智通财经APP获悉，保险股集体走强，截至发稿，新华保险(01336)涨9.79%，报28.6港元；中国平安(02318)涨6.96%，报51.5港元；中国太保(02601)涨5.9%，报28.7港元；中国太平(00966)涨5.4%，报14.44港元；中国人寿(02628)涨4.45%，报16.42港元。
消息面上，近期政策组合拳对保险行业带来中长期明确利好。国海证券研报指出，两个会议的超预期政策组合拳，以及市场快速恢复，对上市险企的资产端和负债端两端形成戴维斯共振；互换便利工具有望为保险企业提供新的投资策略，通过增加杠杆的方式，增加投资端的弹性比。东吴证券则表示，近期主要城市限购进一步松绑，政策利好密集释放，地产对保险板块估值掣肘有望被打开。
另外，新华保险近日披露2024前三季业绩翻倍。开源证券认为，展望4季度和全年业绩保持高增。上市险企负债端延续高景气，CSM恢复正增长下承保利润逐步释放，4季度投资端表现有望延续3季度高景气。国金证券指出，在极低基数下，保险股3季报预计利润将大超预期，前三季度利润增速将较上半年大幅提速。
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