小摩:内险获财政部注资摊薄风险较低 建议趁低吸纳中国人寿(02628.HK)及中国平安(02318.HK)

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【小摩:内险获财政部注资摊薄风险较低 建议趁低吸纳中国人寿(02628.HK)及中国平安(02318.HK) 】智通财经APP获悉,摩根大通发布研报称,主要国有保险公司公布资本补充计划,包括财政部向中国人寿集团及中国太平集团分别注资350亿元及70亿元人民币,并认购中国人民保险集团(01339.HK)A股私募配售最多150亿元人民币。该行认为,虽然消息表面令人意外,但结构更令人安心,资金主要注入母集团层面,而非要求中国人寿(02628,601628.SH)等上市保险公司向市场再融资;中国人民保险集团潜在股权融资亦主要限于A股上市实体,有助缓解上市保险公司即时摊薄忧虑。

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