净息差企稳反弹，国海证券：维持交通银行“买入”评级

同花顺14:04

9月10日，国海证券（000750）研报指出，交通银行（601328）(601328.SH)营收利润增速回升，净息差企稳反弹。公司2026H1实现营业收入同比+6.73%，归母净利润同比+4.04%，增速均较一季度有所回升。2026H1，公司净息差为1.23%，同比提升2bp，主要得益于负债成本的有效管控。非息收入结构分化，不良率环比持平。公司类贷款不良率1.05%，较年初下降14bp，其中房地产...

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