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國壽(02628.HK)料今年續期保費續跌 明年轉正增長
阿思達克 03-30 12:27
中國人壽(02628.HK)去年續期保費按年跌3.7%。總裁趙鵬預計,今年續期保費繼續錄得負增長,但明年將轉為正增長,並帶動總保費增長。 副總裁劉暉指,隨著內地經濟復甦,今年企業盈利和融資需求改善,預期利率中樞小幅上行,會進一步根據市場情況做強固收底倉,重點提升票息收益和資產久期,對於長久期和低風險的利率債,會應配盡配。 另外,劉暉提到,目前境外投資佔整體投資比例不超過1.5%。而集團對矽谷銀行(SVB)和瑞信並無直接風險敞口。
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