方正证券：基本面资金面共振银行板块2026年业绩估值有望双升

E公司2025-12-22

人民财讯12月22日电，方正证券研报称，基本面修复同资金面积极共振，看好2026年银行板块实现戴维斯双击。一方面上市银行2026年营收、利润表现有望改善，将支撑板块低估值、高股息的优势进一步凸显；另一方面，随监管持续指引中长期资金入市，险资等机构也有望持续加大银行板块配置规模，板块有望实现业绩、估值双升。建议关注：1）稳健高股息标的：国有大行、中信银行；2）板块核心资产：招商银行；3）优质城商行：...

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方正证券：基本面资金面共振 银行板块2026年业绩估值有望双升

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方正证券：基本面资金面共振银行板块2026年业绩估值有望双升