图表内容
图表2：上市银行各版块业绩增速
项目
银行类型
2301-03
23A
24H1
2401-Q3
24A
25H1
环比
国有行
-4.88%
-4.35%
-2.22%
-2.56%
-1.19%
-0.27%
-1.51%
1.87%
3.37
股份行
-3.84%
-3.68%
-3.24%
-2.92%
-2.49%
-1.31%
-3.91%
-2.27%
1.63
营业
城商行
2.05%
2.54%
5.61%
4.61%
3.93%
6.37%
2.96%
5.34%
2.39
收入
农商行
1.83%
1.27%
4.73%
3.40%
2.15%
3.50%
0.21%
0.93%
0.72
上市银行
-3.93%
-3.52%
-1.73%
-1.95%
-1.05%
0.08%
-1.72%
1.04%
2.76
国有行
-1.98%
-2.63%
-1.87%
-2.98%
-2.84%
-1.58%
-3.38%
-2.42%
0.96
利息
股份行
-3.61%
-4.59%
-6.64%
-5.57%
-5.17%
-4.89%
-0.53%
-1.76%
-1.24
净收
城商行
2.27%
0.52%
-0.68%
-0.19%
0.37%
2.57%
8.45%
8.75%
0.30
农商行
-0.82%
-2.70%
-4.50%
-4.36%
-4.13%
-2.80%
-0.91%
-0.56%
0.36
上市银行
-2.05%
-2.89%
-3.03%
-3.43%
-3.19%
-2.10%
-1.65%
-1.29%
0.36
国有行
-13.64%
-10.02%
-3.20%
-1.28%
4.46%
4.41%
3.76%
14.94%
11.18
股份行
-4.33%
-1.53%
3.74%
2.54%
3.37%
6.86%
-10.15%
-3.24%
6.92
非息
城商行
1.53%
8.05%
20.95%
15.87%
12.53%
16.01%
-8.04%
-1.55%
6.49
收入
农商行
13.32%
21.83%
40.68%
31.42%
25.91%
29.52%
3.18%
4.85%
1.67
上市银行
-9.03%
-5.41%
1.55%
2.03%
5.20%
6.71%
-1.87%
7.01%
8.88
国有行
-0.86%
-1.41%
-7.51%
-9.90%
-8.91%
-7.87%
-1.45%
4.69%
6.14
股份行
-11.25%
-15.12%
-16.40%
-17.12%
-14.37%
-12.29%
-0.89%
-0.58%
0.31
净手
城商行
-18.17%
-25.20%
-12.00%
-7.40%
-10.70%
-9.57%
10.32%
4.13%
-6.19
续费
农商行
7.49%
-1.52%
-8.19%
-4.29%
-4.62%
-1.24%
4.66%
0.95%
-3.71
上市银行
-5.41%
-7.72%
-10.32%
-12.03%
-10.75%
-9.38%
-0.72%
3.06%
3.78
国有行
-28.96%
-20.48%
5.36%
13.39%
26.82%
22.93%
12.85%
28.83%
15.98
其他
股份行
5.71%
21.17%
29.61%
26.02%
25.01%
29.27%
-17.82%
-5.32%
12.51
非息
城商行
12.00%
27.65%
37.17%
25.30%
21.55%
24.85%
-13.84%
-3.25%
10.59
收入
农商行
15.66%
33.10%
66.17%
45.35%
37.28%
40.51%
2.76%
5.85%
3.09
上市银行
-13.28%
-2.51%
19.41%
20.31%
25.61%
25.76%
-3.18%
10.76%
13.94
国有行
-2.39%
-1.88%
-4.13%
-4.34%
-2.84%
-1.77%
-2.47%
1.88%
4.35
股份行
-5.78%
-5.45%
-3.58%
-3.50%
-3.01%
-1.22%
-3.88%
-2.58%
1.30
前利
城商行
-0.46%
0.78%
5.90%
4.20%
4.57%
7.06%
4.44%
6.66%
2.22
农商行
1.52%
0.26%
9.16%
5.83%
3.44%
3.29%
0.97%
1.27%
0.30
上市银行
-3.13%
-2.64%
-2.90%
-3.17%
-2.10%
-0.72%
-2.15%
1.08%
3.23
国有行
2.51%
2.12%
-2.03%
-0.96%
0.79%
1.78%
-2.09%
-0.13%
1.96
归母
股份行
-0.51%
-2.96%
0.00%
1.05%
0.85%
1.80%
-2.05%
0.27%
2.32
净利
城商行
10.49%
7.57%
7.05%
6.17%
6.67%
7.27%
5.49%
7.04%
1.55
农商行
12.45%
9.98%
1.18%
6.16%
4.88%
5.70%
4.77%
4.36%
-0.40
上市银行
2.62%
1.47%
-0.61%
0.37%
1.43%
2.35%
-1.20%
0.80%
1.99
资料来源：iFind
中邮证券研究所
