金吾财讯 | 保险行业局部走强，截至发稿，白鸽在线（02672）涨12.33%，友邦保险（01299）涨1.25%，宏利金融-S（00945）涨1.18%，保诚（02378）涨1.08%，中国太平（00966）涨0.29%，阳光保险（06963）涨0.27%。消息面上，中信证券发文研究称，国新办发布会宣布《金融强国建设“十五五”规划》正式出台，四部门有关负责人同台解读。金融监管呈“存量出清+资本补充+反内卷”三线并进。保险业定位升格、任务细化、政策体系健全，形成“稳功能、强治理、扩服务、引长钱”四位一体。行业短期保费承压，经营质效有望持续改善，头部机构竞争优势进一步凸显，发展逻辑从“规模驱动”切换为“资本回报驱动”，板块有望在市场贝塔属性之外进一步凸显红利属性。
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