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大金融、“中特估”全面沸騰,中國平安市值企穩萬億元大關
格隆匯5月8日丨今日港A兩地市場“中特估”全面沸騰,其中,中國平安A股收升2.02%報54.92元,H股盤中一度升近2%報61.2港元。截至A股收盤,中國平安總市值企穩萬億元大關。4月26日晚間,中國平安發佈的2023年第一季度報吿是兩個新準則實施後,上市保險公司首份“新”財報。中國平安第一季度實現歸屬於母公司股東的營運利潤413.85億元;歸屬於母公司股東的淨利潤383.52億元,同比增長48.9%;年化營運ROE達18.8%。一季度壽險及健康險新業務價值同比增長8.8%,代理人渠道同比轉正,銀保渠道同比大幅增長。機構普遍認為中國平安一季度業績超預期。瑞信上調中國平安H股目標價至71港元,評級跑贏大市;大華繼顯上調中國平安H股目標價至70.45港元,評級買入。安信證券稱中國平安NBV增長亮眼,資負兩端共振向好,給予A股6個月60元的目標價;長城證券稱其一季度壽險拐點確認,“新準則”正面影響超預期。另外,瑞信近日發佈研報稱,預計中國銀保監會將在第二季底宣佈將傳統產品的定價利率(PIR)上限從3.5%改為3%,因此預料第二季新業務價值環比增長將持續有較強增長。該行偏好中國平安,稱因壽險改革方面取得進展。

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