Core Viewpoint - The article provides an update on the performance of various types of investment-linked insurance (投连险) accounts as of mid-2025, highlighting the weighted average returns across different account types and identifying top-performing accounts in each category [1][16]. Group 1: Investment Account Overview - As of June 2025, a total of 249 investment-linked insurance accounts were recorded, categorized into four types: 38 money market accounts, 91 bond-type accounts, 47 balanced accounts, and 73 equity accounts [18][20]. - The total asset scale of these accounts amounts to 190.2 billion yuan, with the breakdown as follows: money market accounts at 4.9 billion yuan, bond-type accounts at 101.7 billion yuan, balanced accounts at 11.4 billion yuan, and equity accounts at 72.3 billion yuan [22]. Group 2: Performance of Different Account Types - The overall weighted average return for investment-linked insurance accounts in mid-2025 was 2.5%, with the following breakdown by account type: - Money market accounts: 0.73% - Bond-type accounts: 1.0% - Balanced accounts: 1.4% - Equity accounts: 4.8% [25]. Group 3: Detailed Performance Metrics - Money Market Accounts: - Weighted average return: 0.73% - Simple average return: 0.46% - Median return: 0.48% - Maximum return: 1.21% (恒安标准现金型投资账户) [27]. - Bond-Type Accounts: - Weighted average return: 1.0% - Simple average return: 0.3% - Median return: 0.8% - Maximum return: 4.2% (瑞泰财智增值投资账户) [7][39]. - Balanced Accounts: - Weighted average return: 1.4% - Simple average return: 2.8% - Median return: 2.2% - Maximum return: 26.1% (中德安联安赢慧选2号投资账户) [10][47]. - Equity Accounts: - Weighted average return: 4.8% - Simple average return: 2.6% - Median return: 1.7% - Maximum return: 13.2% (泰康沪港深精选投资账户) [12][53]. Group 4: Top-Performing Accounts - The article lists the top ten performing accounts in each category, showcasing the highest returns achieved by various insurance companies [31][40][45][50].

Core Viewpoint - Xinhua Insurance's stock experienced a significant decline of 2.03% on July 16, indicating potential concerns among investors regarding the company's performance and market position [1]. Company Overview - Xinhua Life Insurance Co., Ltd. was established in 1996 and is headquartered in Beijing, primarily engaged in the insurance industry. The company has a registered capital of 3.12 billion RMB [1]. - The legal representative of Xinhua Insurance is Yang Yucheng [1]. Shareholder Activity - Huatai-PineBridge Fund's Huatai-PineBridge CSI 300 ETF is among the top ten shareholders of Xinhua Insurance, having reduced its holdings in the second quarter of this year [1]. - The fund has reported a year-to-date return of 3.73%, ranking 2052 out of 3426 in its category [1][2]. Fund Performance - The performance metrics for the Huatai-PineBridge CSI 300 ETF show a weekly increase of 0.78%, a monthly increase of 4.85%, and a quarterly increase of 8.33% [2]. - The fund's year-to-date performance is 3.73%, which is below the average of its peers at 7.42% [2]. Fund Management - The fund manager for Huatai-PineBridge CSI 300 ETF is Liu Jun, who has extensive experience in fund management, having joined Huatai-PineBridge in 2004 and managed various funds since then [4][5]. - Liu Jun has a master's degree in financial management from Fudan University and has held multiple positions within the company, demonstrating a strong background in investment management [4][5].

我们还是分保险和证券两个子行业保险行业的负债端行稳致远资产端是进而有为证券行业整体来说还是受到资本市场改革逐渐深化的一个越来越大的影响整体来看的话头部的公司会更具韧性一些接下来我们就具体两个子行业进行展开首先我们来看保险行业进行一个板块的复盘 上半年来看行情还是出现了比较大的一个波动也是因为一方面是投资端还是有一定的压力那么在负债端的新业务增长也是有一个去年基数的压力存在所以2025年以来保险行业的指数相对来说是小幅跑速 呼声三百指数但是一直到5月14日开始我们看到开始有超额收益的出现 整体来看的话截至到6月20日保险行业升了二级指数是上涨了3.46个百分点相对呼声300的超额收益是5.7个百分点那么各家公司的情况来看走势还是比较一致的除了国寿之外新华 仁宝 平安 泰宝还都是实现了一个正增长的一方面新华表现比较好也是 各位投资者大家下午好我是平安证券研究所非营金融行业的首席分析师王维益那么今天我跟大家分享一下我们这一次2025年的中期的非营金融行业的一个策略报告那么我们这一次中期策略给它这个取的题目是高质量发展引领价值重估头部公司更具韧性那么具体来看的话 受益于业绩增速的领先另外一方面也是受益于整个分红水平还 ...

