【国泰海通非银刘欣琦团队】健康险迎政策红利,继续看好低估值券商板块

欣琦看金融
Oct 09

非银一周观点节前金监总局发布《关于推动健康保险高质量发展的指导意见》,对于健康险的未来发展提供了部门级的指导意见,以推动中国健康险的发展,尤其是“提升健康保险服务保障水平”及“支付浮动收益型健康险发展”表述超预期。在预计分红险将成为上市公司2026年主力销售产品背景下,健康险有望在政策支持下,实现超预期增长。后续如健康险在整个医疗支付端地位有提升,则将更加构成保险板块的重大利好。此外,我们继续首推...

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