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港股异动 | 內险股全线下跌 中国财险(2328.HK)跌近5%领跌
格隆汇 10-27 11:41
格隆汇10月27日丨內险股全线下跌,中国财险(2328.HK)跌近5%领跌,中国太平、中国人寿、新华保险、中国人保均跌逾4%。大摩近日发研报指,预期内险股第三季新业务价值增长较弱,料按年跌5-25%,估计险企将聚焦于明年“开门红”的销售策略等,该行指出五家在内地与香港两地上市的险企及中国财险均会在10月尾公布第三季业绩,聚焦寿险的公司在储备金方面的压力持续,但按市值计价的收益或可部分抵销相关影响,不过按公认会计原则计算盈利仍将下降。中金则预期内地保险业今年第三季度的新业务价值将按年下跌14%,纯利按年跌2%,较上半年下跌21%有所改善。

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