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红双雄回归:中国人民保险公司两个月市值增加6000亿元_蜘蛛资讯网

来源: 新华社
04:18:03

鄂州仄吠投资有限公司_红双雄回归:中国人民保险公司两个月市值增加6000亿元

????又一个涨停。  2019年春节过后,保险股一路上涨,仿佛看到了2017年的波澜行情。  不同于往昔由相对体量较小的新华、及备受市场认可的平安领涨的行情,这一次保险股的上涨由“红色双雄”,中国保险业的两大副部级央企——人保、国寿领涨。  尤其是集团上市的人保集团,更是走出了一波大行情。年报发布前期,有何惊天“利好”促成这波A股表演秀?业绩、利润,还是有着其他原因?  01  老大人保成妖:6天4个涨停板下载APP 阅读本文更深度报道  最近6个交易日,人保集团A股以4个涨停板领跑保险板块,甚至领涨大蓝筹,以至有股民评论“人保这是成妖的节奏”,甚至有股民调侃“人保,保险中的彩票”。  截止3月4日,人保集团市值达到4263亿元,一举拉开了与太保间的市值差距。人保集团回归A股后,和总资产体量差不多的太保集团市值相差无几,2000亿元平台。期间,太保市值一度还高于人保。  如今,太保市值3179亿元,两者差距千亿元。人保的股价也从上市之初的4.1元,升至3月4日的9.64元。  同日,H股市值方面:人保集团市值1658亿元,换手率3.67%,市盈率8.54;人保财险市值2118亿元,换手率1.13%,市盈率9.10。  还是这一天,人保集团A股换手率21.88%,市盈率25.61。  02  红色双雄领涨保险股:50% VS 30%  相对人保的单边上涨,中国人寿也在过去的6个交易日中,迎来一个涨停和一个9.58%的涨幅。今年以来的大幅上涨,令国寿再度站上8000亿元的市值平台,3月4日其市值达到8768亿元。  事实上,保险板块自2019年初以来表现抢眼,累计涨幅达到30%,在所有板块中排名第四。其中,表现最亮眼的即红色双雄——人保和国寿。  具体数据,人保累计涨幅超过70%,国寿累计涨幅超过50%。中国平安(601318)涨幅29.51%,新华保险为27.16%,最低者中国太保也达到23.30%。  2018年三季度,人保财险净利润已经出现70%的环比下滑,少赚近50亿元。国寿也在2019年初发布公告,净利润预计减少50%--70%。无论是份额还是业绩,均无重磅消息传来,这两只数千亿的大盘股何以动辄涨停,且连续涨停?  03  原因一:新班子“三把火”下的“开门红”  无论是人保还是国寿人事更替后,均迎来新核心高管的首个完整执政年。  2018年人保集团、国寿集团先后迎来新的董事长,缪建民和王滨,均发出令行业印象深刻的“执政纲领”,“3411”工程和“重振国寿”计划。  随后人保和国寿最重要的子公司人保财险、国寿股份迎来新总裁,分别是人保集团副总裁谢一群和国寿集团副总裁苏恒轩。  2019年,作为新董事长+新总裁的首个完整执政年,亦是各自成立的70周年。加之国有金融企业深化改革再起,“保持国有金融资本在金融领域的主导地位,保持国家对重点金融机构的控制力”的定调中,更是需要一份靓丽的业绩。  随后,2019年1月人保、国寿皆迎来超高的保费增速。  人保财险创下9年最高业绩,以543.17亿元的保费拿下财险“三巨头”中最高的增速,达31.18%。作为一家年保费规模近4000亿元的巨头,超过30%的增速意味着什么?同期,其主要竞争对手保费增速为18.66%,保费收入325.46亿元。  从2018年1月的负增长21.34%,到今年1月的正增长24.45%,中国人寿也成为2019年上市寿险巨头“开门红”中唯一实现两位数增长者,且增幅超过20%。  相对主要竞争对手5.22%的保费增速,国寿2019年1月以超过300亿元的保费进一步加大了体量优势,暂缓了源自市场份额的压力。  04  原因二:A股回暖下的投资期待  相对于去年的慢慢熊途,证监会换帅以来A股回暖迹象明显,甚至有步入牛市迹象。  从资金“跑步”入场、场外配资重来,到科创板的推动“衔枚疾进”、政策礼包频送,再到单日交易量破万亿、券商指数一天飙涨9.68%……作为中国资本市场最大的机构投资者之一,权益类投资是保险公司的投资重镇。2018年险资投资股票市场的体量超万亿元,但受累于去年资本市场的大幅下挫,产生约200亿元亏损。  2019年这一波A股的上涨行情,无疑令险资股票投资受益匪浅。以中国人寿为例,其投资于股票市场的资金在2000亿元左右。万亿险资,一个百分点即对应百亿元投资收益。2019年以来,沪深300涨幅已经超过20%。  基于险资巨大的体量,其股票投资以大盘蓝筹股为主。  国内资本市场中,保险股亦存在A股价格远胜H股价格之现象。本文首发于微信公众号:今日保。文章内容属作者个人观点,不代表网立场。投资者据此操作,风险请自担。

