研报掘金丨中信建投:维持新华保险“买入”评级,目标价58.89元

格隆汇
11 Apr

格隆汇4月11日|中信建投证券研报指出,受益于“报行合一”政策实施和权益市场回暖,新华保险(601336.SH)资负两端均有亮眼表现,其中负债端价值率改善显著驱动NBV实现较快增长,资产端总投资收益强劲增长驱动利润高增, 并且公司全年每股股息同比增速高达197.6%,基于2024年股息和4月9日收盘价计算的股息率高达5.3%,配置价值凸显。资产端看,按“股票+基金+计入长股投的鸿鹄志远私募基金”...

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