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中信证券：银行中报信号积极，绝对收益空间料将延续_我的网站

A |     获悉，中信证券发布研报称，上周开始进入银行财报季，上市银行经营格局稳定，息差和资产质量稳定，盈利增速小幅修复。

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    An aerial view of emergency repair operations at a levee breach along the Beiru River in Pingdingshan, Central China's Henan Province, on August 13, 2026. Photo: XinhuaLevee breaches have occurred in Zhoukou, Pingdingshan and Yanling in Central China's Henan Province amid recent continuous heavy rainfall, prompting emergency evacuations and rescue operations. No casualties have been reported so far, while China's Ministry of Emergency Management has dispatched additional rescue personnel and heavy engineering equipment to Zhoukou to support ongoing emergency response work.
A total of 781 local residents have been evacuated due to a levee breach on the eastern bank of the Jialu River in Zhoukou at around 11 pm on Thursday, due to pressure from upstream inflows on the Jialu River and backwater from the Shaying River, the breach is about 30 meters wide, according to the Xinhua News Agency on Friday. 
The Ministry of Emergency Management has dispatched 200 personnel from China Anneng Group, along with 110 sets of large engineering and rescue equipment, to Zhoukou, after the levee breach on the Jialu River, the ministry said on Friday.
The rescue force, equipped with powered pontoon boats, amphibious excavators, loaders and other heavy engineering machinery, arrived at the scene by 10 am on Friday and immediately began emergency response and rescue operations.
CCTV News reported that the breach flooded a hospital compound and a driving school in Zhoukou, with floodwaters reaching up to 1.5 meters deep.
After the breach occurred, Zhoukou's fire department mobilized 290 personnel from seven nearby brigades to the scene, deploying loaders, inflatable boats, motorboats and other rescue equipment to search for and evacuate stranded people area by area.
According to Henan Daily, another levee breach occurred along the left bank of the Beiru River in Jiaxian county, Pingdingshan, earlier at around 7 pm on Wednesday. The breach, measuring about 47.5 meters wide, prompted local authorities to evacuate 2,182 residents from six villages in two rounds. No casualties were reported, and all evacuees were properly accommodated.
According to an official notice from Yanling county in Xuchang, another levee breach occurred along the Qingyi River near Cangtou village on Thursday, as continuous heavy rainfall kept the river at high levels. Local authorities immediately launched an emergency response and organized evacuations and other risk-prevention measures. No casualties have been reported.
Global Times 
。本周开始更多银行公布业绩，预计整体情况符合预期。投资视角看，上周银行板块兼具相对和绝对收益，跑赢多数行业；展望三季度，预计息差和资产质量等核心变量将保持稳定，全年盈利修复趋势积极，叠加宏观叙事等长期逻辑仍在继续演绎，全年绝对收益仍将延续。

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Published on:08:21:07