中国太平保险控股有限公司(00966.HK)今日盘中大涨8.6%,最高曾攀升至12.88港元,引发市场广泛关注。分析人士认为,这与监管层出台一系列鼓励政策,引导中长期资金入市以及保险资金加大权益投资有关。
近日,中央金融办和中国证监会印发《关于推动中长期资金入市的指导意见》,为培育鼓励长期投资的资本市场生态、发展权益类公募基金、完善各类中长期资金入市配套政策制度等提出了具体举措。与此同时,金融监管总局也表示将优化保险资金运用政策,引导保险公司增加对实体经济的投资力度,投资更多权益类长期资产,以服务新质生产力发展。
业内人士分析指出,作为保险行业龙头,中国太平必将成为首批受益于上述政策导向的公司之一。随着保险资金加大权益投资力度,外资和公众投资者也将对中国太平等优质保险股予以更高关注度,从而推动股价上涨。不过一些分析师也提醒,保险股受益政策导向尚需时日,短期内股价涨幅可能过高,中长期投资者需保持理性。
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