保险行业双周报第一期：保险板块阶段回调利率企稳利好估值修复_老虎社区_美港股上老虎

保险行业双周报第一期：保险板块阶段回调利率企稳利好估值修复

国泰海通证券03-03

本报告导读：25年险企增配权益资产，偿付能力整体充足；部分险企推出预定利率1.25%分红险产品；节后保险股价阶段回调，依然看好利率企稳背景下低估值保险股的估值修复。投资要点：保险板块调整，利率企稳利好估值修复。2月13日至2月27日，申万保险指数（801194.SI）由1474.31下跌至1419.21，区间跌幅-3.74%。同期沪深300涨跌幅+1.08%，上证指数+1.98%，恒生指数+...

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