智通财经APP获悉，高盛发布研报称，对中国人民保险集团(01339)H股及人保(601319.SH) A股的评级分别为“中性”和“沽售”，基于分类加总估值法给出的12个月目标价为6.8港元和6.5元人民币。该行对中国财险(02328)给予“买入”评级，基于股东权益回报率估值法给出的12个月目标价为19.7港元。
高盛于亚洲金融企业日接待了中国人民保险集团及中国财险的管理层及投资者关系团队。针对财险业务，公司重申将重点提升非车险业务的成本效益，并预期新能源车险的承保环境将进一步改善。寿险开门红销售迄今符合公司预期，且公司认为，随着长缴费期限产品销售贡献提升，可能带来利润率扩张。关于分红，人保集团的长期目标是为股东提供可持续的每股股息增长，并表示会将股息率纳入考量。
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