10月21日，港股保险股盘中延续强势，中国人寿涨超6%，中国太平、新华保险涨超4%，中国平安、中国太保涨超3%。
消息面上，近期多家险企发布2025年前三季度业绩预增公告。中国人寿预计前三季净利润1568-1777亿元，同比增长50%-70%；新华保险预计前三季净利润299.9-341.2亿元，同比增长45%-65%；中国财险预计前三季净利润375-428亿元，同比增长40%-60%。
光大证券发布研报称，受益于权益投资收益增长，业绩大超预期。该行认为2025年前三季度三家上市险企在去年同期“924行情”带来的较高基数下进一步实现利润高增的共同原因为股票市场回稳向好推动权益投资收益同比大幅增长，其中第三季度沪深300指数累计上涨17.9%，涨幅较去年同期扩大1.8pct。该行指出，股票仓位明显提升，险企资产端弹性加大。
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