投资建议：中国财险ROE有望稳中向好，进而或能支撑估值继续提升短期看，业绩增长有望驱动中国财险ROE提升，进而或能对估值形成支撑。从2025年全年业绩角度来看，对于负债端，随着“报行合一”推动费用率继续改善、中国财险主动优化业务结构及推动风险减量管理带动赔付率改善，公司有望达成全年“车险COR＜96%、非车险COR~99%”的目标，进而有望推动承保利润同比大幅增长。对于资产端，随着推动资本市场回稳...
Source Link投资建议：中国财险ROE有望稳中向好，进而或能支撑估值继续提升短期看，业绩增长有望驱动中国财险ROE提升，进而或能对估值形成支撑。从2025年全年业绩角度来看，对于负债端，随着“报行合一”推动费用率继续改善、中国财险主动优化业务结构及推动风险减量管理带动赔付率改善，公司有望达成全年“车险COR＜96%、非车险COR~99%”的目标，进而有望推动承保利润同比大幅增长。对于资产端，随着推动资本市场回稳...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.