【东吴非银 | 公司点评】中国人保一季报前瞻:预计25Q1承保端显著改善,看好公司短期业绩增长与长期发展优势

孙婷非银金融研究
08 Apr

投资要点事件:中国人保2025Q1业绩即将发布,我们预计公司产险业务承保端有望迎来显著改善,人身险业务增长与投资表现仍向好,看好公司短期业绩释放与长期增长动能。1、产险:预计在25Q1大灾较少和公司持续降本增效下,承保利润有望大幅提升1)外部环境:2025年Q1大灾较少利好财险公司降低赔付。根据国家应急管理部数据,2025年前2个月国内各类自然灾害累计造成35.5万人次受灾、直接经济损失约93.3...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10