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Insure 2023-01-17T11:58 財經茄呢啡 據《財新》引述多名業內人士指,新華保險(滬:601336)前董事長萬峰於去年11月下旬起失聯。新華人壽證券部有關負責人回應稱,萬峰2019年已經離職,不清楚他個人具體情況,公司內部經營沒有受到此事影響。新華保險跌1.6%。保險股同跌,中國人保(滬:601319)跌1.1%。
Insure 2023-01-17T11:58 財經茄呢啡 1月17日上午,保險股震蕩下降,中國人壽跌超5%,中國太保跌近3%,中國人保、中國平安、新華保險跟跌。
Insure 2023-01-17T11:58 財經茄呢啡 36氪獲悉,保險股震蕩調整,截至發稿,中國人壽跌超5%,中國太保跌近3%,中國人保、中國平安、新華保險跟跌。
Insure 2023-01-17T11:58 財經茄呢啡 保險股震蕩下降中國人壽跌超5%:中國人壽跌超5%,中國太保跌近3%,中國人保、中國平安、新華保險跟跌。
Insure 2023-01-16T11:56 財經茄呢啡 從股價漲幅來看,WIND數據顯示,2022年11月以來,中國平安A股漲幅達40.83%。H股漲幅達91.08%;中國人壽A股漲幅達39.55%,H股漲幅達73.80%;中國太保A股漲幅達33.37%,H股漲幅達58.77%;新華保險A股漲幅達38.04%,H股漲幅達80.18%;以財險為主的中國人保A股漲幅較小,為8.25%,H股漲幅達22.12%。
Insure 2023-01-16T11:56 財經茄呢啡 沽空 $1.85百萬; 比率 1.441% 的評級調降至「中性」,隨著非壽險承保保費調降、理賠正常化和更高的理賠通脹,建議從去年表現強勁的中國(中國財險和人保集團)/南韓(現代MF和東部財產保險)保險股套利;對澳洲及日本市場持積極態度。
Insure 2023-01-16T11:56 財經茄呢啡 截至1月13日記者發稿,4家A股上市險企公布了2022年年度保費(注:文中保費皆指原保險保費收入)數據,呈現「兩增兩降」。同一時間,銀保監會最新公布的數據顯示,2022年前11個月,保險行業共實現保費收入約4.37萬億元,按可比口徑同比增加4.95%。從2023年的行業發展趨勢看,業內人士對財險行業繼續維持樂觀,同一時間期待人身險行業的邊際改善。從資本市場來看,保險股近期迎來了「跨年紅」行情。
Insure 2023-01-16T11:56 財經茄呢啡 保險板塊今周活躍,其中龍頭中國平安漲超5%,天茂股權、新華保險等均大漲超5%。對於保險股近期的強勢,東吳證券指出,相比銀行板塊,同樣受益於地產政策轉向以及長端利率回升,保險股優勢在於嚴重超跌+估值分位數更低;相比券商板塊,同樣受益於交投活躍度回暖增長板塊估值與業績預計,保險股優勢在於在本輪市場反彈量能相對略顯不足的背景下,今年一季度板塊盈利增速彈性有望更佳。
Insure 2023-01-14T11:56 財經茄呢啡 從股價漲幅來看,WIND數據顯示,2022年11月以來,中國平安A股漲幅達40.83%。H股漲幅達91.08%;中國人壽A股漲幅達39.55%,H股漲幅達73.80%;中國太保A股漲幅達33.37%,H股漲幅達58.77%;新華保險A股漲幅達38.04%,H股漲幅達80.18%;以財險為主的中國人保A股漲幅較小,為8.25%,H股漲幅達22.12%。
Insure 2023-01-14T10:06 財經茄呢啡 市場看好內險銷售隨疫情防控放寬而上升,內險股繼續向好,中國太保(2601)升5.47%,中國平安(2318)升3.58%。
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