内银股今日回暖 银行三季报业绩呈现筑底企稳态势 年底步入长线资金配置时段利好板块
Zhi Tong Cai Jing·2025-11-03 07:23

Group 1 - The core viewpoint indicates that the banking sector is showing signs of stabilization with improved net profit growth and steady revenue in the third quarter of 2025 [1][2] - Listed banks reported a year-on-year revenue growth of 0.9% and a net profit growth of 1.5% in Q3 2025, showing an improvement from the first half of the year [2] - The decline in deposit costs and narrowing interest margin, along with stable growth in intermediary business income, contribute to the positive outlook for bank performance [1] Group 2 - Recent policy financial tools are expected to boost bank credit demand in Q4, benefiting regional banks due to the demonstration effect from economically strong provinces [1] - The banking sector is attracting allocation funds due to its stable high dividend yields, indicating a favorable investment environment for bank stocks [1] - Despite recent fluctuations in bank stock prices, the underlying value remains significant, and long-term institutional investment is anticipated to enhance market performance [2]