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财险(02328.HK)续升逾半成 获野村维持「买入」评级
阿思达克 11-18 14:19
银保监鼓励险商发展长期健康保险产品,中资保险股今天普遍升逾1%-5%,获野村维持「买入」的财险(02328.HK)升幅最大,股价三连涨兼重越百天线(6.04元),最高见6.36元,创近三个月高,现造6.32元,续升5.3%,成交达8,225万股(已接近昨天全日成交量8,401万股),涉资5.12亿元。野村因应内地车险改革实施一个月後重新评估对财险影响,下调公司未来三年盈测0.5%/10%/12%,目标价也由9.02元下调至8.47元,但维持「买入」评级,该行相信在车险改革实施後,市场将更集中於高端市场参与者,财险市占率将会提升,有望由去年32.1%提升至2022年的34%。

平安(02318.HK)及太保(02601.HK)曾高见89.9元及28.5元分别创逾4个月及近9个月高。

中国银保监副主席黄洪出席「中国健康保险论坛暨中国健康保险蓝皮书发布会」时表示,现时市场上商业健康保险产品大多是短期产品,今後必须加快发展长期商业健康保险产品。他指出,下一步监管的导向是鼓励支持商业保险机构发展长期健康保险产品,不鼓励发展短期健康险。

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