8月6日，共8只港股获公司回购，2只个股回购金额超千万港元。其中，信义玻璃、恒生银行、捷利交易 宝回购金额最大，分别获公司回购4973.25万港元、2263.47万港元、274.8万港元。截至8月6日，今年已 有216只港股获公司回购，41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400.43亿港元、214.22亿港元、176.93亿港元。 本文源自：金融界AI电报 ...

知情人士表示，受新加坡金管局提供的税收优惠等激励措施所吸引，部分险企近年来加快将新加坡作为 区域资产管理中心的步伐，尽管保单销售主要在中国香港进行。 友邦保险-R 友邦保险 分时图 日K线 周K线 月K线 67.50 0.30 0.45% 1.04% 0.70% 0.34% 0.00% 0.34% 0.70% 1.04% 66.50 66.73 66.97 67.20 67.43 67.67 67.90 09:30 10:30 12:00/13:00 14:00 16:10 0 133 267 400 据报道，中国香港及新加坡两大金融中心在人才和资本方面的竞争日益激烈，令资产管理公司集中度风 险的上升，引发对企业外迁的审视。香港保险监管机构于过去一年，持续推动部分香港大型人寿保险公 司，将投资决策职能迁回香港。报道称，这项由香港保险业监管局牵头的行动于去年初启动，对象包括 友邦保险等公司。 ...

Group 1 - The core viewpoint of the news is that the CES300 index has shown positive performance, with a 4.45% increase over the past month, 8.56% over the past three months, and 13.22% year-to-date [1] - The CES300 index is designed to reflect the overall performance of eligible securities under the "Shanghai-Hong Kong Stock Connect" and "Shenzhen-Hong Kong Stock Connect" programs [1] - The index is compiled by China Securities Index Co., Ltd. and is based on a starting point of 2000.0 on December 31, 2008 [1] Group 2 - The top ten holdings of the CES300 index include Tencent Holdings (8.66%), Alibaba-W (5.27%), HSBC Holdings (4.03%), Xiaomi Group-W (2.32%), and Kweichow Moutai (2.31%) [2] - The market segment distribution of the CES300 index shows that the Hong Kong Stock Exchange accounts for 51.90%, the Shanghai Stock Exchange for 29.49%, and the Shenzhen Stock Exchange for 18.61% [2] - The industry allocation of the CES300 index indicates that finance comprises 30.07%, consumer discretionary 15.33%, communication services 13.86%, and information technology 9.29% [2] Group 3 - Public funds tracking the CES300 index include Dachen China-Hong Kong Stock Connect 300C and Dachen China-Hong Kong Stock Connect 300A [3]

Core Viewpoint - The Chuanghua Trading Service Hong Kong Stock Connect Selected 100 Index (CES100) has shown significant growth, with a year-to-date increase of 28.54% as of August 6, 2023, indicating strong market performance and investor interest in Hong Kong stocks [1]. Group 1: Index Performance - The CES100 index opened lower but closed higher, rising by 0.27% to 5469.54 points, with a trading volume of 78.721 billion [1]. - Over the past month, the CES100 index has increased by 5.92%, and over the last three months, it has risen by 11.41% [1]. Group 2: Index Composition - The top ten holdings of the CES100 index include Tencent Holdings (10.49%), HSBC Holdings (9.88%), Alibaba-W (9.5%), Xiaomi Group-W (7.3%), and AIA Group (5.82%) [2]. - The index is fully composed of stocks listed on the Hong Kong Stock Exchange, with financials making up 27.54%, consumer discretionary 26.34%, and communication services 14.51% of the holdings [2]. Group 3: Fund Tracking - Public funds tracking the CES100 index include Huaan CES Hong Kong Stock Connect Selected 100 ETF Link A, Huaan CES Hong Kong Stock Connect Selected 100 ETF Link C, and Huaan CES Hong Kong Stock Connect Selected 100 ETF [2].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 友邦保險控股有限公司 | | | 呈交日期: | 2025年8月6日 | | | I. 法定/註冊股本變動 | 不適用 | | | 備註： | | | | 友邦保險控股有限公司(「本公司」)並無法定股本及/ 或其普通股並無股份面值。 | | | FF301 第 1 頁 共 11 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 III.已發行股份及/或庫存股份變動詳情 (A). 股份期權（根據發行人的股份期權計劃） | 1. 股份分類 | | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號(如上市) | | 01299 | | 說明 | | | | ...

