金融中报观察室|投资收益合计下滑超百亿元!17家A股上市城商行债券投资切换“安全牌”

北京商报
Sep 10

过去两年,靠着债牛行情、波段交易套利,一众城商行靠投资收益撑起业绩“高光”,弥补了有效信贷需求不足、“资产荒”下的营业收入短板。但随着市场周期切换,这场红利盛宴已然落幕。2026年A股上市银行半年报收官,最新数据尽数遇冷:17家上市城商行中近九成投资收益同比下滑,合计“缩水”达109.36亿元,4家更是遭遇“腰斩”,即便是南京银行等素来擅长债市交易的城商行,也呈现投资收益的明显缩水。债市红利消退,...

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