阳光保险(6963.HK)涨超6%,最高触及3.34港元,创逾一个月以来新高。其他保险股方面,中国太平涨超5.7%,中国再保险、中国人保涨超4%,中国人寿、中国太保、中国平安涨超3%。 摩根士丹利此前发表研报指,考虑到稳定的利率、健康的保险销售趋势及持续以质量为重心的转型等因素,认为保险股具吸引力。该行相信,大部分保险股今年次季的新业务价值增长将录得改善,主要由于基本面稳健。 另外,国金证券发布研报称,寿险板块基本面处于偏左侧的位置,利差绝对额相对平稳,销售端在产品转型期,代理人渠道低迷但是银保市占率大幅提升。当前估值仍然非常便宜,同时可以获取市场上涨的期权,建议关注长期配置价值。(格隆汇)
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