金融监管总局将进一步扩大保险资金长期投资的试点范围 保险股普升 友邦保险(01299)涨3.33%

金吾财讯
07 May

金吾财讯 | 保险股普升,友邦保险(01299)涨3.33%,中国人寿(02628)涨2.74%,新华保险(01336)涨2.36%,中国再保险(01508)涨2.17%,中国平安(02318)涨1.62%。国家金融监管总局局长李云泽表示,充分发挥保险资金作为耐心资本和长期资本的作用,加大入市稳市力度,下一步将推出三条措施支持稳定和活跃资本市场。一是扩大保险资金长期投资的试点范围,近期拟批复600亿元,为市场注入更多增量资金;二是调整偿付能力的监管规则,将股票投资的风险因子进一步调降10%,鼓励保险公司加大入市力度;三是推动长周期的考核机制,促进长钱长投。中信证券研报认为,保险行业一季报总体超预期,有三个验证:新业务价值高增长验证了头部公司正受益市场洗牌,部分头部公司分红险转型成效验证了公司从类自营走向类资管商业模式的可行性,核心偿付能力充足率的大幅改善验证了头部公司过去五年拉长资产久期积累了大量浮盈。中信证券重申保险板块强于大市的判断,上市保险公司均有配置价值。

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