友邦保险:NBV+13% MARGIN+3PCT至57.5%超预期

国金证券
30 Apr

业绩简评4 月30 日公司披露25 年第一季新业务摘要,固定汇率下NBV +13%。经营分析NBV 实现超预期增长。固定汇率下,2025Q1NBV 同比13%至14.97亿美元,其中margin 同比提升3.0pct 至57.5%,受益于产品组合的有利转向,但部分被友邦中国经济调整抵消,年化新保同比+7%。其中,代理渠道NBV+21%至12.18 亿美元,贡献超75%,传统保障和分红产品均录得非常...

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