6月24日下午，中国平安股价表现强势，盘中大涨5.05%，创下近半年来新高。截至下午3点05分，该股报49.65港元。分析人士指出，多重利好因素叠加推动了平安股价的上涨。
首先，金融监管总局近日下发的分红险新规被视为利好头部险企。新规要求保险公司避免"内卷式"的分红水平竞争，这有利于行业良性竞争，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再次受到市场关注，这被视为行业降低负债成本、实现可持续发展的重要举措。
此外，公募基金改革也刺激了资金加仓"欠配"标的。数据显示，公募基金对中国平安的持仓比例较低，存在较大回补空间。最后，低利率环境下，居民财富从储蓄存款向分红险等长期保险产品迁移的趋势也被认为有利于保险行业。中信证券近日发布研报指出，当前周期下上市保险公司正处于右侧配置窗口，建议重点关注中国平安等龙头企业。
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