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Zhongtai: It is expected that high-dividend defensive varieties will still dominate, and Banks should pay attention to three clues.
The quality of Assets is steadily improving.
Bank Of Jiangsu (600919.SH): Successfully localized and deployed the fine-tuned DeepSeek-VL2 multimodal model and the lightweight DeepSeek-R1 inference model.
On February 25, Glonghui reported that Bank Of Jiangsu (600919.SH) stated on the interactive platform that the bank is actively integrating into the wave of digital economy development. During the Spring Festival, relying on the "Asia Vets Xiaosu" large language model service platform, the bank successfully localized and deployed fine-tuned DeepSeek-VL2 multimodal models and lightweight DeepSeek-R1 inference models, which are used in intelligent contract quality inspection and automated valuation reconciliation scenarios. By mining and analyzing a vast amount of financial data, the bank is reshaping the financial service model, achieving breakthroughs in financial semantic understanding accuracy and business efficiency, injecting strong momentum into business development. The bank will continue to...
Kaiyuan Securities: Short-term growth in scale and profits has slowed; focus on the long-term improvement of Assets quality.
Benefiting symbols: Agricultural Bank Of China (601288.SH), China CITIC Bank Corporation (601998.SH), CM BANK (600036.SH), Bank Of Jiangsu (600919.SH), and Bank Of Beijing (601169.SH).
China Galaxy Securities: The opening of social financing and Crediting exceeded expectations, with policies strengthening support for Technology and Consumer.
China Galaxy Securities remains Bullish on the allocation value of the Banks Sector and maintains a recommended rating.
Market Chatter: Chinese Financial Firms Accelerate DeepSeek Integration Into Systems
Research Reports Gold Digging | China Securities Co.,Ltd.: Bank Of Jiangsu's Q4 performance accelerates, maintaining a "Buy" rating and a top recommendation for the banking Sector.
CSC's research report points out that in the fourth quarter, Bank Of Jiangsu (600919.SH) saw both revenue and profit accelerate, surpassing our expectations. On the asset side, the growth of Crediting has relatively slowed due to debt resolution, but it remains at a high level of over double digits. On the liability side, corporate funds continue to flow in, leading to improvements in both the liability structure and cost, with the decline in interest spread further narrowing month-on-month. Looking ahead, with faster Crediting growth and excellent asset quality driving the performance, Bank Of Jiangsu is expected to maintain a profit growth rate of around double digits in 2025, leading the industry in performance. It is anticipated that the revenue growth rate for 2025 and 2026 will be 5.
