金吾财讯 | 保险股午后走高，截至发稿，中国太平(00966)涨9.38%，中国太保(02601)涨7.42%，中国人民保险集团(01339)涨6.61%，中国再保险(01508)涨6.32%，中国人寿(02628)涨5.64%，新华保险(01336)涨5.11%。华泰证券表示，5月7日，一行一局一会召开新闻发布会，提出多项政策稳定市场预期、加大险资入市力度。保险行业关系密切的政策包括“大型保险集团资本补充已经提上日程”，下调保险公司股票投资偿付能力风险因子10%，再批复保险公司长期股票投资试点600亿元。此外还有保险业支持外贸和科技行业的相关政策。该行认为这些政策有利于进一步推动保险资金入市，鼓励保险公司长期投资。补充资本的提法更多是未雨绸缪，提前布局，以应对低利率下保险行业经营面临的潜在不确定性。该行认为政策总体更有利于行业头部公司。
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