《大行報告》瑞信:內地調整險企權益資產配置監管要求 料對內險股影響較少
中銀保監表示,將會於一年內整改違規的四間保險司及兩間信託公司,瑞信發表研究報告,相信對接管有關整改公司的中國太保(02601.HK)、新華保險(01336.HK)、中國人壽(02628.HK)及人保集團(01339.HK)影響不大,因相信不會與問題公司整合業務,另外處理相關問題公司亦有助改善行業環境。
另外中銀保監亦發出通知,容許部份險企提升權益類投資佔比上限,由30%升至35%,相信有助提升A股市場氣氛,惟相信險企不會即時提升相關比率至上限。
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