中國平安(02318.HK)續跌逾4%考驗20天線 上季少賺逾31%遭券商削價
中國平安(02318.HK)按中國會計準則第三季純利236.33億人民幣,按年降31.2%,大和指中國平安第三季壽險及健康險新業務價值按年更降34%,代理人數按季下滑20%,其保險代理改革持續令人失望,且公司更將今年新業務價值指引大幅下調,由原來「正面增長」下修至「雙位數字跌幅」,該行維持中國平安「持有」評級。該股由逾兩個月高位掉頭五連跌兼考驗20天線(57.2元),最低見57.1元,現報57.2元,續跌4.3%,暫為表現第二差藍籌,成交增至1,904萬股,涉資11億元。
中國平安公布,受累於為內地發展商華夏幸福(600340.SH)相關投資資產減值計提及集團壽險與健康險新業務價值倒退等影響,集團首三季純利按年倒退20.8%至816.38億元人民幣。期內,壽險及健康險新業務價值按年倒退17.8%至352.37億元人民幣。營運利潤按年增長9.2%至1,187.37億元人民幣;年化營運股本回報率20.3%。瑞信、瑞銀及野村績後下調中國平安目標價分別至80元、88元及93.28元。
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