高盛:中国大型银行第二轮注资强化资本 偏好建设银行(00939.HK)及中国银行(03988.HK)

智通财经
Sep 07
【高盛:中国大型银行第二轮注资强化资本 偏好建设银行(00939.HK)及中国银行(03988.HK)】智通财经APP获悉,高盛发布研报称,工商银行(01398.HK)于9月6日宣布A股私募配售1000亿元人民币,财政部出资700亿元人民币,中国烟草出资300亿元人民币。该行指出,自2025年以来,连同工行此次公告,财政部已向五家大型内银(工行、建行、中行、交行、邮储)注资,注资当年平均提升CET1比率89个基点;五大行于2026年上半年均将派息比率上调1个百分点至31%。该行认为,新一轮注资进一步强化内银资本充足水平,为未来贷款增长及股东回报提供更大灵活性。

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