我们根据2025 年上市险企中报,进一步更新了此前中泰非银团队创立的P/CE-ROCE估值体系在最新一期报告的应用结果。P/CE-ROCE 估值体系回顾。此前中泰非银团队外发新准则下保险股估值重构专题《保险股P/CE-ROCE 估值体系探析:综合权益视角下的全面价值》,本期我们根据1H25上市险企中报盈利情况进行更新。由于长端利率中枢持续下行、EV 体系假设频繁调整,导致原有的P/EV-ROEV ...
Source Link我们根据2025 年上市险企中报,进一步更新了此前中泰非银团队创立的P/CE-ROCE估值体系在最新一期报告的应用结果。P/CE-ROCE 估值体系回顾。此前中泰非银团队外发新准则下保险股估值重构专题《保险股P/CE-ROCE 估值体系探析:综合权益视角下的全面价值》,本期我们根据1H25上市险企中报盈利情况进行更新。由于长端利率中枢持续下行、EV 体系假设频繁调整,导致原有的P/EV-ROEV ...
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