<p>中国平安 (02318.HK) +2.750 (+4.580%)  空头头寸 $287.36M; 比率 17.291%  的 2026 年第一季度净利润为 250 亿元人民币，同比下降 7%，略高于美银证券预测的 10% 的下降，美银证券发布了一份研究报告。</p>
<p>营业利润同比增长 8%，而新业务价值（VONB）同比增长 21%。首年保费（FYP）增长 46%。其新业务价值利润率从去年同期的 28.3% 降至 23.5%，反映出参与型产品的比例较高。</p>
<p>该券商认为，鉴于 2026 年第一季度市场疲软，中国平安的整体业绩表现稳健。美银证券预计集团将保持销售势头，投资回报在 2026 年第二季度可能会改善。</p>
<p>因此，该券商对该股票维持买入评级，目标价为 74 美元。</p>
<p>（香港股票报价延迟至少 15 分钟。空头数据截至 2026 年 4 月 28 日 16:25。）</p>

中国平安(ADR)

中国平安

<p>中国平安报告 2026 年第一季度净利润为 250 亿元人民币，同比下降 7%，但略高于美银证券预测的 10% 的下降。营业利润同比增长 8%，新业务价值增长 21%。首年保费激增 46%，尽管新业务价值利润率降至 23.5%。美银证券认为在疲软市场下，业绩表现稳健，维持买入评级，目标价为 74 美元，预计 2026 年第二季度投资回报将改善</p>

<p>PING AN (02318.HK) +2.750 (+4.580%)  Short selling $287.36M; Ratio 17.291%  's 1Q26 net profit was RMB25 billion, down 7% YoY, slightly above BofA Securities' forecast of a 10% decline, BofA Securities issued a research report saying.</p>
<div class="lb-trans"><p>中国平安 (02318.HK) +2.750 (+4.580%)  空头头寸 $287.36M; 比率 17.291%  的 2026 年第一季度净利润为 250 亿元人民币，同比下降 7%，略高于美银证券预测的 10% 的下降，美银证券发布了一份研究报告。</p>
</div><p>Operating profit rose 8% YoY, while value of new business (VONB) hiked 21% YoY. First-year premiums (FYP) inclined by 46%. Its new business value margin fell from 28.3% in the same period last year to 23.5%, reflecting a higher proportion of participating products.</p>
<div class="lb-trans"><p>营业利润同比增长 8%，而新业务价值（VONB）同比增长 21%。首年保费（FYP）增长 46%。其新业务价值利润率从去年同期的 28.3% 降至 23.5%，反映出参与型产品的比例较高。</p>
</div><p>The broker believed that, given the weak 1Q26 market, PING AN's overall results were solid. BofA Securities estimated the Group to maintain its sales momentum, with investment returns likely to improve in 2Q26.</p>
<div class="lb-trans"><p>该券商认为，鉴于 2026 年第一季度市场疲软，中国平安的整体业绩表现稳健。美银证券预计集团将保持销售势头，投资回报在 2026 年第二季度可能会改善。</p>
</div><p>Therefore, the broker kept rating at Buy for the stock, with a target price of $74.</p>
<div class="lb-trans"><p>因此，该券商对该股票维持买入评级，目标价为 74 美元。</p>
</div><p>(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-28 16:25.)</p>
<div class="lb-trans"><p>（香港股票报价延迟至少 15 分钟。空头数据截至 2026 年 4 月 28 日 16:25。）</p>
</div>

BofAS: PING AN  Delivers Solid Overall Results; 1Q NP Slightly Beats

AASTOCKS News

美国银行

中国平安-R

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

美银证券：PING AN 整体业绩表现稳健；第一季度净利润略超预期