高盛:3月信贷/社融增长强劲 部分银行预告一季度收入正增长

智通财经
16 Apr

智通财经APP获悉,高盛发布研报称,2025年3月新增社融/贷款分别为5.9万亿/3.6万亿元人民币,超过市场预期(2024年3月为4.8万亿/3.1万亿元)。社融/贷款余额同比增长8.4%/7.4%(2024年3月为8.7%/9.6%),主要受企业贷款强劲增长和政府债券前置发行推动。部分银行预告(如杭州银行重庆农村商业银行民生银行)一季度收入正增长,可能是受信贷快速增长驱动(最新信贷数据亦印证),尽管一季度净息差和投资收入增长仍承压。

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