智通财经APP获悉,方正证券发布研报称,保险业资负两端同步改善、开门红预计延续稳增长趋势,估值或迎持续修复。利率企稳、权益改善,推动投资收益率企稳回升;报行合一、预定利率下调等监管政策呵护下负债成本能持续压降等,利差风险持续缓解,叠加权益弹性显著,业绩和估值有望双击。方正证券主要观点如下:业绩概览:净利润显著提速,净资产环比改善利润环比显著提速,预计4Q25增速将保持稳健。利润增速排序:国寿(+...
Source Link智通财经APP获悉,方正证券发布研报称,保险业资负两端同步改善、开门红预计延续稳增长趋势,估值或迎持续修复。利率企稳、权益改善,推动投资收益率企稳回升;报行合一、预定利率下调等监管政策呵护下负债成本能持续压降等,利差风险持续缓解,叠加权益弹性显著,业绩和估值有望双击。方正证券主要观点如下:业绩概览:净利润显著提速,净资产环比改善利润环比显著提速,预计4Q25增速将保持稳健。利润增速排序:国寿(+...
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