中国平安(02318)今日盘中大涨5.05%,成交额接近50亿港元,引发了市场广泛关注。分析人士认为,催涨主要有以下几个原因:
首先,中国平安的储能工厂计划在上海地区建设,预计2025年底就可量产,这标志着其在可再生能源领域的进一步扩张。该工厂年产能规模相当于中国2022年的三分之一,市场前景广阔。
其次,作为保险巨头,中国平安旗下子公司平安人寿、平安资管等近期大举增持农业银行、邮储银行等大型银行股票,合计持股比例均超过20%,充分显示了对这些公司长期发展的信心。银行股目前估值相对合理,而且派息收益率较高,契合保险资金的长期负债配置需求。
最后,多家机构研报对金融监管层未来政策持积极看法,认为将有利于建立更多长期资金进入资本市场,有利于金融行业长期投资发展。综合以上因素,中国平安作为国内领先的金融综合集团,备受机构青睐,因此股价大涨。
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