盈利稳健,静待资负改善上市险企2025年中报综述本报告导读25H1上市险企产寿险经营质态向好,盈利表现稳健,分红稳定提升;部分险企资产配置减配债券,负债端缩短负债久期,静待利率变化;看好资负匹配持续改善。摘要25年上半年寿险NBV延续增长,财险COR显著改善,资产配置策略分化:1)25H1上市险企NBV延续增长,可比口径增速分别为:中国人保 71.7%/新华保险 58.4%(非可比口径)/阳光保险...
Source Link盈利稳健,静待资负改善上市险企2025年中报综述本报告导读25H1上市险企产寿险经营质态向好,盈利表现稳健,分红稳定提升;部分险企资产配置减配债券,负债端缩短负债久期,静待利率变化;看好资负匹配持续改善。摘要25年上半年寿险NBV延续增长,财险COR显著改善,资产配置策略分化:1)25H1上市险企NBV延续增长,可比口径增速分别为:中国人保 71.7%/新华保险 58.4%(非可比口径)/阳光保险...
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