Huatai Securities: Listed Banks’ Earnings Recovery More Certain, State-Owned Lenders’ Value Stands Out

Cointime reports: Listed Chinese banks posted 7.8% revenue growth and 3.8% net profit growth in the first nine months of 2026, with both paces accelerating from the first half, Huatai Securities said in a research note. Stabilizing net interest margins supported interest income even as balance-sheet expansion slowed, while recovering investment gains aided the earnings repair. Huatai said full-year earnings recovery is increasingly certain and that state-owned major banks offer compelling value on steady profits and higher dividends.