中信证券：险企下半年利润承压
2026-07-21 00:22:44
据界面新闻报道，中信证券研报称，上半年保险板块业绩大幅分化，下半年预计整体利润有负增长压力，投资策略重点关注红利优势品种。研报认为，保险行业长周期向上趋势未变，头部公司的资源优势和服务能力建设将成为核心竞争力，并建议关注商保医保协同政策地方试点及全国落地执行，认为这有望带动健康险持续增长。
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