智通财经APP获悉，内险股午后走低，截至发稿，新华保险(01336)跌2.91%，报23.35港元；中国太保(02601)跌2.62%，报22.3港元；中国人寿(02628)跌2.43%，报13.66港元；中国财险(02328)跌0.97%，报12.22港元。
招银国际发布研报指出，12月上市险企寿险保费增速出现明显分化，由于2025年行业开门红新单销售动能放缓，11-12月险企保费收入增速环比减弱。12月，6家上市险企寿险保费收入为823亿元，同比下降2.5%，较11月环比下降1.9个百分点。12月寿险保费增速分化，受开门红节奏和产品策略差异化的影响。
展望未来，该行预计2025年上市寿险公司的新业务价值(NBV)有望维持稳健增长，得益于NBV价值率的持续提升；1Q25后寿险首年新单保费的波动有望缓解，因自2025年4月起，寿险新单销售将普遍面临较高基数的影响，叠加预定利率在年内仍存在下调的可能性，对客户的承保需求也会有一定影响。该行续指，12月，5家上市险企财产险保费收入为932亿元，同比持平(11月：同比+8.4%)，主要受非车险业务增长放缓的影响。
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