Listed insurers' 2026 quarterly reports will be disclosed centrally next week. The research report's forward-looking opinions are quite consistent: due to the correction in the equity market, listed insurers' single-quarter results in the third quarter are under pressure, and some insurers will lose money; compounded by the high base for the same period last year, the profits of listed insurers will decline year-on-year in the first three quarters. However, the research report believes that this kind of pressure on performance is phased; it does not mean a change in the ability of insurers to invest, nor does it mean a change in the fundamentals of the main insurance business. In fact, since the implementation of the new accounting standards in 2023, profit fluctuations of listed insurers have increased markedly. The industry believes that short-term accounting profits are closer to the “noise” of the operating performance of listed insurers. They should not pay too much attention to short-term fluctuations, but rather lengthen their observation perspective.

Zhitongcaijing · 1d ago
Listed insurers' 2026 quarterly reports will be disclosed centrally next week. The research report's forward-looking opinions are quite consistent: due to the correction in the equity market, listed insurers' single-quarter results in the third quarter are under pressure, and some insurers will lose money; compounded by the high base for the same period last year, the profits of listed insurers will decline year-on-year in the first three quarters. However, the research report believes that this kind of pressure on performance is phased; it does not mean a change in the ability of insurers to invest, nor does it mean a change in the fundamentals of the main insurance business. In fact, since the implementation of the new accounting standards in 2023, profit fluctuations of listed insurers have increased markedly. The industry believes that short-term accounting profits are closer to the “noise” of the operating performance of listed insurers. They should not pay too much attention to short-term fluctuations, but rather lengthen their observation perspective.