图表内容
CHINA POST SECURITIES
图表3：上市银行各版块单季度业绩增速
项目
银行类型
2301-03
23A
24H1
2401-Q3
24A
25H1
环比
国有行
-4.99%
-2.59%
-2.22%
-2.92%
1.77%
2.75%
-1.51%
5.43%
6.93
股份行
-6.19%
-3.13%
-3.24%
-2.60%
-1.57%
2.57%
-3.91%
-0.6
营业
城商行
-1.81%
4.19%
5.61%
3.62%
2.54%
14.58%
2.96%
7.75%
4.79
收入
农商行
-1.09%
-0.63%
4.73%
2.12%
-0.46%
8.16%
0.21%
1.65%
1.44
上市银行
-4.98%
-2.18%
-1.73%
-2.18%
0.89%
3.78%
-1.72%
3.91%
5.62
国有行
-3.25%
-4.62%
-1.87%
-4.07%
-2.57%
2.39%
-3.38%
-1.46%
1.92
利息
股份行
-4.52%
-7.49%
-6.64%
-4.50%
-4.35%
-4.01%
0.53%
-2.99%
-2.46
净收
城商行
-0.01%
-4.67%
-0.68%
0.32%
1.49%
9.54%
8.45%
9.05%
0.60
农商行
-2.52%
-8.29%
-4.50%
-4.22%
-3.649%
1.44%
0.91%
-0.20%
0.71
上市银行
-3.30%
5.44%
-3.03%
-3.83%
-2.70%
1.32%
-1.65%
-0.93%
0.72
国有行
-11.92%
6.63%
-3.20%
1.12%
20.67%
4.25%
3.76%
28.36%
24.59
股份行
-10.14%
10.55%
3.74%
1.32%
5.44%
19.86%
-10.15%
3.93%
14.09
非息
城商行
-6.13%
44.80%
20.95%
11.09%
5.24%
29.79%
-8.049%
5.09%
13.13
收入
农商行
5.43%
93.76%
40.68%
23.43%
12.96%
47.36%
3.18%
6.49%
3.31
上市银行
-10.45%
11.249%
1.55%
2.57%
13.52%
12.37%
-1.87%
16.95%
18.82
国有行
-6.91%
-3.82%
-7.51%
-13.28%
-6.04%
-3.14%
-1.45%
13.99%
15.44
股份行
-13.80%
-27.97%
-16.40%
-17.91%
-7.75%
-3.81%
-0.89%
-0.24%
0.66
净手
城商行
-16.59%
-52.43%
-12.00%
-1.69%
-18.69%
-2.01%
10.32%
-2.73%
-13.05
续费
农商行
6.69%
-34.50%
-8.19%
0.80%
-5.49%
19.02%
4.66%
-3.45%
-8.11
上市银行
-9.94%
-16.82%
-10.32%
-14.24%
-7.31%
-3.23%
-0.72%
8.16%
8.88
国有行
-18.85%
20.13%
5.36%
21.55%
63.10%
11.90%
12.85%
42.90%
30.05
其他
股份行
-4.96%
137.96%
29.61%
22.66%
22.40%
43.56%
-17.82%
7.03%
24.86
非息
城商行
-1.79%
144.29%
37.17%
15.35%
13.67%
36.13%
-13.84%
7.31%
21.15
收入
农商行
5.02%
343.32%
66.17%
30.07%
19.09%
55.51%
2.76%
8.75%
5.99
上市银行
-11.07%
58.95%
19.41%
21.16%
39.06%
26.26%
-3.18%
23.83%
27.01
国有行
-6.00%
0.37%
-4.13%
5.56%
0.61%
2.75%
-2.47%
-3.51%
-1.03
股份行
-7.39%
-4.13%
-3.58%
-3.42%
-1.89%
5.91%
-3.88%
-1.24%
2.64
前利
城商行
-6.26%
0.90%
5.90%
3.19%
5.81%
15.51%
4.44%
4.61%
0.17
农商行
0.09%
5.00%
9.16%
2.68%
-1.60%
2.63%
0.97%
1.57%
0.60
上市银行
-6.31%
-1.18%
-2.90%
2.73%
0.41%
5.06%
-2.15%
-2.03%
0.12
国有行
2.52%
0.89%
-2.03%
0.20%
4.13%
4.99%
-2.09%
1.95%
4.04
归母
股份行
-5.31%
-12.33%
0.00%
2.39%
0.43%
5.95%
-2.05%
3.15%
5.20
净利
城商行
7.71%
-3.06%
7.05%
5.29%
7.81%
9.75%
5.49%
8.61%
3.12
农商行
9.69%
-2.67%
1.18%
11.51%
2.37%
10.55%
4.77%
3.97%
-0.80
上市银行
1.10%
-2.41%
0.61%
1.46%
3.53%
5.62%
-1.20%
2.98%
4.18
资料来源：iFind
中邮证券研究所
