阳光保险(6963.HK):2024:NBV、CSM强劲增长

华泰证券
27 Mar

公司公布2024 年业绩:EPS RMB 0.47,同比增长47%,主要受权益投资表现较好推动,超出我们的预期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 RMB 0.19(2023:RMB0.18),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。...

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