研报掘金丨长江证券:维持中国平安“买入”评级,行业估值重构,平安上行空间充足

格隆汇
Nov 10, 2025

长江证券研报指出,中国平安日前发布2025年三季报,公司实现归属净利润1328.6亿元,同比增长11.5%;实现新业务价值357.2亿元,可比口径下同比增长46.2%。行业估值重构,平安上行空间充足。从中报和正在披露的三季报来看,此前提到的险资增配权益以及规模增长的逻辑都得到了验证,短期该行继续看好资产端主线,中长期行业的盈利能力和估值有望重估。公司层面来看,平安持续推进渠道改革,重视供给侧创新,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10