3月26日周三，中国太平（00966.HK）股价盘中大涨5.15%，引发市场关注。消息面上，公司发布的2024年年报显示业绩表现亮眼，多项关键指标实现双位数增长。
年报数据显示，中国太平2024年归属母公司净利润同比增长36.2%，新业务价值（NBV）同比增长21.2%。其中，新业务价值率（NBVM）同比提升4.8个百分点至20.7%。尽管公司下调了投资收益率假设，但银保渠道降低手续费及佣金等推动费差改善，使得价值率从5.9%提升至20.8%，超越个险的20.6%。
值得注意的是，中国太平在本次年报中调整了部分假设，包括将投资收益率假设下调至4%，风险贴现率下调50个基点至8.5%。分析人士认为，这些调整相对审慎，有助于提升公司内含价值（EV）的可信度，增强了市场对公司长期价值的信心。此外，公司2024年总投资收益率同比提升1.9个百分点至4.6%，死差和费差也有所改善，这些因素共同推动了寿险业务的保险服务业绩同比增长18.4%。
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