you yi ge zhang ting.   2019 nian chun jie guo hou, bao xian gu yi lu shang zhang, fang fu kan dao le 2017 nian de bo lan hang qing.   bu tong yu wang xi you xiang dui ti liang jiao xiao de xin hua ji bei shou shi chang ren ke de ping an ling zhang de hang qing, zhe yi ci bao xian gu de shang zhang you" hong se shuang xiong", zhong guo bao xian ye de liang da fu bu ji yang qi ren bao guo shou ling zhang.   you qi shi ji tuan shang shi de ren bao ji tuan, geng shi zou chu le yi bo da hang qing. nian bao fa bu qian qi, you he jing tian" li hao" cu cheng zhe bo A gu biao yan xiu? ye ji li run, hai shi you zhe qi ta yuan yin?   01   lao da ren bao cheng yao: 6 tian 4 ge zhang ting ban xia zai APP yue du ben wen geng shen du bao dao   zui jin 6 ge jiao yi ri, ren bao ji tuan A gu yi 4 ge zhang ting ban ling pao bao xian ban kuai, shen zhi ling zhang da lan chou, yi zhi you gu min ping lun" ren bao zhe shi cheng yao de jie zou", shen zhi you gu min tiao kan" ren bao, bao xian zhong de cai piao".   jie zhi 3 yue 4 ri, ren bao ji tuan shi zhi da dao 4263 yi yuan, yi ju la kai le yu tai bao jian de shi zhi cha ju. ren bao ji tuan hui gui A gu hou, he zong zi chan ti liang cha bu duo de tai bao ji tuan shi zhi xiang cha wu ji, 2000 yi yuan ping tai. qi jian, tai bao shi zhi yi du hai gao yu ren bao.   ru jin, tai bao shi zhi 3179 yi yuan, liang zhe cha ju qian yi yuan. ren bao de gu jia ye cong shang shi zhi chu de 4. 1 yuan, sheng zhi 3 yue 4 ri de 9. 64 yuan.   tong ri, H gu shi zhi fang mian: ren bao ji tuan shi zhi 1658 yi yuan, huan shou lv 3. 67, shi ying lv 8. 54 ren bao cai xian shi zhi 2118 yi yuan, huan shou lv 1. 13, shi ying lv 9. 10.   hai shi zhe yi tian, ren bao ji tuan A gu huan shou lv 21. 88, shi ying lv 25. 61.   02   hong se shuang xiong ling zhang bao xian gu: 50 VS 30   xiang dui ren bao de dan bian shang zhang, zhong guo ren shou ye zai guo qu de 6 ge jiao yi ri zhong, ying lai yi ge zhang ting he yi ge 9. 58 de zhang fu. jin nian yi lai de da fu shang zhang, ling guo shou zai du zhan shang 8000 yi yuan de shi zhi ping tai, 3 yue 4 ri qi shi zhi da dao 8768 yi yuan.   shi shi shang, bao xian ban kuai zi 2019 nian chu yi lai biao xian qiang yan, lei ji zhang fu da dao 30, zai suo you ban kuai zhong pai ming di si. qi zhong, biao xian zui liang yan de ji hong se shuang xiong ren bao he guo shou.   ju ti shu ju, ren bao lei ji zhang fu chao guo 70, guo shou lei ji zhang fu chao guo 50. zhong guo ping an 601318 zhang fu 29. 51, xin hua bao xian wei 27. 16, zui di zhe zhong guo tai bao ye da dao 23. 30.   2018 nian san ji du, ren bao cai xian jing li run yi jing chu xian 70 de huan bi xia hua, shao zhuan jin 50 yi yuan. guo shou ye zai 2019 nian chu fa bu gong gao, jing li run yu ji jian shao 50 70. wu lun shi fen e hai shi ye ji, jun wu zhong bang xiao xi chuan lai, zhe liang zhi shu qian yi de da pan gu he yi dong zhe zhang ting, qie lian xu zhang ting?   03   yuan yin yi: xin ban zi" san ba huo" xia de" kai men hong"   wu lun shi ren bao hai shi guo shou ren shi geng ti hou, jun ying lai xin he xin gao guan de shou ge wan zheng zhi zheng nian.   2018 nian ren bao ji tuan guo shou ji tuan xian