新华保险盘中涨超6%，保险板块全线飘红！分析师：中期业绩、债市调整引爆行情，当前是保险最舒适的环境

每日经济新闻

Aug 29

每经记者|袁园每经编辑|廖丹　　8月29日，A股市场保险板块集体上涨，新华保险盘中一度接近涨停，虽盘中有所回调，但截至午间收盘，保险板块整体上涨超2%。　　有券商分析师在微信受访时对《每日经济新闻》记者分析表示，保险板块上涨一方面因为最近是业绩发布期，从发布的数据来看，这几家的业绩表现都不错；另一方面是因为债市进入调整期，利于作为债市稳定器的保险机构，当前就是保险最舒适的环境。...

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Analyst: Interim results and bond market adjustments set off the market, and it is currently the most comfortable environment for insurance","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601336":1,"01336":1,"03141":1,"09141":0.6},"content_text":"每经记者|袁园    每经编辑|廖丹    \n　　8月29日，A股市场保险板块集体上涨，新华保险盘中一度接近涨停，虽盘中有所回调，但截至午间收盘，保险板块整体上涨超2%。\n　　有券商分析师在微信受访时对《每日经济新闻》记者分析表示，保险板块上涨一方面因为最近是业绩发布期，从发布的数据来看，这几家的业绩表现都不错；另一方面是因为债市进入调整期，利于作为债市稳定器的保险机构，当前就是保险最舒适的环境。\n　　截至午间收盘，保险板块上涨2.22%。其中，中国人保上涨2.53%，中国太保上涨2.28%，新华保险上涨6.17%，中国人寿上涨1.25%，中国平安涨1.07%。\n\n　　对于这轮上涨，券商分析师认为业绩表现是上涨的基础逻辑。\n　　《每日经济新闻》记者注意到，当前A股五大上市险企的半年报已悉数发布。数据显示，上半年，中国平安、中国人寿、中国人保、中国太保，以及新华保险这五大A股上市险企共实现归属于母公司股东的净利润1781.93亿元，同比增长3.7%。\n　　具体来看，上半年中国平安实现归属于母公司股东的净利润680.47亿元，净利润规模最大；中国人寿实现归属于母公司股东的净利润为409.31亿元，同比增长6.9%；中国太保实现归属于母公司股东的净利润278.85亿元，同比增长11%；中国人保实现归属于母公司股东的净利润265.30亿元，同比增长16.9%；新华保险实现归属于母公司股东的净利润148亿元，同比增长33.5%。\n　　从业务端的表现来看，上市险企人身险业务的新业务价值普遍明显提升，财险业务领域则出现综合成本率下降、承保利润上升的趋势。例如，上半年，中国人寿新业务价值实现快速增长，较2024年同期重述结果同比提升20.3%，达285.46亿元；新华保险实现新业务价值61.82亿元，同比增长58.4%；中国太保旗下的太保寿险实现新业务价值95.44亿元，同比增长32.3%；人保财险的财产险综合成本率为95.3%，创近10年同期最好水平；平安产险整体综合成本率为95.2%，同比下降2.6个百分点。\n　　《每日经济新闻》记者注意到，今年4月以来，保险股开始出现上涨趋势，新华保险股价屡创历史新高，中国人保A股股价创近6年新高。\n　　为何保险股节节攀升？上市险企高管认为，这跟外部的政策环境和行业的持续向好有一定关系。“我国经济社会的高质量发展，为保险业带来了历史性发展机遇。”中国人保集团总裁赵鹏在回应股价上涨时表示，我国在科技革命、绿色发展、数字经济、养老保障和服务“新市民”等领域的新空间、新动能，不断催生出丰富的保险新需求，保险业服务中国式现代化建设的质效不断增强，经济减震器、社会稳定器功能日益凸显。特别是中央金融工作会议和保险业新“国十条”，对我国保险业发展进行了系统部署，释放了进一步推动我国保险业高质量发展的鲜明信号。资本市场对于保险业未来发展空间的积极预期，为公司股价上涨提供了坚实基础。\n　　此外，发展环境不断改善，有效促进保险业发展行稳致远。赵鹏表示，近年来监管机构引导保险业回归本源，全面提升保险保障能力和服务水平。车险综合改革、人身险预定利率动态调整机制、银保渠道“报行合一”等政策举措，有效促进行业转型升级和风险防控。中国人保作为头部险企的竞争优势更加突出，成本费用显著降低，发展的稳定性和可持续性不断加强。资本市场对于行业发展环境持续改善的高度认可，为公司股价上涨提供了有效保障。\n　　东莞证券分析称，当前保险行业处于“β属性驱动估值修复+负债端转型夯实根基+资产端权益发力提升收益”的多维共振期。年初以来，A 股险企实现全线上涨，保险板块估值修复逻辑清晰。一方面，负债端转型与渠道重塑，奠定价值根基；另一方面，资产端权益发力，战略布局深化。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：秦艺","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}