港股異動丨眾安在線升8%,2024年多項業務表現亮眼,機構看好
眾安在線(6060.HK)盤中拉昇升8%,報14.16港元。公司公佈業績顯示,2024年實現總保費334.17億元,同比增長13.3%,連續四年保持雙位數增長,且在國內財險排名升至第8位;歸母淨利潤(經調整後口徑)達6.03億元,同比大增105.4%;綜合成本率(COR)為96.9%,較上年同期上升1.7個百分點。東吳證券發佈眾安在線2024年年報點評稱:公司科技業務扭虧為盈,銀行業務虧幅收窄;保險板塊中,數字生活與汽車生態增速較快,繼續保持承保盈利;科技板塊及其他中,科技輸出收入保持高增長,銀行業務顯著向好;總投資收益亦顯著提升;首次覆蓋,給予“買入”評級。另外,方正證券稱,從眾安在線各業務板塊來看,健康生態保費增長提速,2024年突破百億至103.38億元,下半年同比增長21.1%,2025年初眾民保中高端醫療系列產品推出10天總保費破1.4億元,隨着DRG推進,健康生態有望進入高速增長通道。數字生活板塊保費達161.97億元,同比增長28.9%;汽車板塊總保費20.51億元,同比增長29.8%,這兩個板塊均實現保費較快增長。而消費金融板塊保費48.32億元,同比下降12.9%,不過公司主動優化板塊結構,使得COR大幅改善。方正證券維持眾安在線“強烈推薦”評級。

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