寿险延续改善而财险平稳,Q1险资提升股债配置保险行业2025年1-4月保费数据点评本报告导读4月寿险保费增速延续改善,新车销售平稳推动车险稳健增长,非车业务需求旺盛。Q1保险资产配置提升债券及股票占比,利好改善久期及收益率,维持行业“增持”。摘要2025年4月寿险保费增速持续改善,健康险与意外险需求仍然偏弱:25年1-4月累计保险行业保费收入为25,954亿元,同比2.3%。人身险行业1-4月原...
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