东吴证券指出，本次举牌体现了新华保险对资本市场长期发展的信心，并看好券商合并投资机遇。该行指出，今年以来监管政策积极，着力活跃资本市场，引导长期资金入市。券商作为资本市场重要参与者和中介方，有望在活跃资本市场的背景下持续受益。目前H股券商估值具有吸引力，香港中资券商指数估值仅0.75倍PB。China-affiliated brokerage stocks collectively rose, as of the time of publication, swhy (06806) increased by 2.82%, closing at 2.55 Hong Kong dollars; china international capital corporation (03908) rose by 2.58%, closing at 14.32 Hong Kong dollars; china merchants (06099) rose by 2.44%, closing at 15.92 Hong Kong dollars; citic sec (06030) rose by 1.79%, closing at 22.7 Hong Kong dollars.
According to the Intellicast Financial APP, China-affiliated brokerage stocks collectively rose, as of the time of publication, swhy (06806) increased by 2.82%, closing at 2.55 Hong Kong dollars; china international capital corporation (03908) rose by 2.58%, closing at 14.32 Hong Kong dollars; china merchants (06099) rose by 2.44%, closing at 15.92 Hong Kong dollars; citic sec (06030) rose by 1.79%, closing at 22.7 Hong Kong dollars.
On the news side, on December 4th, new china life insurance's official website announced the acquisition of haitong sec's H shares, marking the first time that insurance funds have acquired shares in a brokerage firm within the past five years. After acquiring haitong sec's H shares, new china life insurance has increased its shareholding three more times. On November 28th, new china life insurance increased its holdings of haitong sec's H shares by 4 million shares through the Hong Kong Stock Connect trading method in one single auction, resulting in a total ownership of 5.02% of H shares and a book balance of 1.065 billion yuan. According to haitong sec's announcement, on November 29th, December 2nd, and 3rd, new china assets successively bought 7.9728 million shares, 8 million shares, and 8 million shares respectively, with the latest holdings totaling 0.195 billion shares, representing 5.72% of H shares and 1.49% of the total share capital.
Soochow Securities pointed out that this stock acquisition reflects new china life insurance's confidence in the long-term development of the capital markets and its bullish outlook on investment opportunities in the brokerage sector. The firm stated that regulatory policies have been proactive this year, focusing on activating the capital markets and guiding long-term funds into the market. Brokerage firms, as important participants and intermediaries in the capital markets, are expected to continue benefiting from an active capital market environment. Currently, the valuation of H-share brokerages is attractive, with the Hong Kong-listed china-affiliated brokerage index valued at only 0.75 times PB.
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