根本停不下来！保险再现大幅预增，快递增量空间仍存，一公司利润暴增380倍！

Group 1: Insurance Companies Performance - The report highlights that 18 out of 19 companies in the market have projected profit increases for the third quarter, with 12 companies expecting net profits exceeding 100 million RMB and 4 companies anticipating growth rates over 100% [1] - China Pacific Insurance and China Life Insurance are noted for their significant profit growth, with both companies achieving net profits exceeding 30 billion RMB and growth rates above 60% [1][3] - The profit growth for China Pacific Insurance is attributed to its strategic asset allocation and a substantial increase in investment income due to the recent capital market rally [3][12] Group 2: Asset Allocation Insights - The report indicates that China Pacific Insurance and China Life Insurance have lower equity asset allocation ratios compared to New China Life Insurance, with ratios of 9.0% and 2.9% respectively, while New China Life Insurance has an equity allocation of 18.1% [3][7] - New China Life Insurance is recognized for its aggressive investment style, leading to a higher profit increase compared to its peers [2][7] Group 3: Express Delivery Industry Growth - The express delivery industry is experiencing growth, with Shentong Express projecting a net profit increase of 178.68% to 200.40% for the first three quarters of 2024, driven by a significant rise in delivery volume [23][25] - The report notes that despite a price war in the express delivery sector, the overall delivery volume has increased by over 20%, indicating a robust market demand [25][28] - The report emphasizes that the growth in online retail and the implementation of new regulations are contributing to a healthier development of the express delivery market [28]