该行预计平安2025上半年归母营运利润同比增长5%，寿险健康险、财险和银行这三大核心业务板块仍 贡献稳健营运利润，非核心板块盈利改善。 该行预计第二季度归母净利润同比增长13.5%。预计财险承保端显著改善，投资端保持稳健，财险水净 利润同比增长6%。预计上半年新业务价值同比增长36%，价值率同比保持提升态势。 瑞财经王敏近日，交银国际发布研报称，基于2025年1.2倍市净率，将中国平安(02318)目标价从60港元 上调22%至73港元，维持"买入"评级。 该行上调盈利预测，预计2025年营运利润同比增长7%，归母净利润同比增长5%。该行预计公司2025-27 年ROE有望保持在13%以上，目前公司2025年市净率低于1倍，股息率为5%左右，估值仍具吸引力。 相关公司：中国平安sh601318,交银国际hk03329 本文源自：智通财经网 ...

Core Insights - The article highlights the top 20 stocks with significant capital inflow as of July 30, with Invech leading at 6.92 billion yuan [1] Group 1: Stock Performance - Invech received a capital inflow of 6.92 billion yuan, making it the top stock [1] - China Ping An followed closely with an inflow of 6.87 billion yuan [1] - Zhaoyi Innovation attracted 5.89 billion yuan in capital [1] Group 2: Other Notable Stocks - N Hanhigh saw an inflow of 3.63 billion yuan [1] - Wanhua Chemical received 3.13 billion yuan [1] - Agricultural Bank had a capital inflow of 3.01 billion yuan [1] Group 3: Additional Stocks - Other stocks in the top 20 include: - Zhongwen Online with 2.90 billion yuan [1] - Juran Smart Home at 2.82 billion yuan [1] - Tongwei Co. with 2.50 billion yuan [1] - Caesar Travel Industry at 2.40 billion yuan [1] - Northern Huachuang with 2.18 billion yuan [1] - Baogang Co. at 2.09 billion yuan [1] - Defu Technology with 1.95 billion yuan [1] - China Merchants Bank at 1.93 billion yuan [1] - Light Media with 1.90 billion yuan [1] - Ping An Bank at 1.90 billion yuan [1] - Beidou Star with 1.88 billion yuan [1] - Huatai Securities at 1.87 billion yuan [1] - Fosun Pharma with 1.85 billion yuan [1] - Industrial and Commercial Bank at 1.67 billion yuan [1]

智通财经APP获悉，交银国际发布研报称，基于2025年1.2倍市净率，将中国平安(02318)目标价从60港 元上调22%至73港元，维持"买入"评级。该行上调盈利预测，预计2025年营运利润同比增长7%，归母 净利润同比增长5%。该行预计公司2025-27年ROE有望保持在13%以上，目前公司2025年市净率低于1 倍，股息率为5%左右，估值仍具吸引力。 该行预计平安2025上半年归母营运利润同比增长5%，寿险健康险、财险和银行这三大核心业务板块仍 贡献稳健营运利润，非核心板块盈利改善。该行预计第二季度归母净利润同比增长13.5%。预计财险承 保端显著改善，投资端保持稳健，财险水净利润同比增长6%。预计上半年新业务价值同比增长36%， 价值率同比保持提升态势。 ...

Core Viewpoint - The report from CMB International raises the target price for Ping An Insurance (601318) from HKD 60 to HKD 73, reflecting a 22% increase, while maintaining a "Buy" rating [1] Financial Projections - The firm has revised its profit forecasts, expecting a 7% year-on-year growth in operating profit and a 5% growth in net profit attributable to shareholders for 2025 [1] - The projected Return on Equity (ROE) for Ping An is expected to remain above 13% from 2025 to 2027, with the current price-to-book ratio for 2025 being below 1x and a dividend yield of approximately 5% [1] Business Performance - For the first half of 2025, the company is anticipated to see a 5% year-on-year increase in net operating profit attributable to shareholders, with stable contributions from its three core business segments: life and health insurance, property and casualty insurance, and banking [1] - The second quarter is expected to show a 13.5% year-on-year growth in net profit attributable to shareholders, with significant improvements in the underwriting side of property and casualty insurance and steady performance on the investment side [1] - New business value is projected to grow by 36% year-on-year in the first half of 2025, with an upward trend in value rate [1]

A股中国平安涨超2%，创下年内新高。港股中国平安现涨近1%。 ...

A股中国平安（601318）涨超2%，创下年内新高。港股中国平安现涨近1%。 ...

