天风证券给予新华保险买入评级

每日经济新闻
30 Mar

天风证券03月30日发布研报称,给予新华保险(601336.SH,最新价:51.98元)买入评级。评级理由主要包括:1)期交保费稳健增长,业务品质大幅改善;2)人力队伍规模基本企稳,人均产能大幅改善;3)保险资金投资;4)股债双牛大幅提振总投资及综合投资收益率,利率中枢下行小幅压制净投资收益表现;5)大类资产配置方面,显著加配权益,去通道趋势明显;6)会计入账方面,大幅提升OCI资产占比,AC占比...

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