大行评级丨花旗:对中国财险第三季业绩开启正面催化观察 目标价21.2港元

中金财经
Oct 16

  花旗发表研报,对中国财险2025财年第三季业绩开启正面催化观察,因应频繁的台风及投资回报的高基数,预计其业绩将超出市场偏低的预期。对于承保利润,花旗预计,中国财险2025财年前九个月综合成本率(CoR),将按年显著改善2个百分点至96.2%,在上市同业中表现最佳,且改善幅度将较2025年上半年的按年增长1.5个百分点更多。   投资方面,花旗预期公司将受益于其在成长股的增加配置,以及2025财年第三季A股市场强劲升势,因此花旗预测公司2025财年前九个月净利润按年增长45%,达到388亿元,接近市场的2025财年共识预估399亿元。花旗予中国财险评级“买入”,目标价21.2港元,看好其行业最佳表现以及在正在进行的汽车保险改革中相对较佳的定位。      【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com   

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10