异动解读 | 中国平安重大举牌引发投资者担忧 股价盘中大跌5.09%

异动解读
Feb 28, 2025

2月28日,保险业巨头中国平安盘中股价大跌5.09%,引发市场广泛关注。这与其近期频繁举牌银行业有关。

分析人士表示,中国平安最近举牌农业银行H股,持股比例升至7.09%,再次引发市场对其高负债经营模式的担忧。同时,高管薪酬过高、收购兼并计划等也引发外界批评。这加剧了市场对该公司未来业绩及资金链风险的担忧,导致投资者抛售导致股价大跌。

不过,部分投资者认为,中国平安的举牌行为可能与其向金融科技转型有关。倘若可以成为银行大股东,有利于渗透银行业务。但其高负债及重资产的商业模式亟待改革,否则仍将面临较大风险。

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