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中金料内险中期利润大增七成推荐国寿(2628.HK)、财险(2328.HK)
格隆汇 07-22 11:04

中金公司发表研究报告预期,中国保险行业的中期利润将大增70%,超出市场预期。当中,该行推荐中国人寿(2628.HK)和中国财险(2328.HK)等

中金公司表示,内险行业的中期利润大增,主要受惠于上半年股票投资收益显著提升和保险行业税收新规带来的2018年税收返还,预计中国财险、中国人寿、中国太平(0966.HK)的利润将超过市场预期,而中国太保(2601.HK)、新华保险(1336.HK)和中国太平的增长则低于预期。

该行又指,寿险新业务价值表现差异显著,预计中国人寿增长20%,大幅领先同业,而中国平安则有5%增长。内险行业中期利润超出预期、板块低估值、流动性宽松或令A股反弹等,均有望带动下半年保险业股价表现。

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