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中泰证券:银行股核心逻辑是宏观经济 坚持确定性增长和修复逻辑两条主线

Zhongtai Securities: The core logic of bank stocks is that the macroeconomy adheres to the two main lines of deterministic growth and repair logic

Breakings ·  Mar 20, 2023 07:36
According to the latest research report of Zhongtai Securities, the core logic of bank stocks is macroeconomics. Previously, it depended on policy expectations; now, after policy expectations are implemented, the next stage depends on the sustainability of the economy. The first main line of stock selection is deterministic growth logic: the commercial banking sector with the strongest certainty of revenue side growth is still the high-quality regional urban commercial banking sector, which is optimistic about Ningbo, Suzhou, Jiangsu, Nanjing, and Chengdu. The second main line of stock selection is the logic of restoration: real estate recovery plus consumption recovery, optimistic about CMB, Ningbo, Ping An, and Postal Savings.

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