《業績前瞻》券商料中國平安(02318.HK)料中期多賺三成估計新業務價值升4%
中國平安(02318.HK)將於本周四(15日)公布截至今年6月底止中期業績，受惠期內資本市場回暖，帶動投資收益上升，本網綜合5間券商預測，中國平安今年上半年純利料介乎692.71億至994億元人民幣，較2018年同期580.95億人民幣，按年增加19.2%至71.1%。中位數為773.1億元人民幣，按年增加33.1%。
綜合5間券商料今年上半年中國平安壽險及健康險業務新業務價值(NBV)介乎380億至408.38億元人民幣，較2018年同期387.57億元人民幣，按年減少2%至增加5.4%；中位數為402.2億元人民幣，按年增加3.8%。
【新業務價值 市場憧復甦】
匯豐環球研究預期，中國平安上半年壽險及健康險業務新業務價值年升5%至407.09億元人民幣。該行指中國平安減少重視開門紅產品，導致首季首年保險收入年跌逾一成，但預計新業務價值動力在今年餘下時間恢復，該行亦關注公司壽險產品策略。
該行估計，中國平安中期利升27.7%至741.93億元人民幣、料每股盈利4.16元人民幣(按年升27.7%)、每股派息可按年增25.6%至0.78元人民幣，估計公司旗下壽險業務上半年稅前盈利升12.2%至393.1億人民幣，料非壽險業務中期稅前盈利升19.9%至70.71億人民幣，估計旗下銀行業務稅前盈利升12.2%至87.03億人民幣。
【組合見改善 料中期息增】
摩根大通預期，中國平安今年中期純利692.71億人民幣，按年升19%(按半年升40%)，料上半年總體內含價值按年升9%(按半年升1%)、料壽險業務體內含價值按年升12%(按半年升5%)、估計公司上半年新業務價值按年升2%(按半年增長18%)至395.74億元人民幣。該行預期中國平安業務增長將由強勁的產品組合改善支撐，亦預期全年新業務價值按年增長4%。
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本網綜合5間券商預測，中國平安今年上半年純利料介乎692.71億至994億元人民幣，較2018年同期580.95億人民幣，按年增加19.2%至71.1%。中位數為773.1億元人民幣，按年增加33.1%。
券商│今年上半年純利預測(人民幣)│按年變幅
建銀國際│994億元│+71.1%
高盛│903.13億元│+55.5%
海通國際│773.1億元│+33.1%
匯豐環球研究│741.93億元│+27.7%
摩根大通│692.71億元│+19.2%
按中國平安2018年上半年度純利580.95億人民幣計算
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綜合5間券商料今年上半年中國平安壽險及健康險業務新業務價值(NBV)介乎380億至408.38億元人民幣，較2018年同期387.57億元人民幣，按年減少2%至增加5.4%；中位數為402.2億元人民幣，按年增加3.8%。
券商│今年上半年壽險及健康險業務新業務價值預測(人民幣)│按年變幅
海通國際│408.38億元│+5.4%
匯豐環球研究│407.09億元│+5%
高盛│402.2億元│+3.8%
摩根大通│395.74億元│+2.1%
建銀國際│380億元│-2%
按中國平安2018年上半壽險及健康險業務新業務價值387.57億元人民幣計算
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