《蓝筹业绩》友邦(01299.HK)首季新业务价值按实质汇率计增25%胜预期 内地业务增长佳
友邦保险(01299.HK)公布截至今年3月底止首季,新业务价值录10.52亿美元,按固定汇率基准计新业务价值上升19%,按实质汇率计升25%,对比本网综合8间券商料友邦今年首季新业务价值介乎9.672亿美元至10.26亿美元,高於预期,主因包括在内地、泰国和马来西亚的增长,以及香港本地客户群的双位数字增长。
友邦首季新业务价值利润率上升5个百分点至61.6%,主要是由於地区业务组合转变及政府债券收益率上升,惟部分被友邦保险中国业务预扣税扣减所抵销。。年化新保费按年增15%至17.03亿美元,而总加权保费收入亦升10%至96.63亿美元。
友邦保险在中国内地全资拥有的业务继续为集团的新业务价值带来最大贡献,较2020年第一季录得卓越增长。尽管自2020年7月起扣减5%预扣税,新业务价值利润率与去年保持一致。
集团首席执行官兼总裁李源祥表示,首季各个市场分部(除香港外)的新业务已超越疫情大流行以前之水平;惟旅游限制继续影响香港业务来自内地访客的销售。香港以外的所有市场分部2021年第一季的新业务价值均高於2019年第一季。
他又指,集团策略性优先任务正取得非常良好进展,进一步提升友邦保险的竞争优势,以把握亚洲市场提供的机遇。当中对於四川省新设立的分公司经已开业感到特别欣喜,并将继续把握内地的独特机遇。
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