美银证券:人保集团(01339.HK)增资摊薄有限 重申“买入”评级 目标价7.8港元

智通财经
Sep 07
【美银证券:人保集团(01339.HK)增资摊薄有限 重申“买入”评级 目标价7.8港元】智通财经APP获悉,美银证券发布研报称,人保集团(01339.HK)宣布向最大股东财政部发行不超过150亿元人民币A股新股集资。财政部于2026年上半年持有该集团总股本约60.8%、A股约75.8%,配售价将在股东及监管批准后、正式发行日公布时,按前20个交易日均价厘定。该行认为摊薄有限,维持盈利预测及目标价不变,重申H股“买入”评级,目标价7.8港元;由于A股较H股溢价达约50%,该行予人保A股(601319.SH)“跑输大市”评级,目标价6.76元人民币。

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