中金：2026年寿险行业将再入黄金发展期保险业投资重回给予成长能力估值溢价

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智通财经APP获悉，中金发布研报称，2022年底判断寿险行业将迈向新增长周期，但因利率下行等因素，2023年以来的负债增长说服力不强，行业股价主要受波动更剧烈的资产端影响;展望2026年，该行认为寿险行业将再入黄金发展期、负债端有更积极的发展趋势呈现，行业投资逻辑将从“寻求存量业务的重估修复”重回“给予成长能力估值溢价”，优质寿险有望王者归来、目标估值重回1.0xP/EV之上。中金主要观点如下：...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512081355169530c544&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研报称，2022年底判断寿险行业将迈向新增长周期，但因利率下行等因素，2023年以来的负债增长说服力不强，行业股价主要受波动更剧烈的资产端影响;展望2026年，该行认为寿险行业将再入黄金发展期、负债端有更积极的发展趋势呈现，行业投资逻辑将从“寻求存量业务的重估修复”重回“给予成长能力估值溢价”，优质寿险有望王者归来、目标估值重回1.0xP/EV之上。中金主要观点如下：...</p>\n\n<a 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中金：2026年寿险行业将再入黄金发展期 保险业投资重回给予成长能力估值溢价

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中金：2026年寿险行业将再入黄金发展期保险业投资重回给予成长能力估值溢价