智通财经APP获悉，保险股集体回暖，截至发稿，新华保险(01336)涨3.25%，报49.56港元；中国人寿(02628)涨2.77%，报29.72港元；中国太保(02601)涨1.18%，报35.54港元；中国财险(02328)涨1.01%，报14.93港元。
消息面上，金融监管总局发布2026年一季度银行业保险业主要监管指标数据情况，2026年一季度末，保险公司和保险资产管理公司总资产42.5万亿元，较年初增长2.8%。此外，2026年一季度，保险业实现保费收入2.31万亿元，同比增长6.2%。
中信建投发布研报称，存款搬家与“反内卷”政策有望驱动负债端保持较快增长，4月以来权益市场回暖有望增厚利润，当前估值具备较高安全边际。华西证券则表示，存款迁移带来的保险市场需求依然旺盛，分红险转型推进将带来利差损压力缓释，行业景气度向好。当前主动基金对保险板块配置仍欠配。
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