中国平安前三季度净利增长超三成，保险业务规模、增速保持领先_老虎社区_美港股上老虎

中国平安前三季度净利增长超三成，保险业务规模、增速保持领先

华尔街见闻2024-10-21

中国平安（601318.SH）交上了A股上市险企三季度的首份“成绩单”。 10月21日晚，中国平安披露公司前三季营收同比增长10%至7753.83亿元，归母净利增长36.1%至1191.82亿元。其中寿险及健康险、产险、银行3类核心业务归母净利均有提升，增幅分别为34.99%、39.72%、0.24%。保险业务上，中国平安负债端、投资端均有较好表现。平安人寿、平安产险、平安健康、平安养老总...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2477258862?lang=zh_CN&edition=full","thumbnail":"https://wpimg-wscn.awtmt.com/content_default_4.jpg","is_english":false,"pubTime":"2024-10-21 23:19","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2477258862","market":"us","top_or_hot":-1,"title":"中国平安前三季度净利增长超三成，保险业务规模、增速保持领先","media":"华尔街见闻","content":"<div>\n<p>中国平安（601318.SH）交上了A股上市险企三季度的首份“成绩单”。\n10月21日晚，中国平安披露公司前三季营收同比增长10%至7753.83亿元，归母净利增长36.1%至1191.82亿元。\n其中寿险及健康险、产险、银行3类核心业务归母净利均有提升，增幅分别为34.99%、39.72%、0.24%。\n保险业务上，中国平安负债端、投资端均有较好表现。\n平安人寿、平安产险、平安健康、平安养老总...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3731058\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国平安前三季度净利增长超三成，保险业务规模、增速保持领先</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国平安前三季度净利增长超三成，保险业务规模、增速保持领先\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-21 23:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3731058><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国平安（601318.SH）交上了A股上市险企三季度的首份“成绩单”。\n10月21日晚，中国平安披露公司前三季营收同比增长10%至7753.83亿元，归母净利增长36.1%至1191.82亿元。\n其中寿险及健康险、产险、银行3类核心业务归母净利均有提升，增幅分别为34.99%、39.72%、0.24%。\n保险业务上，中国平安负债端、投资端均有较好表现。\n平安人寿、平安产险、平安健康、平安养老总...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3731058\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0197773673.USD","symbol_name":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","start_time":0,"source_url":"https://wallstreetcn.com/articles/3731058","article_id":"2477258862","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/content_default_4.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2477258862","pubTimestamp":1729523954,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"中国平安（601318.SH）交上了A股上市险企三季度的首份“成绩单”。\n10月21日晚，中国平安披...","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"82318":"中国平安-R","601318":"中国平安","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","L":"洛斯公司","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK1610":"ETF&股票定投概念","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","03145":"华夏亚洲高息股","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","BK1550":"内险股","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK1521":"挪威政府全球养老基金持仓","IE0008368742.USD":"首域中国增长基金I Acc","LU":"陆金所","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK4504":"桥水持仓","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK4166":"消费信贷","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU0052750758.USD":"富兰克林中国基金A Acc","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC"},"translate_title":"Ping An's net profit increased by more than 30% in the first three quarters, and its insurance business scale and growth rate remained leading","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"82318":0.6,"601318":0.6,"03145":0.6,"LU":1,"L":0.6},"content_text":"中国平安（601318.SH）交上了A股上市险企三季度的首份“成绩单”。\n10月21日晚，中国平安披露公司前三季营收同比增长10%至7753.83亿元，归母净利增长36.1%至1191.82亿元。\n其中寿险及健康险、产险、银行3类核心业务归母净利均有提升，增幅分别为34.99%、39.72%、0.24%。\n保险业务上，中国平安负债端、投资端均有较好表现。\n平安人寿、平安产险、平安健康、平安养老总保费同比增长8.42%至6891.75亿元，保费规模、增速均为A股5家上市险企之首。\n投资端，三季度末保险资金投资组合规模较年初增长12.7%至5.32万亿元，年化综合投资收益率同比上升1.3个百分点至5.0%。\n不过仅就投资端表现，中国平安较同业或仍有差距。\n受益于9月末A股行情，新华保险、中国人保、中国太保、中国人寿已陆续表示公司投资业绩回暖，带动净利同比大幅改善。\n其中，中国人寿净利同比增长预计在1.5倍以上，其余3家公司在60-115%之间。\n\n即便是中国太保60%的最低增幅，也显著高于中国平安36.1%的实际增幅。\n负债端收入明显领先的情况下，这一落差或来自投资端。\n三季报未公示详细的投资组合，但从二季度表现看，中国平安在A股5家上市险企中配股较少，股票资产占总资产比重仅高于中国人保。\n不过中国平安依然表示，三季度政府推出一系列货币、财政、稳定资本市场和促进就业等政策，资本市场积极响应，股市快速反弹。\n此前，中国平安原首席投资官邓斌接受曾在采访中透露，平安资产配置是“双哑铃型”。\n邓斌表示，第一个是大“哑铃”两端是长久期利率债和风险资产；第二个是小“哑铃”，两端是成长型股票与高息股。\n相较营收、净利双增长的保险，平安银行业务的表现略显平淡。\n前三季度，营业收入同比下降12.6%至1115.82亿元，归母净利同比微增0.24%至397.29亿元。\n回溯过往，“增利不增收”已是平安银行的常态。\nWind数据显示，平安银行（000001.SZ）营收增速自2019年起逐年下滑，2023年告负至-8.45%。\n也有部分收入调整是主动为之。\n2023年，曾帮助陆金所登陆纽约证券交易所的冀光恒出任平安银行行长。\n就任后，冀光恒曾指出过往对营收作出较大贡献的高息差、高利率零售已不适应新形势，“‘以量补价’风险太高，应主动优化业务及客群结构。”\n当下，平安银行改革重点即为推动零售业务从高风险、高成本、高收益向中风险、中收益转型，逐步实现零售客群质量、资产质量、资产结构提升。\n截至三季度末，平安银行企业贷款余额较上年末增长11.6%、个人贷款余额下降9.6%。\n中报发布会上，冀光恒曾坦言“公司内部也有要不要做一部分高风险产品的想法，最终顶住了诱惑。”\n冀光恒表示，随着改革深入推进，零售业务已基本稳定。“战略改革最难在今年，从目前的整体进展看，本轮改革已达到预期。”\n资产质量方面，平安银行三季度末不良贷款率与上年末持平、为1.06%，；拨备覆盖率较上年末降低26.44个百分点，为251.19%。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}