【东吴非银 | 业绩预增点评】中国财险2025Q1业绩预增:承保与投资业绩均提升,净利润接近翻倍

孙婷非银金融研究
13 Apr

投资要点事件:中国财险发布2025年一季度业绩预增预告:净利润同比增长80%-100%,据此计算约106-117亿元。2024年同期归母净利润为59亿元,同比-38.3%。1、公告称,业绩预增原因主要为:①优化费用投入,改善业务结构,推进风险减量服务,加之大灾损失同比减少,承保利润同比增幅较大。②适度增配具有长期价值的优质权益类资产,受益于一季度资本市场整体回暖,公司配置结构的优化放大了市场上涨的...

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