港股异动 | 保险股集体回暖 险企重心转向2026开局销售 机构预计开门红表现将超预期

智通财经
Dec 02

智通财经APP获悉,保险股集体回暖,截至发稿,中国太保(02601)涨3.23%,报31.98港元;中国财险(02328)涨2.15%,报17.55港元;中国人保(01339)涨2.1%,报6.82港元;中国人寿(02628)涨2.14%,报27.7港元。

消息面上,据证券日报报道,记者近日获悉,多家保险公司2025年年度销售目标已达成或基本达成,工作重心正逐步转向2026年开局。从险企为2026年的开局准备的保险产品来看,分红型人身保险产品是主力。

国泰海通发布研报称,地产对保险公司资产端的影响有限;而从保险负债端来看,越来越多的迹象表明负债端触底回升迹象显现,2026年开门红将呈现超预期表现。该行认为非银板块基本面均有确定性改善的空间,继续看好非银板块的投资机会,尤其是受益居民资金入市的品种。

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