尽管近期股价表现强劲,但仍需谨慎选择;买入中国人寿H股、平安和人保财险
高盛·2025-05-28 13:10
27 May 2025 | 5:30PM HKT China Insurance Remain selective despite recent share price strength; Buy China Life H, Ping An and PICC P&C Share prices of the Chinese insurers have outperformed the HSI/CSI300 indices since early March, after a mixed set of FY24/1Q25 results. We believe the outperformance was mainly driven by fund-flow related factors, including potential onshore mutual fund re-balancing and expectations of more inflow to the A-share market, including from insurance funds. With most insurers now ...