港股异动 | 保险股悉数上扬 多家上市险企三季报预喜 政策组合拳带来中长期明确利好

智通财经
Oct 17, 2024

智通财经APP获悉,保险股悉数上扬,截至发稿,中国再保险(01508)涨4.49%,报0.93港元;中国太平(00966)涨3.45%,报14.38港元;新华保险(01336)涨3.01%,报25.7港元;中国人寿(02628)涨2.7%,报16港元。

消息面上,多家上市险企近期陆续发布三季报业绩预喜。10月16日,中国人寿发布业绩预增公告称,预计前三季度归母净利润将同比大增约165%到185%。此前,新华保险中国太保中国人保均先后发布业绩预增公告,预计前三季度归母净利润将实现大幅增长,增长幅度在六七成至翻倍左右不等。对于净利润大增的原因,四家上市险企均将其归结为资本市场回暖使其投资收益大增。

另外,近期政策组合拳对保险行业带来中长期明确利好。国海证券指出,两个会议的超预期政策组合拳,以及市场快速恢复,对上市险企的资产端和负债端两端形成戴维斯共振;互换便利工具有望为保险企业提供新的投资策略,通过增加杠杆的方式,增加投资端的弹性比。国金证券指,在极低基数下,保险股3季报预计利润将大超预期,前三季度利润增速将较上半年大幅提速。

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