中国平安遭摩根大通减持，这些外资巨头却加仓！

42
3
Favorite

中国平安遭摩根大通减持，这些外资巨头却加仓！

中国基金报2021-08-07

作为A+H两地上市的保险龙头企业，中国平安刚刚又遭股东减持。由于业绩增速放缓，所投项目频频暴雷，今年以来中国平安的股价震荡下跌，低迷不振，市值更是直接蒸发6500亿港元。中国平安刚遭摩根大通减持大股东卜蜂集团两次套现达290亿元港交所权益披露显示，中国平安H股被摩根大通于8月2日在场内以每股平均价68.1324港元减持4130.40万股，涉资约28.14亿港元，减持后最新持股数目为8.61...

Source Link

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.

Report

Comment（3）

阿昌_2030
·2021-08-08
好
Reply
Like
Report
不点小
·2021-08-07
6666666
Reply
Like
Report
康康的
·2021-08-07
但值得注意的是，也有機構頻繁對中國平安進行增持。7月29日，摩根大通剛剛增持中國平安3980.093萬股，每股作價66.8972港元，涉資約爲26.63億港元。增持後最新持股數目約爲9.06億股，最新持股比例爲12.16%。
Reply
6
Report
Fold Replies
- 老八公:
  好
  2021-08-07
  Reply
  Report
- 康康的:
  關注
  2021-08-07
  Reply
  Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1190385170?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/a4975bcb8e86837e1bea3ab798408b0a","is_english":false,"pubTime":"2021-08-07 10:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1190385170","market":"hk","top_or_hot":-1,"title":"中国平安遭摩根大通减持，这些外资巨头却加仓！","media":"中国基金报","content":"<div>\n<p>作为A+H两地上市的保险龙头企业，中国平安刚刚又遭股东减持。由于业绩增速放缓，所投项目频频暴雷，今年以来中国平安的股价震荡下跌，低迷不振，市值更是直接蒸发6500亿港元。\n中国平安刚遭摩根大通减持\n大股东卜蜂集团两次套现达290亿元\n港交所权益披露显示，中国平安H股被摩根大通于8月2日在场内以每股平均价68.1324港元减持4130.40万股，涉资约28.14亿港元，减持后最新持股数目为8.61...</p>\n\n<a href=\"None\">Source Link</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国平安遭摩根大通减持，这些外资巨头却加仓！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国平安遭摩根大通减持，这些外资巨头却加仓！\n</h2>\n\n<h4 class=\"meta\">\n\n2021-08-07 10:18 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为A+H两地上市的保险龙头企业，中国平安刚刚又遭股东减持。由于业绩增速放缓，所投项目频频暴雷，今年以来中国平安的股价震荡下跌，低迷不振，市值更是直接蒸发6500亿港元。\n中国平安刚遭摩根大通减持\n大股东卜蜂集团两次套现达290亿元\n港交所权益披露显示，中国平安H股被摩根大通于8月2日在场内以每股平均价68.1324港元减持4130.40万股，涉资约28.14亿港元，减持后最新持股数目为8.61...</p>\n\n<a href=\"None\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU","symbol_name":"陆金所","start_time":0,"source_url":null,"article_id":"1190385170","we_media_id":"6","thumbnails":["https://static.tigerbbs.com/a4975bcb8e86837e1bea3ab798408b0a"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1190385170","pubTimestamp":1628302739,"sourceInfo":null,"weMediaInfo":{"media_name":"中国基金报","introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"summary":"作为A+H两地上市的保险龙头企业，中国平安刚刚又遭股东减持。由于业绩增速放缓，所投项目频频暴雷，今年以来中国平安的股价震荡下跌，低迷不振，市值更是直接蒸发6500亿港元。\n中国平安刚遭摩根大通减持\n大","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601318":"中国平安","LU":"陆金所","02318":"中国平安","03145":"华夏亚洲高息股","JPM":"摩根大通"},"translate_title":"PING AN was reduced by JPMorgan Chase, but these foreign giants increased their positions!","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6a8b8314d85394b182fbd4e5f24ba239","symbols_score_info":{"601318":0.9,"02318":0.9,"03145":0.9,"JPM":0.9,"LU":0.9},"content_text":"作为A+H两地上市的保险龙头企业，中国平安刚刚又遭股东减持。