金吾财讯 | 保险股走强，中国太平（00966）涨5.27%，中国人寿（02628）涨2.83%，中国人民保险集团（01339）涨2.54%，中国太保（02601）涨2.36%，新华保险（01336）涨2.06%，中国财险（02328）涨1.94%，中国平安（02318）涨1.03%。山西证券表示，后续重点跟踪险资另类产品月度注册与落地规模及投向分布、预定利率调整与高成本存量保单消化节奏、《保险业“十五五”高质量发展研究》配套细则与《保险法》修订立法进度、中长期资金考核机制权重变化、10月底美联储议息会议对全球风险偏好的影响，以及三季报盈利兑现与PPI修复斜率。东吴证券表示，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10月16日保险板块估值0.43-0.78倍2026EP/EV，处于历史低位，行业维持“增持”评级。
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