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中國平安(02318.HK):壽險改革取得成效
中國平安(02318.HK)聯席首席執行官陳心穎表示,壽險業務改革取得成效,2月新業務價值重回正增長增速。目前代理人數目降至45萬,人均產能及人均收入提升22%,並仍在持續提升。 中國平安總經理助理兼首席投資官鄧斌表示,今年會積極主動配置專項債等長久期的利率產品,亦看好具有穩定現金流的不動產投資。他指出,內房行業最困難的時期已經過去。不動產投資佔集團投資總比4%,當中60%是一線城市的商業物業,整體風險可控。至於股票市場今年具結構性機會,會關注光伏和風電等國家戰略行業。 對於股價表現,中國平安聯席首席執行官姚波指,港股和A股去年受壓,中國平安跟隨大市下跌,而壽險業務經過三年改革成效顯現,加上新業務價值在年初已重回正增長,認為現時中國平安估值被低估。
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