智通财经APP获悉，内险股午后涨幅扩大，截至发稿，中国人寿(02628)涨4.83%，报15.62港元；新华保险(01336)涨4.63%，报31.65港元；中国平安(02318)涨3.55%，报48.15港元；中国太保(02601)涨3.82%，报23.1港元。
消息面上，5月7日，国新办举行新闻发布会，介绍“一揽子金融政策支持稳市场稳预期”有关情况。申万宏源指出，会议明确稳定和活跃资本市场、巩固房地产市场稳定态势的战略定位，对上市险企资产端构成直接利好，下阶段建议关注三重积极因素的积累：1Q25长端利率上行影响下公允价值波动阶段性影响利润表现，预计相应影响将在Q2得到缓解；预定利率调整预期下，看好下阶段新单增速边际改善趋势；分级分类监管导向下，头部优质公司在探索多元化资产配置等方面有望获得进一步政策支持。
中信建投表示，短期资负两端预计稳中向好，长期看好行业竞争格局优化，当前估值仍处低位，建议关注。寿险：强监管下，头部险企优势凸显，市场集中度提升。银保渠道“报行合一”后价值贡献提升，头部险企加大布局，一季度表现好，未来是价值增长引擎。代理人渠道推进“报行合一”和改革，短期有压力，长期利于打造高质量队伍、优化产品结构、改善业务质量。财险：马太效应延续，头部险企盈利稳健，低利率下高股息属性配置价值突出。
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