Group 1 - The insurance industry is expected to enter a recovery and growth phase by 2026, marking a "golden era" for companies with strong insurance operational capabilities [1][2][3] - The shift in investment logic from "seeking revaluation of existing business" to "valuing growth potential" will highlight the core operational advantages of quality companies [2][3] - The life insurance sector is projected to see rapid growth in new business, with a more diversified product structure and improved business quality among leading companies [2][3] Group 2 - The property insurance sector is anticipated to experience slow growth in auto insurance premiums, while non-auto insurance may continue to slow down, with health insurance emerging as a key growth driver [2][3] - The "reporting and operation integration" policy is reshaping the bank-insurance channel, leading to a new phase of simultaneous volume and price growth [5] - Insurance funds are expected to play a significant role as "patient capital" in the capital market, with an estimated increase of over 6 trillion yuan in equity market investments over the next five years [6]
业内：2026年上市险企 将迎资产负债共振“黄金时代”
Jin Rong Shi Bao·2026-01-07 02:44