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<p>德国安联周三报告第一季度净利润增长 52%，得益于其在印度合资企业出售股份的收益以及财产和意外险及资产管理业务的强劲表现。</p>
<p>该保险公司表示，尽管其人寿和健康部门的收入较弱，但仍在实现全年经营利润目标的轨道上。</p>
<p>截至 3 月的三个月内，归属于股东的净利润增长至 36.90 亿欧元，而去年同期为 24.23 亿欧元。</p>
<p>根据共识预测，分析师预计利润为 36.54 亿欧元。</p>
<p>该公司在本季度还创下了 45.17 亿欧元的记录经营利润，比去年增长 6.6%。</p>
<h2>印度合资企业出售推动收益</h2>
<p>安联表示，股东的核心净收入增长 48.4%，达到 38 亿欧元，主要受到其在印度合资企业出售股份的影响。</p>
<p>去年，安联宣布将其在与 Bajaj Finserv 的合资企业中的股份出售给 Bajaj 集团，结束了持续数十年的合作关系。</p>
<p>在 1 月份，该公司表示将从该交易中获得 11 亿欧元的收益。</p>
<p>此后，安联与 Jio Financial Services 在印度成立了一个新的平等拥有的再保险合资企业。</p>
<p>该保险公司表示，经过印度交易的影响和抵消措施调整后的基础增长仍然强劲，达到 7%。</p>
<p>每股核心收益增长 50.7%，达到 9.96 欧元。</p>
<p>经过交易相关影响调整后，增长率为 9%，安联表示这一增幅处于其 2025-2027 战略目标范围的上限。</p>
<h2>财产和意外险业务推动增长</h2>
<p>安联在第一季度报告的总业务量为 530 亿欧元，内部增长率为 3.5%。</p>
<p>该公司表示，财产和意外险部门是增长的主要贡献者，而资产管理业务也表现强劲。</p>
<p>经营利润达到了安联全年指导范围中点的 26%。</p>
<p>与此同时，人寿和健康部门的收入下降了 9.6%，部分原因是美元走弱以及与 UniCredit 的合资企业退出。</p>
<p>该保险公司表示，尽管市场条件波动，其人寿/健康部门仍然保持韧性。</p>
<p>安联的偿付能力 II 比率增加了两个百分点，达到 221%，得益于强劲的资本生成。</p>
<h2>安联确认全年展望</h2>
<p>该公司重申其全年经营利润展望为 174 亿欧元，正负 10 亿欧元。</p>
<p>安联还表示，其之前宣布的最高 25 亿欧元的股票回购计划仍在进行中，第一季度已完成 3 亿欧元。</p>
<p>安联首席执行官 Oliver Bäte 表示，该公司的业绩反映了其商业模式和战略的强大。</p>
<p>“安联在 2026 年第一季度实现了创纪录的经营利润，证明了我们基本面的强大和以客户为中心的战略的有效性，” Bäte 说。</p>
<p>他补充说，该保险公司仍专注于扩大可负担的保护和退休解决方案，同时利用人工智能改善客户服务和个性化。</p>
<p>“在努力为更多人扩展可负担的保护和退休服务的同时，我们保持严谨，利用人工智能的潜力以更高效和个性化的方式为他们服务，” 他说。</p>
<p>安联首席财务官 Claire-Marie Coste-Lepoutre 表示，该公司的多元化投资组合和战略执行支持了强劲的季度表现。</p>
<p>“我们在 2025 年的良好势头上取得了盈利增长，并实现了创纪录的经营利润 45 亿欧元，” Coste-Lepoutre 说。</p>
<p>她补充说，尽管运营环境严峻，安联仍对实现其全年目标充满信心。</p>
<p>安联报告强劲的第一季度增长，受资产管理和印度交易推动，首次出现在 Invezz 上。</p>

安联集团(ADR)

安联保险集团

<p>德国安联集团报告第一季度净利润增长 52%，达到 36.90 亿欧元，主要得益于资产管理和出售印度合资企业的股份。该公司实现了创纪录的营业利润 45.17 亿欧元，同比增长 6.6%。尽管人寿和健康收入下降 9.6%，安联仍重申全年营业利润预期为 174 亿欧元。首席执行官奥利弗·贝特强调了他们商业模式的强大以及对可负担保护和退休解决方案的关注，并利用人工智能提升客户服务</p>

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<p>Germany’s Allianz on Wednesday reported a 52% rise in first-quarter net profit, supported by gains linked to the sale of stakes in its Indian joint ventures and strong performance in its property and casualty and asset management businesses.</p>
<div class="lb-trans"><p>德国安联周三报告第一季度净利润增长 52%，得益于其在印度合资企业出售股份的收益以及财产和意外险及资产管理业务的强劲表现。</p>
</div><p>The insurer said it remained on track to achieve its full-year operating profit target despite weaker revenues in its life and health division.</p>
<div class="lb-trans"><p>该保险公司表示，尽管其人寿和健康部门的收入较弱，但仍在实现全年经营利润目标的轨道上。</p>
</div><p>Net profit attributable to shareholders rose to 3.690 billion euros in the three months ended March, compared with 2.423 billion euros a year earlier.</p>
<div class="lb-trans"><p>截至 3 月的三个月内，归属于股东的净利润增长至 36.90 亿欧元，而去年同期为 24.23 亿欧元。</p>
</div><p>Analysts had expected a profit of 3.654 billion euros, according to a consensus forecast.</p>
<div class="lb-trans"><p>根据共识预测，分析师预计利润为 36.54 亿欧元。</p>
