保险行业2018年度投资策略：引领价值投资，重现浪潮之巅

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1、行业深度研究报告目录一、价值与利润共舞...................................................................................................................................................41.需求决定总量，供给决定增速..........................................................................

2、............................................42.龙头公司市占率提升趋势明显......................................................................................................................53.预计新业务价值增速20%以上.............................................................

3、........................................................64.利率上行改善投资及会计利润......................................................................................................................8二、估值空间仍有空间.......................................................

4、......................................................................................101.PEV估值....................................................................................................................................................102.从新业务倍数角度看

5、估值............................................................................................................................12三、投资建议与风险提示.....................................................................................................................

6、....................13证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）1210号213712072/30242/2017112116:17行业深度研究报告图表目录图表1人身险行业保费增速....................................................................................................................................4图表2万能险后时代，四家

7、上市公司保费市占率恢复提升.....................................................................................5图表3个险代理人结构分析....................................................................................................................................6图表4新华新业务价值预测

8、....................................................................................................................................6图表5平安新业务价值预测...............................................................