Core Viewpoint - China Ping An's A-shares have risen over 2% to HKD 60.74, reaching a new high since April 2021, with a year-to-date increase of over 18% [1] Group 1: Market Performance - The Shanghai Composite Index has surpassed 3600 points, and historically, insurance stocks have been key players in bull markets [1] - Public funds have shown a significant interest in Ping An, with the proportion of A-shares held by public funds reaching 11.39% by the end of June, up from 8.85% in the same period last year, marking an increase of over 51% [1] Group 2: Regulatory Environment and Industry Trends - Recent regulatory measures aimed at reducing competition and the adjustment of reserve interest rates are expected to benefit leading insurance companies and those with differentiated competitive advantages [1] - Ping An is identified as a core beneficiary of these favorable policies and industry developments [1]

路威酩轩考虑出售 旗下时尚品牌马克雅可布 据知情人士透露，法国奢侈品巨头路威酩轩集团(LVMH)正着手出售旗下时尚品牌马克雅可布(Marc Jacobs)，以应对需求下滑。两名知情人士表示，这家总部位于巴黎的企业集团已接洽了包括锐步 (Reebok)所有者Authentic Brands在内的潜在买家，讨论出售马克雅可布品牌的事宜。知情人士说，谈判 仍在进行中，不能确保会达成协议。商报记者吕文鹃整理 回应进入无人机市场 7月28日晚间，Insta360影石宣布进入无人机市场，将推出全球首款全景无人机。影石创始人刘靖康今日 发布朋友圈表示，公司做无人机的起因包括有大量的客户需求未被满足，有机会可以创造市场增量以及 该业务会驱动公司成长等。刘靖康还提到，进入无人机市场是五年前的决策。 7月29日，中国平安（601318）宣布，聘任王晓航出任集团首席技术官(CTO)兼平安科技总经理。王晓 航2016年加盟蚂蚁集团，历任蚂蚁集团副总裁、财富及保险事业群CTO等职务，负责领导数字金融和 AI创新。2015年曾出任百度首席架构师，推动打造百度钱包和金融业务。此前还曾在谷歌(美国)、彭博 集团等国际知名企业担任高级技术经理 ...

Core Viewpoint - Ping An Insurance announced the appointment of Wang Xiaohang as the Group Chief Technology Officer (CTO) and General Manager of Ping An Technology, emphasizing the company's commitment to integrating technology with finance [1] Group 1: Appointment Details - Wang Xiaohang has nearly 20 years of experience in the "finance + technology" sector [1] - He joined Ant Group in 2016, serving as Vice President and CTO of the Wealth and Insurance Business Group, focusing on digital finance and AI innovation [1] - Previously, he held the position of Chief Architect at Baidu, where he contributed to the development of Baidu Wallet and financial services [1] Group 2: Previous Experience - Wang has also worked at renowned international companies such as Google and Bloomberg in senior technical management roles [1]

Core Insights - China Ping An ranked 47th in the 2025 Fortune Global 500 list with annual revenue of $158.63 billion, improving by 6 positions from 2024, and is the 9th largest financial enterprise globally [1][4] - The list features 130 Chinese companies, the second highest globally, with total revenue of approximately $10.7 trillion and an average revenue of $8.2 billion per company [4] Financial Performance - In 2024, China Ping An reported a parent company operating profit of CNY 121.86 billion, a year-on-year increase of 9.1%, and a net profit of CNY 126.61 billion, up 47.8% [4] - Total revenue for 2024 reached CNY 1,028.93 billion, reflecting a 12.6% year-on-year growth, while total assets amounted to CNY 12.96 trillion, increasing by 11.9% [4] Customer Engagement and Services - By the end of 2024, the number of individual customers reached 242 million, with a customer retention rate of 98%, and 63% of customers enjoying services from the healthcare and elderly care ecosystem [4] - The company expanded its auto insurance services to include 82 convenient services, benefiting 236 million car owners, and its home care services covered 75 cities [5] Technological Advancements - In 2024, AI service interactions reached 1.84 billion, covering 80% of customer service needs, and life insurance policies achieved a 93% instant underwriting rate [4] - The company has won 30 international AI competition championships and holds a total of 55,080 patent applications, leading in the fintech and healthcare sectors [4] Sustainable Investment - China Ping An has supported the real economy with nearly CNY 10.14 trillion in investments, with green investments totaling CNY 124.71 billion and green loans at CNY 157.76 billion [5] - The company has maintained an MSCI ESG rating of AA for three consecutive years, ranking first in the Asia-Pacific region for comprehensive insurance and brokerage [5]