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 ...

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].

高洁始终坚信"保险的本质是爱与责任"，保险工作是一份神圣的工作，是一份充满大爱的工作，是一份雪 中送炭的工作。她说，保险人要保持初心，传递保障价值，不做短期推销，而是专注客户终身价值，并用 专业赢得尊重，用方案解决痛点，团队共进、客户为先，成就他人方能成就自己。 高洁表示，IDA是里程碑，更是责任状，IDA的达成不是终点，而是践行使命的新起点。她感恩客户们对 她的信任，感谢新华保险给予她广阔的舞台。接下来她将带领团队再攀高峰，深化养老规划专长，冲刺 IDA银龙奖。 惟诚惟专，共绽芳华 保险是穿越周期的守护，专业是赢得信任的基石。2012年，高洁从个体行业跨入保险赛道，面对亲友质 疑，她以 "归零心态" 和专业学习开启新征程。初入保险行业，高洁每日坚持 "三习三访"，2年内持续达成 公司业绩要求；在事业上升期，高洁于2014年转入保费渠道，聚焦 "家庭全周期保障"领域，独创健康缺 口、教育储备、养老规划、资产隔离 "四维需求分析法"，为上百个家庭提供保障服务，并成功晋升营业部 经理；2018年，由于公司政策调整，高洁重新进入个险渠道，带领团队持续发展。自2019年以来个人和团 队业绩持续增长，她于2023年—2 ...

2011年，临近而立之年的泥荣荣在家相夫教子，随着孩子一天天长大，天性随和同时又爱闯敢拼的她觉得 自己的人生不该如此按部就班，应该实现一番抱负才不枉此生。曾经一位朋友闲时总是相约一起逛街购 物，起初她以为这位朋友也是在家相夫教子，之后才得知原来她是新华保险的一名销售人员，每天早会之 后，可以外出见客户，时间相对自由，于是泥荣荣动了心。市区不大，公司不远，以前经常从门口经过， 一直没有留意过，没想到，自己心心念念的人生方向，将会在这里开启。 以情为系，让保险更有温度 做保险成功的人，有的是靠人脉，有的是靠自己，而泥荣荣就属于后者。从农村走出来打拼，赤手空拳， 举目无亲，但有肯吃苦、肯下功夫的韧劲。对于寿险营销员来说，最宝贵的莫过于客户资料了。"小白"泥 荣荣骑着摩托车，走街串巷、披星戴月，硬是把娘家和婆家的亲戚朋友见了个遍。其间，有过质疑，有过 数落，但也收获了赞赏和肯定，以及自己的首批客户。她说："保险交流其实是软性服务，可长可短咱就 取长，可厚可薄咱就取厚，总有客户会感受到我们的心意"。她记得客户的每个特殊日期，比如客户生 日、纪念日……每年为客户做保单整理，帮助客户做保险规划。 客户有理赔需求时，她总是第 ...

用真诚架起信任长河 矢志不渝的初心坚守，让郑仕花的客户服务充满温度。自2008年入职以来，首批签约客户至今仍与她保持 紧密联系。十七载服务长跑中，"客户利益永远优先"的理念，在她身上转化为实实在在的行动：面对陌生 咨询电话，她以"站在客户立场"的真诚设计保障方案，让客户从最初的试探性了解，到最终签下8份保单并 持续加保。这种以真心换真心的服务理念，让保单成为传递信任的信物，更让服务成为连接心灵的纽带， 生动诠释了"服务越久，信任越深"的服务真谛。 作为保险行业转型期的典型代表，新华保险临沂中支营业部经理郑仕花用十五年坚守，诠释了"专业致 胜，服务致远"的真谛。从企业会计转型保险新人，她以会计职业锻造的细致和严谨，半年内便从保险"小 白"跃升为营销高手，更连续149个月保持绩优记录，扎实的专业素养成为客户信赖的基石。她常说："保险 不是简单卖产品，而是守护每个家庭的财务安全网。"这种对专业的极致追求，让她的客户们开启了从了 解产品到终身信赖的合作之旅。 以勤勉浇灌事业芳华 专注细节的极致追求，是郑仕花成功的密钥。入职第一天起，她便坚持每日出勤学习，用会计人对数据的 敏感解构产品条款，同时刷新了自己对职业价值的认 ...

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].