【国泰海通非银刘欣琦团队】25年产寿险保费稳健,资负共振推动保险估值修复——保险行业2025年1-12月保费数据点评

欣琦看金融
Jan 31

25年产寿险保费稳健,资负共振推动保险估值修复保险行业2025年1-12月保费数据点评本报告导读25年储蓄需求推动人身险保费景气增长,财险保费增速放缓,非车险占比进一步提升。看好资负共振推动保险股估值修复,维持“增持”评级。摘要储蓄需求旺盛推动25年人身险保费景气增长。25年保险行业累计保费收入为61,194亿元,同比7.4%。人身险行业1-12月原保费累计收入43,624亿元,同比8.9%,我们...

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