保险股持续走低 新华保险(01336)跌4.87% 机构指利率下行将直接影响保险公司投资端固收资产收益

金吾财讯
13 Dec 2024

金吾财讯 | 保险股持续走低,截至发稿,新华保险(01336)跌4.87%,中国太保(02601)跌4.47%,中国人民保险集团(01339)跌4.1%,中国平安(02318)跌2.93%,阳光保险(06963)跌2.07%。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。

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