由于业绩增速放缓，所投项目频频暴雷，今年以来中国平安的股价震荡下跌，低迷不振，市值更是直接蒸发6500亿港元。\n中国平安刚遭摩根大通减持\n大股东卜蜂集团两次套现达290亿元\n港交所权益披露显示，中国平安H股被摩根大通于8月2日在场内以每股平均价68.1324港元减持4130.40万股，涉资约28.14亿港元，减持后最新持股数目为8.61亿股，持股比例由12.11%减持至11.56%。\n\n此前在6月17日，中国平安大股东卜蜂集团也对其抛出的减持计划。根据中国平安的公告，卜蜂集团通过下属子公司于今年1月1日至6月16日期间，以股本衍生工具交付股份的交易方式累计减持公司H股约1.83亿股，占总股本比例1%。中国平安港股今年1月1日到6月16日的区间成交均价为90.81港元/股。以此计算，卜蜂集团这次减持套现约合人民币138亿元。若算上去年减持的2.2亿股的话，卜蜂集团两次合计套现达290亿元。\n\n花旗、小摩、贝莱德等频繁调整持仓\n但值得注意的是，也有机构频繁对中国平安进行增持。7月29日，摩根大通刚刚增持中国平安3980.093万股，每股作价66.8972港元，涉资约为26.63亿港元。增持后最新持股数目约为9.06亿股，最新持股比例为12.16%。\n除了摩根大通外，中国平安还获得贝莱德、花旗集团等机构增持。数据显示，贝莱德于8月2日、3日分别在场内增持110万股、44.2万股，增持后最新持股数目为3.85亿股，持股比例由5.11%减持至5.16%。此外在7月27日，中国平安曾获贝莱德增持463.58万股，涉资约3.08亿港元。\n从数据来看，上述机构对于中国平安的操作较为频繁，不断买入后再卖出。\n以花旗集团为例，在7月29日，花旗集团增持中国平安1.01亿股，每股作价66.8972港元，涉资约为67.57亿港元。增持后最新持股数目约为5.29亿股，持股比例上升为7.09%。但在第二天（7月30日）花旗便卖出112.46万股，目前最新持股比例为6.94%。另外在7月8日、7月27日也是同样的操作手法，先增持，后减持。\n\n在如此频繁的操作下，上述机构的持股占比在年内变化如何呢？以最新数据来看，贝莱德、花旗的持股占比较年初有所增加，但摩根大通、瑞银集团的持股比例相较年初有所减少。\n中国平安市值蒸发超6500亿港元\n花旗将目标价下调至95港元\n近日，花旗发布研究报告称，予中国平安“买入”评级，目标价由119港元下调至95港元，以反映将2021财年的新业务价值预期下调至同比跌7%，并因投资收益减少而将2021/2022/2023财年的每股盈利预测分别削减3%/4%/1%。\n报告中称，预计公司上半年在保费和利润率收缩的拖累下，寿险业务新业务价值将同比下降12.5%；财产和意外伤害保险业务，预期综合成本率将改善2.2个点至95.9%，因担保和意外保险业务的承保盈利能力提高。然而，由于车险改革，车险业务综合成本率预期将回升至97.5%。\n该行表示，投资业务方面，认为在今年第二季，平保将面临所持华夏幸福的股权有100亿至150亿元人民的减值风险及旗下陆金所可转债按市值入帐公平值损失，预计公司税后营运溢利同比增长将在上半年小幅放缓至中单位数水平。\n不过反观中国平安今年以来的股价表现，确实差强人意。曾在1月20日创下阶段新高，达103.6港元/股，但随后便开始了震荡下跌之势。截至目前，该股已经累计跌超33%，市值也随之蒸发超6500亿港元。当前的最新总市值为1.206万亿港元。\n\n中国平安总资产达9.5万亿\n8月2日，2021年度《财富》世界500强排行榜揭晓。据中国平安官方披露，公司凭借持续稳健的业绩增长，以1915亿美元的营业收入位列全球榜单第16位，较去年上升5位，全球金融企业排名第2位，在中国入围企业中排名第5位，蝉联中国内地混合所有制企业第1位。\n\n2020年，平安实现营业收入1.32万亿，净利润1593.59亿元，总资产9.528万亿，个人客户数超2.18亿，互联网用户超5.98亿。\n不过，正是由于中国平安体量庞大，所投项目难免出现“意外”。除了保险、银行等业务外，中国平安还是一家投资公司，近来的投资项目多涉及房地产板块。\n近年来，中国平安曾累计投资540亿拿下华夏幸福，拟507亿接盘方正集团，此外还花费330亿元天价收购凯德集团的来福士项目，一度成为史上最大房地产收购案。\n但是在逆市爆买的同时，也埋下了一个个“爆雷”，频繁踩坑。其中，华夏幸福深陷债务逾期泥潭，截至2021年7月19日，公司累计未能如期偿还债务本息合计732.20亿元。同样，方正集团自2019年开始陆续被爆出债务问题频频。\n除此以外，中国平安的高管也接连变动，副总叶素兰、高管葛明、马明哲等纷纷离任。在保费收入下降、业绩增速放缓的现实状况下，内忧外患的中国平安股价持续低迷。\n多个保险股均遭股东减持\n新华保险遭股东清仓减持\n纵观整个保险行业，似乎今年的表现都不尽人意，股价一片“绿油油”。中国人寿、中国太保、中国人保年内股价均跌超20%，新华保险、中国平安等更是跌超30%。\n\n除中国平安以外，近一月内新华保险、中国人保、中国财险均遭遇股东减持。\n贝莱德减持中国人保。7月14日，贝莱德以每股2.58港元的价格减持中国人民保险集团股份约504.07万股，持股占比减少至4.97%。\n此外，7月30日，花旗集团减持中国财险股份约338.24万股。在此次减持后，花旗集团持有中国财险的股份占比从6.03%减少为5.98%。\n\n更有甚者，瑞士再保险此前直接“清仓”新华保险股份。5月24日，港交所披露易信息显示，瑞士再保险减持新华保险约7785.78万股H股，平均价格为每股29.20港元，共计减持约22.73亿港元。此次减持后，瑞士再保险不再持有新华保险股份。