保险股强势中国人寿涨4.82% 机构指上市险企估值修复仍有空间

金吾资讯2025-12-17

金吾财讯 | 保险股强势，中国人寿(02628)涨4.82%，中国太保(02601)涨3.61%，新华保险(01336)涨2.89%，中国太平(00966)涨2.65%，中国平安(02318)涨2.11%，中国人民保险集团(01339)涨1.69%。中信建投认为，建议重视保险板块业绩增长与估值修复的戴维斯双击投资机会。当前利率企稳回升带来的估值修复有望成为保险板块行情的主要驱动。此前在长端利率趋势...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217143146a455953a&s=b><strong>金吾资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | 保险股强势，中国人寿(02628)涨4.82%，中国太保(02601)涨3.61%，新华保险(01336)涨2.89%，中国太平(00966)涨2.65%，中国平安(02318)涨2.11%，中国人民保险集团(01339)涨1.69%。中信建投认为，建议重视保险板块业绩增长与估值修复的戴维斯双击投资机会。当前利率企稳回升带来的估值修复有望成为保险板块行情的主要驱动。此前在长端利率趋势...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217143146a455953a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1048588211.SGD","symbol_name":"Blackrock Asian Dragon A2 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保险股强势，中国人寿(02628)涨4.82%，中国太保(02601)涨3.61%，新华保险(01336)涨2.89%，中国太平(00966)涨2.65%，中国平安(02318)涨2.11%，中国人民保险集团(01339)涨1.69%。中信建投认为，建议重视保险板块业绩增长与估值修复的戴维斯双击投资机会。当前利率企稳回升带来的估值修复有望成为保险板块行情的主要驱动。此前在长端利率趋势下行背景下，由于保险资金整体配置结构中约75%-80%为固收类资产，市场对上市险企未来长期投资收益的预期较为悲观，也直接对寿险板块估值带来压制，但近期长端利率呈企稳回升态势，目前10年国债收益率已处于1.8%以上，有望带动上市险企估值修复。而且，中信建投认为即使在1.5%-1.6%的较为保守的长端利率预期下，上市险企估值修复仍有空间。在此基础上，上市险企在业绩方面亦有支撑，其中寿险看好2026年开门红新单增速超预期，财险看好非车险“报行合一”带动承保利润较快增长。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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保险股强势 中国人寿涨4.82% 机构指上市险企估值修复仍有空间

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保险股强势中国人寿涨4.82% 机构指上市险企估值修复仍有空间