智通财经APP获悉，阳光保险(06963)午后涨超4%，截至发稿，涨4.64%，报3.38港元，成交额3456.7万港元。
消息面上，阳光保险公布截至去年12月底止全年财报，收入902.7亿元人民币，同比升15.4%；纯利54.49亿元，同比增长45.8%；每股盈利0.47元。派末期息0.19元。值得注意的是，期内集团总保费收入1,283.8亿元，同比增长8%。
华泰证券表示，阳光保险EPS RMB0.47，同比增长47%，主要受权益投资表现较好推动，超出该行的预期RMB 0.40。2024年总投资收益率同比提升0.9pcts至4.3%，带动业绩超预期增长。DPS MB0.19，同比小幅上升。寿险新业务价值（NBV）可比口径下同比增长88%。财产险综合成本率（COR）为99.7%，同比上升1pct，承保表现恶化。考虑到NBV有望稳健增长，维持“买入”评级。
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