港股异动 | 众安在线涨超24%,月内累涨超70%

智通财经
29 May

5月29日,众安在线盘中涨超24%,月内累计涨幅已超70%。

消息面上,香港立法会于2025年5月21日三读通过《稳定币条例草案》。今年年底前,合规的香港稳定币有望正式落地。国金证券指出,众安银行(众安持股43.43%)虚拟资产业务布局深入,有望受益。众安银行是香港首家为稳定币发行方提供储备银行服务的数字银行,与数字资产交易所、稳定币发行方联系紧密,后续有望展开更多合作。

星展银行此前发布研报表示,对众安在线重申"买入"评级。给予12个月目标价20港元,认为众安保险估值处于历史估值低位,随着保险科技生态持续完善、数字银行价值逐步显性化,众安在线有望迎来业绩与估值的上升。该行指出,ZA Bank作为香港首家实现盈利的数字银行,星展银行给予20亿美元估值。按众安43.43%持股比例计算,对应价值约8.87亿美元(约69亿港元),相当于当前市值的39%。若剔除该部分价值,核心财险业务估值仅0.7倍PB,较传统险企1.2倍均值存在显著折价。

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