中金:中国太平(00966.HK)分红险转型领先 升目标价25%至28.4港元

智通财经
Aug 29
【中金:中国太平(00966.HK)分红险转型领先 升目标价25%至28.4港元】智通财经获悉,8月29日,中金公司发布研究报告指出,中国太平公布1H25 业绩(除特殊说明外均以人民币口径列示)显示,集团归母净利润同比+12.2%至67.6 亿港元,好于中金预期;寿险新业务价值(NBV)同比+22.8%,基本符合改行预期,集团内含价值较年初增长8.8%,归母净资产较年初+4.4%至742.38 亿港元。维持对公司2025-2026 年盈利预测和跑赢行业评级不变,考虑到港股情绪改善有助公司估值修复,上调公司目标价25%至28.4 港币,对应0.50x 2025e 和2026e P/EV 和55%+潜在上涨空间。

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