申万宏源：一季度长端利率上行拖累险企投资业绩看好新单增速边际改善趋势

智通财经2025-05-07

智通财经APP获悉，申万宏源发布研报称，1Q25A股险企保险服务业绩、投资业绩及其他税前利润贡献占比分别达75.5%/16.7%/7.8%；受股、债双向承压影响，市场波动下公允价值变动出现大幅负贡献，拖累总投资收益表现(yoy-11%)。1Q25长端利率上行阶段性影响利润表现，预计相应影响将在Q2得到缓解；预定利率调整预期下，看好新单增速边际改善趋势；分级分类监管导向下，头部优质公司多元化资产配置...

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href=http://www.zhitongcaijing.com/content/detail/1290209.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，申万宏源发布研报称，1Q25A股险企保险服务业绩、投资业绩及其他税前利润贡献占比分别达75.5%/16.7%/7.8%；受股、债双向承压影响，市场波动下公允价值变动出现大幅负贡献，拖累总投资收益表现(yoy-11%)。1Q25长端利率上行阶段性影响利润表现，预计相应影响将在Q2得到缓解；预定利率调整预期下，看好新单增速边际改善趋势；分级分类监管导向下，头部优质公司多元化资产配置...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1290209.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2778985437.USD","symbol_name":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) 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申万宏源：一季度长端利率上行拖累险企投资业绩 看好新单增速边际改善趋势

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申万宏源：一季度长端利率上行拖累险企投资业绩看好新单增速边际改善趋势