多元金融行业:4Q24互联网消费贷质量保持稳健

华泰证券股份有...
24 Apr

基本面继续向好,买入时机或到来4Q24 互联网金融平台的基本面延续稳中向好的趋势,具体体现在健康的质量、温和增长的新增放款量,和进一步提升的盈利。3Q24 后大部分平台完成了对23 年风险小高峰的消化,贷款质量保持稳健的同时不再刻意收缩放款,“量”、“质”同步的特点明显,并且良好的质量为盈利的环比提升打下基础。4 月3 日《加强商业银行互联网助贷业务管理 提升金融服务质效的通知》(《助贷新规》)...

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