Group 1 - The core viewpoint of the articles highlights a significant increase in equity investments by five A-share listed insurance companies, with stock investment scale reaching nearly 1.8 trillion yuan as of June 30, 2025, an increase of 405.36 billion yuan compared to the end of 2024, indicating a notable shift towards equity assets [1] - According to the analysis by Founder Securities, the influx of new insurance capital into the market and the expected increase in equity allocation ratio will likely support steady growth in insurance company performance, while the risks associated with interest rate spreads are expected to ease due to factors such as the reduction in preset interest rates and constraints on dividend levels [1] Group 2 - The demand for life insurance savings and medical care is recovering, and the integration of reporting and product structure adjustments are expected to enhance the New Business Value Margin (NBVM), leading to a continuous increase in New Business Value (NBV) [2] - The growth rate of property insurance premiums is steadily increasing, with improvements in catastrophe risk and combined ratio (COR) year-on-year, providing sufficient momentum for performance growth [2]
大幅增配股票等权益类资产，推动险企业绩稳增长
Huan Qiu Wang·2025-09-01 07:17