上述原保险保费收入数据未经审计，提请投资者注意。 特此公告。 新华人寿保险股份有限公司董事会 2025 年 7 月 14 日 | A股股票代码：601336 | A股股票简称：新华保险 | 编号：2025-041号 | | --- | --- | --- | | H股股票代码： 01336 | H股股票简称：新华保险 | | 新华人寿保险股份有限公司 保费收入公告 新华人寿保险股份有限公司董事会及全体董事保证本公告内容不存 在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准 确性和完整性承担法律责任。 根据中华人民共和国财政部《企业会计准则第 25 号——原保险合同》（财 会〔2006〕3 号）及《保险合同相关会计处理规定》（财会〔2009〕15 号），新华 人寿保险股份有限公司（以下简称"公司"）于 2025 年 1 月 1 日至 2025 年 6 月 30 日期间累计原保险保费收入为人民币 12,126,217 万元，同比增长 23%。公司 全面落实以客户为中心的战略，加强顶层设计，做优做强分支机构；不断丰富完 善产品体系，推动业务和收入结构转型升级；将服务上升到战略高度，全面加强 和完善客户 ...

Core Viewpoint - The article highlights the importance of customer-centric service in the competitive insurance industry, exemplified by Liu Li's dedication and professional growth since joining the industry in November 2016 [1][5]. Group 1: Professional Integrity - Liu Li values integrity as a fundamental quality in her career, consistently adhering to ethical principles despite potential conflicts of interest [5]. - An example of her commitment to integrity is illustrated when she insisted on accurate health disclosures from a client, which ultimately prevented a significant financial loss for both the client and the company [5]. Group 2: Innovative Service Models - Liu Li prioritizes customer needs and continuously innovates service models to exceed client expectations, organizing events like "Insurance Knowledge Lectures" to educate clients [7]. - Her proactive approach in assisting clients during claims processes has enhanced trust and satisfaction, demonstrating the warmth and strength of insurance services [7]. Group 3: Recognition and Professional Development - Liu Li has received numerous accolades for her professional capabilities and service quality, including being named "Integrity Ambassador" for six consecutive years from 2018 to 2023 [9]. - She achieved the "IDA International Dragon Award" for three consecutive years from 2023 to 2025, and completed a certification as a retirement planner from Peking University in 2024, enhancing her expertise in retirement planning [9][10]. Group 4: Team Building and Leadership - As a business manager, Liu Li emphasizes the importance of team development, guiding her team with principles of integrity, professionalism, and service [11]. - She organizes regular training and experience-sharing sessions to improve her team's industry knowledge and sales skills, fostering a motivated and high-performing team [11]. - Liu Li aims to continue her journey in the insurance industry, focusing on customer needs and professional service to elevate her team and contribute to the industry's healthy development [11].

Core Viewpoint - Chen Hongqing has established herself as a symbol of professionalism and integrity in the insurance industry, recognized for her exceptional service and dedication to client needs [1][5]. Group 1: Client-Centric Approach - Chen Hongqing prioritizes client needs by offering tailored insurance solutions, ensuring that each plan is customized based on individual family structures, financial situations, and risk preferences [5]. - She has maintained a record of "zero effective complaints" from clients, with high renewal and referral rates, indicating strong client satisfaction and trust [5][7]. Group 2: Professional Development - Continuous learning is a cornerstone of Chen Hongqing's success, as she stays updated on insurance terms, financial regulations, and market trends to provide accurate and comprehensive information to clients [7]. - Her ability to communicate complex insurance concepts in an understandable manner enhances client understanding and confidence in their insurance choices [7]. Group 3: Recognition and Future Commitment - Chen Hongqing has received multiple accolades from her company, including "Star Supervisor" and "Integrity Service Ambassador," reflecting her outstanding performance and commitment to client service [7]. - Looking ahead, she expresses a commitment to continue serving clients with dedication, emphasizing the importance of insurance in providing security and peace of mind [8].

在保险行业这片承载责任与使命的热土上，新华保险威海中支毕丽玲已深耕十五载。从初入职场的青涩新 人，到斩获IDA国际龙奖的行业精英，这段历程不仅是她个人成长的蜕变之路，更是她用专业与真诚写就 的职业生涯奋斗华章。 这样的故事在毕丽玲职业生涯中不断上演。每一次理赔都是信任的沉淀，每一次转介绍都是最厚重的褒 奖。毕丽玲始终坚信，客户的认可才是最硬核的"业绩"。 薪火相传：在团队中凝聚奋进力量 初心如磐：在质疑中锚定方向 2010年，毕丽玲怀揣忐忑与憧憬踏入保险行业。彼时市场尚未成熟，客户对保险的认知多停留在模糊与误 解中。记得有位客户直言"俺家没长寿基因，不用保险"，这句拒绝像石子投入心湖，既带来挫败感，更激 起毕丽玲打破偏见的决心——要用专业与真诚，让更多人看见保险的真正价值。 为夯实专业根基，毕丽玲开启了"白加黑"的学习模式：白天跑市场、访客户、做需求调研，夜晚伏案钻研 保险条款、金融法规与理财知识。从考取RFC财务顾问师、理财规划师等资质，到深耕每一场行业培训， 她始终在拓宽知识边界。渐渐地，毕丽玲能把晦涩条款译成家常话，用真实案例讲透风险保障的意义，为 每个家庭量身定制"合身"的保障方案——这便是毕丽玲对抗 ...

