研报掘金丨华源证券：首予江苏金租“买入”评级，估值有望享受一定溢价

格隆汇07-15

华源证券研报指出，江苏金租为A股唯一上市金融租赁公司。2025年三季报和2026年一季报，泰康人寿保险有限责任公司-传统-普通保险产品及中国人寿保险（集团）公司-传统-普通保险产品-港股通（创新策略）分别进入公司前十大股东名单，体现公司亦受机构资金关注。分红率保持稳定，股息率较有吸引力。考虑到A股缺乏直接可比的上市金租公司，以区域优质城商行作为估值参照，选取江苏银行、南京银行、宁波银行作为可比公司...

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