601628 中国人寿
已收盘 04-29 15:00:00
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海通国际：给予中国人寿增持评级，目标价位39.02元
证券之星 · 19:31
海通国际：给予中国人寿增持评级，目标价位39.02元
中国人寿(601628)季报点评：NBV增速延续向好，净利润切换为新准则
国联证券 · 17:19
中国人寿(601628)季报点评：NBV增速延续向好，净利润切换为新准则
中国人寿(02628)选举曹伟清为第八届监事会职工代表监事
智通财经 · 16:36
中国人寿(02628)选举曹伟清为第八届监事会职工代表监事
远洋集团：中国人寿披露的31亿元北京项目收购未订立明确协议
澎湃新闻 · 15:15
远洋集团：中国人寿披露的31亿元北京项目收购未订立明确协议
中国人寿(601628)季报点评：代理人队伍量稳质升，NBV实现近年来最高增速
海通证券 · 14:17
中国人寿(601628)季报点评：代理人队伍量稳质升，NBV实现近年来最高增速
中国人寿北京市分公司总经理左明：年服务客户量约20万人次 理赔智能化率超90%
中国网财经 · 13:57
中国人寿北京市分公司总经理左明：年服务客户量约20万人次 理赔智能化率超90%
高盛：予中国人寿“买入”评级 目标价14港元
智通财经 · 13:43
高盛：予中国人寿“买入”评级 目标价14港元
高盛：予中国人寿(02628)“买入”评级 目标价14港元
智通财经网 · 10:52
高盛：予中国人寿(02628)“买入”评级 目标价14港元
中国人寿创2月新高 近半年3家券商增持
智选洞察 · 09:58
中国人寿创2月新高 近半年3家券商增持
《蓝筹》中国人寿(02628.HK)首季净利润206.44亿人民币 倒退9.3%
阿斯达克财经 · 04-28 21:23
《蓝筹》中国人寿(02628.HK)首季净利润206.44亿人民币 倒退9.3%
中国人寿2024Q1业绩点评：NBV增速优于预期，受益降本增效和期限结构改善
开源证券 · 04-28 12:07
中国人寿2024Q1业绩点评：NBV增速优于预期，受益降本增效和期限结构改善
开源证券发布中国人寿研报，NBV增速优于预期，受益降本增效和期限结构改善
每日经济新闻 · 04-28 12:04
开源证券发布中国人寿研报，NBV增速优于预期，受益降本增效和期限结构改善
开源证券：给予中国人寿买入评级
证券之星 · 04-28 11:06
开源证券：给予中国人寿买入评级
中国人寿(601628)2024年一季报点评：NBV增速亮眼 投资拖累净利润
华创证券 · 04-28 07:41
中国人寿(601628)2024年一季报点评：NBV增速亮眼 投资拖累净利润
【国信非银·保险】中国人寿2024年一季报点评：利润降幅收窄，营销改革深化
漫步红岭中路 · 04-27 22:31
【国信非银·保险】中国人寿2024年一季报点评：利润降幅收窄，营销改革深化
信达证券：给予中国人寿增持评级
证券之星 · 04-27 19:51
信达证券：给予中国人寿增持评级
派息政策、高股息股票投资、资产负债匹配都有回应！中国人寿最新发声
券商中国 · 04-27 18:32
派息政策、高股息股票投资、资产负债匹配都有回应！中国人寿最新发声
国寿高管回应一季报热点，强调将持续优化资产负债管理
21世纪经济报道 · 04-27 17:49
国寿高管回应一季报热点，强调将持续优化资产负债管理
中国人寿(601628)：NBV实现近年来最高增速
招商证券股份有... · 04-27 11:30
中国人寿(601628)：NBV实现近年来最高增速
中国人寿(601628)：新业务高增 看好后续利润向上弹性
中国国际金融股... · 04-27 08:57
中国人寿(601628)：新业务高增 看好后续利润向上弹性
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公司概况
公司名称：
中国人寿保险股份有限公司
所属行业：
保险业
上市日期：
2007-01-09
主营业务：
中国人寿保险股份有限公司的主营业务为提供个人人寿保险、团体人寿保险、意外险和健康险等产品与服务。公司的主要产品为个人人寿保险、团体人寿保险、意外险、健康险。公司获得了“2021年《福布斯》全球上市公司2000强”第49位、“2021年《财富》中国500强排行榜”第8位、“2021年度亚洲最佳寿险公司”、“2021金龙奖年度最佳上市保险公司”等荣誉。
发行价格：
18.88
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19:31","pubTimestamp":1714390271,"startTime":"0","endTime":"0","summary":"海通国际证券集团有限公司Wangjie OU,Ting Sun近期对中国人寿进行研究并发布了研究报告《公司季报点评：代理人队伍量稳质升，NBV实现近年来最高增速》，本报告对中国人寿给出增持评级，认为其目标价位为39.02元，当前股价为30.81元，预期上涨幅度为26.65%。我们给予0.80倍2024EPEV，目标价39.02元，“优于大市”评级。最新盈利预测明细如下：该股最近90天内共有24家机构给出评级，买入评级22家，增持评级2家；过去90天内机构目标均价为39.76。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042900026655.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431887164","title":"中国人寿(601628)季报点评：NBV增速延续向好，净利润切换为新准则","url":"https://stock-news.laohu8.com/highlight/detail?id=2431887164","media":"国联证券","top":-1,"share":"https://www.laohu8.com/m/news/2431887164?lang=zh_cn&edition=full","pubTime":"2024-04-29 17:19","pubTimestamp":1714382364,"startTime":"0","endTime":"0","summary":"事件：公司发布2024年一季报，公司NBV同比+26.3%。NBV延续向好，代理人质态继续改善1)相同假设下，24Q1公司NBV同比增长26.3%，主要得益于产品结构优化带动价值率改善。