保险行业周报:资负共振 驱动保险板块估值修复

华创证券
Dec 29, 2025

本周行情复盘:保险指数上涨2.98%,跑赢大盘1.03pct。保险个股表现分化,众安+4.74%,平安+3.51%,太保+3.14%,阳光+2.27%,太平+1.26%,人保+0.98%,友邦+0.91%,国寿+0.39%,新华+0.2%,财险-0.36%。10 年期国债收益率1.84%,较上周末+1bp。本周动态:(1)金融监管总局:①截至2025 年11 月,保险行业实现累计原保费5.76 ...

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