金吾财讯 | 国金证券研究指出，寿险高基数下增速放缓，5月人身险保费同比-3.0%，预计Q3新单增速承压但全年续期支撑双位数增长；财险回暖，5月同比+2.3%，责任险、健康险高增驱动非车险。Q2盈利有望高增，二季报行情下估值修复可期。建议关注纯寿险标的及中国太平、中国太保A/H、财险标的。风险提示：1）权益市场波动；2）长端利率大幅下行；3）资本市场改革不及预期。
金吾财讯 | 国金证券研究指出，寿险高基数下增速放缓，5月人身险保费同比-3.0%，预计Q3新单增速承压但全年续期支撑双位数增长；财险回暖，5月同比+2.3%，责任险、健康险高增驱动非车险。Q2盈利有望高增，二季报行情下估值修复可期。建议关注纯寿险标的及中国太平、中国太保A/H、财险标的。风险提示：1）权益市场波动；2）长端利率大幅下行；3）资本市场改革不及预期。
Disclaimer: 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.