投资逻辑友邦业务覆盖亚太地区18个市场,经营及财务表现稳健。1)新单保费与NBV底部周期有韧性,2023年来重回高增长,2024年NBVMargin企稳回升。2019年开始受香港社会事件、公共卫生事件等因素NBV承压,2018-2022年4年NBV复合增速为-6%,但好于内地其他寿险公司。在公共卫生事件因素消除、香港通关、内地预定利率切换下2023-24年NBV重回双位数正增长,2024Q1-...
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