中国平安:新法新班底 欠配高股息

中泰证券股份有...
27 Jun

A 股第一欠配高股息龙头:具备“基本面修复+风格红利”双重弹性。中国平安疫后股价表现弱于同业主要系其他资管板块拖累与高管频繁更替。但立足当下,公司基本面和外部环境均悄然发生变化。当前公司A/H 股静态股息率分别达4.5%/5.6%具备优势。随着两次低成本转债发行到位,公司有望延续过去13 年连续每股分红稳健增长的优秀历史。《公募基金高质量发展行动方案》推动风格归位与欠配修复,中国平安A 股作为全部...

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