</div><p>The company also posted a record operating profit of 4.517 billion euros in the quarter, up 6.6% from the previous year.</p>
<div class="lb-trans"><p>该公司在本季度还创下了 45.17 亿欧元的记录经营利润，比去年增长 6.6%。</p>
</div><h2>India JV sale boosts earnings</h2>
<div class="lb-trans"><h2>印度合资企业出售推动收益</h2>
</div><p>Allianz said shareholders’ core net income increased 48.4% to 3.8 billion euros, largely impacted by the sale of stakes in its Indian joint ventures.</p>
<div class="lb-trans"><p>安联表示，股东的核心净收入增长 48.4%，达到 38 亿欧元，主要受到其在印度合资企业出售股份的影响。</p>
</div><p>Last year, Allianz announced the sale of its stake in joint ventures with Bajaj Finserv to the Bajaj Group, ending a partnership that had lasted for decades.</p>
<div class="lb-trans"><p>去年，安联宣布将其在与 Bajaj Finserv 的合资企业中的股份出售给 Bajaj 集团，结束了持续数十年的合作关系。</p>
</div><p>In January, the company said it would book a gain of 1.1 billion euros from the transaction.</p>
<div class="lb-trans"><p>在 1 月份，该公司表示将从该交易中获得 11 亿欧元的收益。</p>
</div><p>Allianz has since entered a new equally-owned reinsurance joint venture in India with Jio Financial Services.</p>
<div class="lb-trans"><p>此后，安联与 Jio Financial Services 在印度成立了一个新的平等拥有的再保险合资企业。</p>
</div><p>The insurer said underlying growth, adjusted for the effects of the India transaction and offsetting measures, remained strong at 7%.</p>
<div class="lb-trans"><p>该保险公司表示，经过印度交易的影响和抵消措施调整后的基础增长仍然强劲，达到 7%。</p>
</div><p>Core earnings per share rose 50.7% to 9.96 euros.</p>
<div class="lb-trans"><p>每股核心收益增长 50.7%，达到 9.96 欧元。</p>
</div><p>Adjusted for the transaction-related impact, growth stood at 9%, which Allianz said was at the top end of its 2025-2027 strategic target range.</p>
<div class="lb-trans"><p>经过交易相关影响调整后，增长率为 9%，安联表示这一增幅处于其 2025-2027 战略目标范围的上限。</p>
</div><h2>Property and casualty business drives growth</h2>
<div class="lb-trans"><h2>财产和意外险业务推动增长</h2>
</div><p>Allianz reported total business volume of 53.0 billion euros in the first quarter, representing internal growth of 3.5%.</p>
<div class="lb-trans"><p>安联在第一季度报告的总业务量为 530 亿欧元，内部增长率为 3.5%。</p>
</div><p>The company said the property and casualty segment was the main contributor to growth, while asset management operations also delivered strong performance.</p>
<div class="lb-trans"><p>该公司表示，财产和意外险部门是增长的主要贡献者，而资产管理业务也表现强劲。</p>
</div><p>Operating profit reached 26% of the midpoint of Allianz’s full-year guidance range.</p>
<div class="lb-trans"><p>经营利润达到了安联全年指导范围中点的 26%。</p>
</div><p>Meanwhile, revenues in the life and health division declined 9.6%, partly due to a weaker US dollar and the exit from a joint venture with UniCredit.</p>
<div class="lb-trans"><p>与此同时，人寿和健康部门的收入下降了 9.6%，部分原因是美元走弱以及与 UniCredit 的合资企业退出。</p>
</div><p>The insurer said its Life/Health segment nevertheless remained resilient amid volatile market conditions.</p>
<div class="lb-trans"><p>该保险公司表示，尽管市场条件波动，其人寿/健康部门仍然保持韧性。</p>
</div><p>Allianz’s Solvency II ratio increased by two percentage points to 221%, supported by strong capital generation.</p>
<div class="lb-trans"><p>安联的偿付能力 II 比率增加了两个百分点，达到 221%，得益于强劲的资本生成。</p>
</div><h2>Allianz confirms full-year outlook</h2>
<div class="lb-trans"><h2>安联确认全年展望</h2>
</div><p>The company reaffirmed its full-year operating profit outlook of 17.4 billion euros, plus or minus 1 billion euros.</p>
<div class="lb-trans"><p>该公司重申其全年经营利润展望为 174 亿欧元，正负 10 亿欧元。</p>
</div><p>Allianz also said its previously announced share buyback programme of up to 2.5 billion euros remained underway, with 0.3 billion euros completed during the first quarter.</p>
<div class="lb-trans"><p>安联还表示，其之前宣布的最高 25 亿欧元的股票回购计划仍在进行中，第一季度已完成 3 亿欧元。</p>
</div><p>Oliver Bäte, chief executive officer of Allianz SE, said the company’s results reflected the strength of its business model and strategy.</p>
<div class="lb-trans"><p>安联首席执行官 Oliver Bäte 表示，该公司的业绩反映了其商业模式和战略的强大。</p>
</div><p>“Allianz delivered a record operating profit in the first quarter of 2026, a testament to the strength of our fundamentals and the effectiveness of our customer-centred strategy,” Bäte said.</p>
<div class="lb-trans"><p>“安联在 2026 年第一季度实现了创纪录的经营利润，证明了我们基本面的强大和以客户为中心的战略的有效性，” Bäte 说。</p>
</div><p>He added that the insurer remained focused on expanding affordable protection and retirement solutions while using artificial intelligence to improve customer service and personalisation.</p>
<div class="lb-trans"><p>他补充说，该保险公司仍专注于扩大可负担的保护和退休解决方案，同时利用人工智能改善客户服务和个性化。</p>
</div><p>“We remain disciplined in our delivery as we work to expand affordable protection and retirement for more people, harnessing the potential of AI to serve them in an even more efficient and personalized way,” he said.</p>
<div class="lb-trans"><p>“在努力为更多人扩展可负担的保护和退休服务的同时，我们保持严谨，利用人工智能的潜力以更高效和个性化的方式为他们服务，” 他说。</p>
</div><p>Claire-Marie Coste-Lepoutre, chief financial officer of Allianz SE, said the company’s diversified portfolio and strategic execution supported the strong quarterly performance.</p>
<div class="lb-trans"><p>安联首席财务官 Claire-Marie Coste-Lepoutre 表示，该公司的多元化投资组合和战略执行支持了强劲的季度表现。</p>
</div><p>“We built on the momentum of an excellent 2025, achieving profitable growth and a record operating profit of 4.5 billion euros,” Coste-Lepoutre said.</p>
<div class="lb-trans"><p>“我们在 2025 年的良好势头上取得了盈利增长，并实现了创纪录的经营利润 45 亿欧元，” Coste-Lepoutre 说。</p>
</div><p>She added that Allianz remained confident in delivering its full-year ambitions despite a demanding operating environment.</p>
<div class="lb-trans"><p>她补充说，尽管运营环境严峻，安联仍对实现其全年目标充满信心。</p>
</div><p>The post Allianz reports strong Q1 growth driven by asset management, India deal appeared first on Invezz</p>
<div class="lb-trans"><p>安联报告强劲的第一季度增长，受资产管理和印度交易推动，首次出现在 Invezz 上。</p>
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安联保险集团报告称，由资产管理和印度交易推动的第一季度实现了强劲增长