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《藍籌業績》友邦(01299.HK)第三季新業務價值按固定匯率計升35%
友邦保險(01299.HK)公布,截至今年9月底止第三季新業務價值錄9.94億美元,以固定匯率基準計按年升35%,按實質匯率計升34%,而野村及高盛早前料友邦上季新業務價值各為9.14億美元及9.49億美元。按實質匯率計,季內新業務價值利潤率為51.2%,按年跌6.9個百分點;年化新保費升52%至19.38億美元。 集團於內地、香港、東盟和印度業務均取得雙位數字的新業務價值增長。當中,中國業務第三季新業務價值增長超過20%。香港業務方面,雖然本地業務相對去年的強勁基數稍為回落,但內地旅客的銷售持續非常強勁增長,約佔香港業務第三季新業務價值的一半,與今年上半年的水平相若。 至於友邦首三季新業務價值錄30.23億美元,按固定匯率基準計按年升36%,按實質匯率計升33%,並已超過去年按固定匯率基準計算的全年新業務價值。按實質匯率計,期內新業務價值利潤率為50.9%,按年跌5.2個百分點;年化新保費升46%至59.22億美元。 截至9月底集團於內地就其他保單持有人及股東的投資,包括在地方政府融資平台的9億美元,以及在房地產債券和股權(不包括地方政府融資平台)的9億美元。 集團首席執行官兼總裁李源祥表示,集團錄得歷來最高的第三季新業務價值,反映在疫情後市場對公司的產品和服務需求殷切。展望未來,集團雄厚的競爭優勢和地域多元化,加上亞洲壽險及健康保險的結構性增長動力強勁,集團業務的長遠前景非常出色。社會大眾收入增加、私人保險滲透率偏低,以及社會福利覆蓋有限,繼續帶動各個市場對友邦保險產品的需求。
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