No Data
Express News | Minsheng Securities: In 2025, the Banks Sector will focus on three main lines.
Express News | China Galaxy Securities: Macroeconomic policies are being strengthened again, and positive factors in the Banks' fundamentals are accumulating.
Orient Securities: The overall degree of controllability of the damage to banks' interest rate spreads in 25 years is manageable. Focus on risk expectations improvement and revival theme.
Currently entering a period of intensive implementation of stable growth policies, with a focus on mmf first, followed closely by fiscal expansion, and a significant acceleration of local debt, which will have a profound impact on the fundamentals of banks in 2025.
gf sec: Fiscal issuance spending has entered an accelerated phase, and in 2025, the banks sector will transition from asset scarcity to a recovery trade.
With the implementation of incremental finance, it is expected that there will be a strong round of fiscal expansion from Q4 2024 to Q2 2025, driving improvement in corporate profits and market expectations.
Guosen: For banking industry investments, it is important to focus on short-term certainty while being bullish on mid- to long-term layout opportunities.
In this round of market trends, the banking sector will also welcome relatively good investment opportunities, but it may be necessary to wait until the recovery of private investment demand before achieving both excessive returns and absolute returns.
Express News | The self-discipline investigation situation of the four rural commercial banks has been announced. Jiangsu Changshu Rural Commercial Bank: Currently unclear.
No Data
