保險股集體走強,中國平安H股大升超5%
港A兩地保險股集體大升。港股市場中國太保升6%,中國平安、中國太平升超5%;A股市場新華保險升超5%,中國人壽升超4%,中國平安升超3%。消息面上,國務院近日印發《關於加強監管防範風險推動資本市場高質量發展的若干意見》,據瞭解,這是資本市場繼2004年、2014年兩個“國九條”之後,國務院第三次出台的資本市場指導性文件。其中最引人關注的莫過“大力推動中長期資金入市”,其中提及推動指數化投資,鼓勵保險資金、銀行理財、信託資金等積極參與資本市場,提升權益投資規模。針對保險公司,新“國九條”提出,優化保險資金權益投資政策環境,落實並完善國有保險公司績效評價辦法,更好鼓勵開展長期權益投資。完善保險資金權益投資監管制度,優化上市保險公司信息披露要求。新“國九條”為保險公司和保險公司投資者兩方帶來了利好。有市場人士稱,保險股之前跌幅較大,目前估值較低,此次有望以新“國九條”為契機,展開比較大的反彈。另外,東吳證券還認為,保險股投資機會正逐步從左側轉向右側。當前懸在壽險股估值上方的仍是利差損這一達摩克里克斯之劍,關注2H24預定利率再次下調的可能性,財險股的避險優勢仍將延續。活躍資本市場政策持續加碼,嚴監管肅清市場亂象,為長期資金入市保障制度基礎,保險股票投資收益預期改善。

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