【太平洋金融|点评】建设银行2025年中报点评:内生盈利修复,风险抵补增强

观夏策略随笔
Sep 16

报告正文事件:建设银行公布2025年中期报告。报告期内,公司实现营业收入3942.73亿元,同比+2.15%;实现归母净利润1620.76亿元,同比-1.37%;年化加权ROE为10.08%,同比-0.74pct。截至报告期末,公司不良率为1.33%,较年初-1bp;拨备覆盖率为239.40%,较年初+5.80pct。规模平稳增长,贷款结构优化。截至报告期末,公司贷款余额(不含应计利息)为...

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