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所属报告:
宁波银行-公司研究报告-拐点已现高增可期-241210(40页).pdf
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相关数据
美国风险投资AUM持续增长
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行业数据
2025-01-15
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2020年来招行非存款AUM市占率提升
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竞争格局
2025-01-15
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24Q2末招行非存款AUM市占率最大
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竞争格局
2025-01-15
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图16、邮储银行AUM及增速
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行业数据
2025-01-13
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图14、2024H,邮储银行AUM同业对比(万亿元)
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行业数据
2025-01-13
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美国风险投资AUM持续增长
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行业数据
2025-01-09
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各银行零售AUM规模(万亿元)
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行业数据
2024-12-23
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零售客户数、AUM、理财、托管规模(截至24H1末)
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行业数据
2024-12-18
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宁波银行私行客户AUM及增速
fCDml7bpl7QgICAgICAgfCDnp4HooYzlrqLmiLdBVU3vvIjkur/lhYPvvIkgfCDlkIzmr5Tlop7pgJ/vvIgl77yJIHwKfC0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS18CnwgMjAxNy8xMiAgICB8IDUwMCAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgfAp8IDIwMTgvMTIgICAgfCA3MDAgICAgICAgICAgICAgICAgICB8IDQwICAgICAgICAgICAgIHwKfCAyMDE5LzEyICAgIHwgOTAwICAgICAgICAgICAgICAgICAgfCAzMCAgICAgICAgICAgICB8CnwgMjAyMC8wNiAgICB8IDEsMjAwICAgICAgICAgICAgICAgIHwgMzAgICAgICAgICAgICAgfAp8IDIwMjAvMTIgICAgfCAxLDUwMCAgICAgICAgICAgICAgICB8IDI1ICAgICAgICAgICAgIHwKfCAyMDIxLzA2ICAgIHwgMSw4MDAgICAgICAgICAgICAgICAgfCAyMCAgICAgICAgICAgICB8CnwgMjAyMS8xMiAgICB8IDIsMTAwICAgICAgICAgICAgICAgIHwgMTUgICAgICAgICAgICAgfAp8IDIwMjIvMDYgICAgfCAyLDQwMCAgICAgICAgICAgICAgICB8IDE1ICAgICAgICAgICAgIHwKfCAyMDIyLzEyICAgIHwgMiw3MDAgICAgICAgICAgICAgICAgfCAxMCAgICAgICAgICAgICB8CnwgMjAyMy8wNiAgICB8IDMsMDAwICAgICAgICAgICAgICAgIHwgMTAgICAgICAgICAgICAgfAp8IDIwMjMvMTIgICAgfCAzLDMwMCAgICAgICAgICAgICAgICB8IDEwICAgICAgICAgICAgIHwKfCAyMDI0LzA2ICAgIHwgMyw1MDAgICAgICAgICAgICAgICAgfCAxMCAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrlhazlj7jotKLmiqXvvIzlub/lj5Hor4HliLjlj5HlsZXnoJTnqbbkuK3lv4M=
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行业数据
2024-12-12
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招商银行零售AUM以及金葵花以上客户资产占
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行业数据
2024-12-10
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个人客户AUM和个人存款(单位:万亿元)
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行业数据
2024-11-29
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个人客户资产(AUM)规模(单位:万亿元)
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市场规模
2024-11-29
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贝莱德AUM及同比增速情况(单位:十亿美元,%)
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行业数据
2024-08-23
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贝莱德长期产品AUM中客户结构情况(单位:万亿美元)
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行业数据
2024-08-23
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2025年巴拿马电源市场规模预测
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2023-05-25
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行业数据
2025-01-15
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四大一线城市住宅租金收益率(%)
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行业数据
2025-01-15
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百城租金收益率与30年国债收益率(%)
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行业数据
2025-01-15
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螺铜比与GDP平减指数(2012-2024年)
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行业数据
2025-01-15
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GDP平减指数与工业产能利用率(2014-2024年)
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2025-01-15
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宁波银行-公司研究报告-拐点已现高增可期-241210(40页).pdf
宁波银行存款增速显著高于行业
宁波银行存款主要增量来自对公
宁波银行成本端拥有相对优势,存款成本较低,存款占比适中(24H1)
宁波银行对公定期存款成本率低于国有五大行(24H1)
宁波银行中收/营收长期占比高于城商行平均
宁波银行中收同比增速
宁波银行代理类业务中收占比高
宁波银行各类业务中收增速
宁波银行代理类业务中收占比居上市城商行第1
宁波银行零售客户AUM及增速
宁波银行24Q1-3累计业绩驱动拆分
宁波银行私行客户AUM及增速
宁波银行加大核销力度
不良核销转出率居上市银行第二(24Q1-3)
特朗普1.0时期宁波出口累计同比增速基本保持稳定
宁波占全国出口比重不断提升
宁波贸易伙伴以欧美为主,东盟占比提升
宁银消金贷款客户区域分布(亿元)
新增信贷中宁波市以外地区的贡献显著提高
上市城商行24Q1-3累计业绩驱动拆分
宁波银行净息差弹性更大
宁波银行按揭占比位居上市银行第5(正序)
宁波银行合同到期日结构
宁波银行1年以内贷款占比位居上市银行第4
宁波银行中收同比与人民币汇率相关性较强,2022年开始出现背离
销售机构代销公募基金保有规模(24Q2末)
销售机构代销基金产品和公司数(24Q2末)
2023年以来累积其他非息同比增速回落
2023年6月以来累积其他非息/营收保持稳定
2023年6月以来金融投资中TPL占比持续下降
宁波银行与可比同业ROA
2023年6月以来金融投资中OCI占比持续上升
宁波银行浮盈兑现较少(百万元)
宁波银行OCI占比居上市城商行首位(截止2024/9/30)
2024年以来宁波银行有效税率抬升
2024年以来宁波银行递延所得税资产降幅较大
宁波银行PBBand
宁波银行与可比同业ROE
宁波银行营收、PPOP、归母净利润同比增速
宁波银行信贷需求显著优于行业
宁波银行消费贷保持较高增速
消金贷款占宁波银行个贷比例超10%
宁银消金线下自营占比迅速提升
宁波银行各项资产质量指标总体稳定
宁波银行零售不良有所攀升
宁波银行有效税率较低可能由于免税资产配置比例较高
宁波银行与可比同业资产质量核心指标(2024H1)
宁波银行对公零售贷款结构和资产质量
宁波银行与可比同业对公分行业、零售分产品不良率(2024H1)
宁波银行关键指标假设
宁波银行可比同业估值(截至2024年12月9日)
宁波银行与可比同业累计ROE拆解(%,2024Q1-3)
宁波银行累计ROE拆解
宁波银行与可比同业资产负债表结构与价格(%)
银行持股消费金融公司(亿元)
宁波银行贷款结构、同比增速与增量占比
宁波银行与可比同业贷款结构(2024H1)
宁波银行存款结构、同比增速与增量占比
宁波银行“五管二宝”特色产品
宁波银行资产质量核心指标
宁波银行盈利预测表(每股指标单位:元/股,其他指标单位:百万元)
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