浙商证券:25Q3银行营收利润增速韧性强 Q4有望深蹲起跳

智通财经
Nov 03

智通财经APP获悉,浙商证券发布研报称,25Q1-3上市银行业绩略超预期,营收增速基本持平,利润增速小幅提升。驱动因素来看,25Q3息差对营收拖累边际改善,减值对利润贡献加大;规模与非息增速放缓拖累营收表现,成本费用与税收支出加大拖累利润表现。分银行类型看,大行业绩全面转正,中小行业绩强弱参半。银行三季报营收利润增速韧性强,大行业绩全面转正,中小行息差回升幅度超预期。前期银行股受主力资金压制,但...

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