资源描述
2023 3.52%1.47%2022 ROE 10.8%5 2023 2023 1.78%22BP 17BP 20BP 2023 11.13%15.97%5.08%2023 10.35%58.04%4.39 2BP 6BP 1 7.72%2023 18.51%7.55%1.4 2023 1.17%0.04 309.47%4.27 LPR 2023 2024 2020 601988 601838 600919 601128 T ab l e _ R es earch-25%-20%-15%-10%-5%0%5%300.5.11.14.15.ZXEVwPsPoNqRsMtQtOrOnMaQ8Q9PmOpPnPtPlOrRnQlOqRsP6MoOyRxNnMwPxNmRmQ ROE 2023 42 5.65 3.52%2.09 1.47%2022 ROE 10.8%0.39 5 2023 42 2.89%5.41%7.39%2023-4.35%-3.68%2.54%1.27%2.12%-2.96%7.57%9.98%5%-6.00%-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%0.0010000.0020000.0030000.0040000.0050000.0060000.0070000.002020 2021 2022 2023(yoy yoy10.00%10.50%11.00%11.50%12.00%12.50%2019 2020 2021 2022 2023 ROE-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%2020 2021 2022 2023 yoy yoy-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%02000400060008000100001200014000160002020 2021 2022 2023(yoy 10%-6.00%-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%2020 2021 2022 2023 yoy yoy yoy yoy-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%2020 2021 2022 2023 yoy yoy yoy yoy-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%yoy-40.00%-30.00%-20.00%-10.00%0.00%10.00%20.00%30.00%yoy7y2jjOaCy5IPlTIWjr7WQJKvZxvDHl7CnYBIQwX/6MMvZZ9+w+xBg68bq8E4dsJO 1.2023 42 4.25 2.89%2019 27 10%2023 42 1.78%22BP 2022 3.69%17BP 4.6%20BP 42 25 1.8%-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%38000390004000041000420004300044000450002020 2021 2022 2023(yoy-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%01000200030004000500060007000 yoy 2%2.2023 42 161.32 2022 11.13%2022 15.97%5.08%2023 12.88%6%13.3%8.51%17.54%10.77%17.96%11.44%5.69%2.86%29%9.14%0.00%1.00%2.00%3.00%4.00%5.00%6.00%2019 2020 2021 2022 2023 NIM 0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%2022NIM 2023NIM 0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%0.00200000.00400000.00600000.00800000.001000000.001200000.001400000.001600000.001800000.002020 2021 2022 2023(0%2%4%6%8%10%12%14%16%18%2020 2021 2022 2023 0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%20.00%2020 2021 2022 2023 0.00%5.00%10.00%15.00%20.00%25.00%30.00%2020 2021 2022 2023-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%2020 2021 2022 2023 2023 42 46.11%9.25%57.55%2023 2022 36.5%34%18.76%7.51 2022 16.51%0.00%5.00%10.00%15.00%20.00%25.00%30.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%45.00%50.00%2019 2020 2021 2022 2023/52.00%54.00%56.00%58.00%60.00%62.00%64.00%66.00%2019 2020 2021 2022 2023/3.2023 190.98 2022 10.35%2022 11.59%6.1%11.3%9.54%2023 58.04%2022 4.39 2.1%2BP 2.17%6BP 0.005.0010.0015.0020.0025.0030.0035.0040.0045.0050.002019-032019-062019-092019-122020-032020-062020-092020-122021-032021-062021-092021-122022-032022-062022-092022-122023-032023-062023-092023-12:%010000200003000040000500006000070000800002022-06 2022-09 2022-12 2023-03 2023-06 2023-09 2023-12 2024-03:0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%050000010000001500000200000025000002020 2021 2022 2023(0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%2020 2021 2022 2023 2023 5 10-25BP 1 0%10%20%30%40%50%60%70%80%90%100%2019 2020 2021 2022 2023 1.60%1.70%1.80%1.90%2.00%2.10%2.20%2.30%2019 2020 2021 2022 2023:1.2023 42 7576.9 7.72%2022 1.41%15.12%25.2%1.52%8 2022 14.03%13.42%0%10%20%30%40%50%60%70%80%90%100%3 3 1 1 5 5-10.00%-8.00%-6.00%-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%7000.007200.007400.007600.007800.008000.008200.008400.008600.002020 2021 2022 2023(yoy12.50%13.00%13.50%14.00%14.50%15.00%2019 2020 2021 2022 2023/2023 26.8 2022 3.07%TOP100+2.29 3.83 2022 20.58%1.63%2023 23.3%61.0%15.6%16 9 aum 50%-30.00%-20.00%-10.00%0.00%10.00%20.00%30.00%2020 2021 2022 2023 yoy yoy yoy yoy-100.00%-80.00%-60.00%-40.00%-20.00%0.00%20.00%40.00%60.00%80.00%100.00%yoy 2.2023 42 6396.05 2.51%4262.05 18.51%7.55%1.4 2023 10 2.56%2022 28BP 2024 051015202530352019 2020 2021 2022 2023 050001000015000200002500030000350004000045000500002021 2022 2023+()()0%10%20%30%40%50%60%70%80%90%100%2019-032019-062019-092019-122020-032020-062020-092020-122021-032021-062021-092021-122022-032022-062022-092022-122023-032023-062023-092023-12 0%10%20%30%40%50%60%70%80%90%050000100000150000200000250000 aum/aum 2023 42 1.17%0.04 309.47%4.27 2022 1.7%2023 1.81%0.11-15%-10%-5%0%5%10%15%20%25%30%35%0100020003000400050006000700080002020 2021 2022 2023(yoy yoy2.02.12.22.32.42.52.62.72.82.93.02022-12-302023-01-302023-02-282023-03-312023-04-302023-05-312023-06-302023-07-312023-08-312023-09-302023-10-312023-11-302023-12-312024-01-312024-02-292024-03-312024-04-30:10%230.00%240.00%250.00%260.00%270.00%280.00%290.00%300.00%310.00%320.00%0.00%0.20%0.40%0.60%0.80%1.00%1.20%1.40%1.60%2019 2020 2021 2022 2023 0.00%0.50%1.00%1.50%2.00%2.50%2019 2020 2021 2022 2023 2023 2023 42 14.13%11.61%10.25%2022-0.01 0.03 0.04 9%7.5%2024 1 TLAC 2025 0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%2019 2020 2021 2022 2023 0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%2022 2023 2023 42 4.83%2022 0.23 5.42%5.57%4.56%4.28%2023 6%20 5%2020 2024 5 8 PB 0.57X PB 0.58X 0.53X 0.6X 0.54X,2020 38.3%58.5%15.5%14.1%24.6%0.00%1.00%2.00%3.00%4.00%5.00%6.00%2019 2020 2021 2022 2023 0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%8.00%2023 PB LPR 2023 2024 2020 601988 601838 600919 601128 0.000.200.400.600.801.001.20 PB PB PB PB PB0%10%20%30%40%50%60%70%80%90%100%0.000.100.200.300.400.500.600.700.800.901.00 PB PB .2016 7 6 12 A 300 50 10%-5%10%5%20%5%20%-5%5%5%嫚
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