中国平安：盈利短期承压多渠道驱动NBV增长

国泰海通证券04-30

本报告导读：公司25Q1 净利润同比-26.4%，我们预计主要受投资波动及平安好医生并表影响，OPAT 稳健。多元渠道推动NBV 较快增长，产险COR 持续改善，资产端稳健。投资要点：维持增持评级，维持目标价 67.26 元/股，对应 25 年 P/EV 为0.80 倍。25Q1 集团归母净利润同比-26.4%，我们预计主要为投资波动以及平安好医生并表一次性影响导致。集团归母OPAT 同比2.4%...

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中国平安：盈利短期承压 多渠道驱动NBV增长

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中国平安：盈利短期承压多渠道驱动NBV增长