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港股異動丨內險股集體走強,中國平安升超7%創7個月新高
港股市場內險股集體走強。其中,中國平安升超6%領升板塊,且股價創2023年10月18日以來新高,該股年內累升超20%;中國太保、中國人壽升超6%,中國太平升近5%。中國平安昨晚公佈,四家子公司2024年1-4月的原保險合同保費收入合計為3303.77億元,同比增長2.4%。另外,摩根大通日前發佈報吿指,因2024年首季新業務價值復甦快過預期,反映今年新業務價值(NBV)將更強勁,並推動市場預期的新業務價值和準備金修正。重新調整保險股的排序,並建議加入內地壽險公司。報吿指,香港上市的壽險股價格便宜,股息率為6%至8%,對盈利能力和償付能力資本管理的新關注也應該會帶動更好的股票表現。該行首選中國平安,因其為唯一一家提議派中期息的保險公司。該行列出其對內地保險股的次序,以中國平安為首選,其次是中國人壽、中國太保、新華保險、中國人民保險集團,最後為中國財險。

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