保险行业周报:25Q3险资提升核心权益资产配置

华创证券
Nov 18, 2025

本周行情复盘:保险指数上涨2.62%,跑赢大盘3.71pct。保险个股表现分化,太平+10.96%,人保+3.16%,平安+2.99%,太保+1.91%,新华+1.46%,国寿+1.24%,友邦+1.04%,众安+0.74%,阳光-0.53%,财险-2.75%。10 年期国债收益率1.81%,较上周末持平。本周动态:(1)金融监管总局:①截至2025Q3,险资资金运用余额达到37.5 万亿,其中...

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