另外，近期政策组合拳对保险行业带来中长期明确利好。国海证券指出，两个会议的超预期政策组合拳，以及市场快速恢复，对上市险企的资产端和负债端两端形成戴维斯共振；互换便利工具有望为保险企业提供新的投资策略，通过增加杠杆的方式，增加投资端的弹性比。国金证券指，在极低基数下，保险股3季报预计利润将大超预期，前三季度利润增速将较上半年大幅提速。Insurance stocks all rose. As of press release, China Reinsurance (01508) rose 4.49% to HK$0.93; China Taiping (00966) rose 3.45% to HK$14.38; and Xinhua Insurance (01336) rose 3.01% to HK$25.7.
The Zhitong Finance App learned that insurance stocks have all risen. As of press release, China Reinsurance (01508) rose 4.49% to HK$0.93; China Taiping (00966) rose 3.45% to HK$14.38; Xinhua Insurance (01336) rose 3.01% to HK$25.7; and China Life (02628) rose 2.7% to HK$16.
According to the news, a number of listed insurers have recently released three quarterly reports with promising results. On October 16, China Life Insurance issued a pre-performance increase announcement stating that net profit for the first three quarters is expected to increase by about 165% to 185% year-on-year. Earlier, Xinhua Insurance, China Taibao, and China People's Insurance all issued advance performance announcements. It is expected that net profit returned to mother will increase dramatically in the first three quarters, with growth ranging from 670 percent to about double. As for the reason for the sharp increase in net profit, all four listed insurers attributed this to a sharp increase in investment income due to a recovery in the capital market.
Furthermore, recent policy combinations have brought clear benefits to the insurance industry in the medium to long term. Guohai Securities pointed out that the policy mix that exceeded expectations at the two meetings, and the rapid recovery of the market, resonated with Davis on both the asset side and the debt side of listed insurers; the exchange of convenient tools is expected to provide new investment strategies for insurance companies and increase the flexibility ratio on the investment side by increasing leverage. According to Guojin Securities, under a very low base, the insurance stock report's profit for the 3rd quarter is expected to greatly exceed expectations, and the profit growth rate for the first three quarters will be significantly faster than in the first half of the year.