Core Viewpoint - The article highlights the journey and achievements of Gu Enni, a successful insurance agent at Xinhua Insurance, emphasizing her dedication to customer service and professional integrity in the insurance industry [1][5][8]. Group 1: Professional Journey - Gu Enni transitioned from a beauty therapist to an insurance agent in 2015, motivated by the potential of the insurance industry [1]. - Over her 10-year career, she has maintained a high performance for 90 months and is a diamond member of the company's elite club [1]. Group 2: Customer Service Approach - Gu Enni is known for her exceptional customer service, maintaining a positive demeanor even when faced with skepticism from clients [5]. - She emphasizes the importance of explaining insurance policies thoroughly, regardless of whether clients choose to purchase [5][8]. Group 3: Client-Centric Philosophy - Gu Enni believes in prioritizing clients' actual needs over company sales pushes, as demonstrated when she advised a client on health insurance instead of a promoted annuity product [9]. - Her approach led to a client being financially supported during a critical health crisis, showcasing the importance of tailored insurance solutions [9]. Group 4: Achievements and Goals - Gu Enni has set ambitious goals for herself, achieving the IDA International Copper Dragon Award in 2021, 2023, and 2024, and aims for higher honors in the future [11]. - She is determined to reach the MDRT Million Dollar Round Table and IDA International Gold Dragon Award, reflecting her commitment to excellence in the insurance field [11].

突破瓶颈 实现专业飞跃 初入行时满怀激情，然而，随着"缘故市场"的逐渐枯竭，她遭遇了职业生涯中的第一个瓶颈——客户资源 枯竭。正当她萌生退意之际，有人及时拉了她一把，"我的师傅给予我莫大的支持与鼓励，给我做心理疏 导，帮我重拾信心。"通过分析，也找到了问题所在——专业知识欠缺。基于此，翟兆萍开始埋头苦学， 从网络课程到系统性学历提升项目，通过不断学习来拓宽知识边界。过去十多年里踏踏实实走的每一步， 都成为她成功路上的垫脚石。专业技能产生质的飞跃，荣誉纷至沓来：持续百月总公司鑫星会钻石会员、 总公司TOP500高峰会会员、总公司诚信大使、服务明星，并于2025年6月达成IDA铜龙奖。 以心交心 真诚服务筑信任 翟兆萍坚信，真诚的服务是通往成功的桥梁。曾经有位客户很排斥保险，但天有不测风云，客户的家人不 幸离世，留下孤儿寡母面对生活的重压。翟兆萍一想到这件事情，内心便充满了自责与内疚，"如果当初 我能够说服他们，或许就能让她更从容地应对这场变故。"在那段艰难的日子里，翟兆萍尽己所能给予这 位客户支持与陪伴。客户在经历了一系列变故后，也终于认识到了保险的重要性，为自己购买了健康保 险。 认定了正确的事情，就要持之以 ...

Core Insights - The article highlights the achievements of Mu Kai, the regional director of Xinhua Insurance, who received the International Dragon Award (IDA) in 2025, symbolizing the culmination of 8,000 days of dedication to the insurance industry [1][4]. Group 1: Professional Growth and Commitment - Mu Kai's journey at Xinhua Insurance reflects a deep respect and commitment to the insurance profession, navigating market fluctuations, industry changes, and evolving customer needs [4]. - The IDA award represents the crystallization of Xinhua Insurance's customer-centric philosophy over time [4]. Group 2: Continuous Learning and Adaptation - Mu Kai emphasizes the importance of a relentless pursuit of knowledge, addressing team management challenges and exploring diverse insurance-related knowledge to meet varied customer demands [6]. - His approach includes late-night study sessions, participation in international summits, and the integration of cross-disciplinary thinking, which helps maintain a leading edge in professional services [6]. Group 3: Future Aspirations and Responsibilities - The IDA award serves as a call to action for Mu Kai to build a top-tier team and help more aspiring professionals achieve their career dreams [8]. - He aims to refine the service system to create a more robust and intelligent risk management framework for families, reinforcing the trust placed in Xinhua Insurance [8].