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杭州银行对公贷款及涉政类贷款同比增速
杭州银行对公贷款及涉政类贷款同比增速
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所属报告:
杭州银行-公司首次覆盖报告:新五年战略进入下半场高成长动能延续-231227(30页).pdf
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相关数据
从涉政类融资的久期变化也能得到印证,2021年以来新发放地方债平均久期逐步拉长
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行业数据
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农业银行涉房类贷款规模和占比为可比同业最低
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行业数据
2025-09-17
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地级市发行地方政府债的规模/GDP比例的变化和当地城商行的政信类贷款占比的变化显著正向相关
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市场规模
2025-09-03
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测算正常类涉隐贷款综合收益率与专项债综合收益率间利差为140BP
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行业数据
2025-01-07
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图表10对公业务重点发力基建、政信类与产业项目
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行业数据
2024-12-30
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图31、上市城商行涉政类贷款占比
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行业数据
2024-08-16
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图17、山东省贷款投向,涉政类贷款占比提升
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行业数据
2024-08-16
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南京银行涉政类贷款及全部对公贷款同比增速
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其它
2024-07-03
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资金成本越低的银行风险偏好或越低(气泡大小指2022年末四大政信类贷款占比大小)
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其它
2024-03-22
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截至2022年末上市城商行涉政贷款占比
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行业数据
2023-07-25
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信达所收购涉房类不良资产及占比
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行业数据
2023-03-13
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华融所收购涉房类不良资产及占比
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行业数据
2023-03-13
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对公以政信类和制造业为主(单位:亿元)
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行业数据
2023-03-02
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苏州银行涉政类业务占比对公贷款
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2022-12-13
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涉政类业务优势稳固,助力规模扩张和质量改善。凭借区域项目资源以及国资背景优势,杭州银行对公贷款投向以涉政类贷款为主,基建以及商务和租赁服务业贷款余额自上市以来保持较快增长,截至 2023H1 占全部对公贷款的 62.9%,增速多数年份领先于对公贷款整体水平,是对公贷款扩张的主要驱动力。涉政类贷款的资产质量亦具备保障,基建贷款不良率多数年份低于 0.1%,租赁和商务服务业低于 0.75%,且近年持续下行,为资产质量改善提供助力。
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杭州银行-公司首次覆盖报告:新五年战略进入下半场高成长动能延续-231227(30页).pdf
财务报表预测与比率分析
杭州银行可比同业估值表(截至2023年12月26日)
杭州银行收入分类预测
杭州银行核心指标假设
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