6月24日下午，中国平安（02318.HK）股价在多重利好因素推动下强劲上涨，盘中大涨5.05%，创下近半年新高，总市值重回万亿元大关。
分析人士指出，此轮涨势主要受以下几个方面因素驱动：首先，金融监管总局近日发布的分红保险新规有利于头部保险公司。新规要求保险公司不得进行"内卷式"的分红水平竞争，这将有利于行业格局优化，对中国平安等大型保险公司构成直接利好。其次，保险行业预定利率下调趋势有望改善新单价值率水平，降低成本收益倒挂情况。再者，公募基金改革推动资金向此前低配的大市值股票倾斜，中国平安作为保险行业龙头有望获得更多资金关注。最后，低利率环境下，保险公司作为"耐心资本"的价值凸显，有利于吸引长期资金。
业内专家表示，作为行业龙头，中国平安在科技赋能、综合金融服务等方面具备明显优势。在当前监管环境和市场格局下，公司有望进一步巩固其市场地位，持续释放投资价值。随着多重利好因素叠加，市场对中国平安的估值预期正在逐步提升。
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