中信证券：银行板块重新步入上行趋势

Core Viewpoint - The report from CITIC Securities indicates 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: Banking Sector Performance - Overall, bank stocks have stabilized and are on an upward trajectory, with companies benefiting from convertible bond catalysts and performance catalysts [1] - Since August, the banking sector has entered the mid-year reporting season, with expectations that net interest margins will exceed forecasts, asset quality data will remain stable, and profit growth will recover [1] Group 2: Investment Logic - The banking sector is undergoing a revaluation of net assets, with significant room for capital allocation within the sector [1] - Absolute return trends are expected to continue in the market [1]