瑞银日前研究报告指，因国家金融监管总局发布《关于调整保险公司相关业务风险因子的通知》，强化 了鼓励长期耐心资本的政策导向，有助提振市场情绪。另外，近期中国国债收益率上升，收益率曲线趋 陡，长期而言有利于保险公司。该行重申中国平安为行业首选，予"买入"评级，目标价70港元，认为其 风险回报具吸引力。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00966 | 中国太平 | 18.500 | 3.76% | | 02628 | 中国人寿 | 27.440 | 2.31% | | 02601 | 中国太保 | 33.380 | 1.95% | | 01299 | 友邦保险 | 78.750 | 1.88% | | 02318 | 中国平安 | 62.600 | 1.79% | | 00945 | 宏利金融-S | 276.400 | 1.17% | | 02328 | 中国财险 | 16.830 | 0.54% | | 01339 | 中国人民保险集 | 6.770 | 0.15% | 消息上，国盛证券发研报称，长期来看，保险行业持续受益于银行存款搬家 ...

瑞银日前研究报告指，因国家金融监管总局发布《关于调整保险公司相关业务风险因子的通知》，强化 了鼓励长期耐心资本的政策导向，有助提振市场情绪。另外，近期中国国债收益率上升，收益率曲线趋 陡，长期而言有利于保险公司。该行重申中国平安为行业首选，予"买入"评级，目标价70港元，认为其 风险回报具吸引力。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 00966 | 中国太平 | 18.500 | 3.76% | | 02628 | 中国人寿 | 27.440 | 2.31% | | 02601 | 中国太保 | 33.380 | 1.95% | | 01299 | 友邦保险 | 78.750 | 1.88% | | 02318 | 中国平安 | 62.600 | 1.79% | | 00945 | 宏利金融-S | 276.400 | 1.17% | | 02328 | 中国财险 | 16.830 | 0.54% | | 01339 | 中国人民保险集 | 6.770 | 0.15% | 港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 12月 ...

每经AI快讯，Wind数据显示，12月11日，共57只港股获公司回购，11只个股回购金额超千万港元。其 中，腾讯控股、小米集团-W、中远海控回购金额最大，分别获公司回购6.36亿港元、9720.35万港元、 4130.04万港元。截至12月11日，今年已有257只港股获公司回购，68只个股年内累计回购金额超亿港 元。其中，腾讯控股、汇丰控股、友邦保险年内累计回购金额最大，分别获公司回购724.08亿港元、 302.57亿港元、176.93亿港元。 （文章来源：每日经济新闻） ...

Redesigning and repricing of products and services to maintain sales and profitability have been driving Zacks Life Insurance industry players. Increased automation is expected to drive premium growth and boost the efficiency of AIA Group (AAGIY) . Manulife Financial Corporation (MFC) , Lincoln National Corporation (LNC) , Jackson Financial (JXN) and F&G Annuities & Life (FG) .  In the recent FOMC meeting, the Federal Reserve slashed the interest rate by 25 basis points to 3.5%-3.75%, marking the third cut ...

"任何的ESG模式最终要有清晰化的市场化逻辑，才能让这个举措更加稳定地传承下去。技术的革新和 创新给到了非常好的解决方案。" 长三角G60科创走廊联席会议办公室科创组组长、上海市松江区科创发展办公室党组成员、副主任宋苏 伟在今日"2025CSR盛典暨第一财经·善商业论坛"举办期间的一场圆桌论坛上如此说道。 在这场名为"如何重构ESG价值路线图"的圆桌论坛上，来自政府，基金会，企业和第三方机构的代表， 通过真实的商业案例和各自的视角洞察，共同探讨ESG2030的价值地图，在责任边界的重构中发现下一 个十年的增长蓝海。 政府和企业的ESG探索 宋苏伟长期关注政府在ESG实践中所处的角色。他认为，地方政府需要在公益和公立之间找到一个平衡 点，既要满足全社会对ESG的渐进式需求，同时还要满足地方经济发展、生态性保护、多样性保护和环 保低碳各方面诉求的平衡点。而随着科技不断的创新，很多赛道有助于地方政府在这个平衡点更加向 ESG倾斜。 宋苏伟举了某著名国产品牌山茶花护肤油的例子。由于面临产地供应不足的问题，他所在的机构利用 G60科创走廊交通优势渠道，帮助这家品牌在江西的婺源、金华的磐安很多地方建立了野山茶花的保护 基 ...

Core Viewpoint - The recent policy adjustment by the National Financial Regulatory Administration is expected to benefit major insurance companies like China Ping An and China Life, leading to an optimistic outlook for the insurance sector in 2026 [1][2] Group 1: Policy Impact - The policy reduces the solvency risk coefficients for insurance companies investing in the CSI 300 Index, the CSI Dividend Low Volatility 100 Index, and stocks on the STAR Market by 10% [1] - If the released minimum capital is fully invested in the stock market, it could bring an incremental capital of 102.6 billion RMB to the CSI 300 market [2] - The policy aims to guide insurance funds towards long-term equity investments rather than merely enhancing the overall solvency adequacy ratio [2] Group 2: Market Projections - The average allocation of insurance funds is assumed to be 50% in the CSI 300 Index, 10% in the CSI Dividend Low Volatility Index, and 5% in the STAR Market, leading to a potential release of minimum capital of 30.8 billion RMB [2] - By the end of September, the overall solvency of the insurance industry is expected to increase slightly by 1.14 percentage points to 187.4% [2] - The policy emphasizes long-term holdings in blue-chip stocks, high-dividend stocks, and growth stocks, indicating regulatory support for insurance funds investing in these areas [2] Group 3: Investment Recommendations - The report maintains an "outperform" rating for the insurance sector and recommends buying shares of China Ping An, China Life, China Pacific Insurance, and AIA Group [1]

