本报记者 杨 洁 6月18日，国家金融监督管理总局局长李云泽在2025陆家嘴论坛开幕式上表示："就在前两天，总局刚刚 批准了友邦人寿、荷兰全球人寿在沪筹建保险资管公司。我们将一如既往推动更多金融开放措施在上海 先行先试，全力支持上海国际金融中心建设再上新台阶。" 当前，保险资管公司已经成为保险资金等长期资金的核心管理人、资本市场的主要机构投资者和服务实 体经济的重要力量。业内人士认为，两家外资保险资管公司获批筹建，是中国金融业高水平对外开放的 重要体现，有利于进一步增强外资金融机构继续深耕中国市场的信心。 展望未来，东海证券分析师陶圣禹认为，更大力度地推进开放合作将是大势所趋，一方面政策导向将持 续深化，有望健全与外资机构常态化沟通机制，优化营商环境；另一方面也将助推行业步入高质量创新 发展之路，借力外资经验深化产品创新，同时结合科技赋能提升整体经营效率和风险应对能力。 吸引更多外资机构进入中国市场，有助于带来先进的管理经验、成熟的金融产品与服务模式，进而提升 我国金融市场的国际化水平与竞争力。友邦人寿表示，友邦保险资管将建设适应中国市场，具有多行 业、泛资产覆盖、灵活把握市场投资机会的保险资管产品业务体系， ...

Core Insights - The approval of foreign insurance asset management companies in China reflects the ongoing high-level opening of the financial sector and the tangible results achieved [1][2][4] Group 1: Regulatory Developments - The China Banking and Insurance Regulatory Commission (CBIRC) has approved the establishment of insurance asset management companies by AIA and Dutch Global Life, indicating a commitment to foreign investment in the Chinese market [2][3] - Since 2018, over 30 new measures have been introduced to lower the entry barriers for foreign investment in the banking and insurance sectors, enhancing cooperation opportunities [4] Group 2: Company Strategies - AIA's new asset management company aims to create a product system that covers multiple industries and asset classes, aligning with the long-term investment strategy in the Chinese market [2] - Dutch Global Life plans to complement its existing business in China by establishing an insurance asset management company, leveraging its international experience and diverse investment strategies [3] Group 3: Market Trends - Nearly half of the world's 40 largest insurance companies have entered the Chinese market, with 80% of national banks enhancing governance through foreign strategic investors [1] - The collaboration between foreign and domestic institutions is expected to enrich the types of institutions and services available, better meeting diverse financial needs [1][4] Group 4: International Engagement - The recognition of China Re as an internationally active insurance group highlights the country's efforts to enhance its risk management capabilities and international influence [5] - Recent significant investments by foreign institutions, such as AIA's over 12 billion yuan stake in China Post Life, signal strong confidence in China's long-term economic growth potential [5]

中国经济网北京7月17日讯 近日，原香港中文大学金融学系讲座教授郎咸平质疑香港保险为"精心设计 的骗局"，引发市场对内地赴港投保的关注。 钛媒体亦于同日发布《郎咸平质疑港险高收益，友邦等险企内卷竞争引发市场焦虑》，为了遏制保险公 司利用激进的投资假设进行营销，香港保监局在今年2月发布了《分红保单利益演示利率上限指引》， 要求自2025年7月1日起，港元和非港元分红保单的最高演示年回报率分别不得超过6%和6.5%。然而， 面对监管新规，友邦香港迅速推出了"环宇盈活"储蓄计划，虽然将演示利率控制在6.5%上限内，却主 打"更快回本"和"更高前期收益"，继续在市场中掀起波澜。监管新规的初衷是给无序竞争踩刹车，让险 企放慢对"高收益噱头"的追逐。然而，友邦的这一举动却被业界视为"换赛道继续卷"，通过新的营销点 刺激销售，恐陷入"饮鸩止渴"的循环。这一举动也引发了刚购买7%旧产品客户的不满，他们直呼"被背 刺了"。 中国经济网记者就上述内容采访友邦保险相关负责人，截至发稿未收到回复。 （责任编辑：马先震） 每日经济新闻于7月7日发布报道《7%收益要等70年？被郎咸平炮轰"七大坑"，香港保险还能买吗？》 称，在郎咸平看来 ...

Market Overview - The Hang Seng Index (HSI) closed at 24,979.45, down by 102.18 points or 0.41% as of August 7, 16:00 Eastern Time [1] - The index reached a high of 25,085.26 and a low of 24,911.17 during the trading session, with a trading volume of 35.48 million [1] - The 52-week high for the index is 25,638.77, while the 52-week low is 16,954.46, indicating a trading range of 0.69% [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 98.823, down 0.03% from the Hong Kong close [2] - Tencent Holdings closed at HKD 564.761, down 0.39% from the Hong Kong close [2] Stock Price Movements - Tencent Holdings (00700) saw a decrease of HKD 1.50, or 0.26%, with an ADR price of 564.761 [3] - Alibaba Group (09988) increased by HKD 2.50, or 2.14%, with an ADR price of 118.682 [3] - Xiaomi Group (01810) decreased by HKD 2.15, or 3.98%, with an ADR price of 51.476 [3] - AIA Group (01299) increased by HKD 0.95, or 1.29%, with an ADR price of 73.980 [3] - Meituan (03690) increased by HKD 0.90, or 0.74%, with an ADR price of 120.958 [3]

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 ...