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《大行報告》大和料降準可提升內銀今年淨利潤增長0.3至0.7個百分點
大和發表研究報告指,人民銀行行長潘功勝昨日(24日)在國新辦記者會上突然宣告下調存款準備金率50點子,是年內首次降準,人行將為市場注入1萬億元人民幣長期流動性,相信主要是為了幫助內地銀行平衡國債和貸款資產擴張。 考慮到2024年可能出現較低幅度增長,大和現時預測降準將有助內地銀行創造100億至200億元人民幣的額外稅前利潤,今年淨利潤增長率料提高0.3至0.7個百分點。 大和重申中資銀行股是高股息策略中的較好選擇,但建議投資者要選擇性地投資國有銀行及優質地方銀行,以避免股價大幅波動導致損失,又指投資者現階段應耐心等待更多正面催化劑可能在下半年出現。
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