小摩：降中国再保险(01508)目标价至1.4港元评级“中性”

智通财经05-14

智通财经APP获悉，小摩发布研报称，中国再保险(01508)作为全球八大再保险公司之一，在中国内地市场占有率近50%踞主导地位，其投资主题与全球再保险承保趋势密切相关。2026年第一季，全球主要同业的财险再保险综合成本率介乎66.8%至83.6%，表现远较市场忧虑为佳，该行认为，中国再保险今年至今累跌23%，而同期恒指上升3%，近月跑输大市的表现属过度。小摩将中国再保险目标价由1.6港元下调至...

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小摩：降中国再保险(01508)目标价至1.4港元 评级“中性”

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小摩：降中国再保险(01508)目标价至1.4港元评级“中性”