内险股业绩与投资评级

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 高盛:料市场关注内险股收入及股息指引 维持对中国平安、中国太保及中国财险的“买入”评级
 Zhi Tong Cai Jing· 2025-10-23 09:09
 Core Viewpoint - Goldman Sachs reports that domestic insurance stocks have generally released third-quarter earnings forecasts, with many companies' profits for the first three quarters significantly exceeding expectations, even surpassing full-year market predictions [1]   Group 1: Earnings Performance - The preliminary performance of third-quarter earnings is believed to be largely reflected in stock price movements [1] - Major insurance companies are set to announce their third-quarter results at the end of the month, with expectations that the risk-return profile of domestic insurance stocks has improved [1]   Group 2: Future Outlook - It is anticipated that the profit performance for the first three quarters will exceed market expectations, and the new business value is expected to maintain double-digit growth through 2026 [1] - Goldman Sachs maintains a "buy" rating for China Ping An (601318), China Pacific Insurance (601601), and China Property & Casualty Insurance (02328) [1]

