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港股異動丨新華保險漲幅領漲內險股 人力隊伍蓄力發展 開門紅可期
格隆匯 11-05 14:23
格隆匯11月5日丨新華保險(1336.HK)今日以4.32%的漲幅領漲內險股,中泰證券發佈研報稱,新華保險在領導層更迭之後戰略有所變化,對規模的訴求更大,同時個險依然聚焦價值。新華今年以來顯著加大人力增員力度,預計3季度末的人力增速將較半年度時點的15.6%有所提升,新華今年開門紅預計於11月中下旬啟動,早於去年同期,因此我們判斷會取得一個優於同業平均表現的開門紅增速。華泰證券研報稱,税改政策緩解新華保險的費用支出壓力,利好持續釋放,前三季度有效税率為-5.5%,利於公司未來業務開展。安信證券研報稱,新華保險的代理人保持逆勢擴張態勢。截止三季報,代理人規模達到46萬人,較年初規模增長24%,預計年底有望接近50萬人。
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