众安在线:预计承保盈利和净利同比高增;关注健康生态及稳定币相关业务进展

中金公司
23 Jul

预测1H25 盈利同比增长870%我们预计众安在线1H25 净利润同比+870%至5.4 亿元人民币(下同),综合成本率(CoR)同比改善1.0ppt至96.9%,投资收益基本持平。关注要点健康、车险业务保费高增长,承保盈利大幅改善。根据公告,众安在线1H25 总保费收入同比+9%,我们预计其中健康险同比或实现40%以上增长,主要受益于众民保系列产品的热卖,其他医疗险亦有不错增长表现;车险业务同比...

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