港股异动 | 保险股跌幅居前传大型险企将迎特别国债注资机构称行业仍面临偿付能力

智通财经02-05

智通财经APP获悉，保险股跌幅居前，截至发稿，中国人寿(02628)跌3.81%，报33.82港元；新华保险(01336)跌3.6%，报60.2港元；中国太保(02601)跌3.14%，报38.24港元。消息面上，据媒体报道，政府计划发行约2000亿元特别国债向部分大型保险企业注资，提供给国寿、人保等国有险企。如果落地，这将是我国首次通过发行特别国债向保险企业注资，相关计划最早可能于本年一季度公布...

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 保险股跌幅居前 传大型险企将迎特别国债注资 机构称行业仍面临偿付能力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-05 11:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1401918.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，保险股跌幅居前，截至发稿，中国人寿(02628)跌3.81%，报33.82港元；新华保险(01336)跌3.6%，报60.2港元；中国太保(02601)跌3.14%，报38.24港元。消息面上，据媒体报道，政府计划发行约2000亿元特别国债向部分大型保险企业注资，提供给国寿、人保等国有险企。如果落地，这将是我国首次通过发行特别国债向保险企业注资，相关计划最早可能于本年一季度公布...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1401918.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","SG9999012728.SGD":"United Asian Income Fund Dis SGD","UTHY":"US Treasury 30 Year Bond ETF","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK4588":"碎股","LU0228659784.USD":"施罗德金砖四国基金","UTRE":"US Treasury 3 Year Note ETF","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","02628":"中国人寿","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","SG9999012744.USD":"UNITED ASIAN INCOME (USDHDG) INC","UFIV":"US Treasury 5 Year Note ETF","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","UTWY":"US Treasury 20 Year Bond ETF","VXUS":"国际股票ETF-Vanguard","BK1184":"人寿与健康保险","BK1136":"多元化保险","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","SG9999012736.USD":"UNITED ASIAN INCOME (USDHDG) ACC","USVN":"US TREASURY 7 YEAR NOTE ETF","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","VT":"世界全股市ETF-Vanguard","01336":"新华保险","BK4585":"ETF&股票定投概念","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","BK1550":"内险股","02601":"中国太保","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","BK1521":"挪威政府全球养老基金持仓","LU0051755006.USD":"摩根大通中国A (dist)","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1401918.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2609349522","content_text":"智通财经APP获悉，保险股跌幅居前，截至发稿，中国人寿(02628)跌3.81%，报33.82港元；新华保险(01336)跌3.6%，报60.2港元；中国太保(02601)跌3.14%，报38.24港元。消息面上，据媒体报道，政府计划发行约2000亿元特别国债向部分大型保险企业注资，提供给国寿、人保等国有险企。如果落地，这将是我国首次通过发行特别国债向保险企业注资，相关计划最早可能于本年一季度公布。兴业证券表示，对于头部国有保险公司确有补充资本的需要，偿付能力体系中计算准备金的750日曲线存在一定滞后性，未来几年即便利率维持当前水平不变，750曲线预计仍将持续下行，导致偿付能力下降，另外近年险企权益增配会导致本就吃紧的偿付能力进一步承压，总体来看未来保险行业仍然面临偿付能力吃紧压力。从监管视角看，注资可能旨在化解行业尾部风险。","news_type":1,"symbols_score_info":{"UBmain":1.5,"UTRE":1.5,"02601":0.9,"02628":0.9,"TNmain":1.5,"UTWY":1.5,"ZBmain":1.5,"ZTmain":1.5,"01336":0.9,"USVN":1.5,"ZNmain":1.5,"VT":1.5,"ZFmain":1.5,"VXUS":1.5,"UTHY":1.5,"UFIV":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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港股异动 | 保险股跌幅居前 传大型险企将迎特别国债注资 机构称行业仍面临偿付能力

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港股异动 | 保险股跌幅居前传大型险企将迎特别国债注资机构称行业仍面临偿付能力