港股异动 | 内险股普涨 保险行业政策利好频出 机构看好
格隆汇9月12日丨内险股普涨,其中中国平安(2318.HK)和中国财险(2328.HK)均涨约1.7%。9月11日,国家医疗保障局发布对十三届全国人大二次会议第8193号建议的答复。关于完善商业健康保险保障体系,下一步,银保监会将继续落实健康中国战略部署,鼓励保险业加快发展多种形式的商业健康保险,加大产品供给,引导保险业深度融合多层次医疗保障体系建设。此外,今年上半年,财政部和国家税务总局共同发布《关于保险企业手续费及佣金支出税前扣除政策的公告》,通过手续费及佣金支出抵扣减税,降低保险公司税负成本,大幅提高盈利性。政策支持下,今年上半年险企业绩表现靓丽。招商证券指出,保险板块半年报业绩爆发如期兑现,三季度价值环比改善趋势较为确定。华金证券认为,基于人口老龄化加速到来和社会保障体系仍待完善,坚定看好我国寿险、健康险市场。
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