研报掘金丨国泰海通：“产品加服务”打造平安新价值增长极，目标价看高至88.53元

格隆汇02-26 09:28

国泰海通发布中国平安的最新深度报告《“产品加服务”，打造平安新的价值增长极》。报告指出，在人口老龄化+商业健康险迎来政策利好背景下，中国平安凭借三大优势——领先的综合金融聚合支付端、先发的医养布局整合服务端和强大的科技能力融合支付端和服务端，将带来远期盈利的稳定增长，从而带来估值修复。报告详细分析了联合健康的盈利来源和估值体系，发现美国市场给“产品+服务”模式运行的保险公司以分部估值加总外的...

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