贸易 来源:证券时报网 时间:2023-06-09 10:35:08
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证券时报网讯,中信证券(600030)指出,国有大行于6月8日下调部分存款利率,我们测算此次调降对大行2023/2024年平均存款成本节约幅度分别为1.5BPs/2.5BPs,正面贡献净息差分别为1BP/2BPs。料后续其他各类银行有望接续,进而利好全行业负债成本改善。整体而言,银行业整体经营格局稳定,市场风格催化贝塔行情,个体公司价值开始显现。
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