成都银行(601838)：扩表强劲资产质量向好

东方证券04-26

24Q1 营收增速韧性较好，净利息收入回升。成都银行23A/24Q1 营收、PPOP、归母净利润累计同比增速较23Q3/23A 分别-2.3pct/-0.9pct、-1.6pct/-0.1pct、-4.6pct/-3.4pct，营收同比增速绝对水平超6%，利润同比增速有所回落。拆分来看，24Q1净利息收入同比增速较23 年末提升1.2pct 至8.0%，或来自资产投放强劲、息差较为坚挺的共同支撑；...

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成都银行(601838)：扩表强劲 资产质量向好

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成都银行(601838)：扩表强劲资产质量向好