Tiger Brokers

保险股集体走高 中国太平(00966)涨7.30% 机构指险企上半年利润大幅增长

金吾财讯
Jul 20

金吾财讯 | 保险股集体走高，中国太平(00966)涨7.30%，新华保险(01336)涨5.79%，中国太保(02601)涨4.59%，中国人民保险集团(01339)涨3.17%，中国人寿(02628)涨2.79%，中国平安(02318)涨2.56%，中国财险(02328)涨2.26%。东吴证券表示，上市险企2026年上半年利润大幅增长；金融监管总局强化做好防汛救灾和灾后恢复重建金融保险服务工作。1）中国人寿、新华保险和中国太平发布2026年中期预增公告，净利润分别同比增长215%-235%、40%-60%和85%-95%。该机构预计保险公司利润大幅增长主要是由于投资收益显著提升。Q2股市明显回暖，单季度沪深300、万得全A、上证综指分别上涨11.9%、12.8%和5.2%，明显高于上年同期的1.3%、3.9%和3.3%。2）保险行业做好近期防汛救灾和灾后恢复重建。近日，广西、湖北、甘肃等地因降雨大风天气，接连发生水库溃坝、山体滑坡等灾情，造成重大人员伤亡和经济损失。目前，广西、湖北、湖南、广东、贵州、甘肃、重庆、江西、安徽等地保险机构接到暴雨洪涝相关灾害报案32万件，已赔付（含预赔付）超22亿元。3）保险业经营具有显著顺周期特性，未来随着经济复苏，负债端和投资端都将显著改善。2026年7月17日保险板块估值0.43-0.74倍2026EP/EV，处于历史低位，行业维持“增持”评级。

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