申万宏源指出，“走出去”既是指保险业务“走出去”，也是指保险资产“走出去”，在聚焦压降负债成本的基础上，利差损风险化解或将迎来新的可行性方案，建议关注后续头部企业境外资产配置及业务扩张的边际变化。该行表示，预计“改革”仍将是下阶段保险行业发展关键词。Domestic insurance stocks were higher at the end of the session. As of press release, Xinhua Insurance (01336) rose 4.66% to HK$23.6; China Taiping (00966) rose 4.07% to HK$12.26; China Life (02628) rose 4.06% to HK$14.86; and Ping An of China (02318) rose 3.49% to HK$46.
The Zhitong Finance App learned that domestic insurance stocks were higher at the end of the session. As of press release, Xinhua Insurance (01336) rose 4.66% to HK$23.6; China Taiping (00966) rose 4.07% to HK$12.26; China Life (02628) rose 4.06% to HK$14.86; and Ping An of China (02318) rose 3.49% to HK$46.
According to the news, on November 19, HKMA Director Li Yunze stated at the 3rd International Financial Leaders Investment Summit that “Chinese banks and insurance institutions are encouraged to establish overseas regional headquarters in Hong Kong, and support banks and insurance institutions in the two places to strengthen all-round collaboration to provide one-stop financial services for Chinese enterprises to 'go out'.” Earlier, the new “Ten Rules of the State” mentioned “steady promotion of global asset allocation” and “encouraging Chinese insurance institutions to steadily expand overseas business.”
Shen Wan Hongyuan pointed out that “going global” means not only “going global” in the insurance business, but also “going global” for insurance assets. On the basis of focusing on reducing debt costs, interest spread risk mitigation may usher in new viable solutions. It is recommended to pay attention to marginal changes in overseas asset allocation and business expansion of leading enterprises in the future. The bank said it is expected that “reform” will still be the key word in the next stage of the development of the insurance industry.
