Reinsurance

CHINA RE

CITIC Securities Maintains Buy Rating on China Reinsurance, Sets Target Price at 1.60 HKD

JPMorgan Analyzes China Reinsurance's Performance and Maintains Neutral Rating

China Reinsurance Reports Q1 2026 Profit Decline

China Reinsurance Reports 5.36% Drop in Net Profit to 3.32 Billion Yuan in Q1 2026

China Life Reinsurance achieves RMB 2.479 billion in revenue, with a net loss of RMB 251 million in Q1 2026

China Reinsurance Announces ZRCI's Q1 2025 Financial Results

Citibank Downgrades China Reinsurance's Profit Forecast and Target Price

JPMorgan Downgrades China Reinsurance's Profit Forecast, Maintains 'Neutral' Rating

China Reinsurance Group Sees 38.4% Net Profit Surge in 2025

Swiss bank maintains 'hold' rating for China Reinsurance H shares with a target price of HKD 1.70

China Re Achieves Continuous Two-Year Overseas Insurer Profit and Plans No Aggressive Overseas Mergers and Acquisitions in the Coming Five Years

China Reinsurance Reports 7.4% Drop in 2024 Profit

CHINA RE released FY2025 Q3 earnings on March 30, 2026 (BJT) with actual revenue of HKD 30.01 B and EPS of HKD 0.0437

CHINA RE released FY2025 9 Months Earnings on March 30, 2026 (BJT), with actual revenue of HKD 89.17 B and EPS of HKD 0.2028

China Reinsurance Sees 2025 Net Profit Down, Revenue Up

CHINA RE released FY2025 Annual Earnings on March 30 During-Market (BJT), Actual Revenue HKD 117.95 B (Forecast HKD 129.43 B), Actual EPS HKD 0.2513 (Forecast HKD 0.2813)

CHINA RE released FY2025 Q4 earnings on March 30 During-Market (BJT), actual revenue HKD 30.53 B, actual EPS HKD 0.0444

CHINA RE to release FY2025 earnings report on March 30 During-Market (BJT), forecast revenue HKD 130.26 B, EPS HKD 0.2863

YiFa Securities Zhang Yingqun Recommends Buying China Reinsurance Stocks

China Reinsurance's Strategic Risks Coverage Exceeds 8.75 Trillion in 2025

HINSANG GROUP

RIVERINE CHINA

PASHUN INT RTS

BRAINAURORA-B

SOFTMEDX

GOLDENPOWER

ZHONGKE GROUP

VISION SYNERGY

GEMILANG INTL

GHPC

01508

Citic Securities has maintained a Buy rating on China Reinsurance (Group) Corp. Class H, setting a price target of HK$1.60. The shares closed at HK$1.29. The analyst consensus for the company is Moderate Buy, with a price target consensus of €0.18.

Tip Ranks

CITIC Securities Co., Ltd.

CITIC SEC

Citic Securities Remains a Buy on China Reinsurance (Group) Corp. Class H (C53)

JPMorgan has reduced its target price for CHINA REfrom HKD1.6 to HKD1.4, maintaining a Neutral rating. The report highlights CHINA RE's significant market share in mainland China and its underperformance compared to the HSI, falling 23% year-to-date. Structural factors limiting valuation re-rating include less competitive earnings from its non-reinsurance segment and constraints in profit-sharing from domestic contracts. The stock has seen short selling of $1.91M with a ratio of 30.508%.

AASTOCKS News

JPMorgan Chase

Hang Seng Index

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

JPM Cuts CHINA RE  TP to HKD1.4, Rating Neutral

601319

02328

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Morgan Stanley's report on PICC P&Cindicates strong underwriting performance in 1Q26, despite a 23.7% YoY decline in net profit, slightly worse than the expected 20% drop. The implied annualized ROE is 11.9%, with a 1.8% QoQ increase in BVPS. Management is optimistic about full-year guidance and growth in the auto insurance market, with premium growth expected to align with industry trends. The stock is rated Overweight with a target price of HKD20.5.

PICC Group

PICC P&C

PICC GROUP

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

M Stanley: PICC P&C  1Q26 Underwriting Strong but Investment Under Pressure, Rates Overweight

7326

Indian general insurers and reinsurers are establishing a $100 million marine insurance pool to cover war risks for vessels in high-risk zones due to the escalating West Asia crisis. The pool, managed by GIC Re, will be funded by insurers and supported by government guarantees. Marine insurance premiums have surged due to ongoing conflicts, with additional war-risk coverage becoming costly and limited. Experts indicate that despite a recent ceasefire, elevated premiums and scrutiny on Gulf transits will persist until geopolitical risks stabilize.

Business Standard

SBI Insurance Group Co., Ltd.

Insurance industry to set up $100 million marine pool for war-zone ships

UBS has maintained a Hold rating on China Reinsurance (Group) Corp. Class H (C53) with a price target of HK$1.70, while the shares closed at HK$1.47. The analyst consensus for the company is a Moderate Buy, with a price target consensus of €0.23.

UBS Keeps Their Hold Rating on China Reinsurance (Group) Corp. Class H (C53)

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CHINA RE announced its 2025 annual performance, with revenue of 124.928 billion RMB, an increase of 5.8% year-on-year. It recorded a net profit of 9.771 billion RMB, a decline of 7.4%, with earnings per share of 0.23 RMB. The final dividend is 0.0691 RMB

AASTOCKS

CPIC

"Performance" China Re's annual net profit is 9.771 billion RMB, down 7.4%, with a final dividend of 6.91 cents

China Reinsurance Posts Higher Income but Lower 2025 Profit on Rising Costs and Impairments

China Reinsurance Posts Higher Income but Lower 2025 Profit on Rising Costs and Impairments

CHINA RE(01508.HK)

Citic Securities Remains a Buy on China Reinsurance (Group) Corp. Class H (C53)

JPM Cuts CHINA RE TP to HKD1.4, Rating Neutral

M Stanley: PICC P&C 1Q26 Underwriting Strong but Investment Under Pressure, Rates Overweight

Insurance industry to set up $100 million marine pool for war-zone ships

UBS Keeps Their Hold Rating on China Reinsurance (Group) Corp. Class H (C53)

"Performance" China Re's annual net profit is 9.771 billion RMB, down 7.4%, with a final dividend of 6.91 cents

China Reinsurance Posts Higher Income but Lower 2025 Profit on Rising Costs and Impairments