港A兩地保險股集體大漲 中國人壽(601628.SH)大漲8%
格隆匯2月11日丨截至半日收盤,港A兩地保險股大漲,A股中國人壽漲8%,新華保險和中國太保漲超4%,中國平安和中國人保漲超3%;港股眾安在線漲6%,中國平安和中國人壽漲超3%,中國太保、新華保險和中國財險漲超2%。華創證券近期的研究觀點認為,近期保險板塊上漲主要收益由貝塔貢獻,資產端催化帶動估值修復。但行業核心基本面情況仍未改變,一季度和上半年預計負債端仍較弱,一段時間內板塊仍將處於築底階段,持續上漲行情還需觀察負債端拐點。銀保監會發布12月保險行業經營數據顯示,行業人身險公司12月單月保費2020億元,同比+1.7%,其中壽險1521億元,同比+3.6%;健康險463億元,同比-3%;意外傷害險36億元,同比-9.3%。壽險保費增長較此前有所改善,預計主要由“開門紅”全面啟動和年底業績衝刺貢獻。截至12月人身險公司累計保費增速為-1.4%。財產險公司12月持續回暖,12月單月保費1236億元,同比+13.2%,較上月擴大5.32個百分點。其中車險821億元,同比+7.38%,增速持續回暖;非車險414億元,同比+26.7%,強勢反彈,得益於健康險、農險增速的快速提升。健康險在過去3月大幅回落之後恢復正常水平,單月增速高達+64.5%。其他險種增速亦有所回升,多個險種環比轉正,實現全險種單月正增長。


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