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Chinese (SSE) Insurance Industry Analysis

UpdatedJan 16, 2026
DataAggregated Company Financials
Companies3
  • 7D-3.5%
  • 3M19.5%
  • 1Y42.5%
  • YTD-3.6%

Over the last 7 days, the Insurance industry has dropped 5.8%, driven by Ping An Insurance (Group) Company of China declining 8.8%. This takes the industry's 12 month performance to a gain of 44%. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 16 Jan 2026CN¥1.8tCN¥1.4tCN¥231.0b8.3x7.9x1.3x
Sun, 14 Dec 2025CN¥1.6tCN¥1.4tCN¥231.0b7x7.1x1.2x
Tue, 11 Nov 2025CN¥1.6tCN¥1.4tCN¥231.0b6.6x6.7x1.1x
Thu, 09 Oct 2025CN¥1.4tCN¥1.3tCN¥197.7b7.1x7.3x1.1x
Sat, 06 Sep 2025CN¥1.5tCN¥1.4tCN¥194.1b7.7x7.8x1.1x
Mon, 04 Aug 2025CN¥1.5tCN¥1.4tCN¥186.1b8.3x8.1x1.1x
Wed, 02 Jul 2025CN¥1.4tCN¥1.4tCN¥186.1b8.4x7.7x1x
Fri, 30 May 2025CN¥1.3tCN¥1.4tCN¥186.1b7.8x7.2x1x
Sun, 27 Apr 2025CN¥1.3tCN¥1.4tCN¥185.2b6.9x6.9x0.9x
Tue, 25 Mar 2025CN¥1.3tCN¥1.4tCN¥188.1b7.5x7.1x1x
Thu, 20 Feb 2025CN¥1.3tCN¥1.3tCN¥178.8b7.6x7.3x1x
Sat, 18 Jan 2025CN¥1.2tCN¥1.3tCN¥178.8b7.4x6.9x0.9x
Mon, 16 Dec 2024CN¥1.3tCN¥1.3tCN¥178.8b7.8x7.5x1x
Wed, 13 Nov 2024CN¥1.4tCN¥1.3tCN¥178.8b8.3x7.8x1x
Fri, 11 Oct 2024CN¥1.5tCN¥1.3tCN¥133.5b11.7x10.9x1.1x
Sun, 08 Sep 2024CN¥1.1tCN¥1.3tCN¥133.5b8.8x8x0.8x
Tue, 06 Aug 2024CN¥1.0tCN¥1.3tCN¥117.4b10.2x8.6x0.8x
Thu, 04 Jul 2024CN¥1.0tCN¥1.3tCN¥117.4b10.1x8.9x0.8x
Sat, 01 Jun 2024CN¥1.1tCN¥1.3tCN¥117.4b10.1x9.2x0.9x
Mon, 29 Apr 2024CN¥997.6bCN¥1.3tCN¥119.5b9x8.4x0.8x
Wed, 27 Mar 2024CN¥941.6bCN¥1.6tCN¥110.7b11.8x8.5x0.6x
Fri, 23 Feb 2024CN¥1.0tCN¥1.9tCN¥103.6b13.1x10.1x0.5x
Sun, 21 Jan 2024CN¥955.2bCN¥1.9tCN¥103.7b11.4x9.2x0.5x
Tue, 19 Dec 2023CN¥287.9bCN¥703.3bCN¥25.1b11.6x11.5x0.4x
Thu, 16 Nov 2023CN¥315.5bCN¥703.3bCN¥25.1b12.6x12.6x0.4x
Sat, 14 Oct 2023CN¥371.4bCN¥721.2bCN¥33.5b11.6x11.1x0.5x
Mon, 11 Sep 2023CN¥378.9bCN¥514.4bCN¥36.4b11.6x10.4x0.7x
Wed, 09 Aug 2023CN¥383.9bCN¥730.1bCN¥40.9b11x9.4x0.5x
Fri, 07 Jul 2023CN¥356.2bCN¥730.1bCN¥40.9b10.7x8.7x0.5x
Sun, 04 Jun 2023CN¥359.0bCN¥730.1bCN¥40.9b10.9x8.8x0.5x
Tue, 02 May 2023CN¥390.1bCN¥730.4bCN¥40.9b11.4x9.5x0.5x
Thu, 30 Mar 2023CN¥322.0bCN¥711.6bCN¥33.2b11.4x9.7x0.5x
Sat, 25 Feb 2023CN¥342.9bCN¥702.0bCN¥33.0b11.7x10.4x0.5x
Mon, 23 Jan 2023CN¥338.5bCN¥702.0bCN¥33.0b12.1x10.2x0.5x
Price to Earnings Ratio

10.2x


Total Market Cap: CN¥338.5bTotal Earnings: CN¥33.0bTotal Revenue: CN¥702.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Insurance Industry Price to Earnings3Y Average 8.7x202420252026
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 Market1.66%
Financials-1.58%
Insurance-3.46%
Property and Casualty Insurance0%0
Life and Health Insurance-3.21%
General Insurance-4.32%
Industry PE
  • Investors are most optimistic about the Life and Health Insurance industry, which is trading close to its 3-year average PE ratio of 8.8x.
    • Analysts are expecting annual earnings growth of 0.1%, 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 8.7x.
Forecasted Growth
  • Analysts are most optimistic on the General Insurance industry, expecting annual earnings growth of 2.2% over the next 5 years.
  • 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
601336 New China Life InsuranceCN¥83.352.3%
+CN¥5.9b		78.3%PE6.8x

Latest News

601336
CN¥83.35
New China Life Insurance
7D
2.3%
1Y
78.3%

601336: Board Reshuffle And Capital Bond Issuance Will Undermine Future Earnings Quality

Analysts have lifted their fair value estimate for New China Life Insurance from ¥62.19 to ¥64.45, citing slightly lower discount rate assumptions and a modestly higher projected profit margin as the key drivers of the updated price target. What's in the News A special and extraordinary shareholders meeting is scheduled for December 24, 2025 in Beijing to vote on issuing domestic undated capital bonds, revising related party transaction rules, and electing the ninth session of the board of directors (Key Developments).
601318
CN¥67.41
Ping An Insurance (Group) Company of China
7D
-4.2%
1Y
36.9%

601318: Governance Updates And Green Finance Projects Will Support Future Stability

Analysts have nudged their price target for Ping An Insurance (Group) Company of China slightly higher, to the equivalent of about $74.45 from $73.54, reflecting modest tweaks to fair value, discount rate, revenue contraction assumptions, and a slightly higher future P/E. What's in the News Board meeting scheduled for March 26, 2026, to consider and approve the group’s final results for the year ending December 31, 2025, and to review a possible final dividend recommendation, along with other routine business (Key Developments).
601601
CN¥44.92
China Pacific Insurance (Group)
7D
-4.3%
1Y
43.5%

601601: Governance Updates And Lower Risk Will Support Steadier Future Returns

Analysts have nudged their price target for China Pacific Insurance (Group) slightly higher, increasing fair value by about 1.3 percent to approximately ¥44.36. This reflects marginally lower perceived risk and modest improvements in long term growth and profitability assumptions.