港股异动 | 内险股集体走高寿险开门红表现强劲机构看好行业负债成本逐步优化

智通财经04-08

智通财经APP获悉，内险股集体走高，截至发稿，新华保险(01336)涨5.84%，报48.56港元；中国人寿(02628)涨4.48%，报26.12港元；中国太保(02601)涨3.68%，报34.38港元；中国平安(02318)涨3.49%，报62.3港元。消息面上，金融监管总局披露2026年前两个月保险行业保费数据，寿险开门红表现强劲，车险保费增长短期承压。人身险公司1-2月原保费收入同比+...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2625351915?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-04-08 15:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2625351915","market":"hk","top_or_hot":-1,"title":"港股异动 | 内险股集体走高 寿险开门红表现强劲 机构看好行业负债成本逐步优化","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，内险股集体走高，截至发稿，新华保险(01336)涨5.84%，报48.56港元；中国人寿(02628)涨4.48%，报26.12港元；中国太保(02601)涨3.68%，报34.38港元；中国平安(02318)涨3.49%，报62.3港元。消息面上，金融监管总局披露2026年前两个月保险行业保费数据，寿险开门红表现强劲，车险保费增长短期承压。人身险公司1-2月原保费收入同比+...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1425921.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 内险股集体走高 寿险开门红表现强劲 机构看好行业负债成本逐步优化</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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 | 内险股集体走高 寿险开门红表现强劲 机构看好行业负债成本逐步优化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-08 15:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1425921.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，内险股集体走高，截至发稿，新华保险(01336)涨5.84%，报48.56港元；中国人寿(02628)涨4.48%，报26.12港元；中国太保(02601)涨3.68%，报34.38港元；中国平安(02318)涨3.49%，报62.3港元。消息面上，金融监管总局披露2026年前两个月保险行业保费数据，寿险开门红表现强劲，车险保费增长短期承压。人身险公司1-2月原保费收入同比+...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1425921.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"VXUS","symbol_name":"国际股票ETF-Vanguard","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1425921.html","article_id":"2625351915","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2625351915","pubTimestamp":1775633176,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"消息面上，金融监管总局披露2026年前两个月保险行业保费数据，寿险开门红表现强劲，车险保费增长短期承压。华创证券指出，近期受地缘政治影响，大盘调整，传导至投资端，保险板块亦有回调。短期来看，26Q1业绩受资本市场波动影响预计有所承压；中长期来看，监管与行业多管齐下，行业负债成本逐步优化，头部“利差损”风险预计基本出清，PEV估值有望向1x修复。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"82318":"中国平安-R","601318":"中国平安","VXUS":"国际股票ETF-Vanguard","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","PNGAY":"中国平安ADR","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","HK0001040168.HKD":"CLSA GREATER CHINA HIGH DIVIDEND EQUITY \"A\" (HKD) INC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","02628":"中国人寿","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2348773727.SGD":"Aberdeen Standard SICAV I - Asian Sustainable Development Equity A Acc SGD-H","01336":"新华保险","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","HPAD.SI":"Ping An Ins HK SDR2to1","BK1550":"内险股","02601":"中国太保","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0784639295.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC (M)","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0173614495.USD":"富达中国焦点A","LU0117844026.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","03145":"华夏亚洲高息股","02318":"中国平安","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU1720050803.USD":"安联全方位中国股票基金","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","SG9999012744.USD":"UNITED ASIAN INCOME (USDHDG) INC","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC"},"translate_title":"Hong Kong stock changes | Domestic insurance stocks collectively rose, life insurance got off to a good start, strong performance, institutions are optimistic about the gradual optimization of the industry's liability cost","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"82318":0.6,"601318":0.6,"HPAD.SI":0.6,"PNGAY":0.6,"03145":0.6,"PAImain":0.6,"02601":0.9,"02628":0.9,"01336":0.9,"VXUS":1.5,"02318":0.9},"content_text":"智通财经APP获悉，内险股集体走高，截至发稿，新华保险(01336)涨5.84%，报48.56港元；中国人寿(02628)涨4.48%，报26.12港元；中国太保(02601)涨3.68%，报34.38港元；中国平安(02318)涨3.49%，报62.3港元。消息面上，金融监管总局披露2026年前两个月保险行业保费数据，寿险开门红表现强劲，车险保费增长短期承压。人身险公司1-2月原保费收入同比+9.7%，其中1月、2月单月分别同比+13%、+1.2%，主要由于2月春节假期因素的干扰。产险公司1月、2月单月保费分别同比+5.8%、-0.3%；其中，车险保费连续两个月同比下滑。华创证券指出，近期受地缘政治影响，大盘调整，传导至投资端，保险板块亦有回调。当前多数险企估值位于十年50%分位之下，底部价值已现。短期来看，26Q1业绩受资本市场波动影响预计有所承压；中长期来看，监管与行业多管齐下，行业负债成本逐步优化，头部“利差损”风险预计基本出清，PEV估值有望向1x修复。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2625351915","isCrawlerRequest":true}

港股异动 | 内险股集体走高 寿险开门红表现强劲 机构看好行业负债成本逐步优化

精彩评论

港股异动 | 内险股集体走高寿险开门红表现强劲机构看好行业负债成本逐步优化