考虑到中长期债券收益率短期回调有望结束并迎来新一轮上升,近期协议存款利率亦快速上升,提升利润表投资收益;而加息初期资金成本上涨滞后,有利于保险公司的利差进一步扩大。因此,此轮加息明显利好保险股。 Taking into account the short-term correction rate of return on medium-and long-term bonds is expected to end and usher in a new round of rise, the recent agreement deposit rates also rose rapidly to improve the income statement investment income; and interest rate hikes in capital costs hysteresis, is conducive to further spread of insurance companies expand. Therefore, this round of interest rate hikes is obviously good insurance stocks.