智通财经APP获悉，内险股延续跌势，截至发稿，新华保险(01336)跌5.46%，报39.8港元；中国人民保险集团(01339)跌3.66%，报4.875港元；中国人寿(02628)跌2.88%，报22.94港元；中国太保(02601)跌1.74%，报26港元。
消息面上，金融监管总局近日下发《关于开展“快返型”产品排查整改的通知》，“快返型”两全保险产品启动全面排查整改。东海证券指出，“开门红”期间加强监管，杜绝“长险短做”带来的流动性风险。短期“开门红”或面临压力，长期将改善险企负债久期结构和投资端配置稳定性。
华创证券发布研报称，板块逐步交易三季报预期，预计部分弹性险企单季度业绩承压明显，板块整体亦受市场回调影响。负债端方面，三季度高基数+银保65号文新规影响下新单预计显著缩量，拖累NBV增速；产险在强厄尔尼诺现象下大灾赔付预计同比上行，报行合一有望带来费用优化但未完全抵消赔付端负面影响。
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