【券商聚焦】摩根大通指中国平安(02318)及中国人寿(02628)或受益于个人养老金制度全国推广

金吾财讯12-13

金吾财讯 | 摩根大通发表研究报告指，中国的个人养老金制度自本月15日起将扩展至全国。该行初步估计，随着政策全面扩展，将会带来庞大的新市场机会。假设政策进一步发展，包括提高扣税上限，私人养老金储备余额的增长可能更接近OECD的平均水平，意味着规模将大幅扩张。内险公司未来几年的新寿险销售量将有强劲的额外增长。该行表示，由于中国平安(02318)及中国人寿(02628)的业务模式，及拥有稳健的资产负债表，相信它们将成为政策主要受益者。另外，这个发展亦有利于其他内险参与者，料可为这些公司带来额外的业务增长潜力。

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href=1949591><strong>金吾财讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | 摩根大通发表研究报告指，中国的个人养老金制度自本月15日起将扩展至全国。该行初步估计，随着政策全面扩展，将会带来庞大的新市场机会。假设政策进一步发展，包括提高扣税上限，私人养老金储备余额的增长可能更接近OECD的平均水平，意味着规模将大幅扩张。内险公司未来几年的新寿险销售量将有强劲的额外增长。该行表示，由于中国平安(02318)及中国人寿(02628)的业务模式，及拥有稳健的资产...</p>\n\n<a href=\"1949591\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0197773160.USD","symbol_name":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" 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