友邦保险(01299)涨1.63% 里昂指其于下半年展现出良好的风险回报趋势

金吾财讯
Jul 23

金吾财讯 | 友邦保险(01299)日内震荡走强,盘中最高触及78.80港元,最新为78.150港元,涨幅1.63%,成交额10.30亿港元。

里昂指出,在当前估值及宏观背景下,友邦保险于2026年下半年展现出良好的风险回报趋势。市场对香港跨境监管风险过分担忧,目前估值已反映香港内地访客业务几乎消失的悲观预期,但实际上二季度消息带来的影响仅属暂时性。同时,友邦中国在内地各线城市执行力强劲,有助提升新业务体量及利润率。

该行预期,友邦2026年上半年按固定汇率计算的新业务价值按年增长12%(按实际汇率计增14%),香港本地业务亦继续受益于再通胀周期。里昂将友邦目标价由121港元上调至123港元,重申“跑赢大市”评级。

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