險企權益類投資空間釋放 保險股全線大漲 3股漲停 中國平安漲超6%
格隆匯7月20日丨新華保險、天茂集團、中國人壽漲停,中國人保漲近8%,中國太保和中國平安漲超6%;西水股份因“暴雷”跌停。近日,險資權益類投資迎來重要舉措:7月15日李克強在國務院常務會議上提出“取消保險資金開展財務性股權投資行業限制,在區域性股權市場開展股權投資和創業投資份額轉讓試點”;7月17日銀保監會發布《關於優化保險公司權益類資產配置監管有關事項的通知》,明確八檔權益類資產監管比例,最高可到占上季末總資產的45%。大中型保險公司投資權益類資產的比例上限,由原來的30%提高到35%。長城證券數據顯示,根據2019年各上市保險公司償付能力充足率,估算出主要上市險企將有逾萬億元權益配置空間可逐步釋放。上市險企中,權益配置空間比例由大到小依次為中國太保>新華保險>中國平安>中國人壽>中國人保>中國太平。

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