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港A保險股全線上漲 機構普遍認為保險板塊低估值或將顯著修復
格隆匯 08-10 11:54
格隆匯8月10日丨港A兩市保險股全線上漲,A股市場新華保險漲近7%,中國人壽漲5%,中國太保漲超2%,西水股份、天茂集團、中國人保和中國平安均漲超1%;港股中國太保和新華保險漲超3%,中國人壽漲超1%。整體來看目前A股保險股的表現要明顯強於港股。華西證券指出,負債端短期受到經濟因素影響,但保險產品滲透率提升的長期邏輯仍在;投資端更積極的權益配置使保險公司承擔更多的市場波動,但從長期來看投資收益將為今年下半年和明年帶來業績增厚。保險板塊震盪蓄勢,其估值和機構持倉均處在3年以來的低位,彰顯保險配置價值提升,建議積極配置。海通證券亦看好保險板塊行情,稱保險行業資產端和負債端均有望持續改善,估值提升空間大。

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