本报告导读:中国平安战略定位 “综合金融”+“医疗养老”,依据三大竞争优势打造的“产品+服务”模式将带来盈利长期的稳定增长,构成中国平安新的价值增长极。投资要点:投资建议:投 资者当前依然以保险等综合金融视角看待中国平安的价值,在市场担忧长期低利率背景下,当前仅给予公司0.75 倍PEV,单就金融业务而言,处于估值低位。此外,我们认为应当给予中国平安“综合金融+医疗养老”战略下构建“产品+服务”新...
Source Link本报告导读:中国平安战略定位 “综合金融”+“医疗养老”,依据三大竞争优势打造的“产品+服务”模式将带来盈利长期的稳定增长,构成中国平安新的价值增长极。投资要点:投资建议:投 资者当前依然以保险等综合金融视角看待中国平安的价值,在市场担忧长期低利率背景下,当前仅给予公司0.75 倍PEV,单就金融业务而言,处于估值低位。此外,我们认为应当给予中国平安“综合金融+医疗养老”战略下构建“产品+服务”新...
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