文 | 锦缎时光飞逝,转眼“924”整一周年。这轮猝不及防的牛市启动至今,中国保险上市公司公司既功不可没,也受益匪浅:一方面,它们是资产购买支撑性力量之一,不负“牛市发动机”;另一方面,在后地产时代,它们终于迎来一轮酣畅淋漓的底层资产置换期。反映在账面上,它们的资产负债表得到了一定的修复,但同时这样的结构性调整过程仍处于初级阶段。保险股是中国金融资产走势的一个重要风向标。很大程度上,厘清了它的进度...
Source Link文 | 锦缎时光飞逝,转眼“924”整一周年。这轮猝不及防的牛市启动至今,中国保险上市公司公司既功不可没,也受益匪浅:一方面,它们是资产购买支撑性力量之一,不负“牛市发动机”;另一方面,在后地产时代,它们终于迎来一轮酣畅淋漓的底层资产置换期。反映在账面上,它们的资产负债表得到了一定的修复,但同时这样的结构性调整过程仍处于初级阶段。保险股是中国金融资产走势的一个重要风向标。很大程度上,厘清了它的进度...
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