2025年A股银行板块在复杂的宏观经济环境与政策调控中,走出了鲜明的结构性行情。全年申万银行指数上涨16.2%,在31个申万一级行业中位居中游,虽不及新能源、人工智能等成长板块的爆发力,但显著跑赢地产、建筑等强周期板块。从细分领域看,国有大行凭借高股息与政策红利成为绝对领跑者,区域中小银行呈现“头部狂欢、尾部平淡”的分化格局,而部分股份制银行则因资产质量压力与转型滞后陷入增长困境。当银行股内部现“...
Source Link2025年A股银行板块在复杂的宏观经济环境与政策调控中,走出了鲜明的结构性行情。全年申万银行指数上涨16.2%,在31个申万一级行业中位居中游,虽不及新能源、人工智能等成长板块的爆发力,但显著跑赢地产、建筑等强周期板块。从细分领域看,国有大行凭借高股息与政策红利成为绝对领跑者,区域中小银行呈现“头部狂欢、尾部平淡”的分化格局,而部分股份制银行则因资产质量压力与转型滞后陷入增长困境。当银行股内部现“...
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