智通财经APP获悉，交银国际发布研报称，中国太保(02601)寿险改革推向纵深，新业务价值保持持续增长，投资收益表现稳健。当前股价对应股息率超过5.5%，维持“买入”评级和目标价32港元。
报告指，太保第一季度归母净利润同比下降18.1%，主要由于投资收益同比下降15%。第一季度末，归母净资产较年初下降9.5%。寿险保费增长主要来自银保渠道;分红险占比提升。新业务价值同比增长11.3%(可比口径同比增39%)。财险综合成本率同比改善，承保综合成本率97.4%，同比下降0.6百分点。净投资收益率保持稳定。
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