智通财经APP获悉，中国财险(02328)再涨近5%，截至发稿，涨4.06%，报14.88港元，成交额1.9亿港元。
消息面上，中国财险此前公布2025年第一季度业绩，实现保险服务收入1,207.41亿元，同比增长6.1%；营业收入约1285.64亿元，同比增长8.05%。实现净利润113.12亿元，同比增长92.7%。中泰证券指出，业绩表现接近预增上沿(此前公司发布业绩预增公告区间为80%到100%)，承保利润表现同比增长183%，盈利质量略超预期。
华创证券则表示，展望中期，Q2季节性因素影响下或有台风天气影响COR表现，但在风险减量管理体系+费用投入优化努力下，同比有望实现优化。长期来看，我们认为财险行业承保盈利增值点在于新能源车车险的发展，建议关注自主定价系数范围的政策约束变动，以及保险与车企合作降低维修、赔付成本等相关动态。
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