格隆汇12月16日|中金公司发表研究报告指,继续看好内银股的绝对收益与相对收益表现,预期其覆盖的上市银行,2026及27年营业收入将按年升2.5%及3.6%,归母净利润按年升1.9%及2.6%,因净息差压力进一步收窄,信贷投放减量提质,主要源自信贷需求较弱以及风险补偿不足,投放的区域、行业特征更加明显。另外,经过几年降费让利和高基数压力消化,手续费收入增速有望企稳回升。虽然小微企业和零售客户相关...
Source Link格隆汇12月16日|中金公司发表研究报告指,继续看好内银股的绝对收益与相对收益表现,预期其覆盖的上市银行,2026及27年营业收入将按年升2.5%及3.6%,归母净利润按年升1.9%及2.6%,因净息差压力进一步收窄,信贷投放减量提质,主要源自信贷需求较弱以及风险补偿不足,投放的区域、行业特征更加明显。另外,经过几年降费让利和高基数压力消化,手续费收入增速有望企稳回升。虽然小微企业和零售客户相关...
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