智通财经APP获悉，内险股继续走低，截至发稿，中国太保(02601)跌4.67%，报24.5港元；中国人寿(02628)跌3.33%，报15.08港元；中国人保(01336)跌3.9%，报24.65港元；中国人保(01339)跌3.85%，报3.75港元。
消息面上，12月13日，30年国债活跃券2400006下行4.26bp，跌破2%关口。兴业证券指出，若利率大幅下行，将直接影响保险公司投资端固收资产收益。长城证券指出，市场对于保险板块的担忧聚焦在长端利率；三季度业绩超预期已兑现，股价或已被相对充分的交易定价。
东吴证券此前指出，当前市场储蓄需求依然旺盛，在监管持续引导险企降低负债成本趋势下，保险公司利差压力预计逐渐得到缓解。近期十年期国债收益率降至1.96%左右，该行预计，未来伴随国内经济复苏，长端利率若企稳或修复上行，则保险公司新增固收类投资收益率压力将有所缓解。
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