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銀行股走強 招行AH股、興業銀行均創歷史新高
格隆匯 01-15 09:35

格隆匯1月15日丨港A兩市銀行股集體走強,港股市場上,郵儲銀行大漲14%,中信銀行漲超3%,工行、農行、建行漲超2%。招商銀行(3968.HK)高開高走盤中高見61.5港元創歷史新高,H股市值超1.5萬億港元。

A股市場上,郵儲銀行漲停,平安銀行漲超7%,寧波銀行、光大銀行漲超4%,興業銀行漲超6%創歷史新高。招商銀行(600036.SH)一度大漲約7%報52.46元亦創歷史新高,最新A股市值超1.3萬億元。

昨日晚間,招商銀行、興業銀行分別披露2020年度業績快報,得益於四季度淨利潤同比大幅增長30%以上,兩家股份行全年淨利潤同比增速成功轉正。

其中,招商銀行2020年度實現營業收入2905.08億元,同比增長7.71%;歸屬於該行股東的淨利潤973.42億元,同比增長4.82%;基本每股收益3.79元。截至2020年,集團資產總額83,587.49億元,較上年末增長12.69%。不良貸款率1.07%,較上年末下降0.09個百分點;不良貸款撥備覆蓋率437.68%,較上年末增加10.90個百分點。

此外,興業銀行2020年度實現營業收入2031.37億元,同比增長12.04%;歸屬於母公司股東的淨利潤666.26億元,同比增長1.15%;基本每股收益3.08元。截至2020年末,公司資產總額78,953.72億元,較上年末增長10.49%;不良貸款率1.25%,較上年末下降0.29個百分點;撥備覆蓋率218.83%,較上年末提高19.70個百分點。

中金預計2020年四季度單季上市銀行歸母淨利潤增速43.8%,環比較三季度負增長3.7%大幅提升,推動全年淨利潤增速由負轉正,主要因規模擴張較快及信用成本明顯回落。

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