银行业：流动性边际趋紧，关注板块相对收益

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1、重点公司估值和财务分析表收盘价报告日期（元/股）2019E2020E2019E2020E2019E2020E2019E2020E工商银行601398.SHCNY5.672019/8/30买入6.560.850.886.676.440.820.7512.9112.23建设银行601939.SHCNY7.252019/8/29增持8.341.051.096.906.650.870.7913.1612.47农业银行601288.SHCNY3.572019/9/3买入4.340.590.626.055.760.720.6612.4111.87中国银行601988.SHCNY3.662019/9/1买入

2、4.490.610.636.005.810.650.6011.4110.82招商银行600036.SHCNY36.182019/8/25买入36.353.553.9810.199.091.591.4116.5816.43中信银行601998.SHCNY6.022019/10/18买入7.170.951.016.345.960.670.6211.0510.80浦发银行600000.SHCNY12.782019/8/25买入13.132.072.306.175.560.760.6812.9912.90兴业银行601166.SHCNY18.732019/9/1买入23.603.043.256.165

3、.760.790.7213.5913.05光大银行601818.SHCNY4.412019/8/29买入4.800.680.756.495.880.740.6711.9711.98平安银行000001.SZCNY16.512019/8/8买入17.171.591.7810.389.281.151.0311.6911.72北京银行601169.SHCNY5.532019/4/26买入7.650.971.045.705.320.610.5711.2911.05上海银行601229.SHCNY9.572019/4/21买入14.351.802.055.324.670.670.6013.2213.52

4、宁波银行002142.SZCNY26.542019/8/30买入24.562.502.9710.628.941.841.5618.8718.94南京银行601009.SHCNY8.912019/8/27买入10.051.481.666.025.370.970.8617.0216.71杭州银行600926.SHCNY8.592019/8/28买入9.211.151.357.476.360.840.7611.8312.53贵阳银行601997.SHCNY8.692019/4/17买入17.882.512.793.463.110.570.5017.8516.89常熟银行601128.SHCNY8.2

5、12019/8/28买入9.960.790.9310.428.821.151.0412.5812.42工商银行01398.HKHKD5.422019/8/30买入5.920.850.885.765.560.710.6512.9112.23建设银行00939.HKHKD6.262019/8/29买入6.961.051.095.385.190.680.6213.1612.47农业银行01288.HKHKD3.172019/9/3买入3.850.590.624.854.620.570.5312.4111.87中国银行03988.HKHKD3.172019/9/1买入3.800.610.634.694

6、.540.510.4711.4110.82招商银行03968.HKHKD37.952019/8/25买入40.203.553.989.668.611.511.3316.5816.43中信银行00998.HKHKD4.392019/10/18买入5.950.951.014.173.930.440.4111.0510.80中国光大银行06818.HKHKD3.642019/8/29买入5.010.680.754.834.380.550.5011.9711.98邮储银行01658.HKHKD4.432019/8/20买入5.390.690.776.435.760.770.7012.5612.61重庆

7、农村商业03618.HKHKD3.872019/9/17买入4.781.071.243.613.120.490.4314.2114.59银行股票简称股票代码货币最新最近合理价值EPS(元)PE(x)PB(x)ROE(%)评级注：A+H股上市银行的业绩预测一致，且货币单位均为人民币元；对应的H股PE和PB估值，为最新H股股价按即期汇率折合为人民币计算所得。数据来源：Wind，备注：表中估值指标按