港股异动 | 内险股午后涨幅扩大 预定利率调整催化8月寿险销售 长端利率上行有助缓解配置压力

智通财经
Sep 29

智通财经APP获悉,内险股午后涨幅扩大,截至发稿,新华保险(01336)涨6.84%,报45.94港元;中国人寿(02628)涨5.46%,报22.4港元;中国太保(02601)涨4.6%,报31.82港元;中国平安(02318)涨2.96%,报53.95港元。

消息面上,国家金融监督管理总局披露保险行业保费数据。2025年1-8月,保险行业保费收入47998亿元,同比增长9.6%;8月单月保险行业保费收入5913亿元,同比增长35.6%。8月单月人身险保费收入4644亿元,同比增长49.7%,预定利率下调催化下的“炒停售”效应持续凸显;财产险保费收入1268亿元,同比增长0.9%。

中信建投发布研报称,近期长端利率小幅上行,有利于缓解险企配置压力,并且当前估值水平过度反映了低利率对险企未来投资收益的压制,并且上市险企积极增配高股息策略来对冲利率下行对净投资收益率的冲击。该行认为当前上市险企估值水平仍处于低位,长期安全边际充足。长端利率企稳回升背景下上市险企估值修复仍有空间。

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. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10