研报掘金丨国联民生：维持农业银行“推荐”评级，营收利润增速延续改善

格隆汇09-15

国联民生证券研报指出，农业银行26H1营业收入、核心营收、拨备前利润、归母净利润同比增速分别为11.07%、7.57%、13.11%、4.93%，较26Q1 分别变动+0.58pct、-0.03pct、-0.01pct、+0.40pct，营业收入和利润增速延续改善。业绩驱动上，26Q2单季度净利息收入和其他非息收入对营收贡献进一步提升，中收对营收贡献为负，管理费用对利润贡献为负，信用成本对利润贡献...

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