重磅信號釋放！港A股集體異動，保險股大爆發！機構：看多A股改革牛
今日，A股主要指數大幅走強，創業板一度拉昇升逾2%，隨後有所回落，截止發稿升1.22%，滬指升1.1.42%，深成指升0.89%。保險、銅鏈接、證券、農業等方向升幅居前，滬深京三市上升個股近5000只。
港股開盤也衝高，截止發稿，恒生指數升0.57%，恒生科技指數升0.53%，國企指數升0.75%。
富時中國A50指數直線拉昇，盤中一度升超2%，不過隨後有所回落，截至發稿升1.15%。
發佈會與六部委文件雙響
消息面上，兩則利好消息來襲。
今天上午9時，國新辦舉行新聞發佈會，介紹大力推動中長期資金入市，促進資本市場高質量發展有關情況。
證監會主席吳清表示，《關於推動中長期資金入市工作的實施方案》明確未來三年公募基金持有A股流通市值每年至少增長10%。對於商業保險資金，力爭大型國有保險公司從2025年起每年新增保費的30%用於投資A股。
吳清還表示，2025年第二批保險資金長期股票投資試點將在2025年上半年落地，資金規模將不低於1000億元。（詳情點擊查看）
昨日盤後六部門聯合印發《關於推動中長期資金入市工作的實施方案》，明確了五大類中長期資金都將加大入市力度：
一是提升商業保險資金A股投資比例與穩定性；二是優化全國社會保障基金、基本養老保險基金投資管理機制；三是提高企（職）業年金基金市場化投資運作水平；四是提高權益類基金的規模和佔比；五是優化資本市場投資生態。
機構：看多A股資本市場改革牛
華西證券表示，“長錢長投”的生態建設提速，增強A股活力和韌性。根據測算，截至2024Q3，公募基金、保險資金、各類養老金等持有A股流通市值分別為6.2萬億元、2.3萬億元、1.4萬億元，在A股市場中的比重仍較低（分別佔比8.1%、3.1%、1.8%），大部分險資、養老金的股票投資比例距離政策上限也還有較大空間。
此次方案，通過提升投資比例、優化考核機制、優化市場生態等多方面舉措，為中長期資金入市創造了良好的制度環境，將進一步塑造A股“長錢長投”的市場生態，在為A股引入增量資金的同時，也增強資本市場內在的穩定性，為A股走出長牛慢牛奠定基礎。
西部證券表示，打通長期資金入市制度堵點，已經成為我國資本市場建設完善的重要工作，未來我國中長期資金入市有望加快。看好A股的資本市場改革牛，優質的央國企、新質生產力有望迎來長期的價值重估。在融資端，新質生產力是主要的政策支持方向，央國企與核心成分股的市值管理也是重要投資線索。在投資端，中長期資金入市對市場風格也會產生影響。券商等金融機構也是資本市場改革中的核心受益方。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
