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研報掘金丨浙商證券:維持興業銀行“買入”評級,目標價25.82元
格隆匯 03-31 15:36

浙商證券研報指出,興業銀行(601166.SH)鍛長板、補短板行動升級,深化客户價值,中長期不確定性有望下降,高股息低估值的價值銀行代表,經營改善有望驅動價值修復。維持目標價25.82元/股及“買入”評級。興業銀行業績發佈會提出將“保持分紅率穩步上升”,隨着分紅比例提升的預期上升,興業銀行紅利邏輯有望強化,驅動估值回升。此前市場擔憂興業銀行未來風險壓力較大。呂董事長在發佈會中明確提出 “危機不能浪費,學費不能白交”,未來要“確保風險曲線儘快掉頭向下”。2024 年興業銀行不良壓力已經見到改善拐點,隨着後續風控機制完善,興業銀行資產質量不確定性有望改善。

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