1、业绩:大行边际改善,区域行相对优势延续整体来看,24Q1~3 上市银行整体业绩边际有所改善,大行改善较多,绝对值依旧承压,优质区域行业绩维持正增长,相对优势延续。24 年上市行营收、PPOP、归母净利润同比增速分别为-1.0%、-2.1%、1.4%,较1H24 变动+0.9pct、+1.1pct、+1.1pct。整体来看,上市银行业绩有所回升,个股方面,国股行普遍边际改善,城商行绝对业绩增速...
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