智通财经APP获悉，内险股集体回暖，截至发稿，新华保险(01336)涨4.88%，报32.25港元；中国人保(01339)涨2.43%，报4.21港元；中国人寿(02628)涨1.97%，报15.5港元；中国平安(02318)涨1.28%，报47.5港元。
东吴证券认为，市场储蓄需求依然旺盛，同时在监管持续引导和险企主动性转型下，负债成本有望逐步下降，利差损压力将有所缓解；近期十年期国债收益率回升至1.81%左右，该行预计，未来伴随国内经济复苏，长端利率若继续修复上行，则保险公司新增固收类投资收益率压力将有所缓解；当前公募基金对保险股持仓仍处于低位，估值对负面因素反应较为充分。
大摩发布研报称，内险企业去年盈利如预期录得强劲增长，每股派息普遍亦有提升，相信内险今年将更注重提升业务质量。展望未来，基于业务质量提升以及经营重点趋向分红型产品转移，相信大部分内地保险公司于今年首季都可实现稳健的新业务价值增长，因为相较传统保险产品，分红型产品可带来更强的风险调整后新业务价值增长动力。
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