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2015年苏农银行关注率超20%,此后虽有
2015年苏农银行关注率超20%,此后虽有
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所属报告:
苏农银行-公司研究报告-从估值洼地到价值发掘上调评级至买入-240313(22页).pdf
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2025年城农商行理财子规模对比
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市场规模
2026-07-10
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表132025年中国研究生乡村振兴科技强农+创新大赛报名规模TOP30
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市场规模
2026-06-11
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表352025年中国研究生乡村振兴科技强农+创新大赛获奖TOP30
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行业数据
2026-06-11
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山东省县域农商行规模偏小(亿元;2024年末)
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市场规模
2026-04-10
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2025年苏超期间江苏餐饮团购订单量和销售额均有较快增长
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行业数据
2026-04-09
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图2 2025年印度尼西亚农食品行业的经济贡献,按组成部分划分
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行业数据
2026-04-03
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2023年渝农商行网点分布情况
fCDnsbvliKsgICAgICAgICAgICAgICB8IOe9keeCueaVsOmHj++8iOS4qu+8iSB8CnwtLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tfAp8IOmHjeW6huW4guS4reW/g+WfjuWMuiAgICAgfCAzMDQgICAgICAgICAgICB8Cnwg6YeN5bqG5biC5Y6/5Z+f5Zyw5Yy6ICAgICB8IDE0NDUgICAgICAgICAgIHwKfCDkupHljZfnnIHmm7LpnZbluIIgICAgICAgfCAyICAgICAgICAgICAgICB8Cnwg6YeN5bqG5Yac5ZWG6KGM5YiG5pSv5py65p6EIHwgMTc1MSAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaV0lORO+8jOS4reazsOivgeWIuOeglOeptuaJgA==
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行业数据
2026-03-05
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2026-2028年天然气预期需求上升的细分行业:新兴制造业、食农加工制造业、汽车制造业、高端装备制造业
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行业数据
2026-01-30
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2022年以来股份行、农商行存款增速明显快
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行业数据
2026-01-05
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表4-6上海农商银行2024年碳核算数据
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行业数据
2025-12-30
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2020-2024年圣农发展业务结构及增速(亿,%)
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行业数据
2025-12-30
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2020-2024年圣农发展各业务毛利率(%)
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行业数据
2025-12-30
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表2-2城商行、农商行和民营银行2023-2025年数字金融“蜂巢模型”指数得分
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行业数据
2025-12-23
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风险出清见效,2020年来渝农不良率持续回落
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行业数据
2025-12-17
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2024年分红率30.5%、仅次于沪农位居上市农
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行业数据
2025-12-17
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由于传统纺织业景气向下叠加自身严格的认定口径,早年苏农银行关注率高于可比同业,是估值承压的主要原因。纺织业是过去吴江区主要产业,深耕当地的苏农银行历史上贷款自然向该行业倾斜(纺织业贷款在总贷款中占比 2013 年末峰值约 33.4%)。2011 年起,国内纺织业景气度开始下降,叠加苏农银行自身审慎的风险偏好(此前将纺织类贷款一次性纳入关注类;不良认定标准严格,2016 年后“逾期 90 天以上贷款/不良贷款”便低于 1,1H23 仅约 39.7%、为江浙上市农商行最低),导致历史上关注率高企(2014 年末峰值高达 21.77%,2021 年前至少高于同业平均约 150bps 以上),压制估值表现。
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苏农银行-公司研究报告-从估值洼地到价值发掘上调评级至买入-240313(22页).pdf
上市银行估值比较表(收盘价日期:2024年3月12日)
苏农银行盈利预测
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苏农银行管理团队保持稳定,兼具经验与活力
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