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阳光保险CSM(亿元)及同比
阳光保险CSM(亿元)及同比
行业数据
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图片大小:62KB
图片尺寸:1145*783
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所属报告:
阳光保险(6963.HK)-港股公司研究报告:兼具NBV成长性、业绩稳定性、利差表现改善三重特征-250923(26页).pdf
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行业数据
2026-04-09
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上市险企2022-2025年CSM摊销占保险服务收入比例(单位:%)
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行业数据
2026-04-09
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上市险企2022-2025年CSM期末余额增
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行业数据
2026-04-09
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上市险企2022-2025年非PAA法下的CSM摊销速度(单位:%)
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行业数据
2026-04-09
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【中泰非银-上市险企保单盈利评价体系】CSM各指标数值(评价时间:2025A)
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行业数据
2026-04-09
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上市险企2025年CSM余额较年初增速
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行业数据
2026-04-09
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2025年上市险企的CSM变动贡献度拆解(百万元)
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行业数据
2026-04-02
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2025H上市险企CSM较年初增速
fCDkv53pmanlhazlj7ggfCAyMDI1SCBDU03ovoPlubTliJ3lop7pgJ8gfAp8IC0tLSB8IC0tLSB8Cnwg5aSq5bmzIHwgMi42JSB8Cnwg5Zu95a+/IHwgMS43JSB8Cnwg5aSq5L+dIHwgMS40JSB8Cnwg5paw5Y2OIHwgMC45JSB8Cnwg5bmz5a6JIHwgMC4zJSB8CgrotYTmlpnmnaXmupDvvJrlkITlhazlj7gyMDI15bm05Lit5oql77yM6KW/6YOo6K+B5Yi456CU5Y+R5Lit5b+D
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行业数据
2026-03-11
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2022-2025H中国太平CSM(百万港元)
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行业数据
2026-03-11
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2024年起经验差异正向贡献CSM(百万港元)
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行业数据
2025-12-19
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图表232025H1中国太平与上市同业CSM/净资产对
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行业数据
2025-11-12
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阳光保险CSM摊销(亿元)及摊销比率
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行业数据
2025-09-24
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2024年上市险企CSM同比增速
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行业数据
2025-09-24
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太平人寿2019-2024年CSM复合增速达到+6.7%优于同业
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行业数据
2025-06-24
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CSM稳健增长,摊销速度稳定,贡献可观保险服务业绩。合同服务边际(CSM)为新会计准则下通过保险合同提供未来服务所获的潜在利润或未赚利润,将随着不断向客户提供服务而在保险期限内逐步被确认为实际利润,可视为保险服务业绩的基盘。截至 2024 年末,阳光保险合同服务边际为 508.54 亿元,较 2024 年 6 月末/2023 年末分别增长 4.7%/ 12.6%,增速位居同业第二(仅次于中国人保),在中国太平、中国人寿、中国平安 CSM同比下降态势下仍保持较快正增,1H25 CSM 延续增长态势,较 2024 年末水平+10.3%至 公司深度 560.78 亿元,未来负债端利润储备较为充足,2024 年合同服务边际摊销为 40.56 亿元,摊销比率为 8.45%,摊销速度稳定,保险服务业绩基本盘稳固。
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阳光保险(6963.HK)-港股公司研究报告:兼具NBV成长性、业绩稳定性、利差表现改善三重特征-250923(26页).pdf
阳光保险相对估值情况
阳光保险可比公司估值表现
阳光保险绝对估值表现(百万元人民币)
阳光保险2%/1.5%预定利率分红型产品对比
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