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Chinese (SSE) Insurance Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies3
  • 7D1.0%
  • 3M2.0%
  • 1Y26.3%
  • YTD-12.3%

Over the last 7 days, the Insurance industry has dropped 1.6%, driven by declines from every company within the industry. Over the past 12 months, the industry was up 26%. Earnings are forecast to grow by 1.8% annually.

Industry Valuation and Performance

Has the Chinese Insurance Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026CN¥1.6tCN¥1.4tCN¥231.0b7.3x7.1x1.2x
Sat, 07 Feb 2026CN¥1.8tCN¥1.4tCN¥231.0b8.2x7.8x1.3x
Mon, 05 Jan 2026CN¥1.8tCN¥1.4tCN¥231.0b7.7x7.6x1.2x
Wed, 03 Dec 2025CN¥1.5tCN¥1.4tCN¥231.0b6.5x6.6x1.1x
Fri, 31 Oct 2025CN¥1.6tCN¥1.4tCN¥217.9b7.6x7.1x1.1x
Sun, 28 Sep 2025CN¥1.4tCN¥1.4tCN¥196.9b7.1x7.3x1x
Tue, 26 Aug 2025CN¥1.6tCN¥1.4tCN¥186.1b9.3x8.7x1.2x
Thu, 24 Jul 2025CN¥1.5tCN¥1.4tCN¥186.1b8.3x8.1x1.1x
Sat, 21 Jun 2025CN¥1.4tCN¥1.4tCN¥186.1b7.9x7.4x1x
Mon, 19 May 2025CN¥1.3tCN¥1.4tCN¥186.1b7.5x7.1x1x
Wed, 16 Apr 2025CN¥1.2tCN¥1.4tCN¥197.0b6.5x6.3x0.9x
Fri, 14 Mar 2025CN¥1.3tCN¥1.3tCN¥178.8b7.7x7.2x1x
Sun, 09 Feb 2025CN¥1.3tCN¥1.3tCN¥178.8b7.6x7.2x1x
Tue, 07 Jan 2025CN¥1.3tCN¥1.3tCN¥178.8b7.2x7x0.9x
Thu, 05 Dec 2024CN¥1.3tCN¥1.3tCN¥178.8b7.9x7.5x1x
Sat, 02 Nov 2024CN¥1.4tCN¥1.3tCN¥178.8b8.3x7.8x1x
Mon, 30 Sep 2024CN¥1.3tCN¥1.3tCN¥133.5b10.4x9.9x1x
Wed, 28 Aug 2024CN¥1.0tCN¥1.3tCN¥123.8b10.2x8.4x0.8x
Fri, 26 Jul 2024CN¥1.0tCN¥1.3tCN¥117.4b10x8.6x0.8x
Sun, 23 Jun 2024CN¥1.0tCN¥1.3tCN¥117.4b10x8.8x0.8x
Tue, 21 May 2024CN¥1.2tCN¥1.3tCN¥117.4b10.5x9.9x0.9x
Thu, 18 Apr 2024CN¥906.7bCN¥1.3tCN¥121.0b8.3x7.5x0.7x
Sat, 16 Mar 2024CN¥979.4bCN¥1.9tCN¥103.6b11.9x9.5x0.5x
Mon, 12 Feb 2024CN¥987.3bCN¥1.9tCN¥103.6b11.8x9.5x0.5x
Wed, 10 Jan 2024CN¥290.4bCN¥703.3bCN¥25.1b11.6x11.6x0.4x
Fri, 08 Dec 2023CN¥292.0bCN¥703.3bCN¥25.1b11.8x11.6x0.4x
Sun, 05 Nov 2023CN¥334.4bCN¥703.3bCN¥25.1b12.6x13.3x0.5x
Tue, 03 Oct 2023CN¥357.8bCN¥721.2bCN¥33.5b11.6x10.7x0.5x
Thu, 31 Aug 2023CN¥359.5bCN¥704.1bCN¥39.7b11x9x0.5x
Sat, 29 Jul 2023CN¥395.6bCN¥730.1bCN¥40.9b11.3x9.7x0.5x
Mon, 26 Jun 2023CN¥341.5bCN¥730.1bCN¥40.9b10.5x8.4x0.5x
Wed, 24 May 2023CN¥380.4bCN¥730.1bCN¥40.9b11.2x9.3x0.5x
Fri, 21 Apr 2023CN¥374.8bCN¥708.5bCN¥34.9b11.8x10.7x0.5x
Sun, 19 Mar 2023CN¥334.7bCN¥702.0bCN¥33.0b11.5x10.1x0.5x
Price to Earnings Ratio

