格隆汇3月17日丨港A两市保险股集体走高，其中昨日公示拟参与H股“全流通”的阳光保险(6963.HK)涨超9%。中金公司认为，“全流通”有利于扩大港股流通市值量，提升市场流动性，有利于资本运作强化股东利益。此外，中金、华泰、东吴等券商此前发布对阳光保险的深度分析研报，给予“跑赢行业”“买入”等评级。券商认为，阳光保险具备高成长性，拥有民营企业的经营活力、具备丰富行业经验的高管团队、聚焦主业发展并注重价值创造等多重核心竞争力，公司在市场估值仍旧有上行空间，或伴随资本市场回暖得到估值的深度修复。
Gelonghui, March 17丨Insurance stocks in Hong Kong and A markets rose collectively. Among them, Sunshine Insurance (6963.HK), which announced yesterday that it plans to participate in the “full circulation” of H shares, rose more than 9%. CICC believes that “full circulation” is conducive to expanding the market value of Hong Kong stocks in circulation, increasing market liquidity, and strengthening shareholders' interests in capital operations. Furthermore, brokerage firms such as CICC, Huatai, and Dongwu previously published in-depth analysis and research reports on Sunshine Insurance, giving ratings such as “outperforming the industry” and “buying.” Brokers believe that Sunshine Insurance has high growth, has multiple core competencies, such as the operating vitality of private enterprises, an executive team with rich industry experience, and a focus on the development of the main business and value creation. The company's valuation still has room for improvement in the market valuation, or has been deeply repaired in valuation as the capital market recovers.
