中国再保险(1508.HK)：财产再保险承保向好

华泰证券03-29

新准则下EPS 同比扭亏中再集团2023 年新会计准则下EPS RMB0.13 同比扭亏转正（2022：RMB-0.01），符合我们的预测EPS RMB0.13。受益于持仓结构优化和境内债券价格上升，2023 年总投资收益率同比提升2.3pct 至2.77%。财产险承保表现普遍好转。境内财产再保险综合成本率（COR）同比下降0.23pct 至99.53%；境外和桥社财产再保险COR 同比大幅改善...

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