獨家場內產品·香港銀行LOF(501025)錄得5連陽漲幅4.79%,又有兩家險資舉牌銀行H股
今日港股震盪調整,科技股飄綠,銀行板塊表現活躍,匯豐、中國銀行、中銀香港分別漲0.95%、0.85%和0.82%,帶動全市場獨家場內產品·香港銀行LOF(501025)盤中漲0.91%,錄得5連陽,累計上漲4.79%。消息面上,瑞衆保險3月12日增持中信銀行H股300萬股,持股比例突破5%,觸發舉牌。此外,港交所最新信息顯示,平安人壽3月13日再度增持607.75萬股招商銀行H股,持股比例升至10%,二度觸發舉牌。截至目前,今年已有10家上市公司被險資舉牌,其中5家銀行股。業內分析,多重因素作用下,險資對於權益資產尤其是紅利資產的配置比例處於上升通道。在此背景下,保險公司在考慮增配權益類資產時,銀行股這類發展穩健的高股息股票是非常重要的配置標的。南向資金今年爆買3849億港元的背後,險資的力量不容小覷。中金公司數據顯示,高分紅及科技股爲南向資金主要增持板塊,部分險資仍在持續配置港股高分紅標的。建設銀行、工商銀行、中國銀行、農業銀行今年分別被增持63.62億港元、128.78億港元、133.99億港元、73.3億港元,港股通持股市值排名位列全部港股通標的的第2、第3,第5和第6,南向持股比例分別升至11.4%、36.5%、27.5%和40.6%。
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