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《藍籌業績》友邦(01299.HK)首季新業務價值按固定匯率升28% 按實質匯率升23%勝預期
阿思達克 04-27 08:30
友邦保險(01299.HK)公布截至今年3月底止,首季新業務價值(NBV)錄得10.46億美元,按固定匯率基準計新業務價值上升28%,按實質匯率計亦升23%,對比本網綜合5間券商料友邦今年首季新業務價值介乎9.44億至9.79億美元,按實質匯率計增加10.7%至16.1%,高於市場預期;主因內地、香港、東盟和印度的業務均取得雙位數字的新業務價值增長。 按固定匯率計,集團首季新業務價值利潤率按年下跌2.3個百分點至52.3%,主要是由於內地及香港的產品組合轉向長期儲蓄產品所影響。年化新保費按年增34%至19.98億美元,而總加權保費收入亦升7%至102.36億美元。與去年同期比較,代理生產力錄得雙位數字增長,新入職代理人數也有所上升。 友邦保險中國業務繼續為集團的新業務價值帶來最大貢獻,與2022年第一季比較錄得雙位數字增長。友邦保險香港業務在2023年第一季錄得卓越的新業務價值增長,由本地客戶群雙位數字的增長及客戶對公司長期儲蓄產品非常強勁的需求所帶動。其他市場的新業務價值按年上升,其中印度、印尼、新西蘭和菲律賓的業務表現強勁。 友邦集團首席執行官兼總裁李源祥表示,隨著亞洲經濟在疫情後復甦,集團繼續展現強勁動力;同時憑藉獨特的優勢以把握客戶對壽險及健康保險與日俱增的需求。同時很高興友邦中國已獲得監管批准於河南省鄭州市開業。 他補充,亞洲經濟的基本因素仍然強勁,內地經濟增長在解除防疫限制措施後將有所提升,預計可帶來進一步的支持。友邦保險的絕大部分保費以當地貨幣收取,且集團密切配對當地的資產及負債,以盡量減低外匯變動的經濟性影響。
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