Citi released a report forecasting that Chinese banks' revenue for 4Q25 will grow by 2.1% YoY, on the back of decent fee income and stabilizing NIM, partially offset by the impact of slowing loan growth. Against a backdrop of stable asset quality, the broker expected Chinese banks to release provisions to support profit growth.Among the Chinese banks, Citi expected CQRC BANK (03618.HK) +0.110 (+1.585%) Short selling $10.08M; Ratio 176.826% to beat expectations in its 4Q25 results, while CEB BANK (06818.HK) -0.010 (-0.330%) Short selling $11.84M; Ratio 72.361% and CHANGSHU BANK (601128.SH) -0.060 (-0.845%) were forecast to underperform, and PING AN BANK (000001.SZ) -0.150 (-1.331%) was estimated to slightly miss.Related News M Stanley Lists Dividend Return Forecasts for Chinese Banks' H Shares for This Year and Next Year (Table)As the yield on China's ten-year government bonds peaks, the spread between dividend yields and the ten-year government bond yield was expected to widen, attracting southbound yield seeking investors. Citi's top picks were BANK OF CHINA (03988.HK) +0.050 (+0.998%) Short selling $358.68M; Ratio 92.286% and BANK OF NINGBO (002142.SZ) -0.400 (-1.314%) .(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-02 16:25.) (A Shares quote is delayed for at least 15 mins.)
AASTOCKS Financial News