10.1x


Total Market Cap: CN¥334.7bTotal Earnings: CN¥33.0bTotal Revenue: CN¥702.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Insurance Industry Price to Earnings3Y Average 8.6x202420252026
Current Industry PE
    There are only 3 companies in the Chinese Insurance industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Insurance industry have grown 91% per year over the last three years.
  • Revenues for these companies have grown 26% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Chinese Financials industry?

CN Market2.83%
Financials1.34%
Insurance1.00%
General Insurance1.62%
Life and Health Insurance0.83%
Property and Casualty Insurance0%0
Industry PE
  • Investors are most optimistic about the Life and Health Insurance industry even though it's trading below its 3-year average PE ratio of 8.6x.
    • Analysts are expecting annual earnings growth of 1.6%, which is lower than the prior year's growth of 56.6% per year.
  • Investors are most pessimistic about the General Insurance industry, which is trading below its 3-year average of 8.6x.
Forecasted Growth
  • Analysts are most optimistic on the General Insurance industry, expecting annual earnings growth of 2.7% over the next 5 years.
  • However this is lower than its past earnings growth rate of 23% per year.
  • In contrast, the Life and Health Insurance industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
601318 Ping An Insurance (Group) Company of ChinaCN¥62.551.2%
+CN¥13.8b		22.3%PE8.1x
601601 China Pacific Insurance (Group)CN¥39.481.6%
+CN¥6.1b		28.9%PE7.3x

Latest News

601336
CN¥72.20
New China Life Insurance
7D
-1.3%
1Y
46.9%

601336: Governance Changes Will Shape Earnings Quality While Valuation Appears Balanced

Analysts have raised their price target for New China Life Insurance to CN¥69.99 from CN¥66.15, citing updated assumptions that include a slightly higher discount rate, a smaller projected revenue decline, a similar profit margin profile, and a modestly lower future P/E multiple. What's in the News New China Life Insurance received regulatory approval from the National Financial Regulatory Administration for amendments to its Articles of Association, as referenced in document Jin Fu No. 29 (Key Developments).
601601
CN¥39.48
China Pacific Insurance (Group)
7D
1.6%
1Y
28.9%

601601: New Governance Framework Will Support Stronger Future Returns

Analysts have lifted their price target for China Pacific Insurance (Group) to CN¥46.89 from CN¥45.75, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Shareholders approved amendments to China Pacific Insurance (Group) Co., Ltd.'s Articles of Association at an extraordinary general meeting held on 29 August 2025, aligning the document with regulatory requirements and the company's current circumstances (Key Developments).
601318
CN¥62.55
Ping An Insurance (Group) Company of China
7D
1.2%
1Y
22.3%

601318: Governance Reforms And Higher Profit Margins Will Support Future Upside Potential

Analysts have lifted their price target on Ping An Insurance (Group) Company of China to CN¥77.69 from CN¥76.30, citing updated assumptions that include a slightly higher discount rate, weaker expected revenue growth, stronger projected profit margins, and a modestly higher future P/E multiple. What's in the News On December 16, 2025, the supervisory committee and board of directors approved proposed amendments to the Articles of Association, with final effectiveness subject to shareholder approval and clearance from the National Financial Regulatory Administration (company announcement).