Tiger Brokers

保险股强势 新华保险(01336)涨2.89% 机构指行业二季度盈利表现表现亮眼

金吾财讯
Jun 05

金吾财讯 | 保险股强势，新华保险(01336)涨2.89%，中国人寿(02628)涨2.29%，中国太平(00966)涨2.19%，中国太保(02601)涨1.28%，中国平安(02318)涨1.40%，中国人民保险集团(01339)涨1.38%。华泰证券表示如果6月市场表现稳定，二季度或成为保险行业今年盈利表现最亮眼的一个季度。该机构估计上市各保险公司2Q26的税前利润（中位数）有望同比增长23%-171%，相较于1Q2630%-50%的下滑明显反弹。今年以来，保险板块受一季度市场波动和盈利下滑，以及二季度以来较为极致的结构性市场行情影响，股价普遍下行10%-30%。PB（MRQ）估值已经较年初高点有大约两成左右的下降，估值安全边际显现，对Q2可能的盈利反弹反应不多，盈利与估值反差的张力不断累积。负债端仍然保持良好增长势头，行业基本面依然坚实。随着Q2临近结束，业绩反弹有望成为市场重新审视保险行业价值的重要催化剂，建议重视二季报投资机会。中国银河证券发布研报称，2026年作为“十五五”开局之年，保险业迎来资产端改善与负债端转型的双重机遇。资产端，资产配置赢来多元优化空间，权益市场“健康牛”背景下保险行业投资收益压力有望缓解。负债端，分红险成为新单保费贡献核心，人身险预定利率企稳降低“炒停售”依赖，低利率时代“存款搬家”效应激发负债端潜力持续释放，看好保险行业估值修复空间。

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