分红险转型缓解利差压力 投资驱动二季度利润改善

证券市场周刊
Sep 10

点击上方"证券市场周刊"↑免费订阅本刊利差改善、行业竞争格局向头部集中的中长期逻辑是本轮保险股行情持续的基石,叠加强贝塔属性与保险公司加仓权益资产,在权益市场向好的情况下,保险公司综合投资收益率中枢平稳上升。本刊特约杨千/文上市险企2025年上半年盈利指标表现稳健,A股险企二季度增速环比改善,主要受投资收益提升带动;其中,新华保险同比增长34%,主要由于权益投资弹性更大。A股5家险企归母净资产较...

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