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playrealrouletteonline| Changes in Hong Kong stocks: Domestic insurance stocks continue to rise in the first quarter, insurance companies NBV performed well, and the rebound in sector valuation is expected to continue

  智通财经APP获悉playrealrouletteonline,内险股延续涨势,截至发稿,众安在线(06060)涨4playrealrouletteonline.33%,报14.46港元;中国太保(02601)涨3.89%,报18.7港元;中国人寿(02628)涨3.88%,报11.24港元;中国平安(02318)涨3.55%,报39.35港元;新华保险(01336)涨2.53%,报16.1港元。

  信达证券指出,保险一季报陆续出炉,负债端核心指标表现亮眼,建议重视当前资产端复苏带来的估值提振。平安、国寿和太保在去年同期较高基数下,NBV均实现亮眼表现,各大险企负债端改革效果已逐步显现。保险作为有望充分受益“顺周期”的板块,当前估值仍处近年低位,该行认为需要重视当前经济回暖和资本市场改革加速对于险企资、负两端的同时提振。

  国金证券表示,短期来看,股市向上反弹叠加不弱的1季报表现(NBV快速增长,部分公司利润表现略超预期),保险股阶段性的估值反弹将持续。中期静待经济预期好转之下长端利率阶段性抬升的机会,以及负债端的产品转型进展,即刚性负债成本下降和下降之后的销售企稳。

playrealrouletteonline| Changes in Hong Kong stocks: Domestic insurance stocks continue to rise in the first quarter, insurance companies NBV performed well, and the rebound in sector valuation is expected to continue

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