上 市 公 司 非银金融 2025 年 08 月 28 日 新华保险 (601336) ——资、负两端均超预期，股票配置规模提升 299 亿元 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： 2025 年 08 月 28 日 | | | --- | --- | | 收盘价（元） | 64.69 | | 一年内最高/最低（元） | 68.68/30.13 | | 市净率 | 2.5 | | 股息率%（分红/股价） | 3.91 | | 流通 A 股市值（百万元） | 134,907 | | 上证指数/深证成指 3,843.60/12,571.37 | | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产（元） | 26.73 | | 资产负债率% | 95.44 | | 总股本/流通 A 股(百万) | 3,120/2,085 | | 流通 B 股/H 股（百万） | -/1,034 | 一年内股价与大盘对比走势： 08-28 09-28 10-28 11-28 12-28 01-28 02-28 ...

新华保险 新华保险 分时图 日K线 周K线 月K线 64.69 0.94 1.47% 1.60% 1.07% 0.53% 0.00% 0.53% 1.07% 1.60% 62.73 63.07 63.41 63.75 64.09 64.43 64.77 09:30 10:30 11:30/13:00 14:00 15:00 0 25万 49万 74万 新华保险（601336）(01336)发布公告，于2025年8月28日，第八届董事会第三十六次会议决议选举张晓 东先生担任董事会审计与关联交易控制委员会、提名薪酬委员会、风险管理与消费者权益保护委员会委 员。 ...

转自：新华财经 新华财经北京8月28日电（记者张斯文）28日，新华人寿保险股份有限公司公布2025年中期业绩。2025 年上半年，截至6月30日，新华保险营业收入700.41亿元，同比增长26%；原保险保费1213亿元，同比 增长22.7%；新业务价值61.82亿元，同比增长58%；归属于母公司股东的净利润148亿元，同比增长 33.5%；年化总投资收益率5.9%，同比提升1.1个百分点；总资产达到1.78万亿元，较上年末提升5%。 自2024年首次开展中期分红以来，公司2025年拟继续向全体股东派发中期现金股利每股0.67元（含 税），共计约20.90亿元，约占公司2025年半年度归属于母公司股东净利润的14.1%。 截至2025年二季度末，公司核心偿付能力充足率170.72%，较上年末增长46.65个百分点；综合偿付能力 充足率256.01%，较上年末上升38.46个百分点。 编辑：刘润榕 ...

