《大行報告》瑞信:降準利好內銀及券商 內險中國平安(02318.HK)最受惠
人民銀行上周五(25日)宣布全面降準,下月5日將下調金融機構存款準備金率0.25個百分點,釋放約5,000億元人民幣。瑞信發表報告,認為對內銀的積極影響可能來自於更穩定的債券市場和銀行的理財產品管理淨值;更穩定的資金來源和更低的融資成本。但該行指,現階段銀行股表現關鍵驅動因素仍然是疫情封控措施和內房資產質量。
該行指,在過去10年中,內地有13次全面降準,其中8次在接下來的30個交易日中,中國經紀商指數(China Broker Index)上漲,平均漲幅為7%。由12個月角度出發,該行更偏好中信証券(06030.HK)和中金(03908.HK),因為具有強大的IPO管道、資產和財富管理業務,以及廣泛的機構客戶基礎。
瑞信指保險公司方面,該行認為中國平安(02318.HK)是股票市場情緒可能改善的主要受惠者。
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