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退保率上升、合规承压!中信保诚人寿创纪录盈利背后存隐忧
Nan Fang Du Shi Bao· 2026-02-04 12:12
但转折点出现在2022年,其业绩急转直下,净利润骤降至9.4亿元,风险综合评级也罕见降至BBB级; 2023年由盈转亏,净亏损8.27亿元;2024年亏损进一步扩大,保险业务收入同比下滑5.12%至299.66亿 元,净亏损增至17.65亿元。 1月30日,中信保诚人寿发布2025年第四季度偿付能力报告摘要。数据显示,2025年该公司实现净利润 50亿元,创成立以来新高;保险业务收入达337亿元,同比增长12%,一举扭转此前连续两年亏损的局 面。 然而,业绩"大翻身"背后,2025年逐季度递增的退保率与合规风波不断,引发业内对其增长可持续性的 担忧。 业绩扭亏为盈,投资端"功不可没" 中信保诚人寿相关负责人介绍,面对过去一年复杂多变的市场环境,公司持续优化业务结构,升级资产 配置,实现质量与效益协同增长。在负债端,积极推动产品转型,加大浮动收益型及养老产品布局;在 资产端,秉持长期投资理念,充分发挥保险资金"耐心资本"优势,截至2025年末,该公司旗下中信保诚 资产管理公司资产管理规模已近3800亿元,为利润增长提供了坚实基础。 中信保诚人寿2025年第四季度偿付能力报告摘要截图。 偿付能力报告摘要显示,20 ...
均价53万的极氪9X,交付量已破30000台
Nan Fang Du Shi Bao· 2026-02-04 12:08
2月4日,南都·湾财社记者获悉,极氪9X官宣交付总量已经突破30000台。 极氪9X于2025年9月发布,售价46.59万至59.99万元,单车均价达到53万元。该车搭载了全栈900伏高压 混动架构,续航最高可达1250公里、电量从20%充到80%只要9分钟,首发搭载库里南同款智能主动稳 定杆,及高阶智驾系统等一系列顶尖技术,构建起全面领先的产品力,已连续两个月成为50万级大型 SUV销量冠军。 因订单超预期及特定芯片产能问题,部分高配车型需继续等待交付。对此,极氪推出全行业力度居前的 等待权益,每日补贴200元,累计最高可达12000元,并可直接抵扣车款。据悉,目前极氪9X部分零部 件的产能爬坡已取得积极进展,Max版和Ultra版的提车周期已缩短至2至6周。 此外,面对持续火爆的订单,以及为感谢坚定选择的用户,极氪9X携手徐悲鸿纪念馆并联合中国邮 政,为2026年3月31日前所有锁单车主定制专属"极氪9X×徐悲鸿甄藏礼盒",以艺术瑰宝送出马年祝 福。值得一提的是,这是继"黄花梨·车主尊享礼盒"、累积金额最高可达12000元的等车感谢金之后,极 氪9X向车主送出的第三份礼物。 (文章来源:南方都市报) ...
空中航线再扩容!国际直飞航线再增2条
Nan Fang Du Shi Bao· 2026-02-04 11:53
随着出境游市场持续复苏,连接中国与欧洲的"空中丝路"正不断增加,为游客带来更多便利。近期,中国 东方航空宣布4月20日起,将开通西安至奥地利维也纳的全新国际直飞航线,东航运营的欧洲航线总数也 随之达到27条。 "西安-维也纳"航线采用A330机型执飞,每周一、周四、周六执飞,并计划于北京时间01:30从西安咸阳国 际机场起飞 ,当地时间凌晨6:10抵达维也纳国际机场。目前,"西安-维也纳"航线机票已全面开放销售,官 方渠道显示,通过东航APP购买4月20日、23日、25日往返航班机票的东航会员,更可享积分翻倍礼遇。 与此同时,海南航空计划于2026年4月4日起,恢复运营深圳至西班牙马德里的直飞航线。海航计划每周运 营一班,由每周六执飞,使用波音787-9机型客机,现已开放售票。马德里作为西班牙首都以及最大都市, 是西班牙中央经济区的经济中心,同时也是南欧地区的文旅中心。"深圳-马德里"航线的复航,将重新构建 华南地区与西班牙之间的空中直连,极大便利国内外游客的多元出行需求。 采写:南都N视频记者 李行 实习生 许译匀 ...
