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《大行》建銀國際升國壽(02628.HK)目標價至24元 評級降至「中性」
建銀國際發表報告指,國壽(02628.HK)上半年總保費/新契約保費分別按年增長7%和1%。銀保渠道保費收入增長1.1倍成爲主要驅動力,抵銷了代理人業務保費收入按年下滑24%的影響。 該行指,由於2025年下半年以來A股市場強勁反彈,該行將2025財年IFRS利潤預測上調5%。基於新業務價值增長軌跡提升,調升國壽A股/H股目標價,由50人民幣和19港元,升至53人民幣和24港元,國壽A股評級維持「跑贏大市」,國壽H股評級由「跑贏大市」降至「中性」。
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