智通财经APP获悉，中国太保(02601)涨近5%，截至发稿，涨4.7%，报23.6港元，成交额1.89亿港元。
消息面上，中国太保昨日发盈喜，预计公司2024年年度归属于母公司股东的净利润约为人民币422亿元到人民币463亿元，与上年同期相比，预计增加约人民币149亿元到人民币190亿元，同比增加约55%到70%。主要受国家一系列重大政策利好、资本市场总体表现向上波动，公司投资收益实现较大幅度增长，同时叠加保险业务价值基础持续夯实，推动净利润较大幅度增长。
此外，中央金融办等六部门联合印发《关于推动中长期资金入市工作的实施方案》，明确提升商业保险资金A股投资比例与稳定性。方正证券认为，本次方案有助于引入增量入市资金、稳定股市表现，近期非银板块回调明显，估值分位性价比较高。资产端：宏观政策逐步发力，市场回暖预期增强，险企投资端压力亦将同步缓解，权益投资改善预期大幅增强，估值修复动力强劲。负债端：银行存款利率持续下行，居民储蓄需求旺盛、预定利率下行有望持续降低负债端成本，提升产品NBVM，险企1Q25利润和NBV有望延续增长趋势，继续看好保险板块的投资机会。
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