全年来看，在公司持续优化业务结构、主动降本增效的推动下，公司的价值率有望延续向好态势，进而支撑NBV实现较好增长。新准则下，24Q1公司实现归母净利润206.44亿元，同比下滑9.3%。盈利预测、估值与评级随着资本市场回暖，公司投资收益有望同比改善，支撑净利润实现增长。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291732528b61573b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291732528b61573b&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431888291","title":"中国人寿(02628)选举曹伟清为第八届监事会职工代表监事","url":"https://stock-news.laohu8.com/highlight/detail?id=2431888291","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2431888291?lang=zh_cn&edition=full","pubTime":"2024-04-29 16:36","pubTimestamp":1714379769,"startTime":"0","endTime":"0","summary":"智通财经APP讯，中国人寿(02628)发布公告，公司第三届职工代表大会第十二次临时会议选举曹伟清、来军、叶映兰及董海锋为公司第八届监事会职工代表监事。董海锋的监事任职资格尚待国家金融监督管理总局核准。曹伟清、来军、叶映兰及董海锋将与公司于2023年股东周年大会选举产生的其他监事共同组成第八届监事会。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1114175.html","is_publish_highlight":false,"gpt_icon":0},{"id":"2431915005","title":"远洋集团：中国人寿披露的31亿元北京项目收购未订立明确协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2431915005","media":"澎湃新闻","top":-1,"share":"https://www.laohu8.com/m/news/2431915005?lang=zh_cn&edition=full","pubTime":"2024-04-29 15:15","pubTimestamp":1714374900,"startTime":"0","endTime":"0","summary":"4月29日，远洋集团发布公告，对主要股东中国人寿31亿元的收购事项进行说明：截至公告日，本集团并无就可能交易订立明确协议，交易可能会或可能不会进行或落实。目前，致港公司持有项目公司35%的股权，远洋集团间接持有的两个子公司北京颖煜企业管理咨询有限公司和天津颐港通企业管理有限公司分别持有项目公司35%和29.79%的股权。截至2023年12月31日，项目公司未经审计总资产为123.51亿元，净资产为80.20亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291516008b60bdcb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291516008b60bdcb&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431107009","title":"中国人寿(601628)季报点评：代理人队伍量稳质升，NBV实现近年来最高增速","url":"https://stock-news.laohu8.com/highlight/detail?id=2431107009","media":"海通证券","top":-1,"share":"https://www.laohu8.com/m/news/2431107009?lang=zh_cn&edition=full","pubTime":"2024-04-29 14:17","pubTimestamp":1714371453,"startTime":"0","endTime":"0","summary":"2)在中长期期交业务较快增长、降本增效的带动下，一季度可比口径下NBV同比+26.3%，为近年来最高增速，我们预计公司NBV margin亦有显著提升。1)队伍规模企稳态势巩固。个险人力2023Q1、2023年末、2024Q1分别66.2万人、63.4万人、62.2万人，同比-6.0%，较年初-1.9%。2)队伍质态明显改善。估值仍低，“优于大市”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291431288b609641&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291431288b609641&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431187072","title":"中国人寿北京市分公司总经理左明：年服务客户量约20万人次 理赔智能化率超90%","url":"https://stock-news.laohu8.com/highlight/detail?id=2431187072","media":"中国网财经","top":-1,"share":"https://www.laohu8.com/m/news/2431187072?lang=zh_cn&edition=full","pubTime":"2024-04-29 13:57","pubTimestamp":1714370220,"startTime":"0","endTime":"0","summary":"中国人寿北京市分公司党委书记、总经理左明在启动仪式上分享了金融服务便民化方面的经验做法和取得的成效。他表示，中国人寿北京市分公司始终践行“以人民中心”的发展思想，积极打造简捷、品质、温暖的服务，守护首都人民美好生活。17家柜面服务网点遍布全市，城区7家，郊区10家，年服务客户量约20万人次。