资源描述
|2020 3 1 3 2 21 NBV 22 3 3 4 4 1 2 3 3(601318)(01299)(601601)(601628)/2023 02 19 021-63325888*1818 S0860521070002 BQK280 021-63325888*6083 S0860514060001 BPU409 2022-12-07 2023 2022-11-20 3Q22 2022-11-04 2 1.6 1.1.6 1.2“”.7 2.3.9 2.1.9 2.2.10 2.2.1 10 2.2.2 11 2.2.3 12 2.3 AIA.13 3.3.14 3.1.14 3.2 3.15 3.3 AIA Margin.16 4.17 4.1.17 4.2.18 4.2.1 18 4.2.2 20 4.3.21 5.4.21 5.1.21 5.2 4.22 5.3.23 6.24 6.1.24 6.2.25 6.3.26 3 7.28 8.28 4 1 2018.6 2.7 3.8 4.10 5.11 6.12 7.12 8.12 9.13 10 AIA.14 11.15 12 NBV.15 13 2022.16 14.16 15 AIA.17 16.18 17.19 18.19 19.20 20.20 21.20 22.21 23.22 24.23 25.24 26.24 27.24 28.25 29.25 30.26 31 40%.26 32 10.27 1 2020 8 2021.7 5 2 2022.9 3 2022 11.27 6 1.2020 1.1 2018 NBV 2021 NBV 23%2010 1 2018 2018 9M22 2021 1H22 2021 2022 9 20%2.7%-4.1%7 2 Wind 2020 2021 6 1 2020 8 2021 2020/8/20 1 70%2 100%3 1 2020/12/31 2021/2/1 2021/3/5 2021/7/23 4.65%5%5.25%5.7%2021/10/23 1.2 8 2022 6 6 28 14+7 7+3 11 5+3 3 100=Our World in Data 2022 12 2022 12 7 11 2022 12 26 2023 1 8 0102030405060708090010000200003000040000500006000070000800002020-01-222020-02-242020-03-282020-04-302020-06-022020-07-052020-08-072020-09-092020-10-122020-11-142020-12-172021-01-192021-02-212021-03-262021-04-282021-05-312021-07-032021-08-052021-09-072021-10-102021-11-122021-12-152022-01-172022-02-192022-03-242022-04-262022-05-292022-07-012022-08-032022-09-052022-10-082022-11-102022-12-13-9 2 2022/2022/6/28 7+3 2022/6/29 2022/7/8 14 7 2022/11/11 5+3 2022/11/30 2022/11/28-2022/12/3 2022/12/1-2022/12/4 10 2022/12/7 2022/12/26 2023 1 8 2023/1/8 3 2.3 2.1 2020 2022 9 1 2021 6 2020 4 6 2020 6 2 2021 6 2021 8 9 10 3 2021 8 19 7 4 2021 9 5000 2021 9 27 2021 11 21 5 2021 11 2022 1 7 2022 2 5 6 2022 1 6 3 31 81.4 3 19 4 26 8 29 2022 9 4 Our World in Data 2.2 2.2.1 2019 2020-1Q20-2Q20 2020 68.4 34.8%11 2020 6 3Q20 90%2020 2021 2021 12 2021 6 2020 2021 4Q21 2Q20 30%45%2Q21 125.3%7.42 51.3%2022 3 2Q22 5 Life Singapore Our World in Data 2.2.2 1 2 3 2019 9971 12 2020 206,679 40%3%6 7 Life Singapore Life Singapore 2.2.3 3Q21 3Q22 4.45%14353 2018 15071 23%27%2Q20 26.3%3Q22 18.9%8 Life Singapore 0.6%0.026%2019 4.3%2020 2021 0%20%40%60%80%100%0%20%40%60%80%100%-6%-4%-2%0%2%4%6%135001400014500150001550016000 13 9 Life Singapore Wind 2.3 AIA 2020 iSmart 2020 6 80%Claims EZ AI 60%55%24 2021 NBV Margin 2020 24%4 2020 56%12%iSmart 2021 7000 2Q21 60%NBV Margin 1H20 5.5pp 59.3%NBV Margin 1H22 0.0276%0.0260%0.0267%0.0274%0.6197%0.6468%0.5968%0.4544%0.0%0.1%0.2%0.3%0.4%0.5%0.6%0.7%2018 2019 2020 2021 14 10 AIA 3.3 3.1 2020 2022 10 1 1 2020 3 2 2020 5 10 2021 7 2021 7 5.6%3 2021 7 2 14 2021 9 4 5 2022 3 3 12 4 4 5 5 6 3 2000 7 9 10 1-40%-20%0%20%40%60%80%1H19 2H19 1H20 2H20 1H21 2H21 1H22 NBV Margin 15 11 Our World in Data 3.2 3 20 21 NBV 2020 8.04%11.29%2021 2020 2021 7.82%12 NBV TLAA Wind 3 2021 12 1Q22 2022 2022 4 2022 7-9 3 5%-15%-10%-5%0%5%10%2019 2020 2021 YoY YoY YoY 16 13 2022 OIC Our World in Data 90%2021 0.09%2020 78%2021 0.22%14 TLAA 3.3 AIA Margin Margin 1H20 7.4%2020 1H21 1H21 NBV 