智通财经APP获悉，内险股集体上扬，截至发稿，中国太保(02601)涨3.71%，报23.75港元；中国人寿(02628)涨3.01%，报15.72港元；新华保险(01336)涨2.08%，报31.95港元；中国平安(02318)涨1.89%，报48.4港元。
消息面上，5月7日，金融监管总局局长李云泽在参加国新办新闻发布会时表示，一是进一步扩大保险资金长期投资试点范围，近期拟再批复600亿元，为市场注入更多增量资金；二是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%，鼓励保险公司加大入市力度；三是推动完善长周期考核机制，调动机构积极性，促进实现“长钱长投”。
民生证券指出，保险资金长期投资持续入市，保险投资股票风险因子调降，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。华西证券表示，负债端，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，有望推动上市险企2025年全年NBV实现稳健增长。资产端，2025Q1投资收益率受长端利率阶段性上行影响，该行预计Q2该影响预计有所缓解。
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