行业近况上市银行已披露1H25 半年报，我们针对理财业务进行评述。评论股份行、区域行理财机构增长提速。上半年，理财行业规模较年初增长2.4%，其中股份行、区域行理财子较年初增长5.8%、14.4%，国有行理财子较年初规模降低3.3%。我们认为，规模增长端的分化主要源自：1）股份行普遍将财富资管定位为公司的核心战略之一，总行财富生态、相对充足的资源投入及市场化机制驱动股份行理财子业务扩张；1H25 ...
Source Link行业近况上市银行已披露1H25 半年报，我们针对理财业务进行评述。评论股份行、区域行理财机构增长提速。上半年，理财行业规模较年初增长2.4%，其中股份行、区域行理财子较年初增长5.8%、14.4%，国有行理财子较年初规模降低3.3%。我们认为，规模增长端的分化主要源自：1）股份行普遍将财富资管定位为公司的核心战略之一，总行财富生态、相对充足的资源投入及市场化机制驱动股份行理财子业务扩张；1H25 ...
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