金吾财讯 | 交银国际研报指，中国太平(00966)2024年实现归母净利润同比增长36.2%，基本符合该行预期。除境外财险外，主要业务板块盈利均提升显著。该行指，公司新业务价值显著超预期，新业务价值同比增长94.2%（可比口径），好于该行和市场预期25%，银保渠道占比达34.9%。投资收益显著增长，总投资收益同比增长98.2%，增长主要来自资本利得。净投资收益率3.46%，同比下降0.1个百分点；总投资收益率4.57%，同比上升1.91个百分点。该行续指，公司在分红政策上更注重分红金额的稳定可预期持续增长；在资产端，注重资产和负债的匹配；在负债端，2025年将加大向分红险的转型，推动产品多元化发展，降低负债成本。维持买入评级和目标价15港元。
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