中金:料內險第三季新業務價值按年跌14%
中金公司發表研究報告預期,內地保險業今年第三季度的新業務價值將按年下跌14%,純利按年跌2%,較上半年下跌21%有所改善,兩者均符合市場預期。
中金公司表示,新型冠狀病毒肺炎疫情對居民收入預期產生負面影響,從而令需求在短期內減少。此外,行業重返嚴格考核並進行整頓,導致代理人規模縮減。
該行指,各保險企業新業務趨勢分化,預料中國平安(2318.HK)和中國太保(2601.HK)第三季新業務價值均按年下跌25%,中國人壽(2628.HK)亦將錄得跌幅,拖累首三季新業務價值增速放緩至4%。新華保險(1336.HK)和中國太平(0966.HK)的新業務價值將有改善,當中,中國太平將按年大幅增長。
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