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zhongtai securities gives china construction bank an overweight rating: marginal improvement in performance and stable asset quality

2024-09-05

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meijing ai news,zhongtai securities released a research report on september 4, giving china construction bank (601939.sh, latest price: 7.21 yuan) an overweight rating. the main reasons for the rating include: 1) semi-annual report summary: revenue decline slowed down, and net profit growth rebounded; 2) net interest income: q2 net interest income fell by 2.27% month-on-month. on the one hand, the interest rate spread continued to decline, and on the other hand, credit supply slowed down in the second quarter; 3) asset-liability growth rate and structure: in the second quarter, supply was still mainly for corporates, and the scale of deposits declined; 4) asset quality: overall remained stable. risk warning: economic downturn exceeded expectations, company operations were not as expected, and research report information was not updated in a timely manner.

ai comment: china construction bank has received attention from two brokerage research reports in the past month, and one of them increased its holdings.

every headline (nbdtoutiao)——

(reporter wang xiaobo)

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