除利率债）、同业资产不良率分别为1.15%、1.00%、2.75%、0.07%，较24A 分别下降0.95bp、5.32bp、19.02bp、1.17bp。金融投资不良率明显改善...
Source Link核心观点：25Q2 末上市银行广义不良率有所改善。25 年6 月末上市银行平均全口径不良率②约为1.03%，较24A 末下降3bp。各类资产质量普遍改善，金融投资不良率改善最为明显，上市银行平均贷款、金融投资、金融投资（扣除利率债）、同业资产不良率分别为1.15%、1.00%、2.75%、0.07%，较24A 分别下降0.95bp、5.32bp、19.02bp、1.17bp。金融投资不良率明显改善...
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