Performance Summary - SF Holding reported a revenue of 146.858 billion yuan, a year-on-year increase of 9.26%, and a net profit of 5.738 billion yuan, up 19.37% year-on-year [2] - Shanghai Pharmaceuticals achieved a revenue of 141.593 billion yuan, a growth of 1.56%, with a net profit of 4.459 billion yuan, increasing by 51.56% [2] - New China Life Insurance's revenue reached 69.429 billion yuan, a 25.5% increase, and a net profit of 14.799 billion yuan, up 33.5% [2] - Huadian International Power's revenue was 59.953 billion yuan, down 8.98%, while net profit increased by 13.15% to 3.904 billion yuan [2] - China Pacific Insurance reported a revenue of 55.964 billion yuan, a slight increase of 0.2%, and a net profit of 6.764 billion yuan, up 12.2% [2] - CITIC Securities had a revenue of 46.552 billion yuan, a 16.28% increase, and a net profit of 13.719 billion yuan, up 29.79% [2] - Beijing Enterprises Holdings reported a revenue of 44.529 billion yuan, a 5.2% increase, and a net profit of 3.404 billion yuan, up 8.1% [2] - Li Auto's vehicle sales revenue for Q2 2025 was 28.9 billion yuan, down 4.7%, with a net profit of 1.093 billion yuan, a decrease of 0.9% [2] - Huishang Bank reported a revenue of 21.157 billion yuan, a 2.25% increase, and a net profit of 9.109 billion yuan, up 5.55% [2] - SMIC achieved a revenue of 4.456 billion USD, a 22% increase, with a net profit of 320 million USD, up 35.6% [2] - China Galaxy Securities reported a total revenue of 18.798 billion yuan, an 18.92% increase, and a net profit of 6.488 billion yuan, up 47.86% [2] - Zhongjun Group Holdings had a revenue of 18.521 billion yuan, down 25.4%, with a net loss of 3.48 billion yuan, a narrowing of 5.5% [2] - BeiGene reported a revenue of 2.433 billion USD, a 44.7% increase, and a net profit of 95.59 million USD, turning from a loss of 372 million USD [2] - SF Express City reported a revenue of 10.236 billion yuan, up 48.8%, and a net profit of 137 million yuan, up 120.4% [2] - China Shipbuilding Defense reported a revenue of 10.173 billion yuan, a 16.54% increase, and a net profit of 526 million yuan, up 258.46% [2] - Qingdao Port reported a revenue of 9.434 billion yuan, a 4.04% increase, and a net profit of 2.842 billion yuan, up 7.58% [2] - Shanghai Industrial Holdings reported a revenue of 9.476 billion yuan, down 8.6%, and a net profit of 1.042 billion yuan, down 13.2% [2] - Everbright Securities reported a revenue of 7.481 billion yuan, a 17.7% increase, and a net profit of 1.683 billion yuan, up 21% [2] - Baozun reported a revenue of 4.617 billion yuan, a 5.63% increase, with a net loss of 97.04 million yuan, narrowing [2] - Sichuan Chengyu Expressway reported a revenue of 4.08 billion yuan, down 23.3%, and a net profit of 838 million yuan, up 20.1% [2] - Baideli Holdings reported a revenue of approximately 3.813 billion yuan, down 10.9%, and a net profit of 7.1 million yuan, down 79.1% [2] - Tigermed reported a revenue of 3.25 billion yuan, down 3.21%, and a net profit of 383 million yuan, down 22.22% [2] - Zhengli New Energy reported a revenue of 3.172 billion yuan, a 71.9% increase, and a net profit of 220 million yuan, turning from a loss of 130 million yuan [2] - Sensong International reported a revenue of 2.687 billion yuan, down 22.7%, and a net profit of 338 million yuan, down 10.15% [2] - Dasheng Holdings reported a revenue of approximately 2.593 billion yuan, a 27% increase, and a net profit of 65.924 million yuan, up 504.4% [2] - SenseTime reported a revenue of 2.358 billion yuan, a 35.6% increase, with a gross profit of 908 million yuan, up 18.4%, and an adjusted net loss of 1.162 billion yuan, narrowing by 50% [2] - Ruian Real Estate reported a revenue of 2.074 billion yuan, flat year-on-year, with a net profit of 51 million yuan, down 29.2% [2] - Shangri-La Asia reported a revenue of 1.056 billion USD, a 0.7% increase, and a net profit of 57.9 million USD, down 38.7% [2] - Quanfeng Holdings reported a revenue of 912 million USD, an 11.9% increase, and a net profit of 95.217 million USD, up 54.8% [2] - COSCO Shipping Ports reported a revenue of 806 million USD, a 13.6% increase, and a net profit of approximately 182 million USD, up 30.6% [2] - Tianjin Development reported a revenue of 1.719 billion yuan, down 5.59%, and a net profit of 344 million yuan, up 19.57% [2] Company News - Sillodic Pharmaceuticals successfully administered the new radiolabeled drug 3D1015 to patients with PSMA-positive metastatic castration-resistant prostate cancer, demonstrating safety and preliminary efficacy [2] - Shoucheng Holdings signed a strategic cooperation framework agreement with Alter and Alrite to jointly promote breakthroughs in robotics technology, scene implementation, and industrial chain collaboration [2]

Core Insights - The company reported a revenue of 70.041 billion yuan for the first half of 2025, representing a year-on-year growth of 26.0% [1] - The net profit attributable to shareholders for the same period was 14.799 billion yuan, showing a year-on-year increase of 33.5% [1] - The company plans to distribute an interim cash dividend of 0.67 yuan per share, totaling approximately 2.09 billion yuan, which accounts for 14.1% of the net profit attributable to shareholders for the first half of 2025 [1] Business Performance - In the life insurance segment, the company achieved original insurance premium income of 121.262 billion yuan, a year-on-year growth of 22.7% [1] - The new business value for the first half of 2025 was 6.182 billion yuan, reflecting a significant year-on-year increase of 58.4% [1] - The total number of multi-channel marketing agents remained stable at 145,387, consistent with the end of 2024 [1] Investment Performance - As of June 30, 2025, the company's investment scale reached 1,712.522 billion yuan [1] - The annualized total investment return rate for the first half of 2025 was 5.9% [1] - The annualized comprehensive investment return rate for the same period was 6.3% [1]

