在特别分红相关安排结束及平安健康在平安集团内实现并表后,我们认为后续平安健康与集团内其他业务线的协同加强将是其基本面实现改善及估值提升的关键。在医保改革大背景下,平安健康或进一步强化其在集团医疗养老战略中的重要地位,帮助集团捕捉商业医疗险发展机遇的同时亦将自身在管理式医疗赛道中的长期积累逐步兑现于基本面表现中。“买入”。宣布派发特别股息回馈股东,大股东以股代息实现并表平安健康于24年12月4日组织...
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