天风证券：险资或将持续为银行股带来可观的增量资金，资金面驱动下银行股估值仍有修复空间

Group 1 - The core viewpoint of the report is that insurance capital has significant potential to increase its allocation to bank stocks through two main channels: new premium investments in A-shares and maximizing the equity asset allocation limit [1] - The report suggests that both regulatory guidance for new premiums entering the market and increasing the equity allocation ratio of existing assets will continue to provide substantial incremental funds to bank stocks [1] - It concludes that driven by the influx of funds, there remains room for valuation recovery in bank stocks [1]