2025 年，中国中小市值保险公司股价跑赢大市 30%，平均涨幅达 58%，而同期恒生指数涨幅仅为 28%。这一表现表明，市场对于寿险需求回暖以及宏观层面利好因素的乐观情绪正在升温。近期市场对于保险公司盈利及股息的一致预期调整幅度较为温和，仅部分反映了 2025 年下半年的良性宏观周期。凭借承保韧性、每股收益增长潜力以及清晰的股息前景等基本面优势，这类保险公司仍具备充足的上行空间。因此，小摩将太平...
Source Link2025 年，中国中小市值保险公司股价跑赢大市 30%，平均涨幅达 58%，而同期恒生指数涨幅仅为 28%。这一表现表明，市场对于寿险需求回暖以及宏观层面利好因素的乐观情绪正在升温。近期市场对于保险公司盈利及股息的一致预期调整幅度较为温和，仅部分反映了 2025 年下半年的良性宏观周期。凭借承保韧性、每股收益增长潜力以及清晰的股息前景等基本面优势，这类保险公司仍具备充足的上行空间。因此，小摩将太平...
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