Major banks are all optimistic about domestic banks, with the most favor towards Bank of China and China Construction Bank. Net interest income is expected to rebound, providing room to increase dividends.

SighingCashier · 2026-04-03T19:47:48+00:00

April 4, 2026Big banks all praise domestic banks, with the most favor towards Bank of China and China Construction Bank Net interest income is expected to rebound, with room to increase dividends ===================================================================Click to enlarge / Show original imageThe performance period for domestic banks has ended. Many state-owned bank management teams unanimously expect that this year's net interest income will stop declining and rebound. International investment banks have also issued positive reports, pointing out that under three major favorable factors—including improved income drivers for domestic banks this year; slowing growth in bank loans and risk-weighted assets—more capital can be accumulated.

SighingCashier

2026-04-03 19:47:48

April 4, 2026

Major institutions sing praise for domestic banks, most favored: Bank of China and China Construction Bank
Net interest income is expected to rebound, with room to increase dividends

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After the domestic banking results season concluded, the management teams of several state-owned banks unexpectedly share the view that this year’s banks’ net interest income is expected to stop falling and rebound. International investment banks have also issued reports in succession praising them, pointing out that, under three positive factors, including improved revenue momentum for the domestic banking sector this year; the growth rate of bank loans and risk-weighted assets will slow down, which may help accumulate more capital and expand dividend capacity; under macroeconomic uncertainty, “the national team” may need to stabilize the A-share market by buying heavyweight index-linked domestic bank stocks. Several major banks have urged …

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