智通财经APP获悉，交银国际发布研报称，上调中国财险(02328)承保利润和投资收益预测，上调盈利预测，预计公司2025年盈利按年增长28%，2025至2027年ROE有望保持在14%以上。基于1.7倍2025年市净率，将目标价从17港元上调至24港元，维持“买入”评级。
该行指出，中国财险盈利增长强劲。上半年实现净利润按年增长32.3%，承保利润和投资收益均增长强劲。未年化ROE达到9%，按年上升1.3个百分点。公司拟中期分红每股0.24元人民币，按年增长15.4%。
上半年公司承保和投资均表现优异，ROE按年提升。该行预计，随着非车险报行合一的推行，将推动非车险COR的改善，公司作为龙头财险公司竞争优势进一步凸显。
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