研报掘金丨方正证券:中国人保盈利水平有望持续提升,维持“强烈推荐”评级

格隆汇资讯
28 Mar

方正证券研报指出,2024年中国人保(601319.SH)实现归母净利润429亿元/yoy+88.2%,DPSyoy+15.4%。公司经营稳健,符合预期。健康业务高速增长,人身险价值率改善明显。短期因巨灾、公司主动加大中小微企业专属保险产品供给等因素,非车COR有所抬升,但随非车报行合一推进,公司进一步加强风险减量管理、调整业务结构,25年或迎改善。公司强化绝对收益导向,优化持仓结构,增厚投资收益...

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