该政策标志着监管机构自5月以来持续努力引导保险资金进入股市。招银国际预计，若释放的最低资本 全数投入股市，此放宽规则可为沪深300市场带来1,026亿元人民币的增量资金。该行假设，保险业平均 对沪深300指数、中证红利低波及科创板的平均配置比例为50%、10%、5%，若在未考虑风险分散效应 的情况下，得出可释放的最低资本为308亿元人民币; 又认为该通知更多是为了引导保险资金转向长期 股权投资，而非单纯提升行业综合偿付能力充足率; 估计到今年9月底，该行业综合偿付能力可小幅提 升1.14个百分点，达到187.4%。 智通财经APP获悉，招银国际发布研报称，国家金融监管总局上周五(5日)发布《关于调整保险公司相关 业务风险因子》通知，将保险公司投资于沪深300指数成分股、中证红利低波动100指数成分股、科创板 股票的持股偿付能力风险系数均下调10%。该行预测，中国平安(02318)及中国人寿(02628)将是该政策 的主要受益者; 在政策引导资产配置调整以推动行业估值重新调整的可持续发展下，对保险业2026财年 的前景保持乐观，维持该板块"跑赢大市"评级，推荐买入中国平安、中国人寿、中国财险(02328)及友 ...

Core Viewpoint - The recent notification from the National Financial Regulatory Administration indicates a continued effort to guide insurance funds into the stock market, potentially injecting 102.6 billion yuan into the CSI 300 index if the released minimum capital is fully invested [1] Group 1: Regulatory Changes - The policy aims to encourage long-term holdings in blue-chip stocks, high-dividend stocks, and growth stocks, providing regulatory support for insurance funds investing in the CSI 300 index, the CSI Dividend Low Volatility 100 index, and the STAR Market [1] - The highlight of the policy is the guidance for over one trillion U.S. dollars in insurance capital to engage in long-term holdings in the A-share market [1] Group 2: Market Impact - The adjustment is expected to enhance the capital efficiency of insurance funds investing in A-shares compared to H-shares [1] - China Ping An and China Life are anticipated to be the main beneficiaries of this policy [1] Group 3: Industry Outlook - The outlook for the insurance industry for the fiscal year 2026 remains optimistic, with expectations for a sustainable adjustment in asset allocation to drive industry valuation [1] - The sector is rated to "outperform the market," with recommendations to buy shares in China Ping An, China Life, China Pacific Insurance, and AIA Group [1]

前十大沽空偏离值排行 | 股票名称 | 沽空金额 | 沽空比率 | 偏离值↓ | | --- | --- | --- | --- | | 华润啤酒-R(80291) | 37.36 万元 | 100.00% | 39.83% | | 建发物业(02156) | 117.92 万元 | 50.08% | 37.09% | | 友邦保险-R(81299) | 16.95 万元 | 100.00% | 35.65% | | 粤海投资(00270) | 6751.79 万元 | 44.09% | 35.26% | | 大家乐集团(00341) | 415.62 万元 | 56.56% | 31.38% | | 比亚迪股份-R(81211) | 27.61 万元 | 86.09% | 30.18% | | 长江基建集团(01038) | 7695.64 万元 | 44.62% | 27.94% | | 京东集团-SWR(89618) | 9.96 万元 | 90.48% | 27.32% | | 中国移动-R(80941) | 418.72 万元 | 74.83% | 26.15% | | 珍酒李渡(06979) | ...

Market Overview - The Hang Seng Index (HSI) closed at 25,458.69, up by 24.46 points or 0.10% from the previous close [1] - The index experienced a trading range with a high of 25,531.29 and a low of 25,420.30, with a trading volume of 36.788 million shares [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 110.181, reflecting an increase of 0.62% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 601.643, showing a slight decline of 0.14% from the Hong Kong close [2] Stock Price Movements - Tencent Holdings: Latest price HKD 602.500, down by HKD 2.500 or 0.41% [3] - Alibaba Group: Latest price HKD 150.900, down by HKD 2.500 or 1.63% [3] - HSBC Holdings: Latest price HKD 109.500, up by HKD 0.400 or 0.37% [3] - China Construction Bank: Latest price HKD 7.610, down by HKD 0.050 or 0.65% [3] - Xiaomi Group: Latest price HKD 41.260, down by HKD 1.320 or 3.10% [3] - AIA Group: Latest price HKD 77.250, down by HKD 0.650 or 0.83% [3] - Meituan: Latest price HKD 97.350, down by HKD 2.150 or 2.16% [3] - Industrial and Commercial Bank of China: Latest price HKD 6.120, up by HKD 0.010 or 0.16% [3] - Hong Kong Exchanges and Clearing: Latest price HKD 401.200, down by HKD 3.400 or 0.84% [3] - Ping An Insurance: Latest price HKD 60.750, down by HKD 1.000 or 1.62% [3] - Ctrip Group: Latest price HKD 539.500, down by HKD 5.000 or 0.92% [3] - Baidu Group: Latest price HKD 121.400, down by HKD 4.400 or 3.50% [3] - JD Group: Latest price HKD 114.900, down by HKD 1.300 or 1.12% [3]