hou ying lai xin de dong shi zhang, mou jian min he wang bin, jun fa chu ling hang ye yin xiang shen ke de" zhi zheng gang ling"," 3411" gong cheng he" zhong zhen guo shou" ji hua.   sui hou ren bao he guo shou zui zhong yao de zi gong si ren bao cai xian guo shou gu fen ying lai xin zong cai, fen bie shi ren bao ji tuan fu zong cai xie yi qun he guo shou ji tuan fu zong cai su heng xuan.   2019 nian, zuo wei xin dong shi zhang xin zong cai de shou ge wan zheng zhi zheng nian, yi shi ge zi cheng li de 70 zhou nian. jia zhi guo you jin rong qi ye shen hua gai ge zai qi," bao chi guo you jin rong zi ben zai jin rong ling yu de zhu dao di wei, bao chi guo jia dui zhong dian jin rong ji gou de kong zhi li" de ding diao zhong, geng shi xu yao yi fen liang li de ye ji.   sui hou, 2019 nian 1 yue ren bao guo shou jie ying lai chao gao de bao fei zeng su.   ren bao cai xian chuang xia 9 nian zui gao ye ji, yi 543. 17 yi yuan de bao fei na xia cai xian" san ju tou" zhong zui gao de zeng su, da 31. 18. zuo wei yi jia nian bao fei gui mo jin 4000 yi yuan de ju tou, chao guo 30 de zeng su yi wei zhe shen me? tong qi, qi zhu yao jing zheng dui shou bao fei zeng su wei 18. 66, bao fei shou ru 325. 46 yi yuan.   cong 2018 nian 1 yue de fu zeng zhang 21. 34, dao jin nian 1 yue de zheng zeng zhang 24. 45, zhong guo ren shou ye cheng wei 2019 nian shang shi shou xian ju tou" kai men hong" zhong wei yi shi xian liang wei shu zeng zhang zhe, qie zeng fu chao guo 20.   xiang dui zhu yao jing zheng dui shou 5. 22 de bao fei zeng su, guo shou 2019 nian 1 yue yi chao guo 300 yi yuan de bao fei jin yi bu jia da le ti liang you shi, zan huan le yuan zi shi chang fen e de ya li.   04   yuan yin er: A gu hui nuan xia de tou zi qi dai   xiang dui yu qu nian de man man xiong tu, zheng jian hui huan shuai yi lai A gu hui nuan ji xiang ming xian, shen zhi you bu ru niu shi ji xiang.   cong zi jin" pao bu" ru chang chang wai pei zi chong lai, dao ke chuang ban de tui dong" xian mei ji jin" zheng ce li bao pin song, zai dao dan ri jiao yi liang po wan yi quan shang zhi shu yi tian biao zhang 9. 68 zuo wei zhong guo zi ben shi chang zui da de ji gou tou zi zhe zhi yi, quan yi lei tou zi shi bao xian gong si de tou zi zhong zhen. 2018 nian xian zi tou zi gu piao shi chang de ti liang chao wan yi yuan, dan shou lei yu qu nian zi ben shi chang de da fu xia cuo, chan sheng yue 200 yi yuan kui sun.   2019 nian zhe yi bo A gu de shang zhang hang qing, wu yi ling xian zi gu piao tou zi shou yi fei qian. yi zhong guo ren shou wei li, qi tou zi yu gu piao shi chang de zi jin zai 2000 yi yuan zuo you. wan yi xian zi, yi ge bai fen dian ji dui ying bai yi yuan tou zi shou yi. 2019 nian yi lai, hu shen 300 zhang fu yi jing chao guo 20.   ji yu xian zi ju da de ti liang, qi gu piao tou zi yi da pan lan chou gu wei zhu.   guo nei zi ben shi chang zhong, bao xian gu yi cun zai A gu jia ge yuan sheng H gu jia ge zhi xian xiang. ben wen shou fa yu wei xin gong zhong hao: jin ri bao. wen zhang nei rong shu zuo zhe ge ren guan dian, bu dai biao wang li chang. tou zi zhe ju ci cao zuo, feng xian qing zi dan.

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