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中国平安-调研要点:依托稳健的集团战略与协同效应提升 ROE;AI 在有利环境中表现亮眼
2026-02-02 02:42
February 1, 2026 09:37 PM GMT M Idea Ping An Insurance Group Co of China Ltd | Asia Pacific Trip Takeaways - Improving ROE on Solid Group Strategy and Synergies; AI Impresses in Favorable Environment We held full day meetings with PA's Group CFO, Chief Scientist, and Bank management, and we visited its high end senior care community. The trip strengthened our positive view, supported by a strong outlook, leading AI, and solid elderly care synergies. Improving ROE outlook at >15% over the medium term, underp ...