國壽(02628.HK):今年壽險市場不容樂觀 着力招聘代理人才
中國人壽(02628.HK)總裁蘇恆軒表示,今年經濟複雜,全球疫情沒有好轉,今年壽險市場不容樂觀。副總裁詹忠表示,過去一年集團代理人隊伍規模正在下滑但趨勢穩定,隊伍轉型升級一直進行中,集團着力招聘人才,相信今年代理人隊伍會穩量提質。
總裁助理兼首席投資官張滌表示,今年權益市場波動大,原因包括國內基本面偏弱、上市企業盈利增長疲弱、環球貨幣政策收緊、A股估值偏高、地緣政治衝突,國家政策鼓勵保險企業資金增加權益資產配置,認爲經過前期調整,權益市場估值已經下跌、股債均有投資價值,已達到公司加倉條件。不過她指出,美國聯儲局加息或會影響貨幣政策空間、俄烏戰事正在演變,短期擾動因素會爲市場帶來波動。
張滌指,截至去年底,按銀保監會口徑,集團房地產投資佔比不足3%,當中集中商業地產,包括物流、寫字樓等,出租率理想,集團亦嚴選不動產金融產品,計及房地產股票和債券,房地產投資佔總資產不足4%、風險敞口可控,未來集團會審慎重點投資國家政策支持的物流、基建等固定資產投資。
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