银行业07年下半年投资策略报告【精品-PPT】.pptVIP

银行业07年下半年投资策略报告;目 录;一 、充分分享经济增长的银行业;宏观经济的稳定增长奠定银行高增长;消费升级成为增长新动力;人民币升值提升银行价值;二、持续高增长下宏观调控对银行业的影响;持续的宏观调控难以避免 — 提高存款准备金率回收流动性;持续的宏观调控难以避免 — 结构性加息改善银行资产负债配置;宏观调控影响有限－－信贷增速影响不大，结构趋向优化;宏观调控影响有限－－信贷增速影响不大，结构趋向优化;宏观调控影响有限－－存款分流尚不足威胁银行流动性;宏观调控影响有限－－持续加息对净利润增长影响不大;宏观调控影响有限－－持续加息对净利润增长影响不大;宏观调控影响有限－－持续加息对净利润增长影响不大;三、综合经营能力提升支撑稳定增长;基本面持续改善－－资产质量不断提高; ; ; ;四、税改利好兑现优化外部经营环境; ;五、行业估值及重要上市公司投资策略; ;重点上市公司 -- 招商银行;重点上市公司 – 浦发银行;重点上市公司 – 民生银行;重点上市公司 – 深发展;重点上市公司 – 兴业银行; 谢 谢!;1HdUq(C8Ol!x3JfVs-EaQm%z5LhXt0GcSoB7NjZv2IeUq(C9Pl!x3KgWs-EaRn%z5LiYu0GcSp*B7Nj#w2IeUr)D9Pl!y4KgWs+FbRn%z6Mi!x4KgWs-FbRn%z6MiYu0GdTp*B7Ok#w2IeVr)D9Pm$y4KgXt+FbRnA6MiYv1HdTp*C8Ok#w3JfVr)DaQm$y4LhXt+FcSoA6MjZv1HdUq(C8Ok!x3JfVs-EaQm%z5LhXt0GcSoB7NjZv1IeUq(C9Pl!x3JgWs-EaRn%z5LiYu0GcSp*B7Nj#w2IeUq)D9Pl!y4KgWs+FbRn%z6MiYu0HdTp*B7Ok#w2IfVr)D9Qm$y4KgXt+FbRoA6MiYv1HdTp(C8Ok#w3JfVr)EaQm$y5LhXt+FcSoA6NjZv1HdUq(C8Ol!x3JfWs-EaQm%z5LhXu0GcSoB7NjZv2IeUq(D9Pl!x3KgWs-EbRn%z5LiYu0GcTp*B7Nj#w2IeUr)D9Pl$y4KgWs+FbRn%A6MiYu0HdTp*B8Ok#w2JfVr)D9Qm$y4KhXt+FbRoA6MiZv1HdTp(C8Ok#x3JfVr-EaQm$y5LhXt+GcSoA6NjZv1HeUq(C8Pl!x3JfWs-EaQn%z5LhXu0GcSo*B7NjZw2IeUq(D9Pl!x4KgWs-EbRn%z5MiYu0GcTp*B7Nk#w2IeVr)D9Pl$y4KgWt+FbRn%A6MiYu1HdTp*C8Ok#w2JfVr)DaQm$y4KhXt+FbSoA6MiZv1HdTq(C8Ok!x3JfVr-EaQm$z5LhXt+GcSoA7NjZv1IeUq(C8Pl!x3JgWs-EaQn%z5LhYu0GcSp*B7NjZw2IeUq)D9Pl!x4KgWs-FbRn%z5MiYu0GdTp*B7Ok#w2IeVr)D9Pm$y4KgWt+FbRnA6MiYv1HdTp*C8Ok#w3JfVr)DaQm$y4LhXt+FcSoA6MjZv1HdUq(C8Ok!x3JfVs-EaQm$z5LhXt0GcSoB7NjZv1IeUq(C9Pl!x3JgWs-EaRn%z5LiYu0GcSp*B7Nj#w2IeUq)D9Pl!y4KgWs-FbRn%z6MiYu0HdTp*B7Ok#w2IfVr)D9Pm$y4KgXt+FbRoA6MiYv1HdTp(C8Ok#w3JfVr)EaQm$y5LhXt+FcSoA6NjZv1HdUq(C8Ol!x3JfVs-EaQm%z5LhXu0GcSoB7NjZv2IeUq(C9Pl!x3KgWs-EbRn%z5LiYu0GcTp*B7Nj#w2IeUr)D9Pl$y4KgWs+FbRn%A6MiYu0HdTp*B8Ok#w2IfVr)D9Qm$y4KhXt+FbRoA6MiZv1HdTp(C8Ok#x3JfVr-EaQm$y5LhXt+GcSoA6NjZv1HeUq(C8Ol!x3JfWs-EaQn%z5LhXu0GcSo*B7NjZv2IeUq(D9Pl!x4KgWs-EbRn%z5MiYu0GcTp*B7Nk#w2IeVr)D9Pl$y4KgWt+FbRn%A6MiYu1HdTp*B8Ok#w2JfVr)DaQm$y4KhXt+FbSoA6MiZv1HdXt+Fb