中银国际：维持对内银板块H股“增持”评级，首选工商银行

和讯网01-26

中银国际发表研报，维持对内银板块H股“增持”评级，并列出具体推荐名单，首选工商银行（601398），认为其估值在同业中相对吸引；同时建议买入农业银行（601288）、招商银行（600036）、建设银行（601939）、邮储银行（601658）及中国光大银行（601818）。中银国际预测，随着超过50万亿元的长期定期存款将于2026年集中到期，银行业负债成本有望迎来重新定价窗口，这将显著缓解近年困扰...

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