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研報掘金丨招商證券:寧波銀行業績增速有望重回兩位數,建議積極關注
格隆匯 02-07 15:11

招商證券研報指出,寧波銀行(002142.SZ)2024年營收增速回升,利潤增速回落,不良率保持低位,撥備覆蓋率有所回落,但仍維持優異水平。預計全年公司其他非息增速繼續明顯低於行業水平,説明公司浮盈兑現不多,債有餘糧。展望2025,財政發力,宏觀經濟活躍度有望提升,公司經營策略的alpha會再回歸,業績增速有望重回兩位數和行業前列。建議積極關注。

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