保险深度丨阳光保险首次覆盖深度报告:综合性民营保险集团,保险及投资业务兼具成长及特色【中泰非银·蒋峤/戴志锋】

传统借贷vs新型...
Jan 12

投资要点核心摘要:阳光保险优势及特点总结如下。1、综合性民营保险服务集团,多元化股权结构与专业化治理结构等独特优势,有坚持长期价值的战略执行能力和定力。2、寿险业务方面,银保占比高、有长期积累和业务特色,将有望在“利率下行”、“报行合一”的环境中占据竞争优势。3、财险业务方面,通过业务及成本管控,持续稳定优化COR,提升承保盈利。4、投资方面,一是投资表现领先,2019-2024H1期间总/净投资...

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