国信证券发布新华保险研报 改革成果夯实 实现保费“开门红”

每日经济新闻
Feb 15, 2025

每经AI快讯,国信证券02月14日发布研报称,给予新华保险(601336.SH)优于大市评级。评级理由主要包括:1)2023年以来,监管持续引导行业下调预定利率,在产品结构转型背景下,带动储蓄型保险快速放量,叠加“炒停售”等行为,引发市场对于2025年“开门红”需求透支的担忧;2)优化保险产品结构,提高渠道价值贡献;3)公司1月保费收入同比增长32%,实现“开门红。风险提示:投资收益下行;”开门红...

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