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《大行報告》摩通:內地壽險保費復甦較慢 衆安(06060.HK)財險收入增長續強
摩根大通發表報告表示,除中國平安(02318.HK)外,大部分中資保險公司已公佈上半年保費收入,顯示壽險業務復甦持續緩慢;與市場最初的擔憂相比,汽車定價自由化似乎並無削弱了主要非壽險公司的業務增長;以及衆安在線(06060.HK)財險收入繼續保持強勁增長勢頭。

該行補充,由於上述趨勢,壽險股股價今年至今明顯跑輸大市,而中國財險(02328.HK)則累升18%。該行指,壽險銷售復甦相信是下半年行業的關鍵催化劑,認爲內地壽險行業現時屬超賣,看好中國平安及國壽(02628.HK)。

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