中国财险如此确定的收入，该价值几何？_老虎社区_美港股上老虎

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":236396344107240,"tweetId":"236396344107240","gmtCreate":1698735881713,"gmtModify":1698735883482,"author":{"id":3450661895010148,"idStr":"3450661895010148","authorId":3450661895010148,"authorIdStr":"3450661895010148","name":"平静致远","avatar":"https://static.tigerbbs.com/4482bfc7bbdb07aed2b2a4879569a09a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"中国财险如此确定的收入，该价值几何？","html":"<html><head></head><body><a href=\"https://laohu8.com/S/02328\">$中国财险(02328)$&nbsp;</a>\n中国财险的税前利润分为三块：\n1、承保利润\n半确定收入，去年全年￥103亿，当前￥74亿\n2、股息、利息和租金收入\n确定收入，稳定增长，去年全年￥202亿\n3、权益投资浮动盈亏\n长期投资才会体现收益，短期波动而不确定\n上述 1+2 是人保比较确定的收入，基本判断23年全年该 1+2 大概率会高于￥300亿元，则合港币320亿元，而且基本以每年5%的增长率增长。\n假设无风险利率为5%，则合理投资PE为20倍。\n忽略长期投资3的收益，仅仅以 1+2 的毛利润来看，中国财险如此确定的收入，该价值几何？</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/02328\">$中国财险(02328)$&nbsp;</a>\n中国财险的税前利润分为三块：\n1、承保利润\n半确定收入，去年全年￥103亿，当前￥74亿\n2、股息、利息和租金收入\n确定收入，稳定增长，去年全年￥202亿\n3、权益投资浮动盈亏\n长期投资才会体现收益，短期波动而不确定\n上述 1+2 是人保比较确定的收入，基本判断23年全年该 1+2 大概率会高于￥300亿元，则合港币320亿元，而且基本以每年5%的增长率增长。\n假设无风险利率为5%，则合理投资PE为20倍。\n忽略长期投资3的收益，仅仅以 1+2 的毛利润来看，中国财险如此确定的收入，该价值几何？</body></html>","text":"$中国财险(02328)$ 中国财险的税前利润分为三块： 1、承保利润 半确定收入，去年全年￥103亿，当前￥74亿 2、股息、利息和租金收入 确定收入，稳定增长，去年全年￥202亿 3、权益投资浮动盈亏 长期投资才会体现收益，短期波动而不确定 上述 1+2 是人保比较确定的收入，基本判断23年全年该 1+2 大概率会高于￥300亿元，则合港币320亿元，而且基本以每年5%的增长率增长。 假设无风险利率为5%，则合理投资PE为20倍。 忽略长期投资3的收益，仅仅以 1+2 的毛利润来看，中国财险如此确定的收入，该价值几何？","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/236396344107240","repostId":0,"isVote":1,"tweetType":1,"viewCount":1592,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["02328"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":426,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}