研報掘金丨平安證券:農業銀行股權結構穩定,股息吸引力突出,首予“推薦”評級
平安證券研報指出,截至24年三季度末,農業銀行(601288.SH)資產規模達到43.6萬億,存貸款規模分別為29.3萬億元、24.7萬億元,是我國第二大的商業銀行。從股權結構來看,農行股權結構穩定,中央匯金和財政部為絕對控制人。從農行現任高管履歷來看,農行高管均有豐富的銀行從業經驗以及管理經驗,任職基礎紮實。穩定的股權結構和經驗豐富的高管團隊都為農行長期的穩健經營打下堅實基礎。截至2024年11月12日,公司股息率為5.55%,相對無風險利率的股息溢價率位於歷史高位,股息吸引力突出。首次覆蓋給予“推薦”評級。
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