2026年上半年,A股五大上市险企合计实现归母净利润3173.87亿元,同比增长78.12%,合计拟派发现金红利超390亿元。但业绩的“繁花”难掩估值的“冰花”,截至8月末,五家险企年内股价平均跌幅约16.7%,中国太保更是跌去22.06%。 一边是低估值、高股息筑牢的“安全垫”,对长期资金形成较强吸引力;另一边是分红险全面替代传统固收产品的“增长极”,头部险企新单占比显著提升,行业分红险保费...
Source Link2026年上半年,A股五大上市险企合计实现归母净利润3173.87亿元,同比增长78.12%,合计拟派发现金红利超390亿元。但业绩的“繁花”难掩估值的“冰花”,截至8月末,五家险企年内股价平均跌幅约16.7%,中国太保更是跌去22.06%。 一边是低估值、高股息筑牢的“安全垫”,对长期资金形成较强吸引力;另一边是分红险全面替代传统固收产品的“增长极”,头部险企新单占比显著提升,行业分红险保费...
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