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港股異動丨內險股全線飄紅 二季度健康險銷售或將迎來顯著提升
格隆匯 04-28 14:21
格隆匯4月28日丨內險股全線飄紅,眾安在線(6060.HK)以6.52%的漲幅領漲,中國太平(0966.HK)漲近3%。天風證券最新研報稱,一季報已基本充分反應了負債端受到的衞生事件衝擊,二季度保費將迎來改善,壽險保費有望進入小復甦期,這是保險股估值修復的驅動力。需求方面,天風證券近期開展了樣本量較大的壽險代理人調研,調研結果顯示:居民對於壽險的購買意願很強,但購買能力趨弱。購買意願對於健康險的正向提升力很強,但購買能力對於年金險的負面壓制存在。供給方面,代理人線下展業逐步恢復,且各公司二季度更加積極地激勵隊伍,調整產品策略,明顯增加了費用投入,有助於促進保險銷售的改善,接下來健康險銷售將迎來顯著提升。
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