金吾财讯 | 保险股走强，中国人寿（02628）涨4.12%，中国人民保险集团（01339）涨3.16%，中国财险（02328）涨3.16%，中国平安（02318）涨2.87%，中国太平（00966）涨2.44%，中国太保（02601）涨2.17%，新华保险（01336）涨2.04%。交银国际表示，国家金融监管总局近期发布数据显示，1H26保险行业主要指标保持平稳增长，资产规模持续扩容，保费收入、赔款与给付支出等同比增速处于合理水平，特别是2Q26以来财险业务结构优化、增收动能进一步增强。受资本市场表现影响，投资收益曾在1Q26对保险公司盈利形成一定扰动，但2Q26得到明显改善，有望驱动上半年归母净利润整体向好。当前港股保险板块估值尚处于历史低位，安全边际充足，特别是龙头险企在资本市场回暖与行业盈利修复共振下具备相对突出的配置价值。
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