非银金融行业：2024年3月份上市险企保费点评：人身险业务表现回暖财产险业务增速回升

东北证券股份有...04-18

报告摘要：2024年3月累计保费与单月保费增速均边际改善。内陆 5家主要上市险企2024 年1 至3 月份共实现保费收入10664.2 亿元，同比增长1%，相较于1 至2 月份增速上升2.3pct。3 月份共实现单月保费收入3192.1 亿元，同比增长6.9%，增速相较于2 月份上升4.7pct。从公司层面看，5家上市险企3 月份累计保费收入增速均得到提升，中国人寿（3.2%）>中国平安（1.6%...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404181542258b3475e7&s=b><strong>东北证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>报告摘要：2024年3月累计保费与单月保费增速均边际改善。内陆 5家主要上市险企2024 年1 至3 月份共实现保费收入10664.2 亿元，同比增长1%，相较于1 至2 月份增速上升2.3pct。3 月份共实现单月保费收入3192.1 亿元，同比增长6.9%，增速相较于2 月份上升4.7pct。从公司层面看，5家上市险企3 月份累计保费收入增速均得到提升，中国人寿（3.2%）>中国平安（1.6%...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404181542258b3475e7&s=b\">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":"LU0307460666.USD","symbol_name":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" 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月份缩小2.1pct。从累计保费收入增速来看，中国人寿（3.2%）>中国平安（1.2%）>中国人保（-3.7%）>中国太保（-5.4%）>新华保险（-11.7%），相较于2 月份同比增速分别改善0.4pct/1.1pct/8.2pct/3.9pct/2.9pct。从3 月份单月保费收入增速来看，中国人保（31.3%）>中国平安（5.1%）>中国太保（4.7%）>中国人寿（4.4%）>新华保险（-4.4%），相较于2 月份单月保费收入增速分别变动32.1pct/-1.8pct/-2.8pct/-0.8pct/8.7pct。从业务构成来看，2024年中国人保与中国平安新单业务承压。财产险业务累计保费收入稳定增长，3 月单月保费收入增速提升。从累计保费收入来看，中国太保（8.6%）>中国人保（3.8%）>中国平安（2.8%），较之2 月份累计保费增速分别提升2.4pct/2.7pct/1.7pct。从单月保费收入来看，中国太保（12.7%）>中国人保（7.8%）>中国平安（5.9%），较之2 月份单月保费收入增速分别提升11.2pct/9.4pct/5.0pct。分险种来看，一季度中国人保车险保费收入为692.4 亿元，同比增长1.9%，中国平安车险实现保费收入518.0 亿元，同比增长3.5%。中国人保意健险、农险、责任险、企财险和货运险分别同比增长6.2%/3.2%/1.3%/11.3%/9.4%，中国平安非机动车辆保险及意外与健康保险实现保费收入272.8 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非银金融行业：2024年3月份上市险企保费点评：人身险业务表现回暖 财产险业务增速回升

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非银金融行业：2024年3月份上市险企保费点评：人身险业务表现回暖财产险业务增速回升