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Chinese (SSE) Insurance Industry Analysis

UpdatedMay 31, 2026
DataAggregated Company Financials
Companies4
  • 7D-0.4%
  • 3M-17.2%
  • 1Y0.3%
  • YTD-26.0%

The Insurance industry has stayed flat over the last week. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 6.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 31 May 2026CN¥1.4tCN¥1.4tCN¥224.2b6.5x6.4x1.1x
Tue, 28 Apr 2026CN¥1.5tCN¥1.4tCN¥224.6b6.5x6.7x1.1x
Thu, 26 Mar 2026CN¥1.5tCN¥1.4tCN¥231.0b7.1x6.7x1.1x
Sat, 21 Feb 2026CN¥1.8tCN¥1.4tCN¥231.0b7.9x7.6x1.3x
Mon, 19 Jan 2026CN¥1.8tCN¥1.4tCN¥231.0b8.1x7.7x1.3x
Wed, 17 Dec 2025CN¥1.7tCN¥1.4tCN¥231.0b7.2x7.3x1.2x
Fri, 14 Nov 2025CN¥1.6tCN¥1.4tCN¥231.0b6.8x6.9x1.1x
Sun, 12 Oct 2025CN¥1.5tCN¥1.3tCN¥197.7b7.1x7.4x1.1x
Tue, 09 Sep 2025CN¥1.5tCN¥1.4tCN¥196.9b7.6x7.7x1.1x
Thu, 07 Aug 2025CN¥1.5tCN¥1.4tCN¥186.1b8.4x8.2x1.1x
Sat, 05 Jul 2025CN¥1.4tCN¥1.4tCN¥186.1b8.3x7.8x1x
Mon, 02 Jun 2025CN¥1.3tCN¥1.4tCN¥186.1b7.7x7.1x1x
Wed, 30 Apr 2025CN¥1.3tCN¥1.4tCN¥185.2b6.8x6.9x0.9x
Fri, 28 Mar 2025CN¥1.3tCN¥1.4tCN¥188.1b7.4x7x1x
Sun, 23 Feb 2025CN¥1.3tCN¥1.3tCN¥178.8b7.8x7.3x1x
Tue, 21 Jan 2025CN¥1.2tCN¥1.3tCN¥178.8b7.5x7x0.9x
Thu, 19 Dec 2024CN¥1.3tCN¥1.3tCN¥178.8b7.8x7.4x1x
Sat, 16 Nov 2024CN¥1.4tCN¥1.3tCN¥178.8b8x7.6x1x
Mon, 14 Oct 2024CN¥1.4tCN¥1.3tCN¥133.5b11.5x10.7x1.1x
Wed, 11 Sep 2024CN¥1.0tCN¥1.3tCN¥133.5b8.5x7.8x0.8x
Fri, 09 Aug 2024CN¥978.5bCN¥1.3tCN¥117.4b9.5x8.3x0.8x
Sun, 07 Jul 2024CN¥1.0tCN¥1.3tCN¥117.4b9.8x8.7x0.8x
Tue, 04 Jun 2024CN¥1.1tCN¥1.3tCN¥117.4b10.1x9.2x0.9x
Thu, 02 May 2024CN¥1.0tCN¥1.3tCN¥117.5b9.1x8.5x0.8x
Sat, 30 Mar 2024CN¥942.5bCN¥1.3tCN¥121.5b8.6x7.8x0.7x
Mon, 26 Feb 2024CN¥1.1tCN¥1.9tCN¥103.6b13x10.1x0.5x
Wed, 24 Jan 2024CN¥957.5bCN¥1.9tCN¥103.7b11.3x9.2x0.5x
Fri, 22 Dec 2023CN¥282.7bCN¥703.3bCN¥25.1b11.6x11.3x0.4x
Sun, 19 Nov 2023CN¥308.8bCN¥703.3bCN¥25.1b12.5x12.3x0.4x
Tue, 17 Oct 2023CN¥371.4bCN¥721.2bCN¥33.5b11.6x11.1x0.5x
Thu, 14 Sep 2023CN¥363.7bCN¥721.2bCN¥33.5b11.6x10.9x0.5x
Sat, 12 Aug 2023CN¥371.4bCN¥730.1bCN¥40.9b10.9x9.1x0.5x
Mon, 10 Jul 2023CN¥358.2bCN¥730.1bCN¥40.9b10.7x8.8x0.5x
Wed, 07 Jun 2023CN¥365.9bCN¥730.1bCN¥40.9b11x9x0.5x
Price to Earnings Ratio

9x


Total Market Cap: CN¥365.9bTotal Earnings: CN¥40.9bTotal Revenue: CN¥730.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Insurance Industry Price to Earnings3Y Average 8.4x202420252026
Current Industry PE
  • Investors are pessimistic on the Chinese Insurance industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 6.4x which is lower than its 3-year average PE of 8.4x.
  • The 3-year average PS ratio of 0.87x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Insurance industry have grown 76% per year over the last three years.
  • Revenues for these companies have grown 23% 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 Market-1.83%
Financials0.073%
Insurance-0.43%
Property and Casualty Insurance0%0
Life and Health Insurance-0.011%
General Insurance-2.04%
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 8.4x.
    • Analysts are expecting annual earnings growth of 7.6%, which is lower than the prior year's growth of 13.6% per year.
  • Investors are most pessimistic about the General Insurance industry, which is trading below its 3-year average of 8.3x.
Forecasted Growth
  • Analysts are most optimistic on the Life and Health Insurance industry, expecting annual earnings growth of 7.6% over the next 5 years.
  • However this is lower than its past earnings growth rate of 14% per year.
  • In contrast, the General Insurance industry is expected to see its earnings grow by 4.0% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
601336 New China Life InsuranceCN¥59.702.0%
+CN¥3.7b		18.7%PE5x

Latest News

601336
CN¥59.70
New China Life Insurance
7D
2.0%
1Y
18.7%
601601
CN¥32.18
China Pacific Insurance (Group)
7D
-2.0%
1Y
-6.5%
Narrative Update • May 26

601601: Dividend Visibility And Stable Assumptions Will Support Future Upside

Analysts have kept their CN¥60.85 price target for China Pacific Insurance Group broadly steady, noting only very small tweaks in discount rate, revenue growth and profit margin assumptions, together with a largely unchanged forward P/E outlook. What's in the News China Pacific Insurance (Group) plans to distribute an annual cash dividend of RMB 1.15 per share (inclusive of tax), totaling about RMB 11.06b, with remaining undistributed profits to be carried forward to 2026 (Key Developments).
601318
CN¥53.50
Ping An Insurance (Group) Company of China
7D
-0.3%
1Y
0.4%
Narrative Update • May 13

601318: Higher Margins And Dividend Policy Will Support Future Upside

Analysts have inched their consolidated fair value estimate for Ping An Insurance (Group) Company of China slightly lower to about CN¥78.18 from roughly CN¥78.19, reflecting updated assumptions for revenue contraction, margin profile and future P/E multiples in their price target work. What's in the News Proposed final cash dividend of RMB 1.75 per share for the year ended December 31, 2025, subject to shareholder approval at the AGM scheduled for May 20, 2026 (Key Developments).
002423
CN¥9.17
COFCO Capital Holdings
7D
-1.2%
1Y
-20.3%