智通财经APP获悉,内险股集体走高,截至发稿,新华保险(01336)涨6.24%,报28.1港元;中国人寿(02628)涨5.13%,报15.98港元;中国太平(00966)涨3.77%,报12.66港元;中国平安(02318)涨3.28%,报48.75港元。
消息面上,近日,国家金融监督管理总局披露2024年四季度保险业资金运用情况表。数据显示,截至2024年末,保险公司资金运用余额达33.26万亿元,同比增长15.08%;2024年,保险公司年化财务投资收益率为3.43%,同比增加约1.2个百分点;年化综合投资收益率为7.21%,同比增加约4个百分点,同比均出现提升。
东吴证券指出,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回升至1.72%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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