大摩:料中国平安(02318)第三季除税后经营溢利同比升8.1%

智通财经网
Oct 15, 2025

智通财经APP获悉,摩根士丹利发布研报称,整体而言,预期中国平安(02318)第三季业绩稳健,尤其是新业务价值和除税后经营溢利持续改善,以及净盈利因人寿业务高增长而表现强劲。该行予中国平安“增持”评级,目标价70港元。

该行预计中国平安第三季除税后经营溢利同比升8.1%,在相同基准下,今年首九个月的增长率将升至5%。另外,由于股票市场利好及较高配置,第三季净盈利同比增长或达31%,带动今年首九个月同比增长6%。另外,大摩预期会有较高的FYP增长,而利润率亦会适度改善,令第三季的新业务价值增长45%,今年首九个月增长将升至42%。

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