异动解读|友邦保险盘中下跌4.69%,保险板块集体承压叠加下半年业务前景存疑

行情直击
Oct 02

10月2日,友邦保险盘中下跌4.69%,报70.35港元,成交额6.19亿港元。保险板块整体走弱,中国太平跌3.55%、中国人寿跌2.77%、新华保险跌2.49%、中国平安跌2.18%。

消息面上,汇丰近期发布研报指出,友邦保险下半年新业务价值(VONB)前景能见度仍受挑战,尤其核心香港业务承压,公司股价年内跑输恒生金融指数17.8个百分点,部分反映香港VONB增长放缓及内地出境投资监管趋严。此外,此前内地对境外保单收益征收20%个税的消息持续发酵,市场对内地访客新业务(MCV)受影响程度仍存不确定性。上半年公司新业务价值32.12亿美元,同比增10%,但香港销售因MCV高基数效应表现逊预期。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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