智通财经APP获悉，内险股早盘走高，截至发稿，新华保险(01336)涨4.56%，报25.2港元；中国人寿(02628)涨3.52%，报15.9港元；中国太保(02601)涨4.41%，报26.05港元；中国太平(00966)涨3.4%，报12.76港元。
消息面上，据市场消息报道，2024年前10月，中国平安、中国人寿、中国人保、中国太保、新华保险A股五大上市险企合计实现保费收入达2.52万亿元，较上年同期增长约5.7%。前10个月上市险企保费维持了不错的增长势头，已大致可以窥见全年概貌，上市险企全年保费收入同比正增长并无压力。目前行业比较关注的是2025年人身险业开门红情况。
国信证券发布研报称，2024年三季度，资本市场大幅反弹，叠加长端利率的企稳，上市险资产端得到显著修复，带动营收及利润实现高增速。截至2024年三季度末，A股5家上市险企累计实现营业收入20896.6亿元，同比大幅提升21.7%。考虑到当前行业面临的养老、医疗、养康、储蓄等多元需求，叠加渠道及产品改革初见成效，预计2025年“开门红”保费同比增速约为7%至8%，对应NBV增速为25%。资产端方面，上市险企把握市场反弹机遇，投资收益显著回暖。
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