众安在线(6060.HK):2024:投资向好 承保恶化

华泰证券
20 Mar

众安公布2024 业绩:净利润6 亿人民币,超出我们的预期,较23 年调整后可比口径同比增长105%,主要受投资表现较好推动。总投资收益率3.4%,较23 年的1.9%明显上升。23 年报告口径净利润基数(38.5 亿元)较大,主要因为当年公司将国际业务出表,产生了37.8 亿人民币的一次性收益所致。24 年综合成本率COR 96.9%,较23 年恶化1.7pcts,但仍处于健康水平。考虑到投资向...

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