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研报掘金丨长江证券:新华保险新业务价值实现高增,分红大幅增长

新华保险2024年实现归母净利润262.3亿元,同比增长201.1%,新业务价值增长106.8%。拟派发股息2.53元/股,同比增长197.6%,分红率30.1%。总投资收益率5.8%,综合投资收益率8.5%。新业务价值率提升至14.6%,带动价值增速领先行业。作为纯寿险公司,新华保险弹性较大,后续保费和价值表现预期较好。

媒体报道
研报掘金丨长江证券:新华保险新业务价值实现高增,分红大幅增长 格隆汇
研报掘金丨国投证券:维持新华保险“买入-A”评级,目标价57.61元 格隆汇
新华保险举牌港股北京控股,持股比例达5% 澎湃新闻/新浪科技
新华保险出手,举牌北京控股 新浪科技

事件追踪
2025-01-24 长江证券:2024年净利润18.39亿元,同比增18.81%
2025-01-20 新华保险:预计2024年归母净利润同比增长175%-195%
2024-08-29 新华保险:上半年净利润同比增长11.1%
2024-08-28 长江证券发布半年报,营收利润承压,衍生品收益「挑大梁」
2024-03-27 新华保险:2023年净利同比降11.3% 拟10派8.5元
2024-02-22 1月份A股5大险企共揽保费5506亿元 新华保险降15%
2023-10-27 新华保险:截至三季度末公司实现原保险保费收入1429.11亿元,同比增长3.7%

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