新华保险（01336）今日盘中大涨5.10%，表现强势。
消息面上，保险板块在经历前一交易日的整体承压后出现集体反弹，带动了新华保险的股价修复。公司基本面同样提供支撑，其最新年报显示归母净利润同比增长38.3%，原保险保费收入同比增长14.9%，业绩表现十分亮眼。此外，前日市场对公司分红率下降的担忧导致股价回调，今日则跟随板块一同修复。
机构观点也提振了市场信心。东吴证券指出，保险行业在负债端和资产端均有改善机会，继续看好板块的估值修复空间。具体而言，市场需求依然旺盛，预定利率下调及分红险转型将推动负债成本优化，缓解利差损压力；同时，伴随经济复苏预期，长端利率若修复上行，有望缓解保险公司新增固收类投资的收益率压力。当前保险板块估值处于历史低位，公募基金持仓比例也显著偏低，进一步增强了其吸引力。
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