智通财经APP获悉，瑞银发布研报称，基于宏观环境改善及利差风险下降，将中国平安(02318)目标价由60港元上调至66港元，维持“买入”评级。中国平安将于8月底公布上半年业绩，目前预测中期税后经营利润(OPAT)将同比增长3.5%，其中第二季增速加快至4.5%，对比首季为2.4%，主要受惠资产管理业务受资本市场复苏带动，以及财产险业务因利率下行推动债券公允价值回升。
该行预测第二季新业务价值(VNB)预料同比增长43%，上半年增幅为38%，跑赢同业。瑞银预测平安税后净利润(NPAT)第二季录得5.9%增幅。瑞银又预测，平安中期股息将轻微增加至每股0.94元人民币，随着减值压力缓解，预计全年股息达到每股2.63元人民币，股息回报率为5.1%，属同业最高。
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