Rui Feng Banks (601528): Zhejiang Agricultural Credit Union benchmarking, cultivating internal and expanding externally for high growth.

Why is it Zhejiang Rural Credit Cooperative? Leading the way in the times, it has become the "iron army" that can fight the most in China. In the stage of commercialization reform of rural credit cooperatives, Zhejiang Rural Credit Cooperative seized the policy opportunity to take the lead in starting the shareholding system reform, clarifying and unblocking the "clear property rights" and "support for agriculture and rural areas".

華安證券22:31

Changjiang Securities: Real estate policy accelerates bank stock valuation repair

Real estate policies accelerate the systematic valuation of bank stocks and repair the current round of real estate policy levels have exceeded expectations, and the market will continue to observe and price the new real estate policy. If the real estate market stabilizes, it will support the systematic restoration of bank stock valuations.

Zhitong FinanceMay 29 22:05

The A-share banking sector fluctuated higher, and Ruifeng Bank rose more than 2%

Glonghui, May 21 | Shanghai Agricultural Commercial Bank rose more than 3%; Sunong Bank, Jiangyin Bank, and Ruifeng Bank rose more than 2%; Bank of Nanjing and Bank of Suzhou followed suit.

Gelonghui FinanceMay 21 00:37

Changjiang Securities: Expectations to improve asset quality drive bank stock valuation repair

The Zhitong Finance App learned that Changjiang Securities released a research report saying that PB valuations of bank stocks have been completely “broken” since the second half of 2023. Among them, urban investment and real estate risks are the core influencing factors. As CITIC Chemical Bonds mitigate liquidity risks, the real estate policy will be further relaxed, which will strengthen the logic of improving asset quality, open up valuation limits, and be optimistic that the valuation of high-quality bank stocks will return above 1.0xPB. At the individual stock level, we focus on recommending China Merchants Bank (600036.SH), which has both high dividends and real estate attributes, Changshu Bank (601128.SH), a high-performing stock driven by recovery expectations, and in-depth adjustments from 2023

Zhitong FinanceMay 20 21:22

Bank stocks fluctuated and rallied, with Bank of Suzhou leading the way, Bank of Nanjing, Bank of Qilu, Ruifeng Bank, Ping An Bank, and Bank of Changsha.

Bank stocks fluctuated and rallied, with Bank of Suzhou leading the way, Bank of Nanjing, Bank of Qilu, Ruifeng Bank, Ping An Bank, and Bank of Changsha.

Zhitong FinanceMay 20 20:51

Ruifeng Bank (601528): Q1 revenue maintained rapid growth, asset quality remained stable

Key investment points: Rui Fung Bank's 24Q1 revenue maintained rapid growth, asset quality remained stable, and we gave it a “superior to the market” rating. The 24Q1 revenue growth rate maintained rapid growth. Rui Fung Bank's revenue growth rate in 2024Q1 was 15

海通證券May 16 00:36