港股异动 | 中国太保(02601)跌超3%领跌内险股 10月保费增速放缓 中长期或存压力
内险股持续走低，截至发稿，中国太保(02601)跌3.05%，报15.92港元；中国人寿(02628)跌1.9%，报10.3港元；新华保险(01336)跌1.16%，报15.28港元；中国财险(02328)跌0.87%，报9.15港元。
中航证券此前指出，上市险企陆续公布了10月保费情况，10月单月来看，行业整体实现保费收入1,384.98亿元，同比下滑2.83%，环比下31.10%。该行认为，10月行业保费收入整体较9月出现较大幅度的下滑，主要是由于进入四季度之后，行业开始筹备开门红产品，导致整体保费收入出现较大幅度环比下滑，与上年同期相比，基本保持相同的节奏。
中邮证券则表示，今年保险业压力较大，短期因素影响较多，但无论是资本市场波动、新金融工具准则实施，还是赔付支出的大增，明年影响将消失\减弱，而代理人改革今年也收尾\基本完成，因此，预计明年业绩改善将是大概率。但中长期来看，受宏观经济降速影响，保费增速多年来台阶式下行，未来保险业成长性预计仍将受制于宏观经济增速。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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