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2022年11月以来陆股通持续增持国有大行
2022年11月以来陆股通持续增持国有大行
行业数据
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所属报告:
银行业银行股深度投研专题一:国有大行被显著低估的稳定性溢价-230322(21页).pdf
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相关数据
中信风格陆股通重仓股主力资金净买入情况(亿元)
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行业数据
2025-11-25
原图定位
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中信一级行业陆股通重仓股主力资金净买入情况(亿元)
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行业数据
2025-11-25
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2016年6月至今,海00外0主0动00性基金累计流入A、港股金额0000000陆股通:日均成交金额(亿0元)0
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行业数据
2025-11-24
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中信风格陆股通重仓股主力资金净买入情况(亿元)
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行业数据
2025-11-04
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中信一级行业陆股通重仓股主力资金净买入情况(亿元)
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行业数据
2025-11-04
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中信一级行业陆股通重仓股主力资金净买入情况(亿元)
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行业数据
2025-10-28
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中信风格陆股通重仓股主力资金净买入情况(亿元)
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行业数据
2025-10-28
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图表13.2016-2018年陆股通持续买入贡献边际力量
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行业数据
2025-09-26
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中信一级行业陆股通重仓股主力资金净买入情况(亿元)
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行业数据
2025-09-16
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中信风格陆股通重仓股主力资金净买入情况(亿元)
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行业数据
2025-09-16
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陆股通ADT及债券北向通ADT(单位:十亿元)
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行业数据
2025-02-21
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截至2023年末陆股通持股占自由流通股本比例达17.4%
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其它
2024-03-22
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上市银行及各类银行陆股通持股市值(亿元)
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2024-03-14
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国有行陆股通持股市值占比持续提升
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2024-03-14
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2023年12月份以来陆股通持有家电市值比例呈总体提升趋势
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2024-03-06
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3)基本面最稳固,资产质量扎实,估值理应享受稳定性溢价。尽管国有大行的增速不高,但资源优势稳固,资产质量扎实,估值隐含预期过度悲观。经营层面,短期贷款利率加速探底,一季度收入增速承压,但这都反映了经济下行期的尾部影响。随着经济复苏,二季度预计贷款利率企稳,业绩增速回暖。全球视角来看,近期金融风险事件频发,国有大行的经营稳定性在全球资产中具备优势,对外资的吸引力也将明显提升。
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银行业银行股深度投研专题一:国有大行被显著低估的稳定性溢价-230322(21页).pdf
商业银行金融资产风险分类办法核心要求
2022年以来新发放贷款利率加速下行,房贷利率降幅明显
2022年下半年以来LPR报价保持稳定
从净息差和贷款收益率来看,国有大行的对公贷款收益率近三年大幅降低
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