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港股異動丨內線股普漲 機構稱保險股四季度上漲確定性高
格隆匯 10-05 13:34
格隆匯10月5日丨內線股普漲,中國人壽以4.38%的漲幅領漲,新華保險和中國財險均漲超2%。按照往年經驗,每年四季度起保險公司將先後進入“開門紅”銷售階段。招商證券非銀團隊預計,低基數險企可實現30%以上的增長,這是確定性非常高的事件,“開門紅”從而實現“全年紅”,進而開啟新一輪保費增長週期,從而帶動板塊含金量提升。廣發證券非銀團隊表示,無論是保險公司還是居民消費能力和訴求,均有利於保險公司實現2021年“開門紅”,驅動壽險承保週期的因素均朝着積極方向變化,新一輪壽險景氣度上行週期即將開啟。中信建投稱四季度是佈局保險股重要時機,通過覆盤發現,大多數年份保險股股價在四季度至次年1-2月會出現階段性高峯。

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