金吾财讯 | 保险股多数走高,阳光保险(06963)涨9.36%,中国太平(00966)涨5.21%,中国再保险(01508)涨4.17%,中国太保(02601)涨3.97%,中国人寿(02628)涨3.66%,中国人民保险集团(01339)涨13.03%。东吴证券表示,9·24国新办新闻发布会上,央行行长潘功胜提出创设SFISF,支持符合条件的证券、基金、保险公司通过资产质押,从中央银行获取流动性,可用质押品包括债券、股票ETF、沪深300成分股和公募REITs等。该行认为SFISF有利于“盘活存量、用好增量”,不过,权益市场风险最低资本计量的增加将偿付能力产生压制,同时当前权益资产配置距离上限仍有一定空间。华创证券表示,投资端权益弹性构成本次业绩增幅大超预期的核心要素。924-930政策利好信号频发,提振市场信心,大盘显著回暖。权益市场驱动,叠加投资低基数加持,预计上市险企Q3投资端均有亮眼表现。
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