2023年公司契约个人无纸化投保率实现100%，核保智能审核率达95.4%，保全作业e化率超99%，理赔智能化率超90%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291400198b607a7b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291400198b607a7b&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431745750","title":"高盛：予中国人寿“买入”评级 目标价14港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2431745750","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2431745750?lang=zh_cn&edition=full","pubTime":"2024-04-29 13:43","pubTimestamp":1714369388,"startTime":"0","endTime":"0","summary":"高盛发布研究报告称，予中国人寿(02628)“买入”评级，目标价14港元。对于投资者关注利率下行风险问题，高盛指，国寿管理层表明目前亦在积极控制负债期限，预期资产负债存续期间差距将持续 ...","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20240429/c657396639.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431136071","title":"高盛：予中国人寿(02628)“买入”评级 目标价14港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2431136071","media":"智通财经网","top":-1,"share":"https://www.laohu8.com/m/news/2431136071?lang=zh_cn&edition=full","pubTime":"2024-04-29 10:52","pubTimestamp":1714359141,"startTime":"0","endTime":"0","summary":"国寿管理层表明目前亦在积极控制负债期限，预期资产负债存续期间差距将持续收窄。","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20240429/20240429104237_27804.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20240429/20240429104237_27804.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1113901.html","is_publish_highlight":false,"gpt_icon":0},{"id":"2431023504","title":"中国人寿创2月新高 近半年3家券商增持","url":"https://stock-news.laohu8.com/highlight/detail?id=2431023504","media":"智选洞察","top":-1,"share":"https://www.laohu8.com/m/news/2431023504?lang=zh_cn&edition=full","pubTime":"2024-04-29 09:58","pubTimestamp":1714355908,"startTime":"0","endTime":"0","summary":"资金动向截止发稿，中国人寿获得主力净流出391万元，其中超大单流入271万元，大单流出662万元。北向资金方面，中国人寿04月26日获得北向资金增持89.67万股，连续6日增持，截至04月26日，北向资金当前共持有中国人寿6959.15万股，市值21.18亿元，持股占流通股比为0.33%。主营业务及业绩中国人寿公司主营业务为提供人寿保险及年金产品。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291024487a56e494&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291024487a56e494&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430057343","title":"《蓝筹》中国人寿(02628.HK)首季净利润206.44亿人民币 倒退9.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2430057343","media":"阿斯达克财经","top":-1,"share":"https://www.laohu8.com/m/news/2430057343?lang=zh_cn&edition=full","pubTime":"2024-04-28 21:23","pubTimestamp":1714310580,"startTime":"0","endTime":"0","summary":"中国人寿公布3月止第一季度报告，按中国会计准则，实现营业收入1,209.7亿人民币(下同)，按年增加14.4%。归属股东净利润206.44亿元，倒退9.3%，每股收益73分。过往派息公布日期派息事项派息内容2024/03/27末期业绩普通股息：人民币 0.432023/10/26第三季业绩无派息2023/08/23中期业绩无派息2023/04/27第一季业绩无派息 季内，总投资收益646.57亿元，增长7.2%，年化总投资收益率3.23%；净投资收益426.81亿元，微降0.1%，年化净投资收益率2.82%。 (港股报价延迟最少十五分钟。沽空资料截至 2024-04-26 16:25。","market":"other","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20190426105543624_s.jpg","type":0,"news_type":0,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20190426105543624_s.