港股异动 | 内银股逆市走高 上市银行分红总额再创历史新高 机构指银行基本面拐点基本确立

智通财经
Jun 05

智通财经APP获悉,内银股逆市走高,截至发稿,徽商银行(03698)涨2.83%,报5.09港元;青岛银行(03866)涨1.39%,报4.38港元;中信银行(00998)涨1.36%,报7.43港元;建设银行(00939)涨0.94%,报8.63港元。

消息面上,近日,工商银行农业银行金融机构密集发布2025年年度A股分红派息实施公告。万得数据显示,42家A股上市银行2025年全年合计现金分红约6456亿元,较2024年增加130多亿元,再创历史新高。2025年上市银行年度分红总额较上年增长2%左右,延续了整体稳健增长的态势。

银河证券研报指出,银行基本面拐点基本确立,2026年业绩进入改善通道。信贷增长预计平稳,息差企稳趋势延续、回升迹象显现,负债成本优化为业绩弹性的关键来源;中收业务扩容机遇仍存;金市业务贡献预计以稳为主。资产质量整体预计保持平稳,重点领域风险仍需关注。基本面进入量稳质增新常态,为银行估值修复提供支撑,看好银行板块红利价值。

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