异动解读 | 中国人寿盘中大涨5.12%,险企业绩向好推动估值修复

异动解读
Apr 01

中国人寿今日盘中大涨5.12%,引起了市场的广泛关注。

消息面上,根据国泰海通证券的最新报告,保险行业业绩持续向好,受益于“存款搬家”和开门红推动人身险保费增长,同时长端利率阶段性企稳推动险企资产端业绩向好,各上市险企年报普遍符合或超过市场预期。该机构看好由负债端26年开门红销售景气,资产端利率回升及险企基本面稳健带来的保险股估值修复,并维持行业“增持”评级。

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