游戏公司年会:有人千万房产重奖爆款团队,有人赔钱仍大撒币
Nan Fang Du Shi Bao· 2026-02-04 10:59
Core Insights - The annual meeting season for gaming companies is marked by lavish rewards, with gold items becoming increasingly popular as prizes [1][40] - Jibite, known as the "game king" in A-share gaming companies, awarded all eligible employees an iPhone 17 Pro Max 1TB and other high-value prizes during its annual meeting [1][4] - The company's projected net profit for 2025 is expected to reach between 1.69 billion to 1.86 billion yuan, a year-on-year increase of 79% to 97%, driven largely by the success of the game "Legend of the Staff" [4] Group 1: Jibite's Annual Meeting - Jibite's annual meeting included prizes such as a 10 million yuan property and customized gold coins, showcasing the company's financial strength [1][4] - The company has a history of rewarding its key contributors with significant prizes, including real estate, which reflects its strategy to incentivize and retain talent [4] - Despite not launching major blockbuster games recently, Jibite continues to achieve stable profits through a mix of light games and market expansion strategies [4] Group 2: Industry Trends - Other gaming companies, such as Lilith Games and Mihayou, also hosted extravagant annual meetings with high-value prizes, including customized gold bars and high-end electronics [5][8] - The trend of offering gold items as prizes is gaining traction among various gaming companies, indicating a shift in reward strategies [40] - The competitive landscape is challenging, with rising user acquisition costs and the need for high-quality games to attract players, which may impact long-term profitability for companies relying on traditional advertising methods [4]
自有品牌禾露绕肉咬胶不符合国标!华亨股份被罚
Nan Fang Du Shi Bao· 2026-02-04 10:52
近期,九江市农业农村局发布了一则行政处罚决定书,江西华亨宠物食品股份有限公司(以下简称"华亨股 份"),因生产、经营不符合产品质量标准的宠物食品,被处以行政处罚。 2月4日,南都·湾财社记者就采访事宜致电华亨股份,但接线人员表示,"目前不方便接受采访",而一家名 为"CEREAL&DEW C&D禾露宠物食品旗舰店"的客服则表示,"有的产品添加了骨头成分,只有皮的产品才能不 超过18%。" 1款咬胶类产品标准水分含量超出国标规定上限 华亨股份共计被罚没近4万元 行政处罚书和信用中国信息显示,执法人员在接到群众举报后,对华亨股份的生产车间、仓储区域、电商业务部 等关键场所开展现场检查。其中,执法人员发现现场一款名为"禾露牌绕肉咬胶"的产品的外包装标注的水分含量 为"≤18%",超出国家标准《GB/T23185-2008 宠物食品狗咬胶》规定的"≤14%"上限。 此外,执法人员在后续的清点工作中还发现了部分无生产日期、无规格透明袋包装的宠物零食。对此,华亨股份 的法定代表人周青表示,"其只是半成品,还需进行加工。" 针对上述现象,九江市农业农村局依据《饲料和饲料添加剂管理条例》第四十一条第二款、《宠物饲料管理办 法 ...
严厉打击!国家医保局:本周日前进行集体约谈
Nan Fang Du Shi Bao· 2026-02-04 10:49
各省级医保部门要组织本辖区内所有精神类定点医疗机构从即日起全面开展自查自纠,重点聚焦但不限 于诱导住院、虚假住院、虚构病情、虚构诊疗、伪造文书、违规收费等违法违规使用医保基金行为,压 实机构主体责任和机构主要负责人管理责任。各精神类定点医疗机构应于3月15日前完成自查自纠,提 交书面报告,完成涉及违法违规使用医保基金退款。各省级医保部门要于3月底前将自查自纠情况报国 家医保局。 国家医保局今年将重点对精神类定点医疗机构开展专项飞检,对违法违规使用医保基金和自查自纠不到 位的精神类定点医疗机构,将依法依规从重处理处罚,情节严重的移送公安机关。 为进一步加强精神疾病类医保定点医疗机构(含综合医院精神科,以下简称精神类定点医疗机构)管 理,严厉打击违法违规使用医保基金乱象,各省级医保部门要于本周日前组织对辖区内所有精神类定点 医疗机构主要负责人进行集体约谈,宣讲医疗保障相关法律法规和监管政策。同时,以近期有关媒体曝 光的湖北省襄阳市、宜昌市部分精神类定点医疗机构和以往医保飞行检查中发现的问题为反面案例,开 展警示教育,强化精神类定点医疗机构合法合规使用医保基金意识。 今天(2月4日),据国家医疗保障局消息,国家医保 ...
