【国泰海通非银刘欣琦团队】11月保费增速边际改善，储蓄需求预计推动26开门红景气——保险行业2025年1-11月保费数据点评

欣琦看金融2025-12-28

11月保费增速边际改善，储蓄需求预计推动26开门红景气保险行业2025年1-11月保费数据点评本报告导读25年1-11月产寿险保费增速边际回暖，预计主要为保险公司冲刺年度业务目标导致；储蓄需求旺盛下看好26开门红NBV增长。维持“增持”评级。摘要2025年11月人身险保费增速边际改善，继续看好26开门红景气增长。2025年1-11月累计保险行业保费收入为57,629亿元，同比7.6%。人身险行业1...

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