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研報掘金丨浙商證券:寧波銀行分紅比例提升,維持“買入”評級
格隆匯 04-10 15:11

浙商證券研報指出,寧波銀行(002142.SZ)24A營收同比+8.2%、歸母淨利潤同比+6.2%,分別較2024年前三季度+0.7pc、-0.8pc。營收增速環比提升,主要得益於息差環比回升、拖累改善。寧波銀行2024年擬分紅比例22.8%,較2023年大幅度提升6.8pc,截至2025年4月9日,對應的2024 年股息率3.85%,充分展示寧波銀行回報股東誠意。展望未來,寧波銀行營收有望保持小個位數增長。主要考慮:債券浮盈儲備充足。24Q4末FV-OCI 賬户浮盈佔24A其他非息收入的99%,有望支撐營收表現。維持“買入”評級。

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