广州:春节期间市场供给量足价稳,传统花街还将走进北京
Nan Fang Du Shi Bao· 2026-02-04 10:45
Group 1 - Guangzhou is promoting consumption during the Spring Festival with initiatives such as a trade-in program for consumer goods and a Guangdong quality product purchase campaign, covering 18 product categories with a maximum subsidy rate of 15% and distributing 50 million yuan in dining vouchers [1][5][6] - The city aims to ensure a stable supply of essential goods and maintain price stability, with over 1,000 supermarkets and 500 wholesale markets prepared to meet demand during the holiday [3][6] - The traditional flower street event will be held in Beijing from March 3 to 10, showcasing Guangzhou's floral industry and cultural heritage [6][8] Group 2 - The "Flower Street" event in Beijing will feature a recreation of Guangzhou's flower market, integrating traditional customs with modern interactive experiences, including local cuisine and technology demonstrations [8][9] - The initiative is seen as a cultural output and a way to expand the market for Guangzhou's products, allowing residents in Beijing to experience authentic Cantonese traditions [9]
惠州两会 王建兴:聚焦AI与机器人,培育惠州新质生产力
Nan Fang Du Shi Bao· 2026-02-04 10:25
其次,人才引进是支撑。 他建议惠州主动对接湾区高校资源,重点引进人工智能与机器人领域的专家 人才来惠发展,为产业升级提供智力支持。 第三,资本助力是催化剂。 他希望政府引导基金能发挥更大作用,践行"投早、投硬、投科技"的理 念,重点投资人工智能与机器人赛道的优质初创项目,培育产业新动能。 王建兴的建议紧扣惠州发展实际,将前沿产业规划与本地优势资源相结合,为惠州抢占未来产业制高 点、实现高质量发展提供了切实可行的思路。 采写/摄影:南都N视频记者郭秋成 田飞 李晓慧 吴方 实习生 许思佳 在2026年惠州两会上,市人大代表、广东一纳科技有限公司总经理兼总工程师王建兴结合市政府工作报 告,就惠州如何发展新质生产力、加快融入大湾区提出了具体建议。 广东一纳科技有限公司总经理、总工程师王建兴。 王建兴表示,学习市政府工作报告后,对"千万人口、万亿GDP"的"十五五"目标以及报告中多次强调 的"新质生产力"等内容印象深刻。他特别关注到惠州对科教资源的重视,以及融深融湾的战略方向。 为此,他提出三项核心建议:首先,产业融合是关键。 他认为,惠州应充分发挥在大石化能源新材料 与电子信息领域的既有优势,将两者紧密结合,为人工 ...
行花街赶潮集,购广货过新年!天河新春促消费活动燃动全城
Nan Fang Du Shi Bao· 2026-02-04 10:06
Core Viewpoint - The "Guangdong Goods Going Global: The Most Guangzhou New Year" series of activities is actively promoting consumer engagement in Tianhe District, showcasing a blend of local culture, fashion, and technological innovation to create a vibrant New Year atmosphere [1] Group 1: Consumer Engagement Activities - Tianhe District has organized over 88 promotional activities in collaboration with more than 30 large commercial complexes to enhance consumer experience during the New Year [1] - The introduction of "first stores" and "first exhibitions" in the Tianhe Road business district continues to attract foot traffic and showcase innovative local products [2][3] - The "Alfons Mucha Masterpieces Century Retrospective" exhibition at Guangzhou K11 Shopping Art Center features over 200 original works, highlighting the peak beauty of the Art Nouveau movement [2] Group 2: Cultural Integration and Innovation - The integration of non-heritage elements into commercial spaces is a key feature of the New Year activities, allowing traditional crafts to be experienced in modern shopping environments [6] - The "Non-Heritage New Year: Taste of Chinese New Year" event successfully combined non-heritage crafts with commercial and tourism elements, featuring over 130 non-heritage projects and 60 inheritors [6] - The "Flower Street" event, a traditional activity for the New Year, returns to Tianhe Sports Center, incorporating cultural interactions and quality stalls to enhance the festive experience [6][8] Group 3: Technological Enhancements - Tianhe District is creating immersive shopping experiences by blending traditional and modern elements, utilizing technology to enhance consumer interaction [9] - The "Hai Xin Sha Technology Island" is Guangzhou's first all-space intelligent experience center, allowing visitors to interact with robots and drones, showcasing cutting-edge technology applications [13] Group 4: Consumer Incentives - The district is implementing a combination of government subsidies, platform discounts, and brand promotions to lower consumer spending barriers and stimulate purchasing power [14] - Various commercial platforms are offering significant discounts and promotional activities, such as the "Code to Spend" campaign at Parc Central, which provides group purchase subsidies for beauty and fashion brands [14]
助力科技金融加速跑,广东数字金融创新产业园新园区挂牌运营
Nan Fang Du Shi Bao· 2026-02-04 10:06
Core Insights - The Guangdong Digital Financial Innovation Industrial Park has officially launched its Financial City Park in Guangzhou, marking a significant step in the development of the digital financial ecosystem in the Guangdong-Hong Kong-Macao Greater Bay Area [2][3] Group 1: Industrial Park Overview - The Financial City Park is part of the Guangdong Digital Financial Innovation Industrial Park, which is the first provincial-level digital financial park in China [2] - The park aims to create a digital financial industry cluster and innovation source that influences the entire country, focusing on "data, algorithms, computing power, and scenarios" [2] - The park covers an area of 50,000 square meters and signifies a transition from a pilot phase to a new stage of scale aggregation [2] Group 2: Strategic Framework - The operational framework includes a "one room, one platform, one park" strategy, integrating a risk management technology laboratory, a digital infrastructure platform, and the industrial park itself [3] - Collaboration agreements have been signed with various financial institutions to provide services such as credit financing, equity financing, computing power services, and data services [3] Group 3: Economic Impact - By 2025, the financial sector in the Tianhe District is projected to achieve an added value of 170.3 billion yuan, accounting for 52.8% of the city's total financial sector value [4] - The financial industry is expected to contribute 24.3% to the district's GDP, driving a GDP growth rate of 1.87 percentage points [4] - The district currently has 306 licensed financial institutions, representing over 70% of the city's total, and 49 listed companies with a total market value of 1.14 trillion yuan, which is 33% of the city's total [5]