智通财经APP获悉,东吴证券发布研报称,保险市场需求依然旺盛,预定利率下调+分红险转型将推动负债成本持续优化,利差损压力将有所缓解。近期十年期国债收益率企稳于1.81%左右,该行预计,未来伴随国内经济复苏,长端利率若继续修复上行,则保险公司新增固收类投资收益率压力将有所缓解。当前公募基金对保险股持仓仍然欠配,2025年11月14日保险板块估值2025E 0.58-0.96倍PEV、1.12-...
Source Link智通财经APP获悉,东吴证券发布研报称,保险市场需求依然旺盛,预定利率下调+分红险转型将推动负债成本持续优化,利差损压力将有所缓解。近期十年期国债收益率企稳于1.81%左右,该行预计,未来伴随国内经济复苏,长端利率若继续修复上行,则保险公司新增固收类投资收益率压力将有所缓解。当前公募基金对保险股持仓仍然欠配,2025年11月14日保险板块估值2025E 0.58-0.96倍PEV、1.12-...
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