CITIC Securities: Expect the banking sector to continue its relative performance in April

NightAirdropper · 2026-04-08T17:44:55+00:00

CITIC Securities research report forecasts that in the first quarter of 2026, the revenue and net profit growth rates of A-share listed banks will be +3.1% and +2.5%, respectively, showing improvement compared to 2025. It is expected that the banking sector will continue to demonstrate relative return characteristics in April, with significant absolute return potential for the entire year.

NightAirdropper

2026-04-08 17:44:55

Abstract generation in progress

Rui Finance Yan Minghui Recently, a research report from Citic Securities said that benefiting from the marginal narrowing in the spread compression as well as the rebound in non-interest income driven by wealth management, it expects that in Q1 2026, the revenue growth rate and the growth rate of attributable net profit for A-share listed banks will be +3.1% and +2.5%, respectively—stepping up further from the full-year 2025 performance growth rates (expected to be +1.5% and +1.8%).

With earnings catalysts combined with another rebalancing of market styles, it is expected that the banking sector will continue to exhibit relative return characteristics in April; in addition, driven by low valuation and the defensive nature of equity exposure, the scope for full-year absolute returns is significant.

Related companies: Citic Securities sh600030

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