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":891691238,"gmtCreate":1628384503024,"gmtModify":1703505556263,"author":{"id":"3570770516249448","authorId":"3570770516249448","name":"阿昌_2030","avatar":"https://static.tigerbbs.com/1bb16efddca9c24e7879d5ff342d6aaa","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3570770516249448","authorIdStr":"3570770516249448"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891691238","repostId":1190385170,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":891005529,"gmtCreate":1628304539761,"gmtModify":1703504838692,"author":{"id":"4089278888524970","authorId":"4089278888524970","name":"不点小","avatar":"https://static.tigerbbs.com/65b7ac636039fabf7334ee87f860be95","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4089278888524970","authorIdStr":"4089278888524970"},"htmlText":"6666666","listText":"6666666","text":"6666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891005529","repostId":1190385170,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":891009030,"gmtCreate":1628304116420,"gmtModify":1703504830124,"author":{"id":"3587038191942835","authorId":"3587038191942835","name":"康康的","avatar":"https://static.tigerbbs.com/73a7001836b41194d4d68114ab8afcfd","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3587038191942835","authorIdStr":"3587038191942835"},"htmlText":"但值得注意的是，也有機構頻繁對中國平安進行增持。7月29日，摩根大通剛剛增持中國平安3980.093萬股，每股作價66.8972港元，涉資約爲26.63億港元。增持後最新持股數目約爲9.06億股，最新持股比例爲12.16%。","listText":"但值得注意的是，也有機構頻繁對中國平安進行增持。7月29日，摩根大通剛剛增持中國平安3980.093萬股，每股作價66.8972港元，涉資約爲26.63億港元。增持後最新持股數目約爲9.06億股，最新持股比例爲12.16%。","text":"但值得注意的是，也有機構頻繁對中國平安進行增持。7月29日，摩根大通剛剛增持中國平安3980.093萬股，每股作價66.8972港元，涉資約爲26.63億港元。增持後最新持股數目約爲9.06億股，最新持股比例爲12.16%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/891009030","repostId":1190385170,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5455523,"gmtCreate":1628327045571,"gmtModify":1663232055827,"authorId":4087300025751020,"author":{"id":4087300025751020,"idStr":"4087300025751020","authorId":4087300025751020,"name":"老八公","avatar":"https://static.tigerbbs.com/e27256ede8324832365cde987fa4cf48","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":891009030,"type":1,"supId":0,"prevId":0,"content":"好","text":"好","html":"好"},{"id":5452908,"gmtCreate":1628304181480,"gmtModify":1663232043729,"authorId":3587038191942835,"author":{"id":3587038191942835,"idStr":"3587038191942835","authorId":3587038191942835,"name":"康康的","avatar":"https://static.tigerbbs.com/73a7001836b41194d4d68114ab8afcfd","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.14","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":891009030,"type":1,"supId":0,"prevId":0,"content":"關注","text":"關注","html":"關注"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":42,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}