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1345601/latest-news/AAFN","is_publish_highlight":false,"gpt_icon":0},{"id":"2430707874","title":"中国人寿2024Q1业绩点评：NBV增速优于预期，受益降本增效和期限结构改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2430707874","media":"开源证券","top":-1,"share":"https://www.laohu8.com/m/news/2430707874?lang=zh_cn&edition=full","pubTime":"2024-04-28 12:07","pubTimestamp":1714277238,"startTime":"0","endTime":"0","summary":"我们预测2024-2026年NBV预测为400/430/461亿元，分别同比+8.4%/+7.7%/+7.1%，对应EV同比分别为+6.2%/+6.4%/+6.5%。NBV高增长受益期限结构改善和降本增效，构建多元产品体系利于资负管理产品质效提升，NBV增速实现近年最高。2023年末公司权益类资产占比19%，股市回暖对公司业绩弹性影响预计优于同业。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042812072487b96186&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042812072487b96186&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430078777","title":"开源证券发布中国人寿研报，NBV增速优于预期，受益降本增效和期限结构改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2430078777","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2430078777?lang=zh_cn&edition=full","pubTime":"2024-04-28 12:04","pubTimestamp":1714277040,"startTime":"0","endTime":"0","summary":"开源证券04月28日发布研报称，给予中国人寿（601628.SH，最新价：29.55元）评级。评级理由主要包括：1）NBV增速优于预期，受益降本增效和期限结构改善；2）NBV高增长受益期限结构改善和降本增效，构建多元产品体系利于资负管理；3）高基数+利率下降拖累投资收益率，关注权益市场回暖下的投资端弹性。风险提示：长端利率超预期下行；寿险需求超预期减弱；权益持仓波动加剧。AI点评：中国人寿近一个月获得9份券商研报关注，买入7家，增持2家。（文章来源：每日经济新闻）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281228078b5c9693&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281228078b5c9693&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430156709","title":"开源证券：给予中国人寿买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2430156709","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2430156709?lang=zh_cn&edition=full","pubTime":"2024-04-28 11:06","pubTimestamp":1714273577,"startTime":"0","endTime":"0","summary":"开源证券股份有限公司高超,吕晨雨,唐关勇近期对中国人寿进行研究并发布了研究报告《中国人寿2024Q1业绩点评：NBV增速优于预期，受益降本增效和期限结构改善》，本报告对中国人寿给出买入评级，当前股价为29.55元。对应PEV分别为0.6/0.6/0.6倍，公司龙头地位稳固，股息分红稳定，A/H股息率分别1.7/5.2%，维持“买入”评级。最新盈利预测明细如下：该股最近90天内共有25家机构给出评级，买入评级22家，增持评级3家；过去90天内机构目标均价为39.59。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042800001496.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2430713837","title":"中国人寿(601628)2024年一季报点评：NBV增速亮眼 投资拖累净利润","url":"https://stock-news.laohu8.com/highlight/detail?id=2430713837","media":"华创证券","top":-1,"share":"https://www.laohu8.com/m/news/2430713837?lang=zh_cn&edition=full","pubTime":"2024-04-28 07:41","pubTimestamp":1714261307,"startTime":"0","endTime":"0","summary":"事项：中国人寿公布2024 年一季报。2024Q1 公司实现总保费3376 亿元，同比+3.2%。业务结构优化、银保渠道下调手续费、定价利率下调等带来新业务价值率改善，驱动新业务价值实现亮眼增速，2024Q1 公司NBV 同比+26.3%。投资端拖累净利润增速。受此影响，2024Q1 公司实现归母净利润206 亿元，同比-9.3%。投资建议：2024Q1 公司负债端表现亮眼，新业务价值率改善驱动NBV 实现高增，但投资端影响净利润增速表现。