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招商證券:有望領先行業步入增長週期,維持中國平安“強烈推薦-A”評級
格隆匯 08-31 15:22

中國平安午間公吿稱,公司戰略清晰,各項業務經營穩健,守法合規,2021年上半年營運利潤穩健增長。

針對上半年業績,招商證券發點評研報稱,中國平安各個板塊業績與行業趨勢一致,公司壽險業務持續承壓但壽險之外的業務表現較好,財險穩健、銀行向好、資管與科技高增,綜合金融優勢得以體現,回購超預期,提振市場信心。

招商證券預測公司2021年NBV將同比下滑15%左右,2021年EV增速預計將在9%左右。公司正積極推進壽險改革,在4個渠道(個險、區拓、銀保、兼職)和3個產品(壽險+,綜金+,服務+)改革上步步為營,當前公司轉型處於行業領先地位,有望先於行業步入增長週期。同時公司持續強化綜合金融和醫療健康生態圈的建設,為公司在未來的“渠道+服務”為王的環境中建立明顯的競爭優勢,從而在下一個發展週期脱穎而出。預計公司2021年底每股EV為79.45元,當前股價對應21年底EV僅0.65X,目標21年P/EV估值0.9X,空間38%。

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