美银证券发表报告,指中国平安(02318.HK) 今年首季纯利按年跌26%至270亿元人民币,其跌幅受到投资收入下滑所拖累;基于目前预测,估算其首季新业务价值按年升35%。该行指,上季业绩好坏参半,因为公司面对市场波动仍然较弱,但新业价值增长胜预期。另外,集团旗下平安银行(000001.SZ) 首季纯利按年跌6%,虽然录得净息差反弹,不过费用收入及其他非息收入下滑,拉低其收入及纯利,该行料此趋势将在今年余下时间持续。
该行下调其对中国平安今年至2027年的每股盈利预测4%至5%,以反映投资收入预测获下调。该行并下调其H股目标价3%,由原先62元降至60元,维持评级“买入”。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-28 12:25。) (A股报价延迟最少十五分钟。)
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