中国财险:投资驱动利润稳增 大灾阶段性影响COR表现

申万宏源研究
Mar 31, 2025

利润增速稳健,ROE yoy+2.2pct 至13.0%。2024 年公司实现净利润321.61 亿元,yoy+30.9%,增速落于业绩预增公告增速区间中游(预增公告增速区间为20%-40%),主要受益于资本市场回暖态势下投资业绩同比大幅提升,利润稳健增长推动ROE 同比提升2.2pct 至13.0%。24 年全年每股股息yoy+10.4%至0.54 元,股利支付率为37.3%,同比略降6.9...

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