《大行》瑞银料内地保险业新政助提振市场情绪 首选中国平安(02318.HK)目标价70元

阿斯达克财经
Dec 08, 2025

瑞银研究报告指,内地保险业板块日前走强,因国家金融监管总局发布《关于调整保险公司相关业务风险因子的通知》,强化了鼓励长期耐心资本的政策导向,有助提振市场情绪。另外,近期中国国债收益率上升,收益率曲线趋陡,长期而言有利于保险公司,尤其是人寿保险公司,因其带来更高的再投资收益率,以及对内含价值和偿付能力产生正面影响。再者,该行预计部分保险公司已达成年度目标,因此将焦点转为准备明年“开门红”销售表现。而...

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