智通财经APP获悉，内险股集体走高，截至发稿，众安在线(06060)涨4.53%，报16.63港元；中国人保(01339)涨4.15%，报7.03港元；中国平安(02318)涨2.91%，报72.6港元；中国人寿(02628)涨2.8%，报34.5港元。
消息面上，国家金融监督管理总局此前发布保险业全年经营数据。数据显示，2025年保险行业实现原保险保费收入约6.12万亿元，同比增长7.43%。全年赔付支出2.44万亿元，同比增长6.2%。截至2025年年末，行业总资产41.31万亿元，较年初增长15.06%。
华源证券指出，股票运用总体余额为3.73万亿元，同比+53.8%，预计一方面系25年以来二级权益市场行情较优，资产公允价值上升，另一方面系保险资金响应落实中长期资金入市政策、加大权益资产配置。在保费增速较高+权益市场“慢牛”预期下，预计26年保险资金运用余额有望维持两位数增长、权益占比有望延续抬升，资产端投资收益有望推动保险公司盈利改善。
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