【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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.