港股異動 | 內險股全線下跌 中國財險(2328.HK)跌近5%領跌
格隆匯10月27日丨內險股全線下跌,中國財險(2328.HK)跌近5%領跌,中國太平、中國人壽、新華保險、中國人保均跌逾4%。大摩近日發研報指,預期內險股第三季新業務價值增長較弱,料按年跌5-25%,估計險企將聚焦於明年“開門紅”的銷售策略等,該行指出五家在內地與香港兩地上市的險企及中國財險均會在10月尾公佈第三季業績,聚焦壽險的公司在儲備金方面的壓力持續,但按市值計價的收益或可部分抵銷相關影響,不過按公認會計原則計算盈利仍將下降。中金則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。

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