摩通发表报告指，中国再保险(01508.HK) 今年以来股价表现跑输大市，主要反映市场对2026财年承保利润率展望转弱。然而，该行认为市场过度悲观。原因包括其海外业务盈利能力持续提升，尤其是桥社(Chaucer)，加上预期内地财险和意外险业务利润率扩张，将可部分抵销宏观环境带来的压力。因此，该行将中国再保险2026财年盈利预测下调5%至107亿元人民币，即按年增长9%，与中国保险同业的预测水平大致...
Source Link摩通发表报告指，中国再保险(01508.HK) 今年以来股价表现跑输大市，主要反映市场对2026财年承保利润率展望转弱。然而，该行认为市场过度悲观。原因包括其海外业务盈利能力持续提升，尤其是桥社(Chaucer)，加上预期内地财险和意外险业务利润率扩张，将可部分抵销宏观环境带来的压力。因此，该行将中国再保险2026财年盈利预测下调5%至107亿元人民币，即按年增长9%，与中国保险同业的预测水平大致...
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