保險行業(yè)跟蹤報告保費收入持續(xù)改善，開門紅銷售或承壓

1、目錄一、一、保險行險行業(yè)月度關(guān)鍵關(guān)鍵指標........................................................................................................................................................................................................

2、................................................................................................................................1二、二、保險業(yè)險業(yè)務(wù)指標指標.............................................................................

3、............................................................................................................................................................................................................................

4、.....................................................................3（一）保費增速持續(xù)改善，壽險保費降幅進一步收窄....................................................................................................................3（二）保險賠付穩(wěn)步增

5、長，回歸保障轉(zhuǎn)型成效顯著........................................................................................................................3（三）資產(chǎn)規(guī)模穩(wěn)健增長，固收、權(quán)益配置提升..................................................................

6、...........................................................4（四）四大上市險企保費持續(xù)改善.................................................................................................................................................

7、.......5三、三、行業(yè)估業(yè)估值分析與投與投資建議建議...............................................................................................................................................................................................

8、.................................................................................................................................7（一）行業(yè)估值分析.................................................................................

9、...................................................................................................7（二）投資建議.................................................................................................................

10、............................................................................8四、四、行業(yè)新聞業(yè)新聞....................................................................................................................................

11、............................................................................................................................................................................................................................

12、................................8（一）監(jiān)管與政策...................................................................................................................................................................................

13、.....8（二）行業(yè)與公司........................................................................................................................................................................................9插圖插圖目錄...............

14、............................................................................................................................................................................................................................

15、...................................................................................................................................................................11請務(wù)必閱讀正文最后的中國銀河證券股份公司免責(zé)聲明。圖3：滬深：滬深300300及保險板塊漲跌幅及保險板塊漲跌幅

16、15%10%5%0%5%10%15%20%資料來源：Wind，中國銀河證券研究院圖4：四大上市險企月度漲跌幅：四大上市險企月度漲跌幅0%1%2%3%4%5%6%7%8%資料來源：Wind，中國銀河證券研究院滬深300保險板塊2018年11月漲跌幅請務(wù)必閱讀正文最后的中國銀河證券股份公司免責(zé)聲明。中國平安中國人壽新華保險中國太保22018103120180831201806302018043020180228201712312017103