国盛证券：保险业阶段性超额收益显著积极看好板块配置价值

智通财经2025-12-11

智通财经APP获悉，国盛证券发布研报称，长期来看，保险行业持续受益于银行存款搬家趋势，多元化的养老、医疗、理财储蓄等保险需求有望推动行业持续扩容。短期来看，险企开门红进展顺利，有望提振2026年负债端表现。产品预定利率阶梯型下调大幅缓解行业利差损风险，“报行合一”推动行业反内卷和头部公司集中度提升，积极看好保险板块的配置价值。国盛证券主要观点如下：保险行业阶段性超额收益显著，但市场风格切换全年跑输...

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国盛证券：保险业阶段性超额收益显著 积极看好板块配置价值

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国盛证券：保险业阶段性超额收益显著积极看好板块配置价值