智通财经APP获悉，内险股全线走高，截至发稿，新华保险(01336)涨4.67%，报24.65港元；中国人寿(02628)涨4.53%，报14.32港元；中国太保(02601)涨4.25%，报23.3港与那；中国平安(02318)涨3.34%，报43.35港元。
消息面上，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。财政部副部长廖岷表示，修订国有商业保险公司长周期考核制度。证监会主席吴清表示，国有商业保险公司经营业绩考核由一年变三年；力争大型国有保险公司从2025年起每年新增保费的30%用于投资A股。
方正证券指出，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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