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2025年平安人寿为举牌最积极险资,举牌标的主要为港股国股行(%)
2025年平安人寿为举牌最积极险资,举牌标的主要为港股国股行(%)
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所属报告:
银行行业深度报告:险资增配动因与PB~ROE估值曲线演变“新范式”-250730(45页).pdf
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平安人寿积极举牌国股行。参与机构方面,平安人寿年内共举牌 3家国股行(农行、邮储、招行),且均为 H 股,其中举牌招行的比例已超 H 股股本 15%;此外瑞众人寿、新华人寿和弘康人寿分别举牌中信银行(H 股)、杭州银行(A 股)、郑州银行(H股),持股比例均超 5%。
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当前图表所属:
银行行业深度报告:险资增配动因与PB~ROE估值曲线演变“新范式”-250730(45页).pdf
2026年银行行业报告:险资增配红利资产,板块轮动与PB-ROE估值演变
2023年起监管逐步调降权益投资风险因子,险企投资权益资本压力减弱
银行板块股息率仍居前列,仅低于煤炭及石油石化行业
四大行2025年涨幅优于“鸿鹄一期”投资标的,未来仍有配置空间(%)
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