智通财经APP获悉，内险股集体回暖，截至发稿，中国人寿(02628)涨7.99%，报30.26港元；新华保险(01336)涨6.53%，报53.05港元；中国太保(02601)涨3.23%，报29.42港元；中国平安(02318)涨1.58%，报54.7港元。
消息面上，6月17日，国家金融监管总局局长丁向群在2026陆家嘴论坛发表讲话，释放多项重要政策信号。广发证券指出，讲话明确"加快推动保险法修订出台"，强调"坚定推行保险业报行合一"，提出"强化融资支持和保险保障"以服务科技创新，并宣布推动上海国际再保险中心建设及国际航运保险合作，标志着保险业在监管顶层设计层面的定位持续提升，有望为行业中长期高质量发展提供制度保障。
国金证券指出，资金面扰动下保险板块整体回调。但4月以来市场整体回暖，预计险企Q2投资收益将明显改善，带动净利润实现高增；同时负债端延续高景气，进一步夯实业绩增长基础，看好Q2业绩高增带来的保险股股价修复。
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