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China Securities Co., Ltd. banks industry 2025 investment strategy report: Policy intensification leads to a gradual recovery, focusing on different bank investment themes under different scenarios.
The actual macroeconomic indicators are still in the process of gradual recovery, and the banks sector is in a context of "strong policy expectations and weak fundamental realities." Depending on the different performances of the future economy, the banks sector will each have different investment themes.
China Galaxy Securities: In 24Q3, banks achieved positive growth in revenue and profits, with the continued value of dividends.
Under the policy inflection point, banks have accumulated positive fundamental factors; performance repair and capital replenishment continue to support the dividend attributes of banks.
Why did the fair value change income decline in the third quarter? The management of jiangsu changshu rural commercial bank stated two main reasons, but did not respond to whether there are results from the self-regulation investigation.
①Investors are concerned about the self-discipline investigation results of the national bond trading, with no response from the management. ②President Bao Jian explains the reasons for the decline in fair value change income in the third quarter. ③Secretary to the Board Tang Zhifeng responds to investors' demands for increased dividend payouts.
China Securities Co.,Ltd.: Banks' third-quarter performance improved month-on-month, continue to focus on the trend of asset quality.
Listed banks' third quarter 24 revenue improved quarter-on-quarter, with the spread narrowing, stable expansion in scale, and other non-interest support.
Both Individual Investors Who Control a Good Portion of Jiangsu Changshu Rural Commercial Bank Co., Ltd. (SHSE:601128) Along With Institutions Must Be Dismayed After Last Week's 3.9% Decrease
China Galaxy Securities: Incremental policy effectiveness released, bullish on the value of bank allocation.
The National Development and Reform Commission, the Ministry of Finance, and the Ministry of Housing and Urban-Rural Development respectively held press conferences this month, announcing a package of incremental policies to continue stabilizing growth, expanding domestic demand, and implementing risk mitigation to boost consumer spending.
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