【中泰证券：息差企稳支撑业绩稳健 重点推荐优势大行与优质区域城农商行】中泰证券发布研报称，1H26银行业营收同比+7.2%，净利润同比+3%，均基本与Q1维持一致，边际业绩企稳主要是息差企稳驱动。资产质量整体稳健，对公优化，零售仍在暴露周期，确认从严，处置加速。分红再度提升，红利属性凸显。银行中长期ROE较确定性，分红稳定、股息可观，赚ROE与股息的钱确定性高，短期与科技跷跷板效应，中长定价回归ROE与股息。个股方面，重点推荐资金成本优势的大行与优质区域城农商行。
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