<p>中國平安 (02318.HK) +2.750 (+4.580%)  空頭頭寸 $287.36M; 比率 17.291%  的 2026 年第一季度淨利潤為 250 億元人民幣，同比下降 7%，略高於美銀證券預測的 10% 的下降，美銀證券發佈了一份研究報告。</p>
<p>營業利潤同比增長 8%，而新業務價值（VONB）同比增長 21%。首年保費（FYP）增長 46%。其新業務價值利潤率從去年同期的 28.3% 降至 23.5%，反映出參與型產品的比例較高。</p>
<p>該券商認為，鑑於 2026 年第一季度市場疲軟，中國平安的整體業績表現穩健。美銀證券預計集團將保持銷售勢頭，投資回報在 2026 年第二季度可能會改善。</p>
<p>因此，該券商對該股票維持買入評級，目標價為 74 美元。</p>
<p>（香港股票報價延遲至少 15 分鐘。空頭數據截至 2026 年 4 月 28 日 16:25。）</p>

中國平安(ADR)

中國平安

<p>中國平安報告 2026 年第一季度淨利潤為 250 億元人民幣，同比下降 7%，但略高於美銀證券預測的 10% 的下降。營業利潤同比增長 8%，新業務價值增長 21%。首年保費激增 46%，儘管新業務價值利潤率降至 23.5%。美銀證券認為在疲軟市場下，業績表現穩健，維持買入評級，目標價為 74 美元，預計 2026 年第二季度投資回報將改善</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>中國平安 (02318.HK) +2.750 (+4.580%)  空頭頭寸 $287.36M; 比率 17.291%  的 2026 年第一季度淨利潤為 250 億元人民幣，同比下降 7%，略高於美銀證券預測的 10% 的下降，美銀證券發佈了一份研究報告。</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>營業利潤同比增長 8%，而新業務價值（VONB）同比增長 21%。首年保費（FYP）增長 46%。其新業務價值利潤率從去年同期的 28.3% 降至 23.5%，反映出參與型產品的比例較高。</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>該券商認為，鑑於 2026 年第一季度市場疲軟，中國平安的整體業績表現穩健。美銀證券預計集團將保持銷售勢頭，投資回報在 2026 年第二季度可能會改善。</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，該券商對該股票維持買入評級，目標價為 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>（香港股票報價延遲至少 15 分鐘。空頭數據截至 2026 年 4 月 28 日 16:25。）</p>
</div>

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

AASTOCKS News

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中國平安-R

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美銀證券：PING AN 整體業績表現穩健；第一季度淨利潤略超預期