2025H1保费点评：银保高增驱动寿险正增，财险增速整体放缓

国金证券2025-07-17

（以下内容从国金证券《2025H1保费点评：银保高增驱动寿险正增，财险增速整体放缓》研报附件原文摘录）事件上市险企披露半年度保费情况。经营分析人身险：银保高增驱动寿险保费高速增长，分红转型+高基数，代理人渠道预计普遍低迷。 2025H1，新华、太保增速人身险分别同比+22.7%、+9.7%，预计由新单保费与续期保费共同拉动。太保披露了具体数据，其中新单保费增长 20.6%，主要由银保渠道+...

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