海通国际发布中国太保研报,目标价格为40.72元

每日经济新闻
Dec 18, 2023

海通国际12月18日发布题为《NBV 增长逆势提速,净利润表现优于同业》的研报称,中国太保(601601.SH,最新价:23.25元)目标价格为40.72元。评级理由主要包括:1)寿险:个险新单单季增速高于上半年,银保期交增长放缓;2)产险:受低基数及自然灾害影响,承保综合成本率有所上升;3)投资:净投资收益率基本维持稳定,我们预计权益下跌导致总投资收益率同比下降;4)估值仍低,维持“优于大市”...

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