港股异动 | 内险股齐升，中国太平涨超5%，新华保险，中国人寿涨超4%
本周三（6月11日）港股早盘内险股齐升，截至发稿 中国太平 涨超5%， 新华保险 ， 中国人寿 涨超4%：
消息面上，2025年1-4月，保险行业实现原保费收入25954亿元，同比增长2.2%，环比增长1.3pct。其中，人身险合计保费20966亿元，同比增长1.8%；财产险保费4989亿元，同比增长4.1%。
华创证券指出，1-4月保费提速增长，主要边际变化来自寿险转正，或体现市场逐步消化分红险转型、个险报行合一、预定利率下调等影响。
该行表示，向前展望，Q3预计预定利率进一步下调，传统险产品吸引力预计下降，但同时或提升分红险、万能险等浮动收益型产品吸引力。
当前长端利率维持低位震荡，监管持续推动压降负债成本、险企积极发力分红险以及股息策略等多措并举下，“利差损”压力或有望收敛，当前人身险PEV估值普遍处于历史低位。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Most Discussed
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10