一、核心观点与评级调整中金公司 发布研报,维持对中国财险(02328)的“跑赢行业”评级,并将目标价上调至15.5港元。这一调整基于公司提质增效措施的效果显现,同时上调了2025年和2026年的EPS预测至1.56元/股和1.61元/股,分别提升9.1%和9.5%。中国财险在2025年第一季度(1Q25)的表现符合预期,净利润同比增长92.7%,达到113亿元。二、保费收入稳步增长1Q25期间,...
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