预计盈利稳健,资负匹配持续改善上市险企2025年中报业绩前瞻本报告导读我们预计上市险企25H1净利润稳健增长,净资产仍有压力;可比口径下寿险NBV延续增长,财险COR改善;资负匹配持续改善,看好保险股估值修复。摘要股债市场回暖叠加资产配置优化,预计25H1利润稳健增长,净资产仍有压力:1)2025年上半年股债市场表现回暖,我们预计上市险企持有的FVTPL固收资产及FVTPL权益资产共同推动投资...
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