56.8%Margin-40%-30%-20%-10%0%10%20%30%40%0102030405060708090-51.70%53.37%52.21%40.25%38.58%39.74%0%20%40%60%80%100%2019 2020 2021 17 1H21 29.6pp 93.5%1H22 Margin 1H21 AIA iSign 1H22 22%15 AIA 4.4.1 2020 2022 10 1-2020 5 2020 3 2020 4 2020 6-12 2020 5 25 2020 Go To Travel 2021 1-10 2021 1 8 2021 3 6 Alpha 7 Delta-40%-20%0%20%40%60%80%100%1H19 2H19 1H20 2H20 1H21 2H21 1H22 NBV Margin 18 2021 11-2022 5 2021 2022 3 Omicron 18 2022 6 2022 6 10 9 2022 10 16 Our World in Data 4.2 4.2.1 2020 GDP 5 57.63%2021 2020 4-7 2021 Omicron 19 17 Wind 2 2022 3 4 6 26 1.5 9 10 21.63%4.69 2019 18 Our World in Data 051015202530354045 20 4.2.2 2021 1.58%125.68 80%2.27%24.29 3000 19 20 0.96%2020 2021 21-4%-2%0%2%4%6%0501001502017 2018 2019 2020 2021 YoY-YoY-5%-4%-3%-2%-1%0%01000020000300004000050000600002017 2018 2019 2020 2021 YoY-YoY-0.98%0.98%0.98%0.98%0.97%0.58%0.62%0.65%0.60%0.45%0.0%0.2%0.4%0.6%0.8%1.0%1.2%2017 2018 2019 2020 2021 21 4.3 2020 60%2020 2020 115.92%1.43 2021 2022 3 2022 3.65%22 5.4 5.1 1 2020 1-3 2020 1 3 2 2020 4-2021 10 2 3 5 1 1.5 2 2.5 3 2021 65(19-64)2021 7 Delta 4-80%-60%-40%-20%0%20%40%60%80%02004006008001000 YoY-22 3 2021 11-2022 4 2021 11 1 7 2021 11 2022 3 4 2022 4 2022 4 18 4 25 1 2 6 8 6 20 10 23 Our World in Data 5.2 4 2020 2020 3 31.41 6 9 2021 7 2022 2 34.41%2022 4 7 10 8 3 15.10%23 24 Our World in Data 5.3 2020 2021 301 MAU 118.3 38.4%2021 1.46 16.1%341 1.4%2022 2022 5.24 24 25 Margin Margin Margin 2021 2022 4230 YoY+20.16%Margin 60.4%YoY+7.4%2021 13 25 87.2%67.8%26 27 6.6.1 2022 2023 7 3.7%-15%-10%-5%0%5%10%4400460048005000520054005600-20%0%20%40%60%80%01002003004005002019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q3 NBV NBV Margin-NBV-60%65%70%75%80%85%90%2019 2020 202113 25 25 28 Wind 2022 72-12.2%1H22-3.5%48.8-18.7%1H22-6.0%25.2 1H22 10.3%1 9M22 4pp 2022 NBV 22%+10.3pp 4.8 2 7.2pp 23.1%FYC 61.3%52.5%2023 29 9M22 2021 1H22 6.2 02004006008001000120014002022/11/012022/11/052022/11/092022/11/132022/11/172022/11/212022/11/252022/11/292022/12/032022/12/072022/12/112022/12/152022/12/192022/12/232022/12/272022/12/312023/01/042023/01/082023/01/122023/01/162023/01/202023/01/242023/01/282023/02/012023/02/052023/02/092023/02/13 72 49 25 32-50 100 150 2002013 2014 2015 2016 2017 2018 2019 2020 2021 1H22 9M22 26 30 Wind 2020 43.6%70%55%11 EET 10%1 2030 1 31 40%/Wind 6.3 0%2%4%6%8%10%12%14%16%18%020406080100120 YoY-43.6%0%10%20%30%40%50%60%70%80%90%27 2500 5 3 2022 11 2022/11/23 16 2022/11/28 2022/11/28 5 REITs 2022 2023 GDP 4-4.5%32 10 Wind 2022 300 15.13%21.63%A 2.0%2.2%2.4%2.6%2.8%3.0%3.2%3.4%3.6%2019/01/022019/02/182019/04/012019/05/152019/06/272019/08/082019/09/202019/11/062019/12/182020/02/062020/03/192020/04/302020/06/152020/07/282020/09/082020/10/262020/12/072021/01/192021/03/052021/04/192021/06/012021/07/142021/08/252021/10/122021/11/232022/01/052022/02/212022/04/022022/05/182022/06/302022/08/112022/09/232022/11/092022/12/212023/02/06 10 28 2023 2 1 A IPO A 2023 7.3(601318)(01299)(601601)(601628)8.1 NBV 2 3 A 4 5 29 Tabl e_Disclai mer 12/15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
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