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野村:内险行业最差时期可能已过去 维持中国平安为长线核心持仓
格隆汇 09-15 12:49

野村发表研究报告指,中国保险行业逐渐发表8月份营运数据,当中寿险的复苏非常缓慢,速度低于该行预期,但保费增长最差时期可能已经过去。另外,财险公司继续复苏势头,8月保费平均增长7%,下半年首2个月增长9%,对比上半年为增长7%。

该行维持中国平安(2318.HK)为长线核心持仓,又相信中国人寿(2628.HK)、新华保险(1336.HK)及中国太平(0966.HK)将受惠于利率反弹。

寿险方面,野村指,新华保险继续保持领先地位,8月保费按年增长10%,主要受积极的业务战略和经纪数量扩张推动,预计8月份首年度保费(FYP)将有正增长。而中国人寿8月保费收入按年跌1%,新业务价值亦放缓。另外,中国平安及中国太保(2601.HK)则仍然受压。

财险方面,野村指,虽然平保及太保的保费收入增长较7月略有放缓,但中国财险(2328.HK)的增长速度远慢于它们,主要受其亏损的信用担保保险业务拖累,8月保费收入按年跌85%。

野村指,最坏的时期或已经过去,但是寿险业务的恢复需要更多时间,又认为由于新冠肺炎疫情对保险的需求并未减弱,甚至由于对大流行的认知提高,保险需求或有所增加,但需要耐心等待。

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