中国太保（02601）今日盘中大涨5.06%，引发市场广泛关注。此轮涨势主要受到三方面因素推动：公司业绩向好、同业增持，以及保险板块整体走强。
首先，中国太保发布的最新数据显示，2025年1月至7月期间，公司子公司中国太平洋人寿保险股份有限公司累计原保险保费收入为1859.62亿元人民币，同比增长9.0%；子公司中国太平洋财产保险股份有限公司累计原保险保费收入为1286.28亿元人民币，同比增长0.8%。这一业绩表现超出市场预期，显示公司在当前经济环境下仍保持稳健增长。
其次，市场获悉中国平安（02318）近日增持中国太保H股约174万股，增持完成后持股比例达到5.04%，构成举牌。这一举动被市场解读为行业巨头对中国太保投资价值的认可，进一步提振了投资者信心。分析人士指出，中国平安此次举牌可能出于财务考量，看好中国太保的长期投资价值和分红潜力。此外，保险板块整体走强也为中国太保股价上涨提供了有利环境，多家券商认为保险股估值仍有较大上升空间。
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