中信证券：银行板块仍在经历重估净资产过程，资金配置板块需求仍有较大空间

Core Viewpoint - CITIC Securities believes that the fluctuations in funds and style have come to an end, leading to a renewed upward trend in the banking sector [1] Group 1: Market Performance - The overall performance of bank stocks has stabilized and shown an upward trend, particularly companies with convertible bond catalysts and performance catalysts [1] - Since August, the banking sector has entered the semi-annual report season, with expectations that bank interest margins will exceed forecasts, asset quality data will remain stable, and profit growth will recover [1] Group 2: Investment Logic - The recovery in profit growth is expected to support the ongoing investment logic in the banking sector [1] - CITIC Securities anticipates that the banking sector is still undergoing a revaluation of net assets, indicating significant space for fund allocation within the sector [1] - The absolute return market is expected to continue its development [1]