图表内容
图表10：上市银行各版块生息资产分项增速及结构变化（单位：亿元）
银行
余颜增速
余额结构
环比增量
同比增量占比
资产类型
25H1
环比
25H1
环比
25H1
环比
25H1
环比
贷款及垫款
8.81%
8.94%
0.13
59.14%
58.56%
-0.58
68.45%
50.27%
-24.68
国有
债券投资
15.73%
16.37%
0.64
29.01%
29.17%
0.16
56.35%
42.93%
-2.23
其他生息资产
-12.78%
5.60%
18.38
11.85%
12.27%
0.43
-24.81%
6.81%
26.91
贷款及垫款
19%
3.90%
-0.28
58.07%
57.78%
-0.29
-724
48.16%
43.07%
-23.77
股份
债券投资
5.33%
5.78%
0.45
24.92%
25.25%
0.32
-1110
26.04%
27.35%
19.69
其他生息资产
7.93%
9.63%
1.71
17.01%
16.97%
-0.03
25.79%
29.58%
4.07
贷款及垫款
13.10%
13.17%
0.07
49.50%
49.07%
-0.43
44.70%
41.65%
-12.86
城商
债券投资
3.93%
5.51%
1.58
28.00%
27.49%
-0.51
8.25%
10.47%
-1.99
其他生息资产
36.67%
38.91%
2.24
22.49%
23.43%
0.94
47.05%
47.88%
14.85
贷款及垫款
7.10%
6.69%
-0.41
53.21%
53.52%
0.31
-82
51.48%
52.36%
-3.65
农商
债券投资
-3.13%
-0.99%
2.14
19.69%
19.78%
0.09
-9.29%
-3.09%
0.24
其他生息资产
17.12%
13.87%
-3.25
27.10%
26.70%
-0.40
-146
-370
57.81%
50.73%
3.41
货款及垫款
8.03%
8.07%
0.04
57.90%
57.41%
-0.50
61.02%
48.14%
-22.55
上市
债券投资
12.05%
12.81%
0.76
27.84%
27.98%
0.15
42.44%
35.69%
0.90
银行
其他生息资产
-1.68%
10.93%
12.61
14.26%
14.61%
0.35
-3.45%
16.17%
21.65
资料来源：iFind
中邮证券研究所
