《业绩前瞻》券商料中国平安(02318.HK)料中期多赚三成估计新业务价值升4%
中国平安(02318.HK)将於本周四(15日)公布截至今年6月底止中期业绩，受惠期内资本市场回暖，带动投资收益上升，本网综合5间券商预测，中国平安今年上半年纯利料介乎692.71亿至994亿元人民币，较2018年同期580.95亿人民币，按年增加19.2%至71.1%。中位数为773.1亿元人民币，按年增加33.1%。
综合5间券商料今年上半年中国平安寿险及健康险业务新业务价值(NBV)介乎380亿至408.38亿元人民币，较2018年同期387.57亿元人民币，按年减少2%至增加5.4%；中位数为402.2亿元人民币，按年增加3.8%。
【新业务价值 市场憧复苏】
汇丰环球研究预期，中国平安上半年寿险及健康险业务新业务价值年升5%至407.09亿元人民币。该行指中国平安减少重视开门红产品，导致首季首年保险收入年跌逾一成，但预计新业务价值动力在今年余下时间恢复，该行亦关注公司寿险产品策略。
该行估计，中国平安中期利升27.7%至741.93亿元人民币、料每股盈利4.16元人民币(按年升27.7%)、每股派息可按年增25.6%至0.78元人民币，估计公司旗下寿险业务上半年税前盈利升12.2%至393.1亿人民币，料非寿险业务中期税前盈利升19.9%至70.71亿人民币，估计旗下银行业务税前盈利升12.2%至87.03亿人民币。
【组合见改善 料中期息增】
摩根大通预期，中国平安今年中期纯利692.71亿人民币，按年升19%(按半年升40%)，料上半年总体内含价值按年升9%(按半年升1%)、料寿险业务体内含价值按年升12%(按半年升5%)、估计公司上半年新业务价值按年升2%(按半年增长18%)至395.74亿元人民币。该行预期中国平安业务增长将由强劲的产品组合改善支撑，亦预期全年新业务价值按年增长4%。
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本网综合5间券商预测，中国平安今年上半年纯利料介乎692.71亿至994亿元人民币，较2018年同期580.95亿人民币，按年增加19.2%至71.1%。中位数为773.1亿元人民币，按年增加33.1%。
券商│今年上半年纯利预测(人民币)│按年变幅
建银国际│994亿元│+71.1%
高盛│903.13亿元│+55.5%
海通国际│773.1亿元│+33.1%
汇丰环球研究│741.93亿元│+27.7%
摩根大通│692.71亿元│+19.2%
按中国平安2018年上半年度纯利580.95亿人民币计算
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综合5间券商料今年上半年中国平安寿险及健康险业务新业务价值(NBV)介乎380亿至408.38亿元人民币，较2018年同期387.57亿元人民币，按年减少2%至增加5.4%；中位数为402.2亿元人民币，按年增加3.8%。
券商│今年上半年寿险及健康险业务新业务价值预测(人民币)│按年变幅
海通国际│408.38亿元│+5.4%
汇丰环球研究│407.09亿元│+5%
高盛│402.2亿元│+3.8%
摩根大通│395.74亿元│+2.1%
建银国际│380亿元│-2%
按中国平安2018年上半寿险及健康险业务新业务价值387.57亿元人民币计算
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