中国财险1Q25业绩预增:净利润同比增长80%-100%

华泰证券
14 Apr

**业绩预增驱动因素分析**中国财险(2328HK)发布2025年一季度业绩预增公告,预计净利润同比增长80%-100%。这一显著增长主要得益于两方面因素:一是灾害减少和降本增效措施的实施,使得综合成本率下降,承保利润大幅增加;二是公司投资组合优质,总投资收益实现大幅增长。华泰研究维持“买入”评级,并上调目标价至16.0港币。**车险业务表现稳健**在车险领域,由于2025年一季度自然灾害减少,...

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