新华保险续涨近5% 投资收益高增驱动净利润继续高增
Zhi Tong Cai Jing·2025-10-15 03:20

Core Viewpoint - Xinhua Insurance (601336) shares have risen nearly 5%, currently trading at 50.6 HKD with a transaction volume of 938 million HKD, following the announcement of strong profit expectations for the upcoming quarters [1] Financial Performance - The company expects its net profit attributable to shareholders for the first three quarters of 2025 to be between 29.986 billion to 34.122 billion CNY, representing a year-on-year growth of 45% to 65% [1] - Guotai Junan Securities forecasts that the company's Q3 single-quarter profit will range from 15.187 billion to 19.323 billion CNY, showing a year-on-year increase of 55.90% to 97.26%, with a growth rate of 58.2% to 101.3% [1] Growth Drivers - The anticipated high growth is primarily attributed to the company's high equity position and a significant allocation towards growth-oriented investments [1] - For the full year, the company is expected to maintain a strong foundation with a projected year-on-year growth of over 50% in new business value (NBV) on a comparable basis, driven by positive expectations in the equity market [1] - The overall profit growth rate for the year is expected to exceed 40% [1]