国泰君安：预计24Q2险企利润环比改善产寿业绩均好于预期

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智通财经APP获悉，国泰君安发布研报称，负债端看，客户需求好于预期叠加产品新业务价值率改善，预计24年上半年寿险NBV维持较快增长，财险上市险企均积累了较厚的准备金安全垫，有利于承保利润维持平稳。投资端看，央行引导长端利率企稳回升有利于推动投资收益率改善，预计24年上市险企利润逐季向好，维持行业“增持”评级。建议增持预计24年中报NBV和利润表现较优的中国太保(601601.SH)；资产端弹性更大...

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国泰君安：预计24Q2险企利润环比改善 产寿业绩均好于预期

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国泰君安：预计24Q2险企利润环比改善产寿业绩均好于预期