异动解读 | 利好政策助推,中国太保盘中大涨5.02%

异动解读
14 May

中国太保(02601.HK)今日盘中大涨5.02%,引发市场广泛关注。截至发稿,该股报23.80港元。此次涨势与整个保险板块的强劲表现相呼应,反映了市场对保险业前景的积极预期。

消息面上,金融监管总局近期公布了一系列利好政策。其中包括进一步扩大保险资金长期投资试点范围,拟再批复600亿元;调整偿付能力监管规则,将股票投资的风险因子进一步调降10%;推动完善长周期考核机制,以促进"长钱长投"。这些政策措施旨在鼓励保险公司加大入市力度,为资本市场注入更多增量资金。

分析人士普遍认为,这些政策将对保险行业产生积极影响。民生证券指出,保险资金长期投资持续入市,头部险企或更加受益于权益投资空间的打开,有望缓解潜在"利差损"风险。华西证券则表示,寿险预定利率持续压降、个险渠道推进"报行合一"降低负债成本,预计将推动上市险企2025年全年NBV实现稳健增长。这些因素综合作用,推动了中国太保等保险股的上涨。投资者对此反应积极,但仍需警惕市场波动风险。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10