National Financial Regulatory Administration Reports on Key Risks in China’s Major Banks Post-Evergrande Crisis

Friday, 6 September 2024, 07:00

National Financial Regulatory Administration indicates that China’s major banks like the Industrial and Commercial Bank of China still face significant risk exposure from bad loans. Following the Evergrande crisis, the property downturn presents critical challenges to the banking sector. As asset quality declines, banks must navigate an elevated non-performing loan ratio, impacting their stability.
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National Financial Regulatory Administration Reports on Key Risks in China’s Major Banks Post-Evergrande Crisis

Navigating Risk Exposure in China’s Banking Sector

The latest review by the National Financial Regulatory Administration highlights the ongoing struggle of China’s key banks, including Industrial and Commercial Bank of China (ICBC) and Ping An Bank, to manage risk exposure in the wake of the Evergrande crisis. These banks are still grappling with elevated levels of bad assets linked to property loans, amidst a continuing real estate downturn.

Current Loan Performance and Ratios

  • The non-performing loans (NPLs) ratio in the property sector stands at a median of 2.79 percent among top banks.
  • The big four state-owned banks report an average bad loan ratio from property-related loans at 5.2 percent.
  • Despite some reductions, these figures remain significantly above the overall average NPL ratio of 1.56 percent.

Market Impact and Projections

The negative trends in the property market are expected to continue affecting bank profitability, with banks increasing loans to developers less than previous estimates. Investment banks like UBS have revised down growth projections for China's GDP in light of these ongoing challenges.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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