《藍籌業績》友邦(01299.HK)首季新業務價值按實質匯率計增25%勝預期 內地業務增長佳
友邦保險(01299.HK)公布截至今年3月底止首季,新業務價值錄10.52億美元,按固定匯率基準計新業務價值上升19%,按實質匯率計升25%,對比本網綜合8間券商料友邦今年首季新業務價值介乎9.672億美元至10.26億美元,高於預期,主因包括在內地、泰國和馬來西亞的增長,以及香港本地客戶群的雙位數字增長。
友邦首季新業務價值利潤率上升5個百分點至61.6%,主要是由於地區業務組合轉變及政府債券收益率上升,惟部分被友邦保險中國業務預扣稅扣減所抵銷。。年化新保費按年增15%至17.03億美元,而總加權保費收入亦升10%至96.63億美元。
友邦保險在中國內地全資擁有的業務繼續為集團的新業務價值帶來最大貢獻,較2020年第一季錄得卓越增長。儘管自2020年7月起扣減5%預扣稅,新業務價值利潤率與去年保持一致。
集團首席執行官兼總裁李源祥表示,首季各個市場分部(除香港外)的新業務已超越疫情大流行以前之水平;惟旅遊限制繼續影響香港業務來自內地訪客的銷售。香港以外的所有市場分部2021年第一季的新業務價值均高於2019年第一季。
他又指,集團策略性優先任務正取得非常良好進展,進一步提升友邦保險的競爭優勢,以把握亞洲市場提供的機遇。當中對於四川省新設立的分公司經已開業感到特別欣喜,並將繼續把握內地的獨特機遇。
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