智通财经APP获悉，内险股再度走高，截至发稿，中国人寿(02628)涨3.13%，报14.48港元；中国太保(02601)涨3.04%，报23.7港元；新华保险(01336)涨2.5%，报24.6港元；中国平安(02318)涨2.11%，报43.65港元。
消息面上，中央金融办等六部门此前联合印发《关于推动中长期资金入市工作的实施方案》。重点引导商业保险资金、全国社会保障基金、基本养老保险基金、企（职）业年金基金、公募基金等中长期资金进一步加大入市力度。发布会进一步介绍了增量资金入市的相关举措，其中与商业保险资金入市相关主要包括长期股票投资试点、提升新增保费入市比例以及实施长周期考核。
中信证券认为，《关于推动中长期资金入市实施方案》的落地，预计保险行业将受益于资本市场生态优化，维持较强的贝塔属性，建议均衡配置主要上市保险公司。开源证券表示，拉长国有险企考核周期，险企增配权益资产的动力提升，有利于改善利差水平，关注后续偿付能力等松绑政策，看好权益属性突出的标的机会。推荐中国人寿、中国太保，受益标的新华保险。
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