港股異動丨內銀股普升,交通銀行升超3%,一季報顯示銀行業規模擴張提速
格隆匯5月2日丨港股市場內房股普升,其中,中原銀行升16%,民生銀行升超4%,鄭州銀行、交通銀行升超3%,重慶農村商業銀行升超2%,晉商銀行、中國光大銀行、中信銀行升超1%,招商銀行升近1%。今年一季度,隨着經濟復甦,信貸需求增多,商業銀行信貸投放創下歷史高位。4月底剛披露完畢的上市銀行一季報數據顯示,銀行業規模擴張呈現提速跡象。不過“量增難抵價降”,受貸款重定價、市場利率中樞下移以及客户風險偏好下降等因素影響,今年一季度商業銀行利息收入和非息收入雙雙“拖累”營收,甚至出現營收同比負增的情形。而在貸款定價承壓和負債端存款“定期化”的趨勢,銀行息差還在進一步收窄。

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