港股异动|内险股普涨基本面强劲券商纷纷看好
格隆汇8月19日丨内险股普涨,其中中国财险(2328.HK)、中国人寿(2628.HK)和中国太平(0966.HK)均涨超3%。1月份至7月份,中国人寿、中国平安、中国太保、新华保险、中国人保这5家险企保费合计为1.57万亿元,同比增长8.7%。其中,人保与平安增速相对较快。今年上半年,保险资金累计实现投资收益4715亿元,年化财务投资收益率5.56%,比去年同期提高了0.8个百分点。受益于基本面向好,券商纷纷看好保险股。券商认为保险股的投资价值主要有以下几大因素:在保费端,随着转型持续深入,今年上半年上市险企推动保障型业务,为未来利润增长带来后劲;在投资端,随着今年上半年权益市场的上涨,险企投资业务收益有望大幅提升;政策层面,随着保险业减税降费政策落地,上市险企利润有望大幅增厚。
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