小摩强调香港对友邦保险新业务价值(NBV)的贡献约为30%，又指近期香港引入三项监管收紧措施，包 括分红(par)保单的展示上限降低(GL16/28)、前期销售佣金减少(GL16)、与香港风险资本准则(HKRBC) 框架相关的分红业务管理(GL34)。小摩初步认为，离岸销售活动可能放缓，特别是经纪渠道。因此，竞 争减少将带来机会，包括降低收购成本及改善流失率体验展望。 小摩表示，截至2024年12月，友邦保险现有寿险保单，在未来10年未折现可分配收益增至466亿美元(年 增8.6%)。小摩预测此余额将增至487亿美元(按半年增4.5%)，为更高的盈利增长前景提供信心。预计净 自由盈余生成将达24亿美元(年增9%)，截至2025年6月预估自由盈余余额为108亿美元。小摩预计，友邦 保险2025、2026、2027财年新业务价值年增率分别为15%、22%、24%。 （原标题：小摩：升友邦保险(01299)目标价至105港元 维持"增持"评级） 智通财经APP获悉，摩根大通发布研报称，友邦保险(01299)今年迄今表现优于大盘，股价自2024年4月 低点46港元上涨27%(恒生指数：23%)，似乎已反映多项正面因素 ...

Group 1 - The core viewpoint of the article highlights that AIA Group has shown strong performance this year, with its stock price reflecting several positive factors [1] - The market is now focusing on the upcoming financial report for the first half of 2025, scheduled for August 22, to identify new catalysts such as cash growth, prospects for the Hong Kong business, and total shareholder return guidance for 2026 [1] - Morgan Stanley has raised AIA Group's target price to HKD 105 and maintains an "overweight" rating [1]

（友邦保险集团和友邦人寿管理层代表在续约庆典现场合影） 对友邦保险而言，这里不仅是一栋建筑，更是"故里"与"初心"的象征。从上世纪三四十年代入驻外滩17 号，到1996年成功"回老家"，再到如今续写新篇，友邦与外滩17号的故事，恰是中国保险业对外开放历 程的生动注脚。 "根深方能叶茂，安居才能乐业。"友邦保险集团董事会主席谢仕荣在续约庆典上感慨道。继1998年主持 友邦大厦的启动仪式之后，时隔近30年，谢先生又一次站在了承租续约的庆典现场。"当年的热烈场景 与激动心情，至今仍历历在目。今天，友邦与外滩17号的故事将翻开新篇章。这次续约，是我们深耕中 国的郑重承诺，也是友邦共创未来的重要一步。友邦大厦将继续陪伴我们新的征程，见证友邦在中国金 融业高水平开放背景下持续蓬勃发展，为中国保险业创造更多非凡成就。" （友邦保险集团董事会主席谢仕荣先生在庆典现场致辞） 底层立面的花岗石，正门两侧的落地罗马拱券长窗……伫立在外滩万国建筑群中的百年建筑外滩17号， 每一块砖石都镌刻着时光的密码——这里既是上海金融史发展的见证者，也以友邦大厦的身份承载着百 年友邦的过去、现在和未来。 7月25日，友邦人寿保险有限公司（下称"友 ...

Core Viewpoint - AIA Life Insurance Company has renewed its lease at the historic Bund 17 building in Shanghai, symbolizing its long-term commitment to the Chinese market and its role in the development of the insurance industry in China [1][2][12]. Group 1: Historical Significance - Bund 17 represents the intersection of Shanghai's historical culture and modern finance, having been completed in 1924 as the tallest building in Shanghai at 65.3 meters [4]. - AIA's history in Shanghai dates back to 1919, with its founders establishing operations at Bund 17 in the 1930s, marking the beginning of its journey in the Asia-Pacific insurance market [5][10]. Group 2: Commitment to China - The lease renewal is a testament to AIA's deep-rooted connection to its "hometown" and its commitment to investing in China, as emphasized by AIA's leadership [2][12]. - AIA has expanded its operations significantly in China, growing from 5 business regions to 14, reaching approximately 340 million potential customers [12]. Group 3: Strategic Developments - AIA has made substantial investments in the Chinese economy, including the acquisition of the AIA Financial Center in Shanghai and a controlling stake in an office project in Beijing's CBD [13]. - The company is also establishing AIA Asset Management, which reflects its commitment to integrating insurance and asset management to support the Chinese economy [13]. Group 4: Future Outlook - AIA's leadership believes that the Chinese insurance market will become the largest globally, driven by demographic changes and increasing consumer demand for health management and retirement planning [14]. - The company aims to be the most customer-centric player in this evolving market, maintaining its foundational values while adapting to new opportunities [14].

Core Viewpoint - Morgan Stanley's research report indicates that AIA Group has outperformed the market this year, with its stock price rising 27% from a low of HKD 46 in April 2024, compared to a 23% increase in the Hang Seng Index [1] Summary by Relevant Sections - **Stock Performance** AIA Group's stock price has increased by 27% since April 2024, outperforming the Hang Seng Index which rose by 23% [1] - **Market Focus** The market is likely to focus on the upcoming financial report for the first half of 2025, scheduled for August 22, which may provide new catalysts such as accelerated cash growth, outlook on Hong Kong operations post-regulatory changes, and guidance on total shareholder return (TSR) for 2026 [1] - **Target Price Adjustment** Morgan Stanley has raised its target price for AIA Group from HKD 102 to HKD 105, maintaining an "Overweight" rating due to expectations that the 2026 earnings guidance may be raised or exceed expectations, along with further potential for total shareholder return [1]