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港A保險股全線走強 機構指保費增長最差時期可能已經過去
格隆匯 09-18 10:17
格隆匯9月18日丨港A保險股全線上漲,港股新華保險、中國太平、中國太保均漲2.5%,中國平安、中國人壽皆航吵1%。A股方面,新華保險漲超4%,中國平安、中國太保、中國人壽均漲超2%。截至9月15日,5家A股上市保險公司已經相繼披露2020年1-8月保費數據,共計實現原保險保費收入1.85萬億元,同比增長6.15%,稍遜於去年同比增長的8.8%。目前上市險企提前着手備戰2021年開門紅,預計將改善基本面。野村發表研究報告指,中國保險行業逐漸發表8月份營運數據,當中壽險的復甦非常緩慢,速度低於該行預期,但保費增長最差時期可能已經過去。維持中國平安為長線核心持倉,又相信中國人壽、新華保險及中國太平將受惠於利率反彈。

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