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羣益證券:中國太保首季手續費支出減少 維持買入建議
格隆匯 04-27 16:46

中國太保(2601.HK)發佈今年第一季營收增3.8%至1382億元人民幣,淨利增53%至84億元人民幣。羣益證券對此作出點評,中國太保首季淨利高速增長,主要源於手續費支出減少及投資收益率相對穩定。從保費數據上來看,壽險中續期保費為主要支撐,新單降幅較大,指向代理人展業存在困難,財險主要受非車險較快增長推動。從投資業績方面來看,公司整體保持審慎風格,並在第一季減少了權益投資,並確認了較多的投資收益。整體來看,公司目前估值較低,維持“買入”的投資建議。

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