NEW CHINA LIFE INSURANCE COMPANY LTD. 01336 董事名單與其角色和職能 新華人壽保險股份有限公司董事會（「董事會」）成員載列如下： 董事長、執行董事 楊玉成 執行董事 龔興峰 非執行董事 楊 雪 毛思雪 胡愛民 張曉東 獨立非執行董事 馬耀添 賴觀榮 徐 徐 郭永清 卓 志 - 1 - C ：有關專業委員會的主任委員 M ：有關專業委員會的委員 中國北京，2025年8月28日 - 2 - 董事會下設五個專業委員會，各專業委員會的組成如下： 委員會 董事 戰略與ESG 委員會 投資與資產 負債管理 委員會 審計與關聯 交易控制 委員會 提名薪酬 委員會 風險管理與 消費者權益 保護委員會 楊玉成 C M 龔興峰 M M 楊 雪 M M C 毛思雪 C M 胡愛民 M M 張曉東 M M M 馬耀添 M M 賴觀榮 M M M 徐 徐 M C M 郭永清 C M M 卓 志 M M ...

北京商报讯（记者 胡永新）8月28日，新华人寿保险股份有限公司（以下简称"新华保险"）公布2025年 中期业绩。截至2025年6月30日，新华保险投资规模超1.7万亿元，较上年末增长5.1%，上半年年化总投 资收益率5.9%，同比提升1.1个百分点；年化综合投资收益率6.3%。 ...

Core Viewpoint - Xinhua Life Insurance Co., Ltd. has announced its mid-term performance for 2025, focusing on enhancing its service brands and expanding its health management ecosystem to meet diverse customer needs [1] Group 1: Service Development - The company is continuously developing service brands such as "Xinhua Zun," "Xinhua An," "Xinhua Rui," and "Xinhua Yue" [1] - Xinhua Insurance has established a service ecosystem covering ten areas including health management, finance, taxation, and education [1] - The services have reached over 4 million customers [1] Group 2: Strategic Expansion - The company has laid out 40 quality health and wellness communities across 28 cities in China [1] - Additionally, it has developed 36 quality travel projects in 31 cities nationwide [1] - The national strategy is focused on deepening its presence across various regions in China [1] Group 3: Healthcare Resource Integration - The company is integrating high-quality medical resources to provide comprehensive health management services, including disease prevention and overseas medical assistance [1] - The overseas medical network has expanded to 40 international hospitals, supporting customer access to global healthcare resources [1]

Core Insights - Xinhua Life Insurance Co., Ltd. reported its mid-term performance for 2025, highlighting significant claims processing and payment efficiency [1] Claims Processing - In the first half of 2025, the company handled a total of 2.41 million claims, with a total payout amounting to 7.3 billion yuan [1] - The average daily claims processed reached 13,400, with an average daily payout of 40.65 million yuan [1] - The time taken for claims processing from application to settlement was only 0.72 days [1] Service Innovation - The company has implemented a direct connection and payment service for claims, which is now available in 12 provinces and municipalities [1] - This service allows for a one-stop settlement of medical insurance and commercial insurance, enhancing the claims experience for customers [1]

北京商报讯（记者 胡永新）8月28日，新华人寿保险股份有限公司（以下简称"新华保险"）公布2025年 中期业绩。截至2025年6月30日，新华保险服务实体经济投资余额超1.21万亿元。扎实做好金融"五篇大 文章"，相关投资余额近1500亿元，同比增长54%，其中科技金融投资余额超605亿元，同比增长 29.3%；绿色金融投资余额超316亿元，同比增长28.8%；普惠金融投资余额超227亿元，同比增长超 200%；养老金融投资余额161亿元，同比增长290%；数字金融投资余额约45亿元，同比增长93.8%。 ...