财税新规解读:预计对险企影响有限 高股息吸引力或小幅提升

国金证券
Aug 03

事件8 月1 日,财政部、税务总局公告,自2025 年8 月8 日起,对在该日期之后(含当日)新发行的国债、地方政府债券、金融债券的利息收入,恢复征收增值税。对在该日期之前已发行的国债、地方政府债券、金融债券(包含在 2025 年8月8 日之后续发行的部分)的利息收入,继续免征增值税直至债券到期。影响分析预计对险企利润影响有限。静态来看,预计对平安、国寿、太保、新华、人保、太平全年净利润影响为...

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