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今日热闻!大行缺长钱压力Q4缓解 银行股估值修复可期

2026-09-15 17:32:30来源：中财网  


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CFi.CN讯：数据显示，8月大行存贷增速差走阔至2.84%，同业存单发行期限拉长至9.6年，债券投资增速回落至18.05%，日均融出规模低于近三年均值6500亿元，反映短期“缺长钱”压力明显。非银存款占比仍处高位，单位活期转定期、中小行提价抢储等现象进一步印证负债端久期收缩。

近期机构研报指出，大行“缺长钱”并非长期趋势，Q4有望显著缓解。研报认为，财政支出加快将回流企业与居民核心存款；商金债Q4或放量发行，延长负债久期；财政部对工行、农行注资预计释放约6800亿元1年期负债额度。9月长债卖出力度已减弱，印证拐点临近。

研报认为，负债成本优势突出、核心存款稳定的全国性银行最直接受益，国有大行及招行首当其冲；区域经济强、定价能力强的优质城商行如杭州银行、江苏银行等也具配置价值。中长期视角下，中信银行被列为推荐标的。

关键词： 商业频道 快讯

责任编辑：hnmd003

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