智通财经APP获悉，高盛发布研报称，略上调中国平安(02318)H股目标价1.6%，从63港元升至64港元，同时略上调对其A股目标价，二者评级均维持“买入”。
高盛更新对平安的预测，以反映2025年第三季的业绩及更新后的预测。在考虑2025年第三季业绩和最新的投资市场表现后，高盛将2025-2027财年的净利润预期上调3-19%。这相当于2025-2027财年集团层面股东权益预测调高2-3%。同时，在反映2025年第三季强劲的销售业绩后，将2025-2027财年的首年保费(premium)预测上调5-9%，并将2025-2027财年的新业务价值(VONB)预期上调5-9%。
平安第三季业绩大致好于高盛以及市场预期，这表明：1)股票投资收益显著增长;2)新保单销售势头强劲;3)资产管理业务亏损大幅减少。高盛预期股价将对此会有积极反应。平安第三季税后营业利润(OPAT)同比增9%至385亿元人民币，寿险(life)盈利超过预期，销售及新业务价值增长势头强。
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