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404280741508b5bf4de&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404280741508b5bf4de&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430745039","title":"【国信非银·保险】中国人寿2024年一季报点评：利润降幅收窄，营销改革深化","url":"https://stock-news.laohu8.com/highlight/detail?id=2430745039","media":"漫步红岭中路","top":-1,"share":"https://www.laohu8.com/m/news/2430745039?lang=zh_cn&edition=full","pubTime":"2024-04-27 22:31","pubTimestamp":1714228303,"startTime":"0","endTime":"0","summary":"受资本市场波动及长端利率下行等因素影响，公司实现归母净利润206.4亿元，同比下降9.3%，降幅较去年底明显收窄，改革成果持续释放。■推进“种子计划”落地，人均产能显著改善公司持续推行营销体系改革方案，绩优人力占比及规模实现双升。今年以来，公司持续推进“种子计划”试点方案的落地，加快年轻化、高质量、高产能绩优人才的储备，目前该项目已在江苏、广东等地区启动，人均产能提升显著。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042722334487b78d30&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042722334487b78d30&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430279711","title":"信达证券：给予中国人寿增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2430279711","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2430279711?lang=zh_cn&edition=full","pubTime":"2024-04-27 19:51","pubTimestamp":1714218691,"startTime":"0","endTime":"0","summary":"信达证券股份有限公司王舫朝,张凯烽近期对中国人寿进行研究并发布了研究报告《NBV增长亮眼，负债端经营韧性凸显》，本报告对中国人寿给出增持评级，当前股价为29.55元。依托中长期期交业务快速增长和降本增效带动下，一季度NBV同比高增26.3%，实现近年来最高增速。我们预计公司2024-2026年EPS分别为0.96/1.15/1.29，维持“增持”评级。最新盈利预测明细如下：该股最近90天内共有25家机构给出评级，买入评级22家，增持评级3家；过去90天内机构目标均价为39.59。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042700026146.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2430715344","title":"派息政策、高股息股票投资、资产负债匹配都有回应！中国人寿最新发声","url":"https://stock-news.laohu8.com/highlight/detail?id=2430715344","media":"券商中国","top":-1,"share":"https://www.laohu8.com/m/news/2430715344?lang=zh_cn&edition=full","pubTime":"2024-04-27 18:32","pubTimestamp":1714213920,"startTime":"0","endTime":"0","summary":"当晚，该公司管理层在线上业绩说明会上，回应了新会计准则执行考虑、派息政策、高股息股票投资、资产负债匹配、新业务价值等问题。总投资收益率、净投资收益率均有一定下滑。她介绍，目前中国人寿在高股息股票方面的配置已经有一定的规模。她表示，中国人寿正在构建“形态多元、期限多元和成本多元”的多元产品体系。近年，在低利率趋势下，寿险公司的资产负债匹配情况备受关注，期限匹配是其中重要方面。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042718355087b6fe14&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042718355087b6fe14&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430971827","title":"国寿高管回应一季报热点，强调将持续优化资产负债管理","url":"https://stock-news.laohu8.com/highlight/detail?id=2430971827","media":"21世纪经济报道","top":-1,"share":"https://www.laohu8.com/m/news/2430971827?lang=zh_cn&edition=full","pubTime":"2024-04-27 17:49","pubTimestamp":1714211340,"startTime":"0","endTime":"0","summary":"针对利率下行背景下的资产负债匹配问题，中国人寿总精算师侯晋在业绩发布会上表示，公司自一季度持续强化资产负债管理，推进形态多元、期限多元、成本多元的产品体系。一季度，利率中枢持续下行，A股市场低位震荡、结构分化延续。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404271801057a567b83&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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仅0.63x，预计后续上行空间较大。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042711303787b5e990&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042711303787b5e990&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430754138","title":"中国人寿(601628)：新业务高增 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