戴志锋,CFA 中泰证券研究所所长邓美君,中泰证券银行业分析师杨超伦,中泰证券银行业分析师马志豪,中泰证券银行业分析师来 源:传统借贷VS新型金融摘要核心要点:1、营收增速稳健(3Q25同比+0.7%VS 1H25 +0.8%):息差企稳、规模低基数、手续费持续修复。2、净利润增速边际向上(3Q25同比+1.5%VS1H25 +0.8%):主要是大行带动,拨备释放贡献。3、资产质量与费用稳健:...
Source Link戴志锋,CFA 中泰证券研究所所长邓美君,中泰证券银行业分析师杨超伦,中泰证券银行业分析师马志豪,中泰证券银行业分析师来 源:传统借贷VS新型金融摘要核心要点:1、营收增速稳健(3Q25同比+0.7%VS 1H25 +0.8%):息差企稳、规模低基数、手续费持续修复。2、净利润增速边际向上(3Q25同比+1.5%VS1H25 +0.8%):主要是大行带动,拨备释放贡献。3、资产质量与费用稳健:...
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