此前隐隐掉队的新华保险在最近扬眉吐气了一把,来了一波业绩、股价的双击。2024年,新华保险净利润同比增长超两倍,利润创历史新高。新华保险也开启了资本市场大反攻,924行情至今,新华保险涨超50%,领跑银行股。只是拆分新华保险业务结构,还不能说它基本面实现了反转。新华保险的增长主要是由投资收益带来,2024年其投资收益增加了同比大幅增加216亿元,作为对比,保险带来的收入增量只有9.9亿。相比...
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