智通财经APP获悉，内险股今日延续近期跌势，截至发稿，新华保险(01336)跌3.59%，报38.08港元；中国人民保险集团(01339)跌2.66%，报4.76港元；中国人寿(02628)跌2.08%，报22.62港元；中国太保(02601)跌1.85%，报25.42港元。
消息面上，今年三季度A股和H股表现均显著落后上年同期，叠加险企权益配置规模持续提升，预计将对利润产生较大影响。申万宏源研报指出，高基数+新版报行合一+权益市场波动影响下，三季度业绩增速承压已成为共识。
华创证券认为，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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