中国太保(601601)今日盘中大涨5.15%,引发市场广泛关注。
公司发布业绩预增公告,预计2024年实现归属于母公司股东的净利润约422亿到463亿元人民币,较上年同期将增加约55%到70%。主要原因有两个方面:
1. 受益于国家一系列重大政策利好以及资本市场整体向好,公司年度投资收益实现较大幅度增长。六部门近期联合印发意见,对国有保险公司经营绩效实行三年以上长周期考核,引导大型国有保险公司增加A股投资规模和实际比例,在新股申购、定增等方面给予同等政策待遇,有利于提升保险资金的投资收益。
2. 公司保险业务价值基础持续夯实,进一步推动净利润大幅增长。政策鼓励国有保险公司长期股权投资,有利于增强保险业务发展潜力。此外,国家医保局等部门亦将持续完善医保政策,发挥医保信息化优势,这有利于保险公司开拓医疗健康险等业务。
综合来看,中国太保业绩大涨,得益于资本市场表现向好带动投资收益大增,以及政策红利为公司保险业务发展注入新动力。
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.