大摩：降中国人民保险集团目标价至7.7港元评级“增持”

新浪港股04-15

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　　摩根士丹利发布研报称，将中国人民保险集团（01339）H股目标价由8.4港元下调至7.7港元，评级“增持”，对应2026年预测市账率0.9倍。

　　该行表示，集团2025财年业绩后，下调人保集团2026及2027年寿险业务股东应占纯利预测13.5%及15.8%，主要由于去年寿险业务表现逊预期，而财险及健康险业务预测大致不变。集团层面股东应占纯利及每股盈利预测下调6.4%及6.7%。

　　该行认为，财险业务应维持市场优势，非车险业务放宽监管有利承保表现。健康险业务增长强劲，有望获得进一步重估。寿险业务正追赶同业业务质量。

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大摩：降中国人民保险集团目标价至7.7港元 评级“增持”

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大摩：降中国人民保险集团目标价至7.7港元评级“增持”