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601318: Green Finance Projects Will Support Future Upside Potential

Analysts Maintain Price Target for Ping An Insurance as Dividend Rises and Valuation Improves

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601318
AnalystConsensusTarget
Not Invested
Published 09 Feb 2025

Update shared on 09 Dec 2025

Fair value Increased 1.25%
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1Y
18.9%
7D
3.1%

Analysts have nudged their price target on Ping An Insurance (Group) Company of China slightly higher to the equivalent of approximately $71.34 from $70.46, citing a modestly lower perceived risk profile and a small improvement in projected profitability multiples.

What's in the News

  • Ping An presented its "Ancient Tree Guardian Action" biodiversity protection project at COP 30 in Belem, Brazil, highlighting an innovative Insurance + Technology model to protect ancient and notable trees across China (Key Developments).
  • The company has provided over RMB 700 million in risk protection for more than 55,000 ancient trees nationwide, leveraging IoT devices, environmental sensors, and cloud-based analytics for real time monitoring and risk management (Key Developments).
  • Ping An expanded its Carbon Sink Insurance to cover forests, grasslands, wetlands, and marine ecosystems in 18 provinces and municipalities, as part of a broader green finance strategy that includes green insurance, banking, and investment (Key Developments).
  • Amendments to Ping An's Articles of Association relating to the composition of share capital took effect on October 20, 2025 (Key Developments).
  • The board scheduled a meeting on October 28, 2025 to review and approve third quarter results for the nine months ending September 30, 2025, and to address other corporate matters (Key Developments).

Valuation Changes

  • The fair value estimate has risen slightly to approximately $71.34 from $70.46, reflecting a modest upward revision in the intrinsic valuation.
  • The discount rate has fallen slightly to about 8.81 percent from 9.02 percent, indicating a marginally lower perceived risk profile in the updated model.
  • Revenue growth remains effectively unchanged at around negative 11.17 percent, signaling no material revision to the near term top line outlook.
  • The net profit margin has risen slightly to roughly 23.88 percent from 23.82 percent, implying a small expected improvement in profitability.
  • The future P/E has increased marginally to about 10.0x from 9.9x, consistent with the slightly higher fair value and improved margin assumptions.

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