摩根大通:个人养老金制度全国推广 中国平安及国寿为主要受益者

美港电讯
13 Dec 2024

【摩根大通:个人养老金制度全国推广 中国平安及国寿为主要受益者】金十数据12月13日讯,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。摩通表示,由于中国平安(02318.HK)及中国人寿(02628.HK)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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