中国人寿下跌3.01% 杭州银行减持及北向调仓加剧波动

智选洞察2025-07-31

中国人寿股价大幅下跌，最新价40.97元/股，跌幅3.01%。资金博弈与政策预期共振中国人寿近期净流入主要受短期资金面与政策预期双重驱动。截至7月25日，主力资金连续6个交易日累计净流入11.4亿元，显示机构对低估值蓝筹股的配置意愿。市场对保险业税收优惠政策的博弈预期升温，部分资金提前布局潜在政策红利。同时，A股风格切换至防御性板块，保险股因低估值属性获资金青睐。不过，杭州银行减持计划及北向资金...

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