Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Chinese (SSE) Insurance Industry Analysis

UpdatedJul 18, 2026
DataAggregated Company Financials
Companies4
  • 7D1.7%
  • 3M-13.0%
  • 1Y-12.0%
  • YTD-29.4%

Over the last 7 days, the Insurance industry has remained flat, although notably New China Life Insurance declined by 3.5%. Unfortunately though, the industry is down 12% over the past 12 months. Earnings are forecast to grow by 7.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 18 Jul 2026CN¥1.4tCN¥1.4tCN¥224.6b6.1x6x1x
Mon, 15 Jun 2026CN¥1.4tCN¥1.4tCN¥224.2b6.6x6.4x1x
Wed, 13 May 2026CN¥1.6tCN¥1.4tCN¥224.2b7.4x7.1x1.2x
Fri, 10 Apr 2026CN¥1.5tCN¥1.4tCN¥224.6b6.9x6.9x1.1x
Sun, 08 Mar 2026CN¥1.6tCN¥1.4tCN¥231.0b7.2x7.1x1.2x
Tue, 03 Feb 2026CN¥1.8tCN¥1.4tCN¥231.0b8.2x7.8x1.3x
Thu, 01 Jan 2026CN¥1.7tCN¥1.4tCN¥231.0b7.7x7.5x1.2x
Sat, 29 Nov 2025CN¥1.5tCN¥1.4tCN¥231.0b6.4x6.5x1.1x
Mon, 27 Oct 2025CN¥1.5tCN¥1.3tCN¥197.7b7.5x7.7x1.1x
Wed, 24 Sep 2025CN¥1.4tCN¥1.4tCN¥196.9b7x7.3x1x
Fri, 22 Aug 2025CN¥1.6tCN¥1.4tCN¥186.1b9x8.6x1.2x
Sun, 20 Jul 2025CN¥1.5tCN¥1.4tCN¥186.1b8.3x7.9x1.1x
Tue, 17 Jun 2025CN¥1.4tCN¥1.4tCN¥186.1b8.2x7.5x1x
Thu, 15 May 2025CN¥1.4tCN¥1.4tCN¥186.1b7.8x7.4x1x
Sat, 12 Apr 2025CN¥1.2tCN¥1.4tCN¥197.0b6.4x6.3x0.9x
Mon, 10 Mar 2025CN¥1.3tCN¥1.3tCN¥178.8b7.6x7.3x1x
Wed, 05 Feb 2025CN¥1.3tCN¥1.3tCN¥178.8b7.5x7.1x0.9x
Fri, 03 Jan 2025CN¥1.3tCN¥1.3tCN¥178.8b7.4x7.1x1x
Sun, 01 Dec 2024CN¥1.3tCN¥1.3tCN¥178.8b7.7x7.4x1x
Tue, 29 Oct 2024CN¥1.4tCN¥1.3tCN¥160.3b10.9x8.9x1.1x
Thu, 26 Sep 2024CN¥1.2tCN¥1.3tCN¥133.5b9.5x8.8x0.9x
Sat, 24 Aug 2024CN¥1.0tCN¥1.3tCN¥117.4b10.1x8.8x0.8x
Mon, 22 Jul 2024CN¥1.0tCN¥1.3tCN¥117.4b10.4x8.9x0.8x
Wed, 19 Jun 2024CN¥1.0tCN¥1.3tCN¥117.4b10x8.8x0.8x
Fri, 17 May 2024CN¥1.1tCN¥1.3tCN¥117.4b9.8x9.3x0.9x
Sun, 14 Apr 2024CN¥884.0bCN¥1.3tCN¥121.5b8x7.3x0.7x
Tue, 12 Mar 2024CN¥1.0tCN¥1.9tCN¥103.6b12.4x9.7x0.5x
Thu, 08 Feb 2024CN¥987.0bCN¥1.9tCN¥103.6b11.7x9.5x0.5x
Sat, 06 Jan 2024CN¥299.3bCN¥703.3bCN¥25.1b11.9x11.9x0.4x
Mon, 04 Dec 2023CN¥301.6bCN¥703.3bCN¥25.1b12.2x12x0.4x
Wed, 01 Nov 2023CN¥342.6bCN¥705.7bCN¥25.2b12.9x13.6x0.5x
Fri, 29 Sep 2023CN¥358.5bCN¥721.2bCN¥33.5b11.6x10.7x0.5x
Sun, 27 Aug 2023CN¥355.2bCN¥730.1bCN¥40.9b10.7x8.7x0.5x
Tue, 25 Jul 2023CN¥338.6bCN¥730.1bCN¥40.9b10.5x8.3x0.5x
Price to Earnings Ratio

8.3x


Total Market Cap: CN¥338.6bTotal Earnings: CN¥40.9bTotal Revenue: CN¥730.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Insurance Industry Price to Earnings3Y Average 8.3x202420252026
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 6.0x which is lower than its 3-year average PE of 8.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
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-8.74%
Financials0.71%
Insurance1.69%
Life and Health Insurance2.01%
General Insurance0.44%
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 8.3x.
    • Analysts are expecting annual earnings growth of 7.7%, 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 8.2x.
Forecasted Growth
  • Analysts are most optimistic on the Life and Health Insurance industry, expecting annual earnings growth of 7.7% 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 4.3% 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
601318 Ping An Insurance (Group) Company of ChinaCN¥50.702.5%
+CN¥22.1b		-11.2%PE6.9x
601601 China Pacific Insurance (Group)CN¥29.750.4%
+CN¥1.3b		-19.8%PE5.3x
002423 COFCO Capital HoldingsCN¥8.941.9%
+CN¥391.7m		-30.7%PE20.4x

Latest News

601336
CN¥62.80
New China Life Insurance
7D
-0.3%
1Y
1.6%
Narrative Update • Jul 17

601336: Expected Earnings Slowdown Will Likely Outweigh Supportive Dividend Payout

The analyst price target for New China Life Insurance has been reduced by CN¥1.58 to reflect updated fair value estimates, a slightly lower forward P/E assumption, and modestly adjusted expectations for revenue contraction and profit margins, according to analysts. What's in the News New China Life Insurance issued unaudited earnings guidance for 1 January 2026 to 30 June 2026, estimating net profit attributable to shareholders of about RMB 20,719 million to RMB 23,678 million.
601601
CN¥29.75
China Pacific Insurance (Group)
7D
0.4%
1Y
-19.8%
002423
CN¥8.94
COFCO Capital Holdings
7D
1.9%
1Y
-30.7%
601318
CN¥50.70
Ping An Insurance (Group) Company of China
7D
2.5%
1Y
-11.2%