《大行報告》花旗調整中資保險股目標價 首選財險(02328.HK)
花旗發表報告,2022年上半年中資保險股的壽險新業務價值持續收縮,是受到代理人數減少,以及保費組合轉向儲蓄型產品而削弱毛利率所拖累,預計除友邦中國外,內地壽險公司的新業務價值將繼續下跌,第四季開始轉升。花旗調整保險股目標價(詳見另表)。
相反地,花旗認為,今年上半年內地財產和意外保險整體業績強勁,尤其財險(02328.HK)承保利潤創歷史新高。相信隨著政府政策支持,汽車銷售上升,財產和意外保險業務將在下半年復甦,重申其財險(02328.HK)為內地保險行業首選。
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