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銀保共舞!中國平安拉昇漲近6%領漲保險股,股價創9個月新高
隨着銀行股不斷創出歷史新高,港股市場保險股亦隨之集體拉昇。其中,中國平安今日盤中拉昇漲近6%,領漲保險板塊,股價創去年10月初以來新高;其他保險股中,中國太保漲5.2%,新華保險、友邦保險、中國人壽、中國太平漲超3%。港交所披露易信息顯示,近日,弘康人壽保險股份有限公司舉牌鄭州銀行H股。這意味着今年截至目前,險資對上市公司(主要對象是銀行)的舉牌次數已達20次,已達去年全年水平,今年以來的舉牌涉及10家保險機構和16家上市公司。隨着資本市場中銀行股不斷創出歷史新高,保險股或成最大受益方。銀河證券銀行業分析師張一緯表示,2025年以來,險資多次舉牌銀行股, 主要是銀行低波動、高股息、低估值的特點持續受到險資青睞。對於險資而言,銀行股股息率優於長債收益率,估值波動可計入OCI(其他綜合收益)以應對業績波動,並且相對來說,當前H股銀行股息率更高。同時,不排除保險公司通過股權投資ROE(淨資產收益率)領先優質城農商行實現並表和銀保渠道業務協同、進一步改善業績回報的空間。

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