投资建议保险行业2025 中报已披露完毕，我们从行业财务表现、负债端（承保）、资产端等维度体现出的经营线索出发，分析行业的经营趋势。发展趋势净利润增速走高，净资产相较1Q25 回升。1H25 中资保险净利润平均同比+14.0%，各家盈利增速走高且分化程度相较1Q25 收窄；行业平均ROAE同比+1.0ppt 至9.4%，净资产平均较年初-0.5%，建议关注净资产增速而非ROAE 水平，主要由于利率...
Source Link投资建议保险行业2025 中报已披露完毕，我们从行业财务表现、负债端（承保）、资产端等维度体现出的经营线索出发，分析行业的经营趋势。发展趋势净利润增速走高，净资产相较1Q25 回升。1H25 中资保险净利润平均同比+14.0%，各家盈利增速走高且分化程度相较1Q25 收窄；行业平均ROAE同比+1.0ppt 至9.4%，净资产平均较年初-0.5%，建议关注净资产增速而非ROAE 水平，主要由于利率...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.