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保險板塊走強 板塊估值處近年低位
格隆匯 08-17 10:10

 格隆匯8月17日丨保險板塊發力,中國人壽大漲超7%,新華保險漲超5%,中國人保、中國平安、中國太保等跟漲。

據統計,截至8月13日,A股5家上市保險公司紛紛曬出了前7個月的保費成績單。整體來看,五大上市險企前7個月取得原保費收入1.67萬億元,同比增長6.6%,增速較前6個月略有上升。

從上市險企的不同業務來看,產險業務復甦明顯,壽險業務整體緩慢復甦,險企間分化較為明顯,分析人士認為,險企將更加註重明年的開門紅工作。保險板塊的估值和機構持倉均處在三年以來的低位,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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