CNCB(601998) 快讯·2025-04-10 02:23Core Viewpoint - UBS expects that the net profit of mainland banks will maintain positive growth in the first quarter, with a stable performance anticipated despite geopolitical uncertainties and the delay in stimulus measures [1] Group 1: Bank Performance Expectations - UBS forecasts that state-owned banks will continue the improvement trend seen in the fourth quarter of the previous year, with stable net profits expected in the first quarter [1] - The first quarter is anticipated to be a stable quarter for banks, reflecting resilience compared to the overall AH stock market [1] Group 2: Investment Recommendations - UBS is optimistic about undervalued bank stocks with high dividend yields, specifically CITIC Bank (00998.HK), China Construction Bank (00939.HK), and Industrial and Commercial Bank of China (01398.HK) [1] - The dividend yields for these banks are noted as 7.3%, 7%, and 6.6% respectively, making them attractive investment options [1]