金吾财讯 | 保险股尾盘集体冲高，新华保险(01336)涨10.7%，中国人寿(02628)涨8.17%，中国平安(02318)涨6.47%，众安在线(06060)涨6.11%，中国人民保险集团(01339)涨5.39%。东海证券表示，五家A股上市险企2024年前三季度归母净利润合计同比增长78.3%，其中纯寿险公司中国人寿和新华保险同比涨幅领先，分别达173.9%和116.7%，而综合险企中国平安、中国太保、中国人保亦表现亮眼，同比分别增长36.1%、65.5%和77.2%，利润上涨主要系权益市场上行推动的投资端持续改善，其中中国人寿、中国人保三季度单季净利润同比大幅增长17.6倍和20.9倍。新“国十条”聚焦强监管、防风险框架下的高质量发展，并以政策支持优化产品设计、提升渠道价值，建议关注具有竞争优势的大型综合险企。开源证券指出，向后展望，利好政策持续出台支持保险业高质量发展，保险“新国十条”指明发展方向，中长期资金入市指导意见+SFISF工具松绑资产端，支持大力发展商保年金利好产品多元化供给。负债端有望延续高质量增长，负债成本持续调降缓解利差损风险，保险板块估值中枢上行。
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