港股異動 | 內險股普升 多股首季業績強勁 機構料首季新業務價值增長正面
格隆匯4月20日丨內險股普升,中國太平升4%,中國人壽3%,中國財險升2%,眾安在線、中國太保、中國平安、新華保險升1%。中國平安、中國太保,中國太平等股近日發佈3月份數據;大和發研報指,3月份上市內險企業毛保費同比增長10%,首季升3%,主要受惠於持續的預售“開門紅”(Jumpstart)及銀行保險銷售強勁,料首季險企新業務價值增長呈中單位數(約2%至15%)。此外,里昂發研報吿指,預料內險公司首季新業務價值(NBV)增長正面,因低基數效應及儲蓄產品銷售改善。該行預料,中國人壽、中國平安以及新華保險首季新業務價值均錄得中單位數增長,而中國太平錄得低雙位數增長;瑞銀髮研報指,看好人壽保險公司的近期增長前景,預計主要壽險公司的今年首季度新業務價值將增長6%-20%,主要是由於分銷渠道多元化、消費者的低風險偏好和低基數,認為銀行保險和儲蓄產品是第一季度銷售的主要貢獻者;而在第二季度,預期3.5%定價利率產品的潛在停止銷售風險將進一步推動主要壽險公司的新業務價值增長。

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