EPISODE · Jul 16, 2026 · 18 MIN
万亿保险中介赛道，如履薄冰
from 虎嗅·商业有味道
近日，白鸽在线在港交所上市。这家公司主要做场景险，在出行、用车等场景，销售意外险、航空延误险等产品。不过，相比IPO本身，市场更关注的一个现象是，保险中介仍在排队上市，但资本市场似乎已经越来越不买账。最近两年，已有十家左右保险中介登陆资本市场，但股价表现普遍低迷。保险专业中介渠道，在2024年就已实现近万亿的保费规模，行业里明星公司也不少，为什么不受资本市场待见？00:01:44 保险市场需要独立第三方00:10:04 保险中介无法回避的商业模式局限性00:15:31 未来机会存在于两种模式的融合
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万亿保险中介赛道，如履薄冰
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