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　　高盛发布研报称，在2024财年业绩公布后，该行对友邦保险（01299）预测进行了微调。尽管中国大陆市场面临逆风，但该行仍预计2025财年新业务价值将实现两位数增长。基于8倍的前瞻性新业务倍数（维持不变），该行通过贴现模型得出的12个月目标价现为91港元（之前为94港元），意味着2026财年的市净率为1.6倍。

　　友邦保险公布2024财年业绩后，该行与投资者的讨论主要集中在两个方面：1）股票回购规模小于预期；2）2025财年中国大陆新业务价值（VONB）增速可能放缓。该行认为，这两个问题的核心在于，友邦保险在业绩表现中采取了较为保守的方式，以反映中国大陆债券收益率下降带来的影响。

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