港股保險股全線上漲！二季度有望實現恢復性增長
6月1日，港股保險股全線上漲，顯出強勢，其中，友邦保險大漲超5%領漲，中國太平、眾安在線、新華保險、中國人壽漲超3%，中國財險、中國太保等個股紛紛跟漲。
來源於：富途牛牛
而這一上漲主要受行業景氣度回暖的支撐，即近期保險行業數據趨於樂觀，即根據相關數據顯示，4月保險業利潤總額實現337.45億元，環比大增32.01%，利潤增速實現轉正，尤其是隨着政策利好的釋放，近期股票和債券成交情況較為活躍，受險資青睞的科技股和醫藥股都漲勢明顯，投資收益的增長使得保險業的發展走勢得到一定改善，預計二季度保險業有望實現恢復性增長。
根據公開數據顯示，2020年前四月保險行業累計實現原保費收入19886億元，同比增長4.34％，增速較一季度提升2.05個百分點。其中，壽險保費12183億元，同比增長1.48％；健康險保費3293億元，同比增長20.53％；意外險保費394億元，同比減少9.43％；產險保費4016億元，同比增長3.29％。2020年前四個月行業保費增速的整體表現較一季度有所改善。
此外，截至2020年4月末，保險行業總資產21.87萬億元，較年初增長6.36％；淨資產2.58萬億元，較年初增長3.97％；資金運用餘額19.61萬億元，較年初增長5.82％。
國泰君安證券指出，復工復產推動累計保費增速改善，行業基本面趨勢性好轉。得益於代理人短期“人口紅利”、保險公司加大營銷活動推動力度以及上年同期基數較低，壽險單月保費增速大幅改善。
招商證券指出，站在當前時點，我們認為保險股已具備極強的估值修復基礎，負債端改善持續得到驗證，資產端利率對保險股的掣肘已有所緩釋，後續在利率震盪向上背景之下，不論從資產還是負債端均已度過了最黑暗的時刻，後續估值修復可期。建議關注個股：中國平安（601318.SH）、中國人壽（601628.SH）等。
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