高盛:升中国太保(02601)目标价至34港元 维持“买入”评级

智通财经
Nov 10, 2025

智通财经APP获悉,高盛发布研报称,在中国太保(02601)2025年第三季度业绩公布后更新预测。在纳入第三季胜预期的投资收益后,将2025财年净利润预测上调11%,并将2026至2027财年利润预测微调2%至3%。然而,由于2025年第三季账面价值增长低于预期,将2025至2027财年股东权益预测下调2%。该行将太保2025至2027财年新业务价值预测上调7%至11%,反映2025财年持续扩张的利润率及2026至2027财年新保单销售的积极前景。财险业务方面,将2025财年综合成本率预测微调上调0.1个百分点至97.8%。目标价由32.5港元升至34港元,维持“买入”评级。

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