友邦保險(01299.HK):上半年本地客新業務價值仍升16% 料通關後內地客將重返香港
友邦保險(01299.HK)區域首席執行官陳榮聲出席業績發布會時表示,香港業務本地客戶群上半年新業務價值升16%,雖然關口仍未重開致內地客生意較少,不過由於澳門關口之前已重開,內地旅客亦有到澳門投保,相關業務貢獻澳門生意約三分一。他相信內地客來港買保險已有十年歷史,料關口重開後客戶亦會重返香港,其營業團隊已積極準備,包括是完成持續進修需求及學習新產品等,準備通關時可繼續迎接內地客來港投保的生意。他又透露上半年自願醫保錄雙位數增長,結合「AIA Vitality」的產品新業務增長亦達雙位數。
他續指,公司一向不會作業務預測,但相信香港市場對保險、醫療及退休的需求強勁,而上半年香港營業員的招聘亦有增長,期望香港團隊將繼續捕捉本地業務需求。在派息政策方面,他表示公司日後將繼續按持續、穩健及審慎的政策訂立派息。
針對內地疫情重現會否影響到友邦中國經營,管理層則認為參考去年的經驗,內地疫情控制迅速,相信現時疫情也很快受控,加上旗下的經紀可透過數碼化技術提供線上服務等,料集團有能力及工具應對疫情及封城等的影響。
公司於今年6月宣布同意認購中郵保險24.99%股權,投資將拓寬集團在中國壽險市場的增長機遇,管理層在發布會上表示今次投資可與其內地營運優勢互補,因為友邦中國主打中產市場,而中郵保險則可分銷至大眾化市場。被問到日後會否有其他收購機會,管理層則強調收購需在策略、經營及財務層面配合。(el/a) ~
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