该行估算首三季新业务价值(VNB)将同比增36%，相较上半年增幅为20%，反映第三季增长势头强劲。 股息方面，虽然预期全年税后净利润将表现强劲，但该行认为股息不会以同等幅度增长，因集团目标股 息稳定增长。假设股息提高10%至30%，H股股息收益率将达3.4%至4%。 智通财经APP获悉，瑞银发布研报称，中国人寿(02628)发盈喜，料今年首三季税后净利润将同比升50% 至70%，达1,570亿至1,780亿元人民币，远高于市场预期;其中第三季税后净利润同比升75%至106%，主 要因投资收入大幅增长及保险服务业务复苏推动。基于盈喜、资产管理规模扩大及利率上升，该行将国 寿2025至2027年税后净利润预测分别上调79%、23%及24%;瑞银将国寿目标价由27.4港元升至29港元， 维持"买入"评级。 ...

智通财经APP获悉，美银证券发布研报称，友邦保险(01299)将于10月底公布今年度首三季经营数据，预 期友邦第三季及首九个月按实际汇率计算的新业务价值(VNB)各同比增长15%，目前对全年增长预测为 14%至15%。潜在的上行空间可能来自中国及较小的东盟市场增长加速。该行维持目标价为90港元不 变，评级"买入"。 按市场划分，该行指出中国内地市场第二季VNB已重拾增长，预期第三季增长将持续，达到3%至5%， 录得轻微的按季改善。至于香港市场，该行预测内地访客的VNB增长将同比放缓至14%，低于上半年约 30%的增幅，本地客户VNB同比增长则可能维持在约20%。 ...

Group 1 - The core viewpoint of the report is that AIA Group is expected to announce its operating data for the first three quarters of the year at the end of October, with a projected year-on-year growth of 15% in new business value (VNB) for both the third quarter and the first nine months, based on actual exchange rates [1] - The full-year growth forecast for AIA Group is estimated to be between 14% and 15%, with potential upside coming from accelerated growth in mainland China and smaller ASEAN markets [1] - Bank of America maintains its target price for AIA Group at HKD 90 and continues to rate the stock as "Buy" [1] Group 2 - AIA Group plans to forfeit the unclaimed interim dividend for 2019 [2] - The Hong Kong stock market has seen a general rise in insurance stocks, with China Ping An and AIA Group both increasing by over 2%